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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
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Accrued Interest (Simeon M.)
11
2
5
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
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Accrued Interest (Simeon M.)
6
3
July 2026
Will Netflix Buy NBCUniversal? The Numbers Say Yes, But Not Until 2029
Comcast’s Q2-26 numbers say NBCUniversal is a theme park company with a studio attached
Jul 29
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Accrued Interest (Simeon M.)
5
3
3 Ways Google's Q2-26 YouTube Results Show Netflix Is Stronger Than You Think
Alphabet's Q2-26 earnings put YouTube ad revenue at $11.1B growing 12.9%. Netflix grew 13.4%. A side-by-side look at growth, monetization, and scale.
Jul 27
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Accrued Interest (Simeon M.)
5
2
2
Accrued Interest Weekly Cypher: July 26, 2026
Week-in-Review: Paywall Drops, Paramount Hits Pause, and Everybody Suddenly Hates Google Again
Jul 26
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Accrued Interest (Simeon M.)
5
1
Nintendo Is Not the Apple of Video Games
Attach rates, the installed base ceiling, and the PC gaming migration all say what the stock price doesn't: this hardware company does not deserve a…
Jul 22
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Accrued Interest (Simeon M.)
15
7
Accrued Interest Weekly Cypher: July 19, 2026
Week-in-Review: $PSKY, $WBD, $NFLX and Wed's surprise stock
Jul 19
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Accrued Interest (Simeon M.)
4
1
The Netflix Engagement Panic Is Wrong: Q2-26 Earnings Review
What the NFLX engagement doomers, the FCF headlines, and the price-target cuts all get wrong.
Jul 17
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Accrued Interest (Simeon M.)
27
6
11
The Math Behind the Merger: Why the States’ Case Against PSKY + WBD Is Winnable ($PSKY, $WBD)
The states aren’t arguing politics. They’re arguing about math.
Jul 15
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Accrued Interest (Simeon M.)
12
6
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.)
5
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
4
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