Core Insights - The article discusses the investment strategies of Warren Buffett, particularly his preference for companies with understandable business models, such as Apple and VeriSign, over high-tech stocks like Nvidia [1][5][6]. Company Analysis - Nvidia has experienced significant growth, with its shares surpassing a $4 trillion market cap, driven by the demand for its GPUs in AI applications [2]. - VeriSign holds a monopoly on .com and .net domain registrations, which provides it with a stable revenue stream and the ability to increase prices over time [7][9]. - The company has shifted its strategy to work closely with registrars to enhance customer acquisition, resulting in strong net increases in domain registrations in early 2025 [10]. Financial Performance - VeriSign's stock has risen over 38% in 2025, outperforming Nvidia's 31% gain, indicating strong market performance [3][11]. - The company's financial structure allows for slow and steady growth, with manageable capital expenditures relative to its revenue base [12]. - Despite the positive outlook, VeriSign's stock is considered expensive at around $285 per share, trading at 32 times forward earnings estimates, which raises concerns about potential multiple compressions [13][14].