Verisign

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 1, 2026 by Eric Brooks · said 4 times in 3 episodes since 2018 · across every show →

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brought up most by Michael Batnick (2), Eric Brooks (1), Andrew Tsai (1)

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2026 1 mention in 1 episode
2018 3 mentions in 2 episodes 2 per episode

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Everything said about Verisign, oldest first

Jun 1, 2026 bullish
Assertion Not checkable as stated
Identity Digital generates 60%+ EBITDA margins and 98% free cash flow conversion
“The business has EBITDA margins in the sixties, is growing top line double digit, has 98% free cash flow conversion, very much like Verisign, for example, almost a mirror image.”
Eric Brooks Jun 1, 2026 ▶ 48:59 Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
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