BroadwayDan

Daniel Joshua Rubin

BroadwayDan’s Activity

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

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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]

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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]

Sun Apr 26

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 2:03 PM

Ask What You Can Do ...

Hey Fools,

Forgive the soapbox, but this needs to be said. There are two kinds of Fools: takers and givers.

Givers put thought, time, energy and effort into their posts. They realize that people on this board are doing the heavy [more]

Sat Apr 25

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 7:30 AM

Re: Facebook entering Zoom's playground

I agree a thousand percent with Denny's post. Also, keep in mind, that Facebook has a market cap of $542,000,000,000.

When they go into a new business, it's because they think the revenue potential is massive.

That should [more]

Fri Apr 24

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 3:28 PM

Re: Facebook entering Zoom's playground

Hey Fools - remember when Facebook announced they were getting into dating, and Match Group's stock instantly dropped 35% on the news?

Yeah. Me neither.

This drop is a joke.

Let's get this straight. Zoom gets [more]

Fri Apr 17

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 1:34 PM

Re: Okta allowing C-level to take pay in stock

Can't find link, but watched Okta COO, Frederic Kerrest do an hour-long interview on Zoom with Tom Gardner and Bill Mann. He fielded questions off the cuff and displayed a commanding intellect, authentic personality and unaffected sincerity that [more]

Sat Apr 11

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 8:37 PM

Re: Coupa's 15 Acquisitions

My bad 12X - i should have searched board first.Would have saved me a lot of time. And again I agree - these look like legit smart moves that do not affect faith in organic growth.

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Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 7:57 AM

Re: Coupa's 15 Acquisitions

Hey Ant - I get the feeling these are almost entirely about the technology and smaller teams of experts that built the companies. Few if any of these deals even reported any numbers. And all are so focused on contributing to mission of managing [more]

Fri Apr 10

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 5:36 PM

Coupa's 15 Acquisitions

Hey Team SID,

Hope all are well and fighting the good fight! When the Godfather asks for help discussing other companies, us capos and soldiers must step up. Bene... bene, Fooleones...

So it caught my eye that Coupa has made 15 [more]

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Boards Post

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

Re: Zacks Scores on my stocks

I gave up on my brokerage's ratings long ago. Here are some of our top stocks, with ratings from brokerage's most recent analyst reports...


Alteryx – SELL

Growth – A-
Value – D
Profitability – C
Cash [more]

Mon Apr 6

NL

Boards Post

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

Re: Zoom CEO, Eric Yuan on Tonight's Mad Money

Perfect move for Yuan. Cramer will do what he always does - ask puffball questions, giggle, flatter, giggle, not listen to answers as he scours his notes for next question, compliment, throw in a few fake-hard questions like "but critics [more]

Sat Apr 4

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 1:29 PM

Re: Zoom sent data to China, shared encryption k

To think it's possible for a company to grow this fast without problems is delusional. People trade simplicity over privacy/security all the time. Yuan seems credible to me in his effort to fix these issues.

The link below is behind a [more]

Wed Apr 1

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 9:14 AM

OT: $5,000 in Your Honor

The wife and I gave $5,000 to support Health Research Inc., the company the Fool is donating $1,000,000 to today to help fight the virus's impact in the New York area which is getting hit hard.

I put the donation in the Fool and [more]

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CAPS Stats & Trivia

CAPS Player Rating 98.26
Player Rank 1195 out of 68782
Score 8779.69
Score Change Today +94.84
Accuracy 57.78%
Active Picks 25
Total Picks 901
Best Pick NVDA (+847.57)
Worst Pick OSTK (-168.10)
Average Score per Pick 9.74
Charms Earned 13
Highest Rated Favorite TMFBabo
Go to BroadwayDan’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2281
Recs Received 11840
People who have rec'd these posts 2636
Recs to Posts Ratio (last 30 days) N/A
Threads Started 717
Threads Started Percentage 31.43 %
Most Frequent Board Overstock.com
Very First Post Re: Buying a home makes sense??? (5/30/2000)
Percentage of Posts Rec'd 69.57 %
Show BroadwayDan’s 10 Latest Posts
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