Warren Buffett Owns Nearly 10% of This Company -- Should You Follow His Lead?

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That makes VeriSign (NASDAQ: VRSN) a natural fit for Berkshire Hathaway's portfolio, which Buffett oversaw until he stepped down as CEO at the end of last year.VeriSign operates in the background of the internet, providing registration services for domains such as .com and .net, and Berkshire owns a 9.8% stake in the company -- a position it began building over a decade ago.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »Considering VeriSign's firm grip on domain registration and the constant cash flow that it offers, is it worth considering the stock for your personal portfolio?Image source: Getty Images.In addition to its domain registration operations, VeriSign oversees two of the world's 13 root servers that help direct internet traffic, creating a large infrastructure moat that isn't easily disrupted. That moat also generates a lot of cash. In 2025, VeriSign reported $1.6 billion in revenue and $826 million in net income, both increases from 2024's totals.Business has been good for VeriSign, but it is more of a mature operation than one with a roster of significant growth drivers. As some business owners shift from using websites to relying mainly on social media, domain registrations may face a noticeable slowdown.That's reflected in domain base growth projections. Domain base growth is only expected to increase between 1.5% and 3.5% in 2026, with revenue projected to steadily climb, rather than explode higher.With those numbers in mind and also considering VeriSign's forward price-to-earnings (P/E) ratio of 27.7, it appears investors may be paying up for the reliable, steady cash flow more than anything else. For comparison, Nvidia has a forward P/E ratio of 21.5. There's nothing wrong with investing in a maturing business, but VeriSign doesn't scream "value" at its current valuation.There is, however, a Buffett play inside the Berkshire portfolio that does.For a Buffett pick at a more attractive valuation, consider Sirius XM Holdings (NASDAQ: SIRI). Berkshire owns around 37% of the company.Sirius may not be a pure audio monopoly given the intense competition in the streaming market, but it does exhibit monopolistic characteristics. In 2007, there were only two businesses authorized by the Federal Communications Commission to provide satellite radio service in the U.S. before the merger of Sirius Satellite Radio and XM Satellite Radio Holdings formed SiriusXM Holdings.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoTrending tickersBTC-USD Bitcoin USD 71,218.16 -394.07 (-0.55%)CL=F Crude Oil May 26 104.32 +7.75 (+8.03%)NQ=F Nasdaq 100 Jun 26 25,077.25 -204.00 (-0.81%)ES=F E-Mini S&P 500 Jun 26 6,804.00 -51.25 (-0.75%)NVDA NVIDIA Corporation 188.63 +4.69 (+2.55%)PortfolioSign in to access your portfolioSign inTop gainersOGN Organon & Co. 8.83 +1.92 (+27.79%)XNDU Xanadu Quantum Technologies Limited 8.96 +1.31 (+17.12%)ALAB Astera Labs, Inc. 149.05 +19.59 (+15.13%)MANE Veradermics, Incorporated 68.80 +8.82 (+14.70%)TTMI TTM Technologies, Inc. 121.49 +13.96 (+12.98%)Top losersFSLY Fastly, Inc. 23.07 -6.39 (-21.69%)AKAM Akamai Technologies, Inc. 91.35 -18.26 (-16.66%)FICO Fair Isaac Corporation 922.37 -149.98 (-13.99%)SEZL Sezzle Inc. 59.71 -9.42 (-13.62%)NET Cloudflare, Inc. 166.99 -26.06 (-13.50%)Most activeNVDA NVIDIA Corporation 188.63 +4.69 (+2.55%)PLTR Palantir Technologies Inc. 128.06 -2.48 (-1.90%)HOLX Hologic, Inc. 76.01 +76.01 (0.00%)INTC Intel Corporation 62.38 +0.66 (+1.07%)CRWV CoreWeave, Inc. 102.00 +10.00 (+10.87%)Top economic eventsEarnings eventsMy earnings eventsEarnings events