Myles UdlandVerified account

@MylesUdland

Anchor Live | Author, Yahoo Finance Morning Brief | Newsletter — Late by Myles Udland, sign up here:

NJ
mylesudland.substack.com
Joined August 2009
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  1. Aug 27

    the most TV producer thing I could imagine — "Quick! Get the hashtag in a bug!"

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    1 reply 2 likes
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  2. Retweeted
    Aug 27

    Two great charts showing tech/interactive media vs the rest of the core of the S&P 500 in operating and gross margins. Can see the shift in tech from hardware to more software like models and the emergence of the internet completely change the margin profile

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    3 replies 31 retweets 160 likes
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  3. Aug 27

    It's fun to pretend this is actually a golf tweet

    Countdown until Tiger launches a seed fund begins
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    15 likes
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  4. Retweeted
    Aug 26

    Much as I & others have snarked at through years, the *only & only* reason it has kept relevance vs peers like Fortune/BW & vs new players is this slide from its SPAC deck: it is business world's leading "validation platform." Perfect for hyper narcissistic digital age.

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    3 retweets 19 likes
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  5. Aug 27

    S&P 500 4500

    2 replies 10 likes
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  6. Aug 27

    cc , obvi

    1 like
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  7. Aug 27

    I went to the dentist in July last year, knowing they were gonna recommend some filling I probably don't need. They did, and I never went back.

    2 replies 2 likes
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  8. Aug 27

    Powell shouting out dentists

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    4 replies 4 retweets 20 likes
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  9. Retweeted
    Aug 27

    Golf equipment sales were flat in June and down in July "Golf Rounds Played Slide In July" via

    1 reply 1 retweet 4 likes
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  10. Aug 27

    On the one hand, it's completely obvious. On the other hand, it's notable that the post-recession debate about how the Fed will alter its policy is the same today as it was 7 or 8 years ago.

    2 replies 3 likes
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  11. Retweeted
    Aug 26

    Amazing stat from re SPACs In 1Q an avg of 89 SPACs issued per month. Thus far in 2Q: 9 Guess the SPAC bubble went pop.

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    3 replies 12 retweets 36 likes
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  12. Retweeted
    Aug 26

    3 themes from a recent builder call: 1. The market is changing. “Buyer fatigue is real & if you haven’t felt it yet, give it 60 days,” per public builder CEO 2. M&A still strong. Economies of scale and local knowledge are critical 3. Built to rent is overheated but here to stay

    16 retweets 32 likes
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  13. Retweeted
    Aug 26

    Good recap of the first 2 months of and what's to come. Expect more: (1) colicensing; (2) group licensing; and (3) community participation. Also, 1 agent told that he's advised his coaching clients to facilitate NIL contracts for recruits..

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    Athletes—particularly star football players—are cashing in on NIL at a rate that even experts didn’t expect. takes you inside the early market numbers 💰
    1 reply 5 retweets 49 likes
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  14. Aug 26

    Forbes will be valued at $630 million

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    *FORBES MEDIA TO GO PUBLIC VIA MAGNUM OPUS SPAC DEAL *FORBES WILL LIST ON NEW YORK STOCK EXCHANGE UNDER SYMBOL “FRBS”
    1 retweet 5 likes
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  15. Aug 26

    POLITICO INSIDER

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  16. Aug 26

    West Elm comp sales up 51%

    1 reply 1 retweet 3 likes
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  17. Aug 25

    More individuals are trading these days, but big money is still moving out of single stocks

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    8 likes
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  18. Retweeted
    Aug 25
    Replying to

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    2 replies 3 retweets 14 likes
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  19. Aug 25

    fun takeaway from this note, though: "In the S&P's history, no matter where your starting point has been, all sixteen-year periods have generated positive total returns... you could call this the 'Montana Curve' if you aren't a fan of something more bland like the 'Rule of 16.'"

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    I'm being micro-targeted by
    1 reply 3 retweets 13 likes
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  20. Aug 25

    I'm being micro-targeted by

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    1 like
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