thefinancecorner.substack.com/@kostadin-ristovski,-acca
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Ideas
2 Ideas
Deep dive into Verisign
Verisign is a legal monopoly that operates the .com and .net domain registries. It has a contract with ICANN that allows it to raise prices by 7% in 4 out of 6 years. The company has high operating margins (68%) and has been growing its revenue without increasing its headcount. The key KPI to track is the number of active domains.
Deep dive into Kraft Heinz ($KHC)
The article provides a deep dive into Kraft Heinz, analyzing its history, the merger between Kraft and Heinz, the post-merger challenges, and the current situation. The author performs a DCF valuation and concludes that the company is slightly undervalued at the current price. The author believes the company is suitable for risk-averse investors focused on dividends.