The New York Times Co

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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August 5, 2020

FIRST LOOK

By Vasily Karasyov

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August 5, 2020

Massive tailwinds of overlapping news cycles, reiterate BUY

By Vasily Karasyov

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May 13, 2020

Model update

By Vasily Karasyov

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May 6, 2020

A massive news cycle, digital subs growth accelerated, no credit risk; BUY

By Vasily Karasyov

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March 23, 2020

The news cycle good for subs, no credit risk; worth a look; adjusting estimates

By Vasily Karasyov

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February 6, 2020

FIRST LOOK

By Vasily Karasyov

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February 6, 2020

Finally a quarter with no distractions; raising PT to $44, reiterate Buy

By Vasily Karasyov

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February 6, 2020

CEO & CFO Group Lunch, LIMITED SPACE

By Vasily Karasyov

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January 10, 2020

Group lunch with the CEO and CFO on February 11th

By Vasily Karasyov

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December 13, 2019

Cleaner quarters should be coming; reiterate Buy, PT $41

By Vasily Karasyov

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November 6, 2019

FIRST LOOK

By Vasily Karasyov

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November 6, 2019

The disconnect persists; $4m in revenue =

By Vasily Karasyov

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August 8, 2019

Q3 will show if this was an overreaction and-or a misread, we think it was

By Vasily Karasyov

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