High-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 | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 152 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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accruedint.comLatest Issues
Amazon Just Locked Up Six NHL Teams. The Local Sports Land Grab Is On. Here Is My Video Breakdown.
Accrued Interest TLDR: Amazon ($AMZN) announced it will become the exclusive streaming home for six NHL teams, a multi-year deal starting this season. In today’s video I explain why this is part of a much bigger trend. The collapse of the r...
Uber Cut 3,300 Jobs and the Stock Went UP. Here Is My Video Breakdown.
Accrued Interest TLDR: Uber ($UBER) announced this morning it is cutting about 3,300 jobs, roughly 10% of the company, and the stock finished up about 2%. In today’s video I explain why the market got this one right: headcount is going back...
Uber Cut 3,300 Jobs This Morning. That Is Why I Own the Stock
Accrued Interest TLDR: Uber announced this morning it is cutting about 3,300 jobs, roughly 10% of the company, taking headcount back to where it stood in 2021. Here is the part that matters: since 2021, revenue has nearly tripled and GAAP o...
Warner Bros. Deal Odds Hit 85%, GTA VI Can’t Rescue Take-Two, and Duolingo Gets Its Upgrade
Accrued Interest TLDR: Wall Street now puts close to 85% odds on the Paramount Skydance ($PSKY) deal for Warner Bros. Discovery ($WBD) getting done — a win for WBD shareholders, but I still would not touch PSKY. GTA VI leaks are not what is...
Are Media & Tech Stocks Expensive? Here's the Excel Model I Use to Find Out
Every week I publish the TMT Multiple Tracker, an Excel model that screens 25 tech and media stocks and tells you whether they’re cheap or expensive relative to where earnings are actually going. In the video above, I walk through it tab by...
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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 rigor to public markets. I write Accrued Interest, a contrarian value investing letter on media & tech stocks. Subscribe for weekly TMT Multiple Tracker.
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