Investors / stance tracking
What Simeon Mcmillan is saying
FollowFollowingUnfollowWriter, Accrued Interest; manages a family office
4 dated public stances tracked since 2025-05-14, most recently 2026-09-18. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Simeon Mcmillan's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Simeon Mcmillan is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
4
themes
0
side flips
2026-09-18
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| NFLX | 1 | 1 bullish | 2026-09-18 | |
| NTDOY | 1 | 1 bearish | 2026-09-18 | |
| SPOT | 1 | 1 bullish | 2026-09-18 | |
| TRCO | 1 | 1 bullish | 2025-05-14 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2024-2025 label renegotiations structurally lower Spotify's royalty rate as subscriber scale grows, driving operating margin expansion from ~14% LTM toward 20-30%+ and compounding earnings at roughly 20% per year in an oligopoly that has already outlasted…
“a quiet compounder that I will never underestimate again”
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
Low-double-digit revenue growth combined with margin expansion toward 30-40% operating margins drives roughly 20% earnings growth; as the only truly global streaming platform it keeps taking share from linear TV, and NFL sports rights open new advertising…
“let the stock stay low, let people stay mad and they'll keep expanding their margins”
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
2026-09-18
NTDOY
bearish
Yet Another Value Podcast · video
Switch 2 attach rate came in well below Switch 1 even after Nintendo gave away Mario Kart in the bundle, Nintendo Switch Online accounts are flat for years, a mid-cycle price increase signals memory costs won't fall (ruling out a Switch 2 Lite), and the IP…
“the flywheel is not there”
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
2025-05-14
TRCO
bullish
Sohn Idea Contest · video
Tribune Broadcasting was a sum-of-the-parts special situation emerging from bankruptcy, with undervalued broadcast TV stations, a turnaround opportunity at WGN America under proven cable management, and near-term catalysts from monetizing newspapers, Food…
“the stock, which was trading at $55 a share, had a valuation range anywhere between $58 and $113”
How My Stock Pitch Won the Ira Sohn Investment Idea Contest - Accrued Interest Podcast (5.14.25)
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