Archive - Accrued Interest

Pinterest ($PINS) Q4 Earnings: The "Value Trap" Trap Door Opens

Why 41% impression growth resulted in a revenue miss, and why the "OpenAI Buyout" theory is your only (risky) hope.

Feb 17 • Simeon McMillan

AppLovin ($APP) Q4-25 Earnings Review: The "Cash Machine" vs. The Market Fear

Why the -40% sell-off is a gift for value investors, and what the "Big Tech Capital Intensity" spread tells us about the future.

Feb 13 • Simeon McMillan

Meta Q4 2025 Recap

The $META AI Engine is Roaring

Feb 10 • Simeon McMillan

AppLovin ($APP) Down -44% YTD: Fear vs. Fundamentals

Why the "AI Disruption" narrative is overstated and how the buyback machine sets a floor.

Feb 5 • Simeon McMillan

Fubo Q4-25 Earnings Recap: The “Growth” Story Stalled, and the Reverse Split Proves It

Why $FUBO earnings validates my Bear Case from December.

Feb 3 • Simeon McMillan

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

January 2026

Is Versant (VSNT) Worth More Dead Than Alive?

How to unlock the hidden value of GolfNow and CNBC by dismantling the "melting ice cube."

Jan 28 • Simeon McMillan

Netflix Q4 2025 Earnings Recap

Why the market is wrong about the $NFLX + Warner Bros. deal

Jan 23 • Simeon McMillan

Media Stock Insights from Nielsen’s Dec-25 TV Snapshot

Streaming Eats the Christmas Goose

Jan 20 • Simeon McMillan

Is Versant (VSNT) Cheap or Just Cheaply Valued? The Case for $27

Why investors should avoid the “value trap" until the company faces the 2028 cliff.

Jan 15 • Simeon McMillan

Decoding the Versant (VSNT) Investor Deck: A Warning Sign

Why the 160-page presentation is a marketing mirage masking a melting ice cube.

Jan 13 • Simeon McMillan

December 2025

Why AppLovin Will Outperform in 2026 ($APP)

12 Days of Pitch-Mas Day 12

Dec 31, 2025 • Simeon McMillan

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