Matthew Palazola

Senior Analyst, Bloomberg Intelligence
@MatthewPalazola · tracked since Feb 2026
Calls
1
Win Rate
0.0%
return
-0.3%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
NYT Long -0.3%
Most Mentioned
NYT ×1
Recent Calls
NYT Long 5 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 0%
Average Return -0.3% Long Return -0.3% Short Return -
Average Return
7d +2.5%
30d +7.2%
90d -0.3%
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Side
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Thesis
Theme
Source
NYT New York... New York Times Co.
Long
Feb 18
$75.50
-0.3%
13F filings reveal Berkshire Hathaway built a new stake in The New York Times (NYT) while simultaneously cutting its Amazon (AMZN) position by 75%. Berkshire’s move into NYT suggests a value play on legacy media durability or cash flow, while the massive reduction in AMZN signals a belief that the capital is better deployed elsewhere (likely cash/T-bills given their $380B cash pile) or that AMZN is fully valued relative to growth prospects. Follow the "Smart Money" rotation: Long NYT, Trim/Short AMZN. These are lagging indicators (Q4 data); Berkshire may have already exited or adjusted further.
13F filings reveal Berkshire Hathaway built a new stake in The New York Times (NYT) while simultaneously cutting its Amazon (AMZN) position by 75%. Berkshire’s move into NYT suggests a value play on legacy media durability or cash flow, while the massive reduction in AMZN signals a belief that the capital is better deployed elsewhere (likely cash/T-bills given their $380B cash pile) or that AMZN is fully valued relative to growth prospects. Follow the "Smart Money" rotation: Long NYT, Trim/Short AMZN. These are lagging indicators (Q4 data); Berkshire may have already exited or adjusted further.
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Matthew Palazola has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: NYT.