Accrued Interest
Simeon McMillanHigh-conviction stock research from a media executive with a +3,400% track record (2016-2024). Institutional-grade analysis of US media stocks, value investing, and market trends.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 117 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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accruedint.comLatest Issues
The Student Grades the Teacher: Why David Einhorn Is Wrong on Versant (VSNT)
Accrued Interest TLDR: At this year’s Ira Sohn Conference, David Einhorn pitched Versant Media ($VSNT) as a deep-value cash machine — cheap multiples and a ~19% free-cash-flow yield. As a former Ira Sohn Idea Contest winner, I respectfully...
Laying the Digital Tracks: Decoding Alphabet's Watershed Capital Event
Accrued Interest TLDR: Alphabet is raising $80 billion in equity—its first issuance in ~20 years and the largest equity offering in history. While Wall Street panics over the $180B–$190B 2026 capex, the structure of this raise is the real s...
Everywhere at Once: WWE's Multi-Surface Distribution Game and Streaming's Rebundling Wave (Accrued Interest Update 6-1-26)
Accrued Interest TLDR: Today I am initiating coverage on a name I have wanted to add to the Accrued Interest universe for a while — TKO Group Holdings ($TKO) — and using it to make a broader point I keep coming back to: the winners in moder...
Monetizing the Habit: Meta's Enterprise Land Grab and Roku's Living-Room Billboard (Accrued Interest Update 5-28-26)
Accrued Interest TLDR: Today I am looking at two tech/media giants that are fundamentally changing how they monetize deeply ingrained consumer habits. Meta is rolling out paid subscriptions across Facebook, Instagram, and WhatsApp while sta...
Fox's Grand Theft FIFA, Bleacher Report Surrenders to YouTube, and the Inevitable March of Big Tech (Accrued Interest Update 5-27-26)
Accrued Interest TLDR: Fox is getting the deal of a lifetime on the 2026 World Cup, but do not mistake a fluke of FIFA's corrupt history for a repeatable broadcast strategy. The days of legacy networks hoarding marquee sports rights at favo...
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Authors
The writers behind this newsletter.
Ex-Media Exec & Wall St. alum. Achieved a +3,400% return (2016-24) applying private equity rigour to public markets. I write Accrued Interest, a research letter for serious investors.
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