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Uber's 2025 Performance: Why $UBER Stock Soared and What's Next
Debunking Robotaxi Fears and Highlighting Uber's Strong Free Cash Flow Conversion
11 hrs ago
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Simeon McMillan
6
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Uber's 2025 Performance: Why $UBER Stock Soared and What's Next
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June 2025
Starz ($STRZ) Is It a Buy at $16.50? My First Take on Valuation
Unpacking Starz’s fair value today
Jun 26
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Simeon McMillan
6
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Starz ($STRZ) Is It a Buy at $16.50? My First Take on Valuation
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Interview – Nexstar Media Group: Broadcasting's Biggest Bet ($NXST)
I’m on Ep. 221 of the Business Breakdowns podcast!
Jun 25
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Simeon McMillan
9
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Interview – Nexstar Media Group: Broadcasting's Biggest Bet ($NXST)
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T-Mobile (TMUS) Stock Deep Dive: How I Banked a 47% Gain and Why I’m Cashing Out
A telecom insider’s deep dive into TMUS: what worked, what changed, and why the risk-reward now points to “sell” despite solid fundamentals.
Published on Beating The Tide: Stock Picks That Outperform
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Jun 25
Pinterest ($PINS) - Is the Market Wrong?
WIP Analysis – What I'm Learning So Far
Jun 21
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Simeon McMillan
10
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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
7
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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
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Simeon McMillan
10
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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
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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
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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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