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.
Ex-Media Exec & Wall St. alum. Achieved a +3,400% return (2016-24) applying private equity rigor to public markets. I write Accrued Interest, a contrarian value investing letter on media & tech stocks. Subscribe for weekly TMT Multiple Tracker.
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News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.
Common-sense investor. Small/Mid Cap & Special Situations expert. Inside my Private Dashboard: every buy/sell, full research, live Special Situations & a portfolio beautifully compounding +35% over 5Y. Follow to stay ahead, support my work & sleep well :)
The best writing on entertainment strategy including a weekly "Streaming Ratings Report", unpacking what shows and films are winning the streaming wars.
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