The YouTuber is impressed by the New York Times' successful transition to a subscriber-based online model, noting its strong revenue growth (9.7% over 5 years), improving profit margins, and low debt. While he sees its intrinsic value around $48, he has added it to his watchlist and would consider buying if the price drops to $38 to achieve his desired 15% return.
“So, I have it on my watch list at 38 cuz I really want to get that discount to get my 15% more.” — ▶ 22:40