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The .Org Fire Sale: How it sold for less than half its valuation

750 pointsby metasjover 5 years ago

31 comments

lancewiggsover 5 years ago
I wrote about this too - linked in the article. <a href="https:&#x2F;&#x2F;lancewiggs.com&#x2F;2019&#x2F;12&#x2F;01&#x2F;did-isoc-leave-1-billion-on-the-table&#x2F;" rel="nofollow">https:&#x2F;&#x2F;lancewiggs.com&#x2F;2019&#x2F;12&#x2F;01&#x2F;did-isoc-leave-1-billion-o...</a><p>The travesty is that ISOC has given up a sure-fire stream of $55+ million&#x2F;year in tax-free income, along with the ability to easily grow that to over $100m&#x2F;year with price increases - all for just over $1.1 billion.<p>As any r&#x2F;personalfinance reader can tell you a rule of thumb for endowments is to spend a maximum of 4% of your assets each year. This means $44m from the $1.1bn, which means ISOC is immediately worse off than they were forecasting for this year (~$55m). Alternatively use the Yale method, which in today&#x27;s low-return market will yield similar or worse results.<p>Moreover it&#x27;s clear that ISOC are not behaving as the sharpest of investors, so we can imagine that the endowment might be be poorly managed or over-spent.
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metasjover 5 years ago
Related past threads:<p>&quot;Save .org&quot;: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=21611677" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=21611677</a><p>&quot;Take action to save .org&quot;: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=21664582" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=21664582</a><p>&quot;Why I Voted to Sell .org&quot;: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=21656960" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=21656960</a><p>&quot;ISOC sold the .org registry to Ethos Capital for $1.1B&quot; <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=21667355" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=21667355</a>
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shkkmoover 5 years ago
Wow, the level of corruption and self dealing here is remarkable. Chehadé was the CEO of ICANN until a couple of years ago.<p>&gt; On May 7th, Chehadé registered the domain for EthosCapital.com.<p>&gt; On May 13th, ICANN decided to lift the price caps anyway. The decision was made by ICANN staff, not its board, evading the obligation to publicly carry out due diligence and explain board decisions.<p>&gt; On May 14th, Ethos Capital was incorporated as a new Boston-based “investment firm”, founded by Brooks — who stepped down from running the 60-person team at Abry to do so. Ethos Capital has two staff: Brooks and Nora Abusitta-Ouri, a former ICANN SVP who later worked for Chehadé. [0]<p>Then a couple of months later, surprise, .org gets sold to Ethos Capital... Almost as if this was the plan the whole time...<p>Here&#x27;s hoping that somehow these crooks actually end up in jail...<p>[0] <a href="http:&#x2F;&#x2F;blogs.harvard.edu&#x2F;sj&#x2F;2019&#x2F;11&#x2F;23&#x2F;a-tale-of-icann-and-regulatory-capture-the-dot-org-heist&#x2F;" rel="nofollow">http:&#x2F;&#x2F;blogs.harvard.edu&#x2F;sj&#x2F;2019&#x2F;11&#x2F;23&#x2F;a-tale-of-icann-and-r...</a>
mortenjorckover 5 years ago
I wonder what the level of awareness of this is in the nonprofit community itself. Something like the National Council of Nonprofits would seem to be in a good position to file a suit or at least raise awareness among its members who might be interested in forming a class.<p>While a major charity like the Salvation Army certainly doesn’t care if a single, sub-$100 annual expense doubles or even goes up by a factor of ten, thousands of small organizations across the country might care enough to band together and take action.
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agwaover 5 years ago
&gt; Take a page from the Donuts book: create multiple price tiers for popular domains, up to 100x the base rate.<p>&gt; Raise rates for long-time owners of common words. They weren’t using that premium space anyway.<p>This is forbidden by the .org registry agreement, 2.10(c): <a href="https:&#x2F;&#x2F;www.icann.org&#x2F;sites&#x2F;default&#x2F;files&#x2F;tlds&#x2F;org&#x2F;org-agmt-html-30jun19-en.htm" rel="nofollow">https:&#x2F;&#x2F;www.icann.org&#x2F;sites&#x2F;default&#x2F;files&#x2F;tlds&#x2F;org&#x2F;org-agmt-...</a>
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slantedviewover 5 years ago
&quot;Sullivan suggested that their goal is to return roughly the same annual revenue as they have been getting from PIR — around $50M. Of course this time it would come without the possibility of expanding the underlying business year by year.&quot;<p>This hurts my head. Needless to say, the returns on this fund will be _far_ less assured than the returns on simply maintaining the .org business as it was (especially with Goldman managing the fund).<p>Impressively, even ISOC comes out a loser from this deal. Only Ethos wins, but then, that was surely the point.
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romaaeternaover 5 years ago
If this is really the case, someone(s) very possibly took and gave bribes, and we&#x27;re going to see Federal scrutiny all over this.
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leibnitz27over 5 years ago
I bought an org domain back in the 90s, and have been using it as my personal domain (i.e. also primary email address) ever since.<p>While, granted, I was perhaps a little silly to go org (it seemed like a good idea back then!), it&#x27;s mildly terrifying that my personal footprint on the web of 20+ years can now be held to ransom by a random VC firm, and to keep my own email address I might have to pay an additional $$$ annually.<p>Sigh.
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enjoyyourlifeover 5 years ago
