BroadwayDan

Daniel Joshua Rubin

BroadwayDan’s Activity

Wed Oct 16

NL

Boards Post

BroadwayDan replied to the Where Angels Fear to Tread board. 11:28 PM

Re: October

Impressive. Admire the conviction. Thx.

NL

Boards Post

BroadwayDan replied to the Where Angels Fear to Tread board. 11:26 AM

Re: October

Forgive my ignorance if I missed earlier posts. Does this really mean you have FOURTY % of your port in TTD? It's my favorite company so not questioning the investment just never heard of a single allocation that big. It's impressive. I [more]

Sun Oct 6

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 12:56 PM

Re: SFIX by the numbers

I consider myself both a Saulinian investor and Stitch Fix fan. I own a 4-5% position. But it raises a good question that I've discussed w my pal, Phoolio18.

The way I see it is the Saulinian method tries to get as close as possible to [more]

Thu Sep 26

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 10:51 AM

Re: Nutanix CEO on Jim Cramer

Kingran, sorry I missed your post.

I never said, "The CEO is a stuttering moron." I said he was on national TV with a huge audience of investors and seemed to be planting a flag on "reliability." That's not what the [more]

Wed Sep 25

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 11:19 AM

New TTD Ad Campaign

https://www.cnbc.com/2019/09/23/the-trade-desks-new-ad-campa...

It underlines TTD’s position on the buy side (“We [more]

Tue Sep 24

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 9:07 AM

Re: Nutanix CEO on Jim Cramer

So, here you have a company that apparently has sales/marketing issues. I actually have a contact (pure anecdote I know, forgive me) who knows company and told me product great, sales dept a disaster... so if you watch this video, note that at 3:30 [more]

Mon Sep 23

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 12:57 PM

Re: Post Deleted

Would be great if TMF techies could include a pop-up message after you hit "submit message" that reminds posters of essential board rules before posting. System needs a little more friction to inhibit off-topic posts.

Wed Sep 11

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 9:20 AM

Re: The Agony of Investing

Hey Matt,

Thanks. It seems on topic, within tight constraints, to put a little thought into the psychological elements of this board's style.

Having just endured my most harrowing drop (dollar-wise) of my investment career I [more]

Mon Sep 9

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 1:45 PM

Re: For those of you new to this kind of situation

Thank you, Saul!

When Bob Dylan was once getting eviscerated by critics, he said,

These people probably don't like to eat what I like to eat, they probably don't like the same things I like, or the same people. Look, [more]

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 10:44 AM

Re: OT? A bit of contrarian heresy

Translation: as you guys are feeling pain, I am not, because I consider valuation. I will ride out the drop, buy back in at the bottom and ride it back to make my fortune with less risk.

Got it. Thanks, Jeff.

Fri Aug 30

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 9:38 AM

Munger, Ollie and Saul

Charlie Munger says "Invert always invert." In other words figure out how not to do things and you're a long way toward figure out how to do them. Or, tell me where I'm gonna die so I won't go there.

So I took a wicked [more]

Tue Aug 20

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 7:21 AM

Re: ZS On Sale! More than 10% Off!

Captain -

Just because they're pre-arranged plans doesn't mean they're not selling shares. Sure, they may just want their yachts now - and it's not that meaningful - but it's still selling. And when Yahoo!Finance has a [more]

Mon Aug 19

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 11:04 AM

Re: ZS On Sale! More than 10% Off!

I know insider sales may not matter, but these are probably not helpful to the cause...

[more]

Sun Aug 18

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 11:15 AM

Re: Answer to an off-board question

What are your expertise and qualifications?

If only you had an MBA in Finance from Harvard and a Phd in Economics from Oxford and wrote a 1,000-page white paper explaining the historical significance of stock market appreciation [more]

Thu Aug 8

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 7:18 PM

Re: Current Square CFO Equally Impressive Interv

Jasmos, interpreting massively complex financial information is ripe for the introduction of bias. I probably don't really belong on this board as I'm trying to explore issues, namely Story/Leadership that are vitally important but admittedly [more]

Wed Aug 7

NL

Boards Post

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

Re: Current Square CFO Equally Impressive Interview

I agree, she did a solid job there, which alleviates a concern. She is obviously fiercely intelligent and able to answer tough questions thoroughly. I still find her a bit robotic and she seemed a little deer-in-the-headlights. But she is definitely [more]

Wed Jul 31

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 1:49 PM

Re: Actually, NOT Fair or Square...

Let's kill this thread. I agree it's inches from off topic in that it's not really red-meat analysis of Square. I will not respond further.

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 10:20 AM

Actually, NOT Fair or Square...

Hey Fools,

Get a load of this...

So, I went back to re-read I.M's post because after the first go, I thought, that was a strong defense of Dorsey and Square. Everyone loved the post - it has a staggering 235 recs as I write - [more]

Sun Jul 28

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 5:48 PM

Re: Fair and SQUARE Analysis

Hey I.M.,

Well done! Fantastic post. Your defense of Dorsey is world-class. I believe Dorsey is obviously an exceptional businessman and though I personally don't like CEOs running two companies I realize this, in and of itself is a [more]

Mon Jun 24

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 3:11 PM

Re: The Future Of TV - TTD On Panel

Keep in mind though that Green's vision for ad-tech is ads are going to get much more relevant, personalized and therefore each will generate more money and make the overall viewing experience better. So you will see far fewer ads, be more likely [more]

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Board Posts 2184
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