SSTK Shutterstock Inc

$SSTK call me crazy but like I said last week it looks to me like there is some serious accumulation. I'm hoping the buybacks have started.

$SSTK what if I told you there was a stock with low debt and annual free cash flow roughly equal to its market cap. And the FCF is relatively stable. Is that something you might be interested in?

$SSTK Lol! Market cap is now approaching one year of free cash flow. This is truly nuts! I love it! I've been investing a long time and this may be the most obviously insanely priced stock to the downside I've ever seen. I guess I'll keep buying! It should not be trading in sympathy with $GETY as it simply doesn't have the debt Getty does. Shutterstock can pay off all its debt in about 2 1/2 years and that's without using its cash on hand. $GETY is likely to declare bankruptcy soon. I do hope Shutterstock at least announces a little buyback at these prices when they announce the results of the strategic review...

$SSTK Debt is $274M, unsecured, due 2029, costing about $19M a year. Cash flow can retire it. This is not Getty. A company preparing to fade doesn't act like this. Shutterstock is hiring across data licensing, AI products and GIPHY, running ads on Instagram and Facebook, and promoting its Studios business on LinkedIn. The assets are real: a global editorial wire, GIPHY across Meta's apps, Envato, Pond5, TurboSquid and a Meitu stake. And on Sept 29 the Third Circuit ruled that training AI to compete with the original isn't fair use. Strategic review pending. I'm buying the assets, not the headlines.

$SSTK I’ve done the math and if Shutterstock keeps declining at its current rate and I keep buying at my current rate, I will own 137% of the company in 8 months.

$SSTK Show me stability after all this kerfuffle, then show me $10. This is truly the pits. I do have cash on the sidelines waiting for a few names to pull back further but if Shutterstock gets to the mid $3 dollar range, I very well may have to sell everything else and full port.

$SSTK There are very few on this board. sstk got removed from indices and indexes like Russell and so on because of the merger. then no dividend so all dividend funds and portfolios sold...there are no buyers that's why it's so cheap just give it time. I'm accumulating buying when I can and cost averaging. 2x free cash flow is way too good to pass up on.

$SSTK This is a strong buy at less than .5X book value and a PE of 1. They will absorb customers from Getty, in their bankruptcy. Strong Buy. Near-term PT: $10 per share.

$SSTK this is such low volume everyday that it's sort of depressing that nobody's coming in and buying it but it's just following g e t y bankruptcy filing and it should be seen in my opinion as good news that they never did merge with that company because at least now they have positive cash flow and not that much debt but still nobody's coming in and buying any

$SSTK I'm guessing there isn't any news until the next earnings call..... a little disappointing but if new management is buying back shares it does make sense to keep reeling in those shares on the cheap.... new AI is impressive but I'm sending more and more that looks very similar like it's not creative enough yet. it will definitely be interesting how AI changes Shutterstock. many use Shutterstock for AI generation. Envato is looking more and more like a workflow platform, competing with Canva. I'm very interested to see how the early results of the new programic advertising initiative is playing out with Giphy. Obviously further information about the success of API integrations will be interesting. The new anthropic API could be a game changer. If openAI or Anthropic push sstk API and the sstk library it could very well replace the current business model....this makes sense as AI can orchestrate creative work using sstk saving time and money(tokens)

$SSTK horrible company horrible management have not said one word in over a month when their primary competition is filed bankruptcy they should say something it doesn't make any sense for a say hey we're doing good you know

$SSTK Sorry but why does there seem to be some consensus here that SSTK will buyback shares? Given SSTK suspended their dividend and explicitly stated they’re focusing on being financially flexible, they won’t want to buyback shares and probably aren’t allowed to. Terms of covenants usually prevent distributing dividends and buying back shares during a liquidity risk. SSTK does have debt. 2 years of FCF would cover it but it’s not guaranteed (which is kind of the whole premise of the bear case). That’s why management wants to hoard cash. They do have a remaining $30 million available on an outstanding repurchase program but they won’t use it, the corporate shift into survival mode implies credit obligations and operational costs come first. Why would capital returns for investors be a priority? GETY just basically collapsed ffs. Wasting money on buybacks now, even if they could, would do nothing to convince the market they’re being sensible with cash during a short term crisis.

$SSTK Hold tight here. This Company is fundamentally worth $10 per share, minimum. Just wait until they provide updates and earnings.

$SSTK Oringer is selling his Colorado townhouse at an asking price of $49 million (purchased for ≈ $25 million in 2021). Will be a nice ROI for him. Now if he could do the same for the company, that’d be great 👍

$SSTK The European Commission has opened a targeted consultation specifically on copyright and generative AI, with a dedicated section on “licensing and enforcement of copyright and related rights.” The Commission says it is evaluating whether the EU’s existing copyright framework should be reinforced because of AI and other technological changes. The consultation runs through November 3, 2026. The significance is that one of the world’s largest regulatory markets is explicitly examining the mechanics of licensing protected works for generative AI, rather than treating unrestricted training as a settled entitlement. That fits Shutterstock’s positioning around licensed, rights-cleared, traceable datasets.

$SSTK My short order at the open got filled at 4.16. Looking forward to riding this down once again.

$SSTK I expect this to be up tomorrow. Ultimately, this has the making of $GETY , hence why I'm not planning to cover my short position on this.

$SSTK $GETY Everyone involved in this failed merger should never be hired for any job within or near any related industry ever again. Disagree? Then your probably one of them or related to one of them. Idiots and crooks. Only the shorts or those who made money on this tanking are happy. Great job Getty & Shutter, great job.

$SSTK I like it, but sold, to get into other positioms. its a steal down here, keeping an eye out for any weakness.

$SSTK They own GIPHY. Expect institutional buying, ongoing share repurchases, positive updates from management, and sound earnings. Low-end FMV: $10.