The reason for this is because former Ethos members are involved with ICANN and are probably making money because of the sale
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tinus_hnover 5 years ago
I don’t know if it is allowed but it sure would be amusing if ICANN decided to grant .org to someone else now, leaving Ethos with a worthless carcass.
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TomMckennyover 5 years ago
Honest question: since .org is relied on world wide, why are just two US state courts the only ones with the legal power to review the sale?
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scarejunbaover 5 years ago
My favourite part is that they didn&#x27;t own it really. We told them to run it for us. It&#x27;s like if my property management guy sold my house and took the money.
LegitGandalfover 5 years ago
It&#x27;s almost like someone figured out how to cash out. Just about any percentage kickback on a billion discount is life changing money.
philipnover 5 years ago
Are registries allowed to charge different prices for different domain names?<p>E.g. can they ask google.com for $1B to renew and mygrandmascookiecompany.com for $20 to renew?
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jijjiover 5 years ago
it looks like an inside job when the CEO of ICANN sells the .Org TLD to himself...
glitcherover 5 years ago
I find it very curious that NPR has not covered this story, _and_ that they are notably missing from the list of organizations that signed at savedotorg.org. Especially because they are a .org!<p>I mean, I&#x27;m not trying to imply it should be attributed to malice, but are they asleep at the wheel or what?
syshumover 5 years ago
This is one of the most blanetly and openly corrupt transactions in modern history. It saddens me that it looks like they are going to get away with it as well..
dependenttypesover 5 years ago
This is a good chance to stop our dependence on DNS and move to things such as .onion domains instead (which by the way help avoid the whole certificate CA mess).
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jacquesmover 5 years ago
Isn&#x27;t there a technical resolution possible here where outsiders set up a new root for .org and people can change their allegiance and leave them to rot? That way Ethos capital (what a disingenuous name) paid $1B for nothing at all.
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zapitaover 5 years ago
The article says that a national bond fund may have fronted the endowment without turning .org into a for-profit. What does this mean?
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Darvonover 5 years ago
It&#x27;s so hard to stay angry and not just default to sad.
xivzgrevover 5 years ago
Ok honest question fellow comment reader - what are you going to do about it? This is the 5th or 6th article I’ve seen on this transaction, with hundreds of comments each.<p>Ethos Capital does not give 2 shits about your comments here.<p>Are you writing to the DA like this article suggested? What else can you do?<p>Myself, I don’t personally care that much. But I see a lot of people here obviously do, and I don’t really see that energy translating into action. I would like to see it move forward in a positive direction, so I’m asking the question of you - you don’t like it, what are you going to do about it besides complain here?
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WalterSobchakover 5 years ago
Can the URL be updated to use HTTPS, which is fully supported on blogs.harvward.edu?<p><a href="https:&#x2F;&#x2F;blogs.harvard.edu&#x2F;sj&#x2F;2019&#x2F;12&#x2F;02&#x2F;the-dot-org-fire-sale-sold-for-half-its-valuation&#x2F;" rel="nofollow">https:&#x2F;&#x2F;blogs.harvard.edu&#x2F;sj&#x2F;2019&#x2F;12&#x2F;02&#x2F;the-dot-org-fire-sal...</a>
timwaaghover 5 years ago
Maybe they can use the money to buy some shares in Ethos. They seem to be going places.
kerkeslagerover 5 years ago
For all the people who keep saying there&#x27;s no application for blockchain: here&#x27;s one. Namecoin was a bad implementation, but the concept is sound.<p>Letting companies control domain names serves no purpose. They don&#x27;t prevent domain squatters, they&#x27;ve censored on behalf of governments in the past, and now they&#x27;re allowed to gouge nonprofits on .org domains.<p>A decentralized domain name system wouldn&#x27;t solve all these problems, but at least we wouldn&#x27;t be paying rent-seeking middle-men to provide terrible service.
apexalphaover 5 years ago
I still can&#x27;t really believe someone can sell a building block of the world wide web like .org tld. Who runs .net? .com? .edu? .info? Can they be sold, too?
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edgefield0over 5 years ago
Is there a benefit to locking in pricing today for say 10 years? I assume the major registries, such as namecheap and godaddy, will allow a longer term buy in?
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markmanover 5 years ago
I&#x27;m probably going to regret asking this and I apologize for my ignorance but I thought .org&#x27;s were all government and nonprofit. I didn&#x27;t think anybody owned it nor that the entire domain could be sold?!
dropmannover 5 years ago
Wait, if you can no longer trust ICANN, does not that mean you cannot trust the whole internet (domain name system) anymore?
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komeover 5 years ago
I love the smell of some rent extracting capitalism in the morning...
lazyguy2over 5 years ago
The reason it sold at half it&#x27;s valuation is because the valuation was bullshit.<p>It&#x27;s like some guy claiming his classic car is worth 25,000 dollars. If nobody is offering 25k for it then it&#x27;s not worth 25k. Period, end of story.
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