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The Netflix Engagement Panic Is Wrong: Q2-26 Earnings Review
What the NFLX engagement doomers, the FCF headlines, and the price-target cuts all get wrong.
Jul 17
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Accrued Interest (Simeon M.)
26
5
8
Accrued Interest Weekly Cypher: July 19, 2026
Week-in-Review: $PSKY, $WBD, $NFLX and Wed's surprise stock
Jul 19
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Accrued Interest (Simeon M.)
4
1
The Next Era of Accrued Interest Starts Today
For my day ones, founding pricing is locked in the moment you pledge
Jul 6
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Accrued Interest (Simeon M.)
15
2
5
The Math Behind the Merger: Why the States’ Case Against PSKY + WBD Is Winnable ($PSKY, $WBD)
The states aren’t arguing politics. They’re arguing about math.
Jul 15
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Accrued Interest (Simeon M.)
10
4
Accrued Interest Weekly Cypher: July 12, 2026
Meta's +15% Week and Why Netflix Isn't Panicking
Jul 12
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Accrued Interest (Simeon M.)
4
1
Most Popular
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Dead on Arrival: 8 Reasons the Paramount-WBD Merger Will Fail
Mar 20
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Accrued Interest (Simeon M.)
21
6
11
The Pokémon Theory of Media Investing
Mar 12
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Accrued Interest (Simeon M.)
25
6
10
Fox + Roku: A Brilliant Pivot from the Cable Bundle to the Living Room
Jun 16
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Accrued Interest (Simeon M.)
23
5
10
Comcast Says the Quiet Part Out Loud
Jun 30
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Accrued Interest (Simeon M.)
19
6
6
Company Deep Dives
View all
The Netflix Engagement Panic Is Wrong: Q2-26 Earnings Review
What the NFLX engagement doomers, the FCF headlines, and the price-target cuts all get wrong.
Jul 17
•
Accrued Interest (Simeon M.)
26
5
8
The Math Behind the Merger: Why the States’ Case Against PSKY + WBD Is Winnable ($PSKY, $WBD)
The states aren’t arguing politics. They’re arguing about math.
Jul 15
•
Accrued Interest (Simeon M.)
10
4
The Release Valve on the CapEx Bill: What Meta’s Compute Plan Actually Signals
A hedge on the biggest infrastructure bet in the company’s history.
Jul 1
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Accrued Interest (Simeon M.)
10
3
Comcast Says the Quiet Part Out Loud
Comcast is spinning off NBCUniversal and Sky — my first take on the biggest TMT breakup in years.
Jun 30
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Accrued Interest (Simeon M.)
19
6
6
Stock Market Commentary
View all
Accrued Interest Weekly Cypher: July 19, 2026
Week-in-Review: $PSKY, $WBD, $NFLX and Wed's surprise stock
Jul 19
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Accrued Interest (Simeon M.)
4
1
Why Fox and Telemundo Don't Mind That the USA and Mexico Are Out
What pricing Spanish-language soccer ads taught me about the World Cup's real business.
Jul 10
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Accrued Interest (Simeon M.)
6
3
The Pitch-Mas Shorts Went 6-for-6: My H1 2026 Scorecard (Pt.1)
Accrued Interest is the #1 short-selling newsletter for value investors. The S&P 500 rallied +9.51% in the first half of 2026; my six December shorts…
Jul 8
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Accrued Interest (Simeon M.)
7
3
The Next Era of Accrued Interest Starts Today
For my day ones, founding pricing is locked in the moment you pledge
Jul 6
•
Accrued Interest (Simeon M.)
15
2
5
Podcast
View all
Accrued Interest Weekly Cypher: July 12, 2026
Meta's +15% Week and Why Netflix Isn't Panicking
Jul 12
•
Accrued Interest (Simeon M.)
4
1
Interview: Yet Another Value Podcast and the Shifting Media Landscape
Diving deep into the Versant ($VSNT) spin-off, the streaming wars, and why audience attention trumps financial engineering.
Mar 16
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Accrued Interest (Simeon M.)
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
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Accrued Interest (Simeon M.)
8
3
0:57
Nov Watchlist Update: Stocks to Watch for 2026
$META, $NVDA, $GOOG, $UBER, $ADBE
Nov 11, 2025
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Accrued Interest (Simeon M.)
4
1
4
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