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 | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 128 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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accruedint.comLatest Issues
The Netflix Engagement Panic Is Wrong: Q2-26 Earnings Review
Accrued Interest TLDR: Netflix’s Q2 was fine... the tape just refuses to believe it. Revenue grew 13.4% to $12.56B and EPS grew 11% to $0.80, both in line, and the full-year guide held: $51.0-$51.4B of revenue, a 31.5% operating margin, ~$1...
The Math Behind the Merger: Why the States’ Case Against PSKY + WBD Is Winnable ($PSKY, $WBD)
Accrued Interest TLDR: Plenty of writers will cover the politics of the states’ lawsuit against the Paramount Skydance–Warner Bros. Discovery merger. Accrued Interest is the only newsletter that will break down the math behind the case — be...
Accrued Interest Weekly Cypher: July 12, 2026
Welcome to Volume 4 of the Accrued Interest Weekly Cypher for the week ending July 12, 2026! Consider this your “in-case-you-missed-it” digest to help you catch up over the weekend, featuring the analysis and commentary I shared throughout...
Why Fox and Telemundo Don't Mind That the USA and Mexico Are Out
Accrued Interest TLDR: Both host teams are out of the World Cup, and the broadcasters will be just fine. I used to price Spanish-language soccer ads for a living, and this piece explains why: the money was locked in before kickoff, the elim...
The Pitch-Mas Shorts Went 6-for-6: My H1 2026 Scorecard (Pt.1)
Accrued Interest TLDR: Ahead of the July 22 paid launch, I am taking a victory lap and planting a flag: Accrued Interest is the best value investing, short-selling newsletter on Substack. Of the twelve stocks I pitched in December’s 12 Days...
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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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