Archive - Accrued Interest

Accrued Interest Weekly Cypher: August 23, 2026

Netflix, Google, Reddit, AppLovin, the TMT Multiple Tracker and Accrued Interest Institutional is Open for Clients

23 hrs ago • Accrued Interest (Simeon M.)

The TMT Multiple Tracker: August 21, 2026

Tech and media stock valuations, EPS revisions, and P/E changes. Week of August 21, 2026.

Aug 22 • Accrued Interest (Simeon M.)

ChatGPT Just Stopped Citing Reddit. That Is a Problem for RDDT Stock.

Reddit’s share of ChatGPT citations fell from 3.8% to 0.5% in seven days. At 21.5x 2027 earnings, the stock is not priced for losing its AI leverage.

Aug 21 • Accrued Interest (Simeon M.)

How Much Lower Can AppLovin Fall?

If you own $APP, or you're eyeing the dip, let's talk valuation. Here's my downside case.

Aug 20 • Accrued Interest (Simeon M.)

How Wall Street Misread Netflix ($NFLX): My Talk with Tim Rowe on the State of Streaming Podcast

YouTube ($GOOGL) is the only company in Netflix's weight class. Plus: what Fox ($FOXA) buying Roku ($ROKU) really does to your home screen.

Aug 20 • Accrued Interest (Simeon M.)

Accrued Interest Institutional Is Now Open to New Clients

Bespoke, project-based research for funds, firms, start-ups and individuals. No set scope, no set price.

Aug 18 • Accrued Interest (Simeon M.)

Accrued Interest Weekly Cypher: Aug 16, 2026

Week-in-Review: Reddit Joins S&P, Updates on AppLovin and Duolingo, and my new TMT Multiple Tracker for Subs

Aug 16 • Accrued Interest (Simeon M.)

The TMT Multiple Tracker 8.14.26

Tech and media stock valuations, EPS revisions, and P/E changes. Week of August 14, 2026.

Aug 14 • Accrued Interest (Simeon M.)

Duolingo Q2-26: Growing Users, Not Money

Most of my bear case played out. Here is why I am upgrading anyway.

Aug 13 • Accrued Interest (Simeon M.)

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.

Aug 10 • Accrued Interest (Simeon M.)

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.

Aug 5 • Accrued Interest (Simeon M.)

Accrued Interest Weekly Cypher: August 3, 2026

Week-in-Review: Netflix Is Quietly Out-Growing YouTube, Universal Is the "NOT-Disney" Option, and the Reddit Bulls Get a Reality Check

Aug 3 • Accrued Interest (Simeon M.)

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