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 | 175 | Founded | 2 years ago | Last Issue | 28 hours ago |
| Active | |||||
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accruedint.comLatest Issues
AppLovin Q3 Crushed the Bear Case. I’m Still Sizing It Small.
Accrued Interest TLDR: AppLovin did exactly what it needed to do in Q3. Revenue beat the top of guidance by about $100 million, gaming grew nearly 50%, and the stock jumped 31% in a day. The bear case is off the table for now, and managemen...
I Covered My Duolingo Short Right Before It Ripped 30%. Here's What the Bulls Are Missing
Accrued Interest TLDR: Duolingo’s third quarter is the reason I upgraded the stock after Q2 and moved to market perform back in August. Daily active users grew 29%, accelerating for a second straight quarter, and the stock jumped more than...
I Called It on Spotify. Q3 Was the Proof
Accrued Interest TLDR: Big tech just had its worst month in over a year, and yet Spotify’s stock still went up. Back in September, I told you Spotify was a quiet compounder the market had given up on, and Q3 proved it. Below I explain why a...
I Told You Google Was Reddit's Landlord
Accrued Interest TLDR: Reddit just lost nearly 30% of its value in a single trading day. Back in August I warned you who really controls Reddit’s future, and this quarter proved it faster than even I expected. Below I walk through the one s...
Holy Debt Load, Batman: Clayface Is Why I Doubt Skydance ($SKYD)
Accrued Interest TLDR: Clayface opened below Morbius. A company with $80 billion of net debt and a portfolio of melting ice cubes needs billion-dollar franchises, and DC Studios is swinging for singles. I’m maintaining my Underperform.
Rec...
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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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