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13F for BRK out


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I find the Verisign one odd.


Verisign looked a lot more compelling a year ago, when it still had a 7% "baked-in" price increase annually and looked like it had the .com contract locked up in perpetuity. That made sense.


Now the DoC has rescinded the automatic price increases, while I would be surprised to ever find them challenged to run .COM, it looks like it's not as much of a "a lock" anymore, especially at these prices (Verisign has had a terrific run over the last year and change).


But they may suspect (as do I) that the new TLDs will be a big miss and .COM will remain to be king in the TLD space.

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