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 | 122 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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accruedint.comLatest Issues
The Release Valve on the CapEx Bill: What Meta’s Compute Plan Actually Signals
Accrued Interest TLDR — Wall Street has spent months treating Meta’s $125–$145 billion CapEx cycle as a black hole. This morning, Bloomberg reported that Meta is standing up a business — Meta Compute — to sell access to its AI models and ra...
Comcast Says the Quiet Part Out Loud
Accrued Interest TLDR: Comcast is spinning off NBCUniversal and Sky into a separate public company, and after fifteen years of insisting that content and distribution belong together, I read this as a tacit admission that the synergies neve...
Fox + Roku Part 3: The 11x FCF Chokepoint
Accrued Interest TLDR: At today’s price of $135 for Roku, Fox is acquiring one of the most important streaming distribution assets in American television for roughly 11x to 15x 2028 free cash flow, counting the deal’s stated cost synergies...
The Strait of Roku: How Fox Seized Streaming’s Chokepoint Without Firing a Shot
Accrued Interest TLDR: Roughly 44% of America’s connected-TV viewing flows through Roku — the chokepoint of US streaming. For a decade, its founder refused to collect a real toll. That’s over. Roku has thrown open the home screen to every a...
Fox + Roku: A Brilliant Pivot from the Cable Bundle to the Living Room
Accrued Interest TLDR:I am initiating coverage on the pro forma Fox + Roku entity with an Outperform rating, and the market is wrong to have sold Fox down ~23% on the announcement. Roku ($ROKU) agreed to be acquired by Fox Corporation ($FOX...
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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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