Podcast: Talking Media Stock with Simeon McMillan (STRZ, LION, WBD)

Podcast: Talking Media Stock with Simeon McMillan (STRZ, LION, WBD)

During this episode of SSOI podcast, I spoke with Simeon McMillan of Accrued Interest. Simeon is a Columbia Value Investing program trained special sits investor with a background in media operations. In other words, he is the perfect person to talk to about media spin-offs!

Here’s what we discussed:

2:00 – Simeon’s background and why he started Accrued Interest
4:35 – Simeon’s experience in Columbia Value Investing Program
5:15 – Joel Greenblatt’s course at Columbia
8:15 – Why Simeon Started Accrued Interest
12:15 – Overview of Starz
22:25 – Will new shows and season launches be positive catalysts for Starz?
29:40 – Is bundling a viable way to grow the Starz subscriber base?
35:45 – What is a fair valuation for Starz?
45:25 – How Simeon is thinking about WBD’s recent spin-off announcement.
58:40 – How valuable is the WBD studio business?
60:04 – Where to follow Simeon

You can watch the episode on YouTube or listen on Spotify or Apple.

Check out Simeon’s Substack here.

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