SFLY

Shutterfly Inc

TMT, Consumer


Presented:10/27/2015
Price:$39.99
Cap:$1.45B
Current Price:no data
Cap:no data

Presented

Date10/27/2015
Price$39.99
Market Cap$1.45B
Ent Value$1.43B
P/E RatioN/A
Book Value$14.72
Div Yield0%
Shares O/S36.37M
Ave Daily Vol412,217
Short Int9.69%

Current

Priceno data
Market Capno data
Shutterfly, Inc. provides digital personalized photo products and services. It provides customers a range of products and services to organize and archive digital images; share pictures; order prints and create an assortment of personalized items such as photo books, greeting cards and stationery and calendars. The company also operates online marketplace for photographic and video equipment rentals. It also provides enterprise services; printing and shipping of direct marketing and other variable data print products and formats. Shutterfly was founded in December 1999 and is headquartered in Redwood City, CA.

This idea was presented at the Excellence in Investing Conference, San Francisco on 10/27/2015.
Publicly traded companies mentioned herein: Shutterfly Inc (SFLY)

Highlights

The presenter feels Shutterfly has a dominant position in an expanding industry with strong fundamental performance. He thinks increased involvement from activists can address concerns regarding management compensation and Shutterfly’s acquisition strategy. With internal changes and fundamental growth, Shutterfly shares should be able to trade up to the $75 - $96 range on 2017 numbers. The ultimate level depends on whether his “base case” or his “bull case” plays out, representing a significant upside for shareholders in the high $30s/ low $40s.

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Idea Discussion

Commentor 1 - 2 weeks ago

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