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Accrued Interest

Simeon McMillan

Media & Tech Equity Research Specialist. I manage my family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Subscribe to Accrued Interest for your stock research!

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues73SubscribersRead accruedinterest.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Why Pinterest Will Underperform in 2026 ($PINS)

For Day 10 of the 12 Days of Pitch-Mas, I am predicting Pinterest will underperform the market for 2026 because the stock is a value trap. Despite having optically healthy financials, the business has reached a growth plateau because its us...

24 days ago
3
0

Why Duolingo Will Underperform in 2026 ($DUOL)

Duolingo is priced for perfection, and the market is starting to realize the company is failing to grow into its high valuation. Despite the stock being down over -45% in 2025 and currently trading in the $178–$185 range, the pain isn’t ove...

24 days ago
4
0

Why Fubo Will Underperform in 2026 ($FUBO)

For the 8th Day of Pitch-Mas, I am pitching Fubo ($FUBO) as an Underperform for 2026. This likely will not come as a surprise to long-time readers of Accrued Interest, as I have been consistently negative on the stock all year. But with the...

a month ago
1
0

Why Uber Will Outperform in 2026 ($UBER)

The market is currently pricing Uber as if the robotaxi apocalypse is imminent. It is not. In fact, the rise of autonomous vehicles (AVs) is likely the biggest tailwind Uber will see this decade. Here are the five key reasons why I am bulli...

a month ago
14
0

Authors

The writers behind this newsletter.

  • Simeon McMillan

    TMT Equity Research Specialist. I manage my family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Subscribe to Accrued Interest for your stock research needs!

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