Podcast

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

Nov Watchlist Update: Stocks to Watch for 2026

$META, $NVDA, $GOOG, $UBER, $ADBE

Nov 11, 2025 • Simeon McMillan

0:57

Building the Watchlist: Stocks to Watch for 2026

$ADBE, $UBER, $NVDA, $GOOG, $META

Oct 18, 2025 • Simeon McMillan

1:19

Understanding AppLovin's Stock Recovery After SEC Inquiry

Ignore the Shorts

Oct 8, 2025 • Simeon McMillan

2:18

Video Recap of Nielsen’s Aug-25 TV Snapshot

1 minute video teaser

Sep 24, 2025 • Simeon McMillan

1:00

Video Recap: Same Script, Different Cast ($WBD, $PSKY)

1 minute video teaser

Sep 19, 2025 • Simeon McMillan

1:45

Video Recap of AppLovin's Goldman Sachs Communacopia Talk ($APP)

1 minute video teaser

Sep 12, 2025 • Simeon McMillan

1:22

Media Valuation Tracker Update – Week of Sep 8, 2025 (Video Recap)

1 minute teaser for the 9.8 valuation update

Sep 9, 2025 • Simeon McMillan

0:52

Interview – Stock Spin-Off Investing Podcast ($WBD, $STRZ, $CMCSA)

I’m on Ep. 11 of the SSOI podcast!

Jul 3, 2025 • Simeon McMillan

Interview – Nexstar Media Group: Broadcasting's Biggest Bet ($NXST)

I’m on Ep. 221 of the Business Breakdowns podcast!

Jun 25, 2025 • Simeon McMillan

Fubo TV's Struggles - 5/2/2025

Q1 2025 Earnings Breakdown

May 6, 2025 • Simeon McMillan

3:55

3 Reasons to Stay Bullish on Google Stock Following Q1 Earnings

A positive start for Q1 earnings season

May 1, 2025 • Simeon McMillan

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