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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
5
4
8
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
8
3
Media Stock Insights from Nielsen’s Dec-25 TV Snapshot
Streaming Eats the Christmas Goose
Jan 20
•
Simeon McMillan
3
1
Media Stock Insights from Nielsen’s Nov-25 TV Snapshot
Roku Again a Top 5 Platform
Dec 16, 2025
•
Simeon McMillan
2
3
Media Stock Insights from Nielsen’s Oct-25 TV Snapshot
YouTube ticks up again; Roku is here to stay
Nov 19, 2025
•
Simeon McMillan
4
3
Sunday Scaries: 11/2/25
Best of the Week from Accrued Interest
Nov 2, 2025
•
Simeon McMillan
6
1
5
Media Stock Insights from Nielsen’s Sep-25 TV Snapshot
YouTube Extends Lead, While Netflix Stalls Below 9%
Oct 24, 2025
•
Simeon McMillan
6
4
Video Recap of Nielsen’s Aug-25 TV Snapshot
1 minute video teaser
Sep 24, 2025
•
Simeon McMillan
2
1
1:00
Media Stock Insights from Nielsen’s Aug-25 TV Snapshot
YouTube and Netflix lead, while linear continues to fall
Sep 23, 2025
•
Simeon McMillan
5
2
4
Video Recap: Same Script, Different Cast ($WBD, $PSKY)
1 minute video teaser
Sep 19, 2025
•
Simeon McMillan
5
3
1:45
Same Script, Different Cast
Is $WBD & $PSKY (2025) the sequel to $DIS & Fox (2017)?
Sep 17, 2025
•
Simeon McMillan
11
2
Media Stock Insights from Nielsen’s July-25 TV Snapshot
YouTube reaches new all-time highs
Aug 21, 2025
•
Simeon McMillan
4
2
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