BroadwayDan

Daniel Joshua Rubin

BroadwayDan’s Activity

Mon Mar 30

Caps Pick

BroadwayDan made a pick in CAPS. 10:03 AM

Facebook (FB) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 10:03 AM

Salesforce.com (CRM) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 10:03 AM

Workday (WDAY) will Outperform the S&P 500

Thu Mar 26

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 4:44 PM

SaaS Accounting Quote...

Hey - I was listening to the Meb Faber podcast, episode #177 with a very smart investor named Alex Rubalcava. He said this around the 17 minute mark...

“Software has become a totally different kind of a business model over the last 20 [more]

Wed Mar 25

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 4:42 PM

Re: Crowdstrike: Bert's Article

Hey Jonathan,

Not to speak for Saul but the lesson I am taking from this board really is there are essential numbers that do the vast bulk of the talking. If those numbers meet x criteria allthe rest works itself out.

In other [more]

Tue Mar 24

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 10:47 AM

Tales of CrowdStrike

In 1970 George Kurtz is born in New Jersey and by 4th grade little George is taking apart his old IBM computer and writing video games for it.

He graduates from Seton Hall with a degree in accounting and takes a job at Price Water [more]

Thu Mar 19

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 6:19 PM

Re: CRWD Possibly Benefitting from COVID

I think he said 70% of the company is remote and actually raved about Zoom.

Great CC - intense enthusiasm for the wins they're racking up. And for Zoom, hard to imagine a better endorsement.

Caps Pick

BroadwayDan made a pick in CAPS. 11:55 AM

Pinterest (PINS) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:55 AM

Etsy (ETSY) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:55 AM

Atlassian (TEAM) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:55 AM

Coupa Software (COUP) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:55 AM

Zoom Video Communications (ZM) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:07 AM

Adobe Systems (ADBE) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:07 AM

Square (SQ) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:07 AM

PayPal Holdings (PYPL) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:07 AM

Mastercard (MA) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:07 AM

Visa (V) will Outperform the S&P 500

Wed Mar 18

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 6:08 PM

Coupa - Our Board's Hidden Gem

Hey Fools,

TL:DR Version
Before I start yakking here's the TL:DR version of this long post: After taking a deep dive into Coupa I'm impressed with this company and bought a good-sized position. What they do - help [more]

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 11:24 AM

Re: Zoom News

Dreamer - spare us your sanctimonious lectures on echo chambers. Most on this board rallied hard AGAINST Saul’s pick of Red Violet. So your point is both insulting and objectively wrong.

I am married to a high tech saleswoman whose [more]

Mon Mar 16

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 2:12 PM

WaPo Video Conf Article...

https://www.washingtonpost.com/technology/2020/03/16/remote-...

Zoom, a San Francisco-based company, has become the third most [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 98.47
Player Rank 1058 out of 68904
Score 9497.24
Score Change Today +0.65
Accuracy 58.02%
Active Picks 24
Total Picks 901
Best Pick NVDA (+847.57)
Worst Pick OSTK (-168.10)
Average Score per Pick 10.54
Charms Earned 14
Highest Rated Favorite TMFBabo
Go to BroadwayDan’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2295
Recs Received 12011
People who have rec'd these posts 2646
Recs to Posts Ratio (last 30 days) N/A
Threads Started 721
Threads Started Percentage 31.42 %
Most Frequent Board Overstock.com
Very First Post Re: Buying a home makes sense??? (5/30/2000)
Percentage of Posts Rec'd 69.67 %
Show BroadwayDan’s 10 Latest Posts
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