Episode Details

Simeon McMillan of Accrued Interest about the shifting media landscape and recent industry restructurings. Simeon brings experience from inside major media companies, offering a perspective on how traditional networks, streaming platforms, and sports rights are shaping valuations across the sector. The conversation examines Comcast’s Versant spin-off, the positioning of assets like Bravo and other entertainment channels, and how investors should think about cable decline versus streaming economics. Andrew and Simeon also discuss incentives behind corporate restructurings, the quality of assets being separated, and what could drive value creation or destruction. Throughout the discussion they analyze media strategy, market narratives, and how investors can interpret these evolving industry dynamics.

See a replay of my AlphaSense media webinar here: https://www.alpha-sense.com/resources/webinars/paramounts-acquisition-of-wbd-and-the-reshaping-of-the-streaming-market/?utm_source=pt_YAVP&utm_medium=sponsored&utm_campaign=SWB_DG_03-10-26_IMP-GENAI_CORPFS_YAVP-Netflix-WarnerBros

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[00:00:00] Podcast and guest introduction

[00:02:14] Simeon McMillan joins discussion

[00:03:25] Guest media industry background

[00:15:40] Hidden value in the golf assets

[00:25:25] Future of CNBC

[00:37:50] What happens in 2028

[00:44:00] The future of sports rights

Links:

Yet Another Value Blog - https://www.yetanothervalueblog.com

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Production and editing by The Podcast Consultant - https://thepodcastconsultant.com/