[governance] [article] Did ISOC leave $1 billion on the table?

[Bill Woodcock]

I found it interesting as well.

I think it’s worth understanding that the analyst doesn’t understand ISOC’s goal. The motivation driving ISOC is to disentangle itself from the domain name. Maximizing revenue is a strong, but dependent goal. From my observation and conversations, ISOC is completely uninterested in maximizing revenue to a degree which would require that they stay in the business of selling domain names, or stay dependent on the ebbs and flows of that business. 

So some of his recommendations are substantially off the mark. 
    
                -Bill


> On Dec 2, 2019, at 09:43, Ayden Férdeline <ayden at ferdeline.com> wrote:
> 
> 
> A venture capitalist and ex-Mckinsey consultant offers some thoughts on the ISOC sale of PIR, and concludes that ISOC has undervalued PIR by about US $1 billion. This analysis is not perfect (it seems to conflate revenue with earnings) but is interesting nonetheless:
> 
> https://lancewiggs.com/2019/12/01/did-isoc-leave-1-billion-on-the-table/
> 
> Best wishes, 
> Ayden Férdeline
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