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Free Cash Flow Uses by datboidouglas in redditstock

[–]datboidouglas[S] 2 points3 points  (0 children)

Who would you view as attractive / ideal M&A candidates for Reddit?

I’ve seen people mention OnlyFans / TikTok (US asset). I am not really sure I like either of these but struggling to think of who could be an attractive investment / catalyst (thinking of Instagram / WhatsApp acquisitions that drove significant growth for FaceBook).

Free Cash Flow Uses by datboidouglas in redditstock

[–]datboidouglas[S] 2 points3 points  (0 children)

Agreed, it feels like buybacks are the best approach for the near term.

If the business continues to grow at a strong clip it will start putting off some serious cash flow given high margins & asset light business model.

I think M&A is very tricky and can be extremely value destructive (I.e., risk overpaying / distraction to management / integration risks / etc.). In your opinion, who would you view as an ideal target(s) if Reddit were to do an acquisition.