My rare WWWW post
I've enjoyed being the sole Web.com enthusiast over the past 5 years. Small Cap investing is a ton of fun if you find that one company and research the hell out of it to realize the entire market doesn't have a clue. Its unfortunate that CAPS doesn't let you double, triple or quadruple bet positions. But then again, the Top Fools would be lucky SOBs who found one high flyer to invest in - so I probably deserve my mediocre ranking...
Back to WWWW - earnings and revenue today were fantastic. Their big acquisition is paying off. I've been betting hard on WWWW for so long it pains me to realize that big growth is probably over. Their fair value is somewhere between $16 and $20, so there is room to run, but it just isn't the explosive growth story it once was.
To the leadership of Web.com - THANK YOU. What an amazing thing you've done. A few of us saw your potential many years ago and the strong leadership to drive things forward. You've created tremendous value for your shareholders and you should be very, very proud of what you've accomplished.