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BroadwayDan

Daniel Joshua Rubin

BroadwayDan’s Activity

Thu Oct 22

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 11:28 AM

Re: When Market is Hard to Understand

Volatility is inevitable. Crowdstrike IPO'd at 100, went to THIRTY before going to 145.

It comes with the territory. We here only care about the performance of the underlying business. As long as that meets our criteria, we hold. But it [more]

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 8:35 AM

Re: Coupa named a Magic Quadrant Leader for the fift

I sold it too but absolutely one of the best companies no one cares about. Laser focused, great CEO, no-brainer product, flawless logic - you can control spending, not revenue generation. Funny that it gets the respect of a high valuation but among [more]

Fri Oct 16

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 2:17 PM

Re: Fastly - Four Concerns

If you're going to announce that you're about to issue 6m shares and lower guidance, you need to do with a heck of a lot more skill than these guys did. The confusion, negative sentiment and 35% or so stock price drop is due, in large part, [more]

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 9:08 AM

Re: Fastly - Four Concerns

"I don't want a CEO that can tell a story. I want a CEO who can execute."

Telling a story is part of execution. Gotta let your company, partners, investors know who you are, what you do, what you plan to do, what your [more]

Thu Oct 15

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 4:26 PM

Re: Fastly - Four Concerns

Only Captain point I find valuable is they have been more innovative than I may have given them credit for. Fair enough. But I'm responding to the exceptional performance by Cloudflare in terms of rolling out new products lately.

As for [more]

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 12:03 PM

Fastly - Four Concerns

Hey Fools,

So Fastly rose to become my top stock. But I have some issues that are bugging me and I very likely will trim my position today.

1. I thought the Press Release was vague and lacked candor. For example, why couldn't [more]

Sat Oct 3

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 10:26 AM

Re: going overdrive

Hey ronjonb,

To celebrate their 10th birthday, Cloudflare rolled out all kinds of stuff.

Cloudflare Birthday Week
https://www.cloudflare.com/birthdayweek/

I'm [more]

Wed Sep 16

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 10:31 AM

The Cloudflare Story

BASIC OVERVIEW

Cloudflare is a company whose mission is to provide a better internet. By “better” they mean faster, safer, easier to use and more reliable. They are focused on helping customers convert more prospects to paying [more]

Sat Aug 29

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 3:59 PM

Re: NTNX - Several Surprise Announcements

Hey Mekong,

Glad you made money but with all due respect I find this post bewildering.

This is a company in the middle of a long and complex transition, who just lost their founder/CEO, whose bench is so weak they need to put a [more]

Fri Aug 21

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 12:18 PM

Re: CloudFlare Exec Arrested

I'd say there's a 98% chance this is a non-issue, that it was in the past. And no one is irreplaceable. If CRWD can thrive without co-founder Dmitri Alperovitch, Cloudflare will easily replace this guy - assuming they will.

The [more]

NL

Boards Post

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

Re: CloudFlare Exec Arrested

When the Chief Information Security officer for a company gets arrested, and the company's product depends upon it being secure - and his alleged crime deals with this exact issue - this data point is not mean to be impressive, just noted. They [more]

Thu Aug 20

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 4:03 PM

CloudFlare Exec Arrested

[more]

Fri Jul 24

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 7:47 AM

McKinnon and Okta FastPass...

Okta CEO, Todd McKinnon is a good follow on Twitter. He is transparent, relentlessly enthusiastic, energetic (major fitness nut) and an effective communicator. He confronts criticism openly and offers direct messages to prospects/customers. Never can [more]

Sun Jul 19

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 1:47 PM

Re: Yes, programmatic ads work - real world example

Don't want to pull us off topic, into psychology of investing, but I had just sold a lot of $TTD (want to buy house) and suspect I added that almost off the cuff to comfort myself about the sale. I bring this up solely to remind all that every [more]

Sat Jul 18

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 10:02 AM

Re: The Blue Prism Story

Man it’s hard to invest in tech without firm grasp of tech in rapidly changing world...

Gavin Baker, a popular guest on Invest Like the Best Tweeted this...

[more]

Wed Jul 15

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 2:25 PM

Re: The Blue Prism Story

The founder/CEO of UiPath (terrible name) is extremely popular, charismatic and hyper-aggressive.

Personally, he's not my cup of team though he repeatedly tells origin story of how he had little money in Romania and no compute rand [more]

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 12:46 PM

Re: The Blue Prism Story

As the board's resident simplicity and marketing/cool factor fan...

The product is hard to understand. And I'm always anti-complexity. And I really don't think these guys have marketing in their DNA. Look at Kurtz/Green - these [more]

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 11:42 AM

The Blue Prism Story

The Blue Prism Story

First off, the stock was brought to the board by Ethan1234 with help from GauchoChris and PolekoCowboy. Can never thank our contributors enough.

"The Blue Prism Story" is an attempt to help us [more]

Mon Jul 13

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 3:06 PM

Re: Calling Shenanigans on Livongo

Foodles,

Sorry about kidney stone. Ow.

CrowdStrike was not best example to use in that instance. But still it would have to be an absolutely catastrophic breach AND market would still need to believe another company could do better [more]

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 12:46 PM

Re: Calling Shenanigans on Livongo

Hey All,

I have nothing but respect for the investors on this board and root for all to make money.

I'll just say this - we all have our defining experiences. Recently the legendary Fool and brilliant writer, Morgan Housel [more]

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CAPS Player Rating 98.24
Player Rank 1215 out of 68849
Score 10355.45
Score Change Today +63.59
Accuracy 57.90%
Active Picks 23
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Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools Old School Fool
Board Posts 2320
Recs Received 12764
People who have rec'd these posts 2737
Recs to Posts Ratio (last 30 days) N/A
Threads Started 728
Threads Started Percentage 31.38 %
Most Frequent Board Overstock.com
Very First Post Re: Buying a home makes sense??? (5/30/2000)
Percentage of Posts Rec'd 69.96 %
Show BroadwayDan’s 10 Latest Posts
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