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The Student Grades the Teacher: Why David Einhorn Is Wrong on Versant (VSNT)
Einhorn’s Sohn thesis treats a melting ice cube like a depreciation schedule. Q1 just showed us the leak — and Kim Kardashian is plugging it.
Jun 10
•
Simeon McMillan
10
7
5
Laying the Digital Tracks: Decoding Alphabet's Watershed Capital Event
$GOOG, $GOOGL
Jun 3
•
Simeon McMillan
12
4
6
Everywhere at Once: WWE's Multi-Surface Distribution Game and Streaming's Rebundling Wave (Accrued Interest Update 6-1-26)
$TKO, $NFLX, $ROKU
Jun 1
•
Simeon McMillan
7
1
Monetizing the Habit: Meta's Enterprise Land Grab and Roku's Living-Room Billboard (Accrued Interest Update 5-28-26)
$META, $ROKU
May 28
•
Simeon McMillan
14
4
Fox's Grand Theft FIFA, Bleacher Report Surrenders to YouTube, and the Inevitable March of Big Tech (Accrued Interest Update 5-27-26)
$FOX, $WBD, $PSKY, $GOOG
May 27
•
Simeon McMillan
9
2
4
Most Popular
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Dead on Arrival: 8 Reasons the Paramount-WBD Merger Will Fail
Mar 20
•
Simeon McMillan
21
5
9
The Pokémon Theory of Media Investing
Mar 12
•
Simeon McMillan
25
6
10
Back to the EBITDA: Decoding Meta’s $1,116 Executive Playbook
Mar 27
•
Simeon McMillan
15
5
8
Zuckerberg’s Middle-Age Metabolism: Trimming Fat to Fund Superintelligence
Mar 25
•
Simeon McMillan
20
1
12
Company Deep Dives
View all
The Student Grades the Teacher: Why David Einhorn Is Wrong on Versant (VSNT)
Einhorn’s Sohn thesis treats a melting ice cube like a depreciation schedule. Q1 just showed us the leak — and Kim Kardashian is plugging it.
Jun 10
•
Simeon McMillan
10
7
5
Laying the Digital Tracks: Decoding Alphabet's Watershed Capital Event
$GOOG, $GOOGL
Jun 3
•
Simeon McMillan
12
4
6
The Street Missed the Q1 Signal: Why Meta’s AI Engine is Worth Every Penny
The market panicked yet again over CapEx, but the $META ad machine is accelerating.
Apr 30
•
Simeon McMillan
8
1
4
Spotify ($SPOT) Q1 2026 Earnings: The Audio Illusion Unravels
Why 70% of new users are "empty calories" and the 33x multiple is a dangerous trap.
Apr 28
•
Simeon McMillan
13
1
4
Stock Market Commentary
View all
Everywhere at Once: WWE's Multi-Surface Distribution Game and Streaming's Rebundling Wave (Accrued Interest Update 6-1-26)
$TKO, $NFLX, $ROKU
Jun 1
•
Simeon McMillan
7
1
Monetizing the Habit: Meta's Enterprise Land Grab and Roku's Living-Room Billboard (Accrued Interest Update 5-28-26)
$META, $ROKU
May 28
•
Simeon McMillan
14
4
Fox's Grand Theft FIFA, Bleacher Report Surrenders to YouTube, and the Inevitable March of Big Tech (Accrued Interest Update 5-27-26)
$FOX, $WBD, $PSKY, $GOOG
May 27
•
Simeon McMillan
9
2
4
Meta Enters the Living Room, Amazon Aggregates Oprah, and Spotify's Fitness Pivot (Accrued Interest Update 4-27-26)
$META, $AMZN, $SPOT, $PTON
Apr 27
•
Simeon McMillan
11
1
4
Media Valuation Tracker
View all
0:52
Media Valuation Tracker Update – Week of Sep 8, 2025 (Video Recap)
1 minute teaser for the 9.8 valuation update
Sep 9, 2025
•
Simeon McMillan
4
3
Media Valuation Tracker Update – Week of Sep 8, 2025
Notes on $PSKY, $GOOG, $APP and more
Sep 8, 2025
•
Simeon McMillan
6
3
Media Valuation Tracker Update – Week of Aug 12, 2025
Notes on $RDDT, $APP, $META, $GOOG, $SNAP and $NXST
Aug 13, 2025
•
Simeon McMillan
6
8
Media Valuation Tracker Update – Week of July 28, 2025
Notes on $GOOGL, $WBD and $DIS
Jul 29, 2025
•
Simeon McMillan
9
7
Podcast
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Interview: Yet Another Value Podcast and the Shifting Media Landscape
Diving deep into the Versant ($VSNT) spin-off, the streaming wars, and why audience attention trumps financial engineering.
Mar 16
•
Simeon McMillan
6
3
Interview: Decoding the Streaming Wars with Rigatoni Capital
Deep dive on why I’m buying the $NFLX dip and the structural decay of Versant ($VSNT)
Feb 2
•
Simeon McMillan
8
3
0:57
Nov Watchlist Update: Stocks to Watch for 2026
$META, $NVDA, $GOOG, $UBER, $ADBE
Nov 11, 2025
•
Simeon McMillan
4
1
4
1:19
Building the Watchlist: Stocks to Watch for 2026
$ADBE, $UBER, $NVDA, $GOOG, $META
Oct 18, 2025
•
Simeon McMillan
10
1
3
2:18
Understanding AppLovin's Stock Recovery After SEC Inquiry
Ignore the Shorts
Oct 8, 2025
•
Simeon McMillan
5
6
1:00
Video Recap of Nielsen’s Aug-25 TV Snapshot
1 minute video teaser
Sep 24, 2025
•
Simeon McMillan
2
1
1:45
Video Recap: Same Script, Different Cast ($WBD, $PSKY)
1 minute video teaser
Sep 19, 2025
•
Simeon McMillan
5
3
1:22
Video Recap of AppLovin's Goldman Sachs Communacopia Talk ($APP)
1 minute video teaser
Sep 12, 2025
•
Simeon McMillan
3
4
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