Subject: Re: VeriSign
Labadal-
Appreciate the link. It’s a good read.
With VeriSign, if it’s a ‘regulated utilty’ that is quite predictable from a pricing and profitability standpoint….what drives a near 5 bagger in 10 years?
Is it a giant risk game of musical chairs, with the bet being you can still find a seat when the music stops on occasion and before the ICANN or new technology pulls the rug out?
Inquiring minds want to know.