NYT New York Times Co. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
10:00
Sep 30
Sep 30
The Compound News
AI agents threaten subscription-inertia businesses.
He thinks subscription-inertia businesses are getting sold off for good reason because AI agents can cancel unused subscriptions and optimize bills; he cites the Goldman Sachs consumer inertia basket and names Planet Fitness and New York Times as examples.
NYT
New York Times Co.
Avoid
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10:00
Sep 25
Sep 25
The Compound News
NYT selloff is unjustified by AI fears.
The New York Times was caught in AI-agent consumer-inertia basket selling, but it is not at risk of disruption from Muse or Instinct; it has a loyal audience and the business is on fire, making the selloff unjustified.
NYT
New York Times Co.
Long
1ST
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08:12
Aug 10
Aug 10
Bloomberg Odd Lots
Long-term NYT value creation remains compelling
NYT's pricing strategy is designed to put everyone under the demand curve, starting with low-price offers and moving subscribers to higher-priced bundles as they engage; the news/title bundle is the hero product, and management says every opportunity to get customers to pay more has gone well because the products keep getting more valuable.
NYT
New York Times Co.
Long
1ST
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About NYT Investor Commentary
Across the available history and selected sources, Buzzberg tracks NYT (New York Times Co.) across 30 sources: 21 bullish vs 0 bearish calls from 36 authors. Historical directional balance: 38% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 55 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: Michael Batnick, Josh Brown, Meredith Kopit Levien.