Accrued Interest
Subscribe
Sign in
Home
Notes
Chat
Company Deep Dives
Stock Market Commentary
Podcast
Archive
About
Latest
Top
Discussions
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
•
Accrued Interest (Simeon M.)
21
6
11
The Pokémon Theory of Media Investing
Why some ad businesses are built to evolve, and why others are stuck.
Mar 12
•
Accrued Interest (Simeon M.)
25
6
10
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
•
Accrued Interest (Simeon M.)
24
5
8
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
•
Accrued Interest (Simeon M.)
23
5
10
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
•
Accrued Interest (Simeon M.)
19
6
6
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
•
Accrued Interest (Simeon M.)
15
6
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
•
Accrued Interest (Simeon M.)
20
1
12
The Mispriced Victor: Why I’m Reaffirming My $120 Netflix Target
Q1 revenue grew 16.2% despite a quiet content slate and Olympic headwinds. This isn't a slowdown; it’s a masterclass in pricing power.
Apr 17
•
Accrued Interest (Simeon M.)
12
3
8
AppLovin ($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
•
Accrued Interest (Simeon M.)
14
6
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
•
Accrued Interest (Simeon M.)
15
1
6
Why Uber Will Outperform in 2026 ($UBER)
12 Days of Pitch-Mas Day 7
Dec 21, 2025
•
Accrued Interest (Simeon M.)
15
9
The Next Era of Accrued Interest Starts Today
For my day ones, founding pricing is locked in the moment you pledge
Jul 6
•
Accrued Interest (Simeon M.)
15
2
5
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
