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BroadwayDan

Daniel Joshua Rubin

BroadwayDan’s Activity

Sun Jul 12

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 6:05 PM

Re: Calling Shenanigans on Livongo

Hey All - sorry I missed that others posted on the Validation article.

I really don't have anything to add here. I realize how serious healthcare is and that it's a great thing if they've found a way to improve and modify our [more]

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BroadwayDan posted to the Saul’s Investing Discussions board. 5:05 PM

Calling Shenanigans on Livongo

Ever since I heard of this company something tweaked my BS detector, so I decided to do a little digging around today to see if all the hype is justified or if my spider senses may be onto something. As you can tell from my subject line, I [more]

Sat Jul 11

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 11:36 AM

Re: Reflections: The Thread That Started it All

Agree x 1000 Austin. I don't have time to pull them together now but I also highly rec tracking his initial response to Zoom through building his conviction/position over time. I think the bottom line here is that money talks. Though some (like [more]

Wed Jul 8

NL

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BroadwayDan posted to the Saul’s Investing Discussions board. 10:00 AM

CrowdStrike vs. Symantec

Hey Fools,

This may help shed some light on CrowdStrike's tailwinds, potential.

Recently CEO George Kurtz has been doing some crowing about stealing Symantec's customers...

CrowdStrike global CEO says partners, [more]

Sun Jun 7

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 3:26 PM

Re: Slack Thoughts

Looks to me like a solid company with a strong product and excellent management.

My concern, which is a dealbreaker for me, is that you have to explain to people what it is. It's not email. It's "channels." I get the gist [more]

Fri Jun 5

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 11:18 AM

Re: Simplicity Check...

Done, boss! Sorry for troubles.

NL

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BroadwayDan replied to the Saul’s Investing Discussions board. 10:18 AM

Re: Okta Q121 recap

I can't help posting a public thank you. I know it's wrong. But Muji you are the man. You are The Man. Your are The Man. Your contribution to this board is extraordinary.

NL

Boards Post

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

Re: Simplicity Check...

Tamhas, I would argue that brilliant minds and killer, advanced-level investors miss this simple point all the time. And that when the market crashes, and Saul whittles down the top stock list to, say Alteryx, Zoom, Okta, Coupa and Crowdstrike, this [more]

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BroadwayDan replied to the Saul’s Investing Discussions board. 9:37 AM

Re: Simplicity Check...

Thank you for the thoughts.

I'm looking at these from a 50,000 foot view to just put a simple wrapper on the entirety of analysis. Though the concerns raised about my phrasing may be accurate, or more precisely phrased, they don't [more]

Thu Jun 4

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 7:43 PM

Simplicity Check...

Hey Fools,

Are these descriptions accurate and fair? I'm trying to state the mission (or as I call it Narrative) in as few words as possible. The top are stocks I own, bottom ones I've sold or passed on. I'm sure many here have [more]

Tue Jun 2

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 3:46 PM

Re: Past Success...

Folks,

I did acknowledge that my point may be too obvious in my post. I just noted that our CEOs seem to have a track record of selling a company and it inspired me to share. Maybe I broadened the point too far to be helpful. I normally hate [more]

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BroadwayDan posted to the Saul’s Investing Discussions board. 11:58 AM

Past Success...

Hey Fools,

Just worth noting the past success of our CEOs and the CEOs of a few other popular companies ...

Before Roku, Anthony Wood was a major player at Netflix and created Replay TV which was acquired by Direct TV. [more]

Thu May 28

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 10:30 AM

Re: Zoom CEO, Eric Yuan, Hero

ARGGHHHH so sorry for the bold bungle.

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 10:30 AM

Zoom CEO, Eric Yuan, Hero

Hey Fools,

In show biz there's an old saw, "show don't tell." It doesn't matter who someone says they are, it matters what they do under pressure. My favorite example of this is Chicago Cubs 3rd baseman, Kris Bryant [more]

Mon May 25

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 8:51 PM

Re: Simple, Authentic Stories

Smorgasbord,

I’m not interested in clogging up the board arguing w you.If my ideas don’t work for you hopefully they helped you clarify your own position. I will not respond further.

BD

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 5:40 PM

Re: Simple, Authentic Stories

I think this is what I'm trying to say, in case anyone's interested, is in this ballpark.

Henry Mintzberg, a finance professor at McGill University once wrote,

"While hard data may inform the intellect, it is largely [more]

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 4:54 PM

Re: Simple, Authentic Stories

Smorgasbord,

I didn't realize the term "diworsification" as Peter Lynch used it was purely about building one's portfolio. I stand corrected there. Thank you.

Still, the more important point here than proper use [more]

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 11:34 AM

Simple, Authentic Stories

Hey Fools,

Short version: This is a long post (12-page Word doc) about the importance of Story to not just investing - but being human. It makes the case that the simpler it is to understand a company’s mission, and the deeper the [more]

Sat May 2

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 4:18 PM

Re: SaaS Stocks as Platform Plays

I normally would email my thank you for this post but just want to help draw some more attention to a fantastic blog for our stocks. Thank you WillO2028 and StockNovice for the rec.

Thu Apr 30

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 6:55 AM

ZM - 300M Users?

https://www.theverge.com/2020/4/30/21242421/zoom-300-million...

Zoom now says it has 300M “meeting participants” not [more]

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CAPS Stats & Trivia

CAPS Player Rating 98.19
Player Rank 1248 out of 68894
Score 10763.30
Score Change Today 0
Accuracy 57.84%
Active Picks 29
Total Picks 907
Best Pick NVDA (+847.57)
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Average Score per Pick 11.87
Charms Earned 13
Highest Rated Favorite TMFBabo
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Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools Old School Fool
Board Posts 2327
Recs Received 13187
People who have rec'd these posts 2806
Recs to Posts Ratio (last 30 days) N/A
Threads Started 730
Threads Started Percentage 31.37 %
Most Frequent Board Overstock.com
Very First Post Re: Buying a home makes sense??? (5/30/2000)
Percentage of Posts Rec'd 70.00 %
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