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Evidence receipt / belief

Published · transcript-backed

Ben Gilbert: belief

18 Feb 2021 Acquired The New York Times Company

“In catching us up today, we have to give a huge shoutout to a website called Mine Safety Disclosures, that put together a deck of it, provides just an amazing analysis of The Times, and frankly makes an amazing bull case that I think we’ll cover as we go into bull and bear narratives but definitely wanted to give a shout out.”

— Ben Gilbert

Source trail

Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
belief
Recorded
18 Feb 2021
Publisher
Acquired

Transcript context

…Yup, it’s crazy. I think the average starting salary is over $100,000. Who would’ve thought 10 years ago that a news media organization, a newspaper would be paying over $100,000 starting salaries to journalists? It’s definitely to be congratulated. In catching us up today, we have to give a huge shoutout to a website called Mine Safety Disclosures, that put together a deck of it, provides just an amazing analysis of The Times, and frankly makes an amazing bull case that I think we’ll cover as we go into bull and bear narratives but definitely wanted to give a shout out. If you’ve read the Mine Safety Deck, you’ll recognize a lot of that thinking coming through here as we talk about The Times today. Fun facts, Ben. It’s a great blog. Mine Safety has great visualization tools for 13Fs, for hedge funds, and various positions that vet famous fund managers. Do you know where the name Mine Safety Disclosures come from?…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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