Author argues NYT is too expensive relative to growth and offers no margin of safety, questioning Berkshire's purchase at this valuation.
NYT — AVOID The author believes the New York Times is expensive relative to its growth and that the current valuation offers no margin of safety. They question why Berkshire would buy at this price, implying the market is overpaying for the business. The main stated risk is that they may be missing something in their analysis.
It seems expensive relative to its growth, and I don’t fully understand why they would buy it at this valuation.
This Reddit post, published February 24, 2026, features u/Better-Mulberry8369 discussing NYT. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Better-Mulberry8369 · Tickers: NYT