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Michael Girdley (@Girdley) and Mills Snell (@thegeneralmills) discuss a leading domain portfolio with proprietary pricing technology.
We talk about the business model, examine how intriguing and distinctive this deal is, and we will try to identify the potential buyers. Together, we understand the difficulties and competition that will arise as you proceed along this business path. We will also check to see if there is a moat around this one.
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Show Notes:
(00:00) - Introduction
(01:39) - Our Sponsor is Cloudbookkeeping
(03:07) - Deal & financials: Leading Domain Portfolio with Proprietary Pricing Technology
(05:07) - How does this business work?
(07:25) - What value bet will you make if you invest in this?
(08:24) - How is this deal similar to real estate?
(09:22) - How do you manage domain inventory?
(11:19) - Is there a Moat around this business? What is the domain arms race that is going on?
(12:23) - Why do you need to think twice in choosing a domain?
(14:10) - What kind of competition will you face when running this business?
(17:23) - Who would make a buyer-business fit?
(20:06) - What is so challenging about competing with Private Equity?
(21:57) - Why are there no financials on this deal?
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