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META, Netflix & AppLovin: What the Market Is Missing | Simeon McMillan
I sat down with Simeon McMillan of the Accrued Interest newsletter on Substack for a deep dive right before earnings season kicks off. Simeon is one of the best stock analysts I know in the media and advertising space. We covered what Meta's Form 4 filings are actually telling investors about where management thinks the stock is going, why Netflix's price increases are not slowing down anytime soon, and the real story behind AppLovin's e-commerce rollout and what the Meta Ceiling concept means for the stock's valuation. We also touched briefly on Amazon's advertising business and Google…
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