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 rigour to public markets. I write Accrued Interest, a research letter for serious investors.
The number of free subscribers for Accrued Interest over time since it was added to the directory.
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.
Two newsletters/strategies: Compounders - quality at fair value. Rebounders - quality on sale.
Unlock exclusive real-time stock ideas and full access to my high-conviction portfolio thatโs consistently outperformed the market for over a decade (+31% in 2025; +53% in 2024; 30% annualized since 2012).