Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers a range of services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund has a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing three core strategies: global macro, fundamental, and quantitative [1] - The firm's expertise is concentrated in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

VeriSign, Inc. (VRSN), headquartered in Reston, Virginia, provides domain name registry services and internet infrastructure that enable navigation of various recognized domain names. Valued at $22.5 billion by market cap, it is a critical infrastructure provider that operates and protects the authoritative domain name registries for .com and .net, making it central to global internet stability. Companies worth $10 billion or more are generally described as “large-cap stocks,” and VRSN perfectly fits tha ...

I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...

I’m taking a cautious stance as we move into the final stretches of 2025. All year, the stock market’s gains have been fueled by rampant enthusiasm for the AI trade. And yet AI stocks aren’t the only names that command a premium; many legacyWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular c ...

We came across a bearish thesis on VeriSign, Inc. on X.com by MinusCherry. In this article, we will summarize the bulls’ thesis on VRSN. VeriSign, Inc.'s share was trading at $253.67 as of December 2nd. VRSN’s trailing and forward P/E were 29.26 and 25.77 respectively according to Yahoo Finance. Ondas (ONDS) Falls on 5th Day on Profit-Taking from Rapid Surge Copyright: bluebay / 123RF Stock Photo VeriSign, Inc., together with its subsidiaries, provides internet infrastructure and domain name registry se ...

A Reddit user slammed Jim Cramer’s stock picks at the peak of the Dot-Com bubble, saying that the CNBC host’s suggestions cost him a decade of retirement.Cramer’s Suggestions ‘Were Destroyed’On Saturday, in a post on Reddit’s “/r/Stocks” subreddit, a user who goes by the name “SpellAccomplished541” called out Cramer’s viral “10 stocks to own for the future” list in the year 2000, just weeks before the dot-com bubble burst. According to the post, Cramer claimed that he was buying these stocks “every day, esp ...

Core Viewpoint - VeriSign, Inc. is a key player in internet infrastructure and domain registry services, managing critical aspects of the Domain Name System (DNS) and ensuring global internet connectivity and security [1][2]. Financial Performance - For Q3 of fiscal 2025, VeriSign reported a revenue increase of 7.3% year-over-year, reaching $419.1 million, which exceeded analysts' expectations of $416.8 million [5]. - The company's earnings per share (EPS) for Q3 was $2.27, reflecting a 9.7% increase from the previous year and surpassing the expected EPS of $2.24 [6]. - As of the end of Q3, VeriSign had deferred revenues of $1.38 billion, an increase of $80 million from the end of 2024 [6]. Market Performance - Over the past 52 weeks, VeriSign's stock has gained 39.3%, although it has experienced a decline of 11.8% over the past six months [3]. - The stock reached a 52-week high of $310.60 in July but is currently down 19.6% from that peak [3]. - In comparison, the S&P 500 Index has gained 12.3% over the past year and 11.1% over the past six months, indicating that while VeriSign has outperformed the broader market annually, it has underperformed in the short term [4]. Domain Registrations - VeriSign ended Q3 with 171.9 million .com and .net domain name registrations, reflecting a net increase of 1.45 million domain names during the quarter [5].

Core Viewpoint - VeriSign's shares have declined by 16.4% to $240.20 over the last six months, contrasting with the S&P 500's 19.5% gain, raising questions about investment potential [1] Group 1: Revenue Growth - Long-term revenue growth for VeriSign has been disappointing, with a compounded annual growth rate of only 5.3% over the past five years, which is below the benchmark for the software sector [3] - Projected revenue growth for the next 12 months is expected to be 4.9%, closely aligning with the past five years' growth rate, indicating a lack of acceleration in new products and services [5] Group 2: Profitability Metrics - VeriSign's operating margin has remained relatively stable over the last two years, with a trailing 12-month operating margin of 67.6%, raising concerns about the company's expense management [7] - The company prioritizes GAAP operating margin over stock-based compensation adjustments, reflecting a focus on real expenses related to talent acquisition and retention [6] Group 3: Investment Valuation - The stock is currently trading at a forward price-to-sales ratio of 13.2, suggesting that a significant amount of positive news is already priced in, leading to a recommendation to explore better investment opportunities elsewhere, such as in Latin America's Amazon and PayPal [8]

Group 1 - GoDaddy (GDDY) offers a lower valuation (P/OpInc) compared to VeriSign (VRSN) while demonstrating higher revenue and operating income growth, suggesting GDDY may be a more advantageous investment [1] - GDDY's diversified revenue model, which includes domain registration, web hosting, and marketing tools for small and medium businesses, leads to faster growth and multiple cross-selling opportunities, contrasting with VRSN's more mature profile [3] - The potential mismatch in stock price for VRSN may indicate it is currently overpriced relative to competitors, especially if ongoing underperformance in revenue and operating income growth continues [7] Group 2 - A multi-faceted approach is necessary for evaluating investments, as relying solely on valuation metrics may not provide a complete picture [8] - Trefis portfolio strategies utilize a multi-factor analysis to create investment strategies that aim for substantial returns while mitigating stock-specific risks [6]

Company Overview - VeriSign, Inc. is a leading provider of domain name registry services and internet infrastructure, playing a crucial role in ensuring the stability and security of internet services [1] - Main competitors include GoDaddy and Namecheap, which also offer domain registration services [1] Financial Performance - VeriSign reported a more than 7% increase in its third-quarter revenue, driven by consistent demand for domain registrations as businesses expand their online presence [3][6] - The company's market capitalization is approximately $23.08 billion, reflecting its significant position in the industry [3][6] Stock Performance - The current stock price of VRSN is $247.08, showing a decrease of 1.40% with a change of $3.50 [4] - Over the past year, VRSN has seen a high of $310.60 and a low of $175.62, indicating some volatility in its stock price [4] - The trading volume for VRSN is 3,766,405 shares on the NASDAQ exchange, suggesting strong investor interest in the stock [5] Analyst Ratings - Citigroup maintained its "Buy" rating for VRSN, suggesting a positive outlook for the stock despite bearish narratives [2][6] - This confidence is supported by VeriSign's recent financial performance and solid revenue growth [2][5]