Accrued Interest
Accrued Interest (Simeon M.)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 | 138 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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accruedint.comLatest Issues
The TMT Multiple Tracker 8.14.26
Tech and media stock valuations, EPS revisions, and P/E changes. Week of August 14, 2026.
Happy Friday! I want to provide useful market intelligence to my paid subscribers so I’m resurrecting the Accrued Interest TMT Tracker. The point of...
Duolingo Q2-26: Growing Users, Not Money
Most of my bear case played out. Here is why I am upgrading anyway.
Accrued Interest TLDR: Following Duolingo’s second quarter earnings last week, most of my issues with this company continue to be proven correct, and I stand by the underp...
AppLovin Q2-26: I Got This One Wrong
5 reasons the market stopped paying up, and why I do not expect a re-rate before 2027.
Accrued Interest TLDR: I recommended AppLovin as an outperform on the last day of 2025, and it has been my worst pick of the year. This article is my ho...
Reddit Has a Landlord, and His Name Is Google
Reddit crushed Q2 earnings and the stock fell 21%. Here's what the market saw that the bulls didn't.
Accrued Interest TLDR: Reddit just printed one of the best quarters you will see from a public company, yet the stock lost a fifth of its...
Accrued Interest Weekly Cypher: August 3, 2026
Welcome to Volume 7 of the Accrued Interest Weekly Cypher for the week beginning August 3, 2026! Consider this your “in-case-you-missed-it” digest to help you catch up.
Accrued Interest TLDR: Another loaded week around here. Rather than wr...
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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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