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Shutterstock.Great company, network effect, Metcalfe's law, etc, but how big is the market? FCF of $50m means a value of $500m-$1000m, enterprise value of $2500m .Not cheap. End ASAP.
M'man Dave Meier says yes going forward on this one at RB Stock Talk today. A digital rights platform in a digital world.... Having fun: Outperform.
Very profitable, cash-rich, virtually no debt, and an incredibly well-aligned management team (founder/CEO owns 45% of shares outstanding). A strong network effect creates a moat around its profitable business. Expanding into adjacent business lines should provide more profitable growth. It's not at all cheap, but it's much cheaper than it was a few weeks ago. Long-term green thumb.
I truly believe this stock has 10x bagger potential over the next few years - SSTK is a one stop shop for buying rights to professional media. I've opened a position IRL on this one in the last few days.
With the launch of Offset.com, SSTK is poised to disrupt the high-end stock photo industry in a way that makes both photographers and agencies very happy.
Shutterstock has been growing tenaciously since it's IPO, and still maintaining net profits in the ~15% range. They have tons of cash to reinvest in sales and marketing and grow their market share. With a library in the tens of millions of clips, they have a good niche carved out for B2B customers who want variety.
Unsustainable due to the competition in this industry, over supply of images and lowering of prices by all competitors.
Shutterstock has built a strong digital media platform that is attracting lots of attention. And they have been putting up some impressive results recently.
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