

VeriSign (Ticker: VRSN) with Buyback Capital
6 snips Aug 17, 2023
Listen as the hosts interview analyst Larry Jamison about VeriSign's role in the internet's infrastructure and discuss the company's business model, management, and Warren Buffett's ownership. They explore how VeriSign and other companies have monopolized the domain registry system, the business model of registrars, and the challenges of operating a top-level domain registry. They also analyze VeriSign's management and capital allocation strategy, valuation, and potential for.io domains.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Discussing Varysign and the Domain Registration Industry
01:46 • 1min
Monopoly-like Businesses and the Success of Verisign
03:04 • 5min
Exploring the Business Model of Registrars and VeriSign's Role in the Domain Name Market
07:57 • 2min
Operating a Top-Level Domain Registry
10:26 • 15min
Analyzing Management and Capital Allocation Strategy
25:13 • 25min
The Potential for.io Domains and the Importance of.com Domains
50:13 • 3min