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TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley
01:04:07
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2025/2/23
Millennial Investing - The Investor’s Podcast Network
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How does VeriSign underpin the world’s internet?
Why is VeriSign granted a monopoly over .com and .net domains?
How is VeriSign like a toll road for the internet?
What does VeriSign do with its cash flows?
How does domain registration work, and what role does VeriSign play?
What are the biggest risks facing VeriSign’s operations?
How should we think about VeriSign’s intrinsic value?
Will Shawn add VeriSign to The Intrinsic Value Portfolio?
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