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Accrued Interest Weekly Cypher: Apr-10-26
Vol. 2 - 2026
13 hrs ago
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Simeon McMillan
4
3
Meta's Muse Spark Rollout, OpenAI's $100B Ad Dreams, and Uber's Latest Robotaxi Deal (Accrued Interest Update 4-9-2026)
Meta stock is rising sharply today as the company unveils its first natively multimodal AI model, signaling that its aggressive AI bets are beginning to…
Apr 9
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Simeon McMillan
8
4
US-Iran Ceasefire, Rigatoni Capital Interview, and Nintendo's IP Illusion (Accrued Interest Update 4-8-2026)
The market is breathing a collective sigh of relief today with the news of a two-week US-Iran ceasefire. It removes a massive geopolitical overhang that…
Apr 8
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Simeon McMillan
12
3
CBS Rents Out Late-Night, Netflix's Danny Go! Distribution (Accrued Interest Update 4-7-2026)
I am watching a tale of two entirely different business strategies today.
Apr 7
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Simeon McMillan
6
1
2
March 2026
Back to the EBITDA: Decoding Meta’s $1,116 Executive Playbook
How to read SEC Form 4s like an insider and reverse-engineer the 2028 income statement.
Mar 27
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Simeon McMillan
15
5
8
Zuckerberg’s Middle-Age Metabolism: Trimming Fat to Fund Superintelligence
Meta is trading like a slow-growth utility, but acting like an AI monopoly. Don't let multiple contraction blind you to over 40% upside.
Mar 25
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Simeon McMillan
20
1
11
The Victor of the Streaming Wars: Why Netflix is a $120 Stock
While legacy media burns billions on doomed mergers and melting ice cubes, Netflix has built a global monolith insulated from geopolitical risk.
Mar 23
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Simeon McMillan
14
3
8
Dead on Arrival: 8 Reasons the Paramount-WBD Merger Will Fail
From a crushing $79 billion debt anchor to a massive culture clash, here is why Hollywood’s newest mega-merger is doomed.
Mar 20
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Simeon McMillan
19
4
7
Accrued Interest Weekly Cypher: Mar-18-26
The first edition of our Weekly Cypher decoding the raw signals in tech and media.
Mar 18
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Simeon McMillan
12
7
Interview: Yet Another Value Podcast and the Shifting Media Landscape
Diving deep into the Versant ($VSNT) spin-off, the streaming wars, and why audience attention trumps financial engineering.
Mar 16
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Simeon McMillan
5
2
The Pokémon Theory of Media Investing
Why some ad businesses are built to evolve, and why others are stuck.
Mar 12
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Simeon McMillan
24
4
10
February 2026
Deflating the Duolingo ($DUOL) Owl
A Pitch-Mas prophecy fulfilled: Why this overhyped mobile game is finally running out of lives.
Feb 27
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Simeon McMillan
12
3
4
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