ValueClick has a great business model and an attractive price. Only competition and the lack of a built-in moat prevent it from being a Top Buy.

Excerpt: "We recently discovered an interesting relic, (interesting in our minds anyway) that being a complete list of net/nets from early February 2003, when we initially launched this site. There were more than 500 companies on this list, some legitimate, and some destined for the scrap heap. We thought it would be a worthy exercise to see how the top ten net/nets by market cap fared in subsequent years.