The New York Times Co

January 7, 2022

A small group meeting with the CEO & CFO on February 9th

By Vasily Karasyov

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November 3, 2021

FIRST LOOK

By Vasily Karasyov

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November 3, 2021

Better than feared but noise not helping in the short term

By Vasily Karasyov

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October 16, 2021

Our thesis will be tested; a look at what may happen

By Vasily Karasyov

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August 4, 2021

FIRST LOOK

By Vasily Karasyov

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August 4, 2021

The can has been kicked down the road today

By Vasily Karasyov

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May 5, 2021

FIRST LOOK

By Vasily Karasyov

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May 5, 2021

This wasnt great, but it isnt over; a brief history lesson included

By Vasily Karasyov

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April 20, 2021

Q1 is not the hill to die on, it wont settle the debate; BUY, PT $63

By Vasily Karasyov

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February 5, 2021

Despite the easy stretch being over we see strong subs growth ahead

By Vasily Karasyov

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February 4, 2021

FIRST LOOK

By Vasily Karasyov

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January 16, 2021

CEO & CFO Virtual NDR on February 12th

By Vasily Karasyov

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November 5, 2020

FIRST LOOK

By Vasily Karasyov

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November 5, 2020

Too early to call; we think bulls will be proven right; BUY

By Vasily Karasyov

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October 23, 2020

Not a news cycle but TAM expansion, a $56 stock on doable estimates, BUY

By Vasily Karasyov

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