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• Accrued Interest

  High-conviction stock research from a media executive with a +3,400% track record (2016-2024). Institutional-grade analysis of US media stocks, value investing, and market trends.

  25 posts · theirs

Lately

• The TMT Multiple Tracker: August 21, 2026

  Accrued Interest · 2026-08-22

• ChatGPT Just Stopped Citing Reddit. That Is a Problem for RDDT Stock.

  Accrued Interest · 2026-08-21

• How Much Lower Can AppLovin Fall?

  Accrued Interest · 2026-08-20

• How Wall Street Misread Netflix ($NFLX): My Talk with Tim Rowe on the State of Streaming Podcast

  Accrued Interest · 2026-08-20

• Accrued Interest Institutional Is Now Open to New Clients

  Accrued Interest · 2026-08-18

• Accrued Interest Weekly Cypher: Aug 16, 2026

  Accrued Interest · 2026-08-16

• The TMT Multiple Tracker 8.14.26

  Accrued Interest · 2026-08-14

• Duolingo Q2-26: Growing Users, Not Money

  Accrued Interest · 2026-08-13

• AppLovin Q2-26: I Got This One Wrong

  Accrued Interest · 2026-08-10

• Reddit Has a Landlord, and His Name Is Google

  Accrued Interest · 2026-08-05

• Accrued Interest Weekly Cypher: August 3, 2026

  Accrued Interest · 2026-08-03

• Will Netflix Buy NBCUniversal? The Numbers Say Yes, But Not Until 2029

  Accrued Interest · 2026-07-29

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