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Accrued Interest's Simeon McMillan on $VSNT and the evolving media space

Andrew Walker interviews Simeon McMillan from Accrued Interest about the media sector, with a particular focus on Versant (VSNT), a spin-off from Comcast. McMillan has written extensively on Versant, detailing its story and risks. The conversation also touches on broader media trends, including Paramount, Netflix, AI, and sports.

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HOODNeutralLow ConvictionSignal-backedSecondary

Robin Hood is suggested as a potential trophy buyer for CNBC, integrating its news content to enhance its platform.

METANeutralLow ConvictionResearch Only

Meta's CFO was mentioned wearing a 'free cash flow' hat just before the company hiked capex and reduced free cash flow.

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