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 | 162 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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accruedint.comLatest Issues
A Pyrrhic Victory: How Ellison Won Warner Bros. and Lost the Plot ($PSKY, $WBD)
After almost a year of bids, lawsuits and threats to leave California, the Paramount–Warner Bros. saga is over. On Monday, 12 states led by California settled with Paramount, and the deal is expected to close by early October.
I’m not goin...
A Spotify Bull and Nintendo Bear Shares His Latest Market Thoughts
I recently joined Colin Santucci on the Rigatoni Capital Podcast once again to talk Netflix, Spotify, Nintendo, and a few other names across tech and media. A huge thank you to Colin for having me back on the show! (This podcast was recorde...
Is Nintendo’s Flywheel Actually There? My Talk on the Yet Another Value Podcast ($NTDOY, $SPOT, & $NFLX)
I recently joined Andrew Walker on the Yet Another Value Podcast for my third appearance to run through our quarterly media check-in, covering Nintendo, Spotify, and Netflix. A big thank you to Andrew for having me back on the show! The epi...
Spotify Is a Quiet Compounder I Will Never Underestimate Again
Spotify stock is trading at $556 per share, down 25% from its 52 week high of $745, and 28% below its all time high of $776 back in June 2025.
The market is doubting the company’s claims that this year’s €200 million of incremental operati...
The TMT Multiple Tracker: Sep 14, 2026
Here’s the latest Accrued Interest TMT Multiple Tracker - my custom model I update on an ongoing basis that breaks down how much of a stock’s price change comes from shifts in earnings expectations vs. changes in valuation multiple. Remembe...
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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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