Sunday, March 05, 2017 3:32:31 PM
Summary of Saber Capital Letter
Verisign
Operates the domain name registry for the .com and .net “top-level domains”
“Toll road” of the internet; exclusive registry for .com and .net (monopoly)
Collects annual fee (around $8) for each of the 142 million .com and .net registered domains
Margin on this recurring revenue is extraordinarily high and minimal need for cash in the business
Bought back stocks aggressively in the last ten years (diluted shares shrunk from around 250 million to 125 million)
Full Summary of Saber Capital Letter: https://investoralmanac.com/2017/02/14/saber-capital-letter-2016-review-apple-verisign/
Recent VRSN News
- Verisign Reports First Quarter 2024 Results • Business Wire • 04/25/2024 08:05:00 PM
- Verisign to Report First Quarter 2024 Financial Results • Business Wire • 04/01/2024 08:05:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2024 10:01:02 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/05/2024 09:32:27 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2024 10:32:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/01/2024 09:06:34 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/22/2024 09:42:10 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/20/2024 11:08:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/16/2024 10:23:07 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/16/2024 10:21:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/16/2024 10:18:53 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/16/2024 10:16:55 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/16/2024 10:14:41 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/15/2024 09:34:58 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 02/15/2024 09:05:23 PM
- DNIB.com annonce que l'Internet comptera 359,8 millions d'enregistrements de noms de domaine à la fin du quatrième trimestre 2023 • Business Wire • 02/15/2024 07:23:00 PM
- DNIB.com Reports Internet Has 359.8 Million Domain Name Registrations at the End of the Fourth Quarter of 2023 • Business Wire • 02/15/2024 01:26:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/14/2024 09:55:04 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/14/2024 09:52:43 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/14/2024 09:50:36 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/14/2024 09:48:27 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/14/2024 09:45:45 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/13/2024 09:35:05 PM
- Form SC 13G - Statement of acquisition of beneficial ownership by individuals • Edgar (US Regulatory) • 02/13/2024 08:13:15 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/08/2024 09:06:49 PM
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