Simeon McMillan
Media analyst and writer at Accrued Interest with experience in senior financial and operational roles inside media companies, focusing on television, streaming, and sports-rights valuations.
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Mar 14, 2026 • 58min
Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
Simeon McMillan, a media analyst and former senior operator at major media companies, breaks down the shifting media landscape. He discusses Comcast’s Versant spin-off and why 2028 matters. Short takes cover CNBC’s trophy status, Golf Now’s hidden value, YouTube’s impact on viewing and carriage fights, and how sports-rights and streaming economics reshape valuations.
