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.Check out Simeon's newsletter Accrued Interest here: https://www.accruedint.comRigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.Thumbnail Photo Credit: Sean M. Haffey/Getty Images#investing #stocks #finance #wallstreet #stockmarket #investor #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #META #Netflix #NFLX #AppLovin #APP #Amazon #AMZN #Google #GOOGL #AdTech #EarningsSeason #MediaStocks #stockanalysis #marketwatch #wealthmanagement #RigatoniCapital$META $NFLX $APP $AMZN $GOOGL $QQQ