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Pinterest ($PINS) - Is the Market Wrong?
WIP Analysis – What I'm Learning So Far
Jun 21
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Simeon McMillan
5
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Pinterest ($PINS) - Is the Market Wrong?
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Media Stock Insights from Nielsen’s May-25 TV Snapshot
What does it mean now that streaming finally surpassed linear TV
Jun 17
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Simeon McMillan
6
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Media Stock Insights from Nielsen’s May-25 TV Snapshot
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Sunday Scaries 6/15/25
Recap of the Best of Accrued Interest
Jun 16
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Simeon McMillan
4
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Sunday Scaries 6/15/25
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Decoding the Nexstar Investor Deck (NXST)
Reading Between the Lines of the June 2025 Investor Presentation
Jun 12
•
Simeon McMillan
9
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Decoding the Nexstar Investor Deck (NXST)
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Decoding the STARZ Investor Deck (STRZ)
Reading Between the Lines of the May 2025 Investor Presentation
Jun 10
•
Simeon McMillan
7
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Decoding the STARZ Investor Deck (STRZ)
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WBD Spin-Off: My Quick Take on the Announcement
Annotations on the investor deck as Warner Bros. Discovery splits into two
Jun 9
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Simeon McMillan
4
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WBD Spin-Off: My Quick Take on the Announcement
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Byron Allen's AMG Selling TV Stations: An Ominous Sign for Broadcast Media
Implications for Media Stocks Today
Jun 6
•
Simeon McMillan
4
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Byron Allen's AMG Selling TV Stations: An Ominous Sign for Broadcast Media
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Starz Entertainment (STRZ) – Assuming Coverage
Lessons from a successful 2015 short pitch that apply today
Jun 3
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Simeon McMillan
5
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Starz Entertainment (STRZ) – Assuming Coverage
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May 2025
How Streaming is Changing the TV Upfronts
Digital players are changing the rules of the game
May 22
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Simeon McMillan
3
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How Streaming is Changing the TV Upfronts
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Media Stock Insights from Nielsen’s April TV Snapshot
Spoiler Alert: YouTube continues to dominate
May 21
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Simeon McMillan
3
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Media Stock Insights from Nielsen’s April TV Snapshot
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Media Investor Takeaways from Charter / Cox Merger
Breakdown of the 5/16 M&A call
May 19
•
Simeon McMillan
4
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Media Investor Takeaways from Charter / Cox Merger
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How My Stock Pitch Won the Ira Sohn Investment Idea Contest
Revisiting the 2013 Winning Write-Up
May 15
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Simeon McMillan
4
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How My Stock Pitch Won the Ira Sohn Investment Idea Contest
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