We Study Billionaires - The Investor’s Podcast Network TIP696: Mastermind Discussion Q1, 2025 w/ Stig Brodersen, Tobias Carlisle, and Shawn O'Malley
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Feb 2, 2025 
Tobias Carlisle, a value investor and founder of Acquirers Funds, discusses his bullish stance on VeriSign, emphasizing its stable revenue despite competitive pressures. Shawn O'Malley analyzes Ulta Beauty's market strategies, highlighting its appeal to younger consumers amidst competition from brands like Sephora. Meanwhile, Stig Brodersen presents LIFCO as a serial acquirer with a promising outlook, but warns of its high valuation. The trio dives into the complexities of investing, advocating for meticulous stock selection and market understanding.
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Mastermind Discussions
- Pitch stocks that intrigue you, regardless of whether you invest.
- Mastermind discussions are for feedback and watchlists, not just current investments.
Verisign Overview
- Verisign, a $20B market cap company, offers a stable, predictable business model.
- Their monopoly on .com and .net domain registration ensures consistent cash flow.
Verisign's Business Model
- Verisign's predictable earnings stem from 170M websites paying for domain access.
- Their role in converting text to IP addresses ensures consistent revenue.
