Accrued Interest
Subscribe
Sign in
Home
Notes
Chat
Company Deep Dives
Stock Market Commentary
Podcast
Archive
About
Stock Market Commentary
Latest
Top
Discussions
Accrued Interest Weekly Cypher: July 19, 2026
Week-in-Review: $PSKY, $WBD, $NFLX and Wed's surprise stock
Jul 19
•
Accrued Interest (Simeon M.)
4
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
•
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
•
Accrued Interest (Simeon M.)
7
3
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
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
•
Accrued Interest (Simeon M.)
7
1
Monetizing the Habit: Meta's Enterprise Land Grab and Roku's Living-Room Billboard (Accrued Interest Update 5-28-26)
$META, $ROKU
May 28
•
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
•
Accrued Interest (Simeon M.)
9
2
4
Meta Enters the Living Room, Amazon Aggregates Oprah, and Spotify's Fitness Pivot (Accrued Interest Update 4-27-26)
$META, $AMZN, $SPOT, $PTON
Apr 27
•
Accrued Interest (Simeon M.)
11
1
4
Accrued Interest Weekly Cypher: Apr-26-26
Vol. 3 — 2026
Apr 26
•
Accrued Interest (Simeon M.)
6
2
Comcast's Pay-TV Bleed and YouTube's Sofa Change (Accrued Interest Update 4-23-26)
Legacy media ignores the cord-cutting reality, while SiriusXM helps Big Tech sweep up the spare change.
Apr 23
•
Accrued Interest (Simeon M.)
8
2
Adobe’s Smoke Screen and the Warner Bros. Reality Check (Accrued Interest Update 4-22-26)
On the hollow promise of financial engineering and rewarding the $500 million failure of legacy media’s old guard.
Apr 22
•
Accrued Interest (Simeon M.)
12
7
4
Google Drops the Halo, Ad-Tech Desperation at OpenAI, and Roku’s 100 Million Milestone
$GOOGL, $ROKU
Apr 16
•
Accrued Interest (Simeon M.)
6
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
