Peter Kafka

Recent Posts by Peter Kafka

Buy a Newspaper Stock? Yup, Says Barclays: The New York Times.

A rare vote of confidence in newspapers: Barclays analyst Kannan Venkateshwar has issued the equivalent of a “buy” recommendation for the New York Times. Venkateshwar, who has already put out a couple of positive notes on the Times this year, says he’s giving the publisher an “overweight” rating because its circulation numbers continue to improve, and because he thinks it is set to distribute some of its growing cash pile to shareholders.


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There’s a lot of attention and PR around Marissa, but their product lineup just kind of blows.

— Om Malik on Bloomberg TV, talking about Yahoo, the September issue of Vogue Magazine, and our overdependence on Google