Accrued Interest

Accrued Interest

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Pinterest ($PINS) - Is the Market Wrong?
WIP Analysis – What I'm Learning So Far
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Simeon McMillan
Media Stock Insights from Nielsen’s May-25 TV Snapshot
What does it mean now that streaming finally surpassed linear TV
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Simeon McMillan
Sunday Scaries 6/15/25
Recap of the Best of Accrued Interest
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Simeon McMillan
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Decoding the Nexstar Investor Deck (NXST)
Reading Between the Lines of the June 2025 Investor Presentation
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Simeon McMillan
Decoding the STARZ Investor Deck (STRZ)
Reading Between the Lines of the May 2025 Investor Presentation
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Simeon McMillan
1
WBD Spin-Off: My Quick Take on the Announcement
Annotations on the investor deck as Warner Bros. Discovery splits into two
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Simeon McMillan
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Byron Allen's AMG Selling TV Stations: An Ominous Sign for Broadcast Media
Implications for Media Stocks Today
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Simeon McMillan
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Starz Entertainment (STRZ) – Assuming Coverage
Lessons from a successful 2015 short pitch that apply today
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Simeon McMillan

May 2025

How Streaming is Changing the TV Upfronts
Digital players are changing the rules of the game
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Simeon McMillan
Media Stock Insights from Nielsen’s April TV Snapshot
Spoiler Alert: YouTube continues to dominate
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Simeon McMillan
Media Investor Takeaways from Charter / Cox Merger
Breakdown of the 5/16 M&A call
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Simeon McMillan
How My Stock Pitch Won the Ira Sohn Investment Idea Contest
Revisiting the 2013 Winning Write-Up
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Simeon McMillan
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