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 | 98 | Subscribers | Read | accruedint.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Meta's Muse Spark Rollout, OpenAI's $100B Ad Dreams, and Uber's Latest Robotaxi Deal (Accrued Interest Update 4-9-2026)
Meta stock is rising sharply today as the company unveils its first natively multimodal AI model, signaling that its aggressive AI bets are beginning to deliver tangible results. Meanwhile, OpenAI is revising its ad sales forecasts to proje...
US-Iran Ceasefire, Rigatoni Capital Interview, and Nintendo's IP Illusion (Accrued Interest Update 4-8-2026)
The market is breathing a collective sigh of relief today with the news of a two-week US-Iran ceasefire. It removes a massive geopolitical overhang that has been suppressing sentiment. But while the headline-readers exhale, I am using this ...
CBS Rents Out Late-Night, Netflix's Danny Go! Distribution (Accrued Interest Update 4-7-2026)
I am watching a tale of two entirely different business strategies today. Execution and ecosystem dictate winners in today’s media landscape. On one hand, Byron Allen’s Allen Media Group is officially taking over Stephen Colbert’s 11:35 p.m...
Back to the EBITDA: Decoding Meta’s $1,116 Executive Playbook
Accrued Interest TLDR: Meta’s stock has plunged to $523 on CapEx and lawsuit fears. But while the market panics, Meta’s board just issued a roadmap for the future telling a completely different story. In today’s deep dive, I reverse-enginee...
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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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