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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.)
5
3
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.)
14
2
5
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.)
9
2
June 2026
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.)
18
6
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Fox + Roku Part 3: The 11x FCF Chokepoint
Part Three of an Accrued Interest Deep Dive on Roku’s Valuation
Jun 26
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Accrued Interest (Simeon M.)
12
4
The Strait of Roku: How Fox Seized Streaming’s Chokepoint Without Firing a Shot
Part Two of an Accrued Interest Deep Dive on Roku’s Monetization Levers
Jun 22
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Accrued Interest (Simeon M.)
9
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5
Fox + Roku: A Brilliant Pivot from the Cable Bundle to the Living Room
An Accrued Interest First-Reaction Deep Dive on the $22B Fox / Roku Merger
Jun 16
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Accrued Interest (Simeon M.)
22
5
10
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
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Accrued Interest (Simeon M.)
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12
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Laying the Digital Tracks: Decoding Alphabet's Watershed Capital Event
$GOOG, $GOOGL
Jun 3
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Accrued Interest (Simeon M.)
12
4
9
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
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Accrued Interest (Simeon M.)
7
1
May 2026
Monetizing the Habit: Meta's Enterprise Land Grab and Roku's Living-Room Billboard (Accrued Interest Update 5-28-26)
$META, $ROKU
May 28
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Accrued Interest (Simeon M.)
15
5
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
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Accrued Interest (Simeon M.)
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