🔎 Verisign Hits ATH: A Quiet Giant to Watch Before Buffett’s 2025 Meeting

Buffett's $VeriSign(VRSN)$ has soared to a new high in the past two days.

Most people associate Warren Buffett's Berkshire Hathaway portfolio with companies like $Apple(AAPL)$ , $Coca-Cola(KO)$ , and $American Express(AXP)$ when they think of it. Hiding quietly under the surface, meanwhile, is a little spoken about, high-margin, monopoly-like company: $VeriSign(VRSN)$ .

Buffett's ownership in VRSN merits your focus, given the forthcoming annual Berkshire Hathaway Shareholder Meeting; let's explore why and what clever investors could take away from it.

1. A Fast Review of Buffett's Investment Playbook

Warren Buffett's method is well known to be based on value investing—finding businesses with consistent cash flows, sustainable competitive advantages (“economic moats”), and capable management teams. This approach has turned Berkshire into a $900+ billion monster over the years.

When it comes to purchasing businesses, Buffett is famous for his "forever" attitude. Once in, he stays for the long haul—provided the principles stay intact. Carefully chosen, his portfolio frequently exposes more about where long-term value rests than any market comments.

A Snapshot of Berkshire's Portfolio (as of Q1 2025)

Over 70% of Berkshire's equity assets are among Buffett's top five holdings:

By Tiger Picks，data as April 29th 2025

Deeper down the list, though, you will come across Verisign, which Buffett has discreetly owned since 2012. Though it doesn't attract news like AAPL or KO, its unusual business model has piqued long-term investors.

2. 🔍 Why VRSN Matters: A Near-Monopoly Hidden Gem

A domain name registry, Verisign runs the .com and .net domains, which drive more than 170 million websites all around. Every time someone registers or renews a .com address, Verisign receives compensation. It also has a pricing agreement with the U.S. government allowing it to increase prices periodically under certain conditions.

🧾 Important Business Highlights: One of the most lucrative technology companies with 95 %+ gross margins

Long-term contracts support a recurring income model.

Low capital spending leads to significant free cash flow.

Pricing strength in .com domain renewals until 2029

3. 📉 How is VRSN Doing in 2025?

By Tiger Picks，data as April 29th 2025

📈 Blue Line: Stock price (steady upward trend reaching ~$265 in 2025)

💰 Green Dashed Line: Revenue growth (from ~$0.95B to ~$1.56B)

🔴 Red Dotted Line: Earnings trend (mild dip in 2025 despite earlier growth)

$VeriSign(VRSN)$ , as of April 2025, has been trading fairly flat year-to-date, around the $200 mark, well below its 52-week high. Analysts ascribe this to:

Slower domain expansion in developing countries

Wider technology underperformance causes a cautious investor mood.

Absence of exciting artificial intelligence or creative news keeps it in the spotlight.

But this could be precisely what Buffett enjoys—a cash-flow machine, underloved by the market, quietly generating value.

4.🧭 What to Look for at the 2025 Shareholder Meeting

Buffett's age of 94 makes succession and capital allocation important topics. Investors, however, also desire clarity on:

Whether Buffett still supports VRSN with conviction

Any indications of portfolio reshuffling in light of current economic turmoil

Greg Abel's involvement in running tech-oriented plays such VRSN

Should Buffett or his staff indicate ongoing confidence in Verisign, it supports the argument that this firm, albeit dull to certain, is nonetheless a major player in digital infrastructure.

5. 💬 Your Turn: Would You Hold Long-Term Kind Of Stock $VeriSign(VRSN)$ ?

Warren Buffett has long advised us to acquire great companies at reasonable prices and keep them for eternity. Verisign fulfils several of those criteria—moat, margins, and management.

But let me ask you this:

Should VRSN have a spot in your long-term portfolio if you were constructing one now? Why or why not?

Leave your ideas in the comments. Buffett would approach it analytically. 📈🔍

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