BroadwayDan

Daniel Joshua Rubin

BroadwayDan’s Activity

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]

Sun Jun 23

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 8:40 PM

Re: The Future Of TV - TTD On Panel

No one remotely said that is THE thesis, just that if it happens a nice possible bonus. And Hastings/Sarandos do not need to pull that lever yet so will deny necessity to do it and ride increasing subs as long as they can. They are gonna run table on [more]

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 2:34 PM

Re: The Future Of TV - TTD On Panel

David Wells, former CFO of Netflix is a friend of Green's and long-time board member of TTD. Clearly Green's not just blowing smoke. Except for Hastings, no one on the planet is better qualified to make this call.

The Trade Desk - [more]

Mon Jun 10

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 1:56 PM

Re: DOCU: narrative vs reality

Not debating your key point - the market is misguided on importance of these stats. But they have to do a better job of controlling the narrative. If you have an earnings call and the goal is to lay out the game plan and stir excitement for your [more]

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

Re: My thoughts on Shopify. Again…

I agree 100% - I have been building own website. Though not a techie, I can put up a store with Wordpress in literally a few minutes and it's basically FREE. With SquareSpace, Wix, etc. this story is weak at best from here. Big mistake rookies [more]

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Boards Post

BroadwayDan posted to the Saul's Investing Discussions board. 8:16 AM

Salesforce Buys Tableau...

For 15.7 Billion.

Alteryx up over 5% pre-market (as of this post.)

https://www.businessinsider.com/salesforce-to-acquire-tablea...

Sat Jun 1

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 7:28 PM

Re: Nutanix-A Warning

Since no one seems to consider this clogging I'll add another.

Yeah, 12X I did notice when searching that they put on big shows, seem to have huge events and spare no expense.

One thing I particularly disliked was seeing two [more]

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 4:14 PM

Re: Nutanix-A Warning

I get it - Buffett's analogy: own the only tollbooth into the island. I would rather invest in this tollbooth than a tollbooth on another island with ten other tollbooths competing for car fares. But I might consider it based on number of cars [more]

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 2:48 PM

Re: Nutanix-A Warning

12x,

I don't have the tech expertise to argue this - and I don't want to clog the board with a stock that obviously most Fools here have moved past. But to answer your question, the evidence I see is...

I like the CEO. I put [more]

NL

Boards Post

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

Re: Nutanix-A Warning

One more quick thought - isn't also possible that when you have two warriors going at it hard they bring out the very best in each other and combined, scare off competition from entering the space? Could be a Coke/Pepsi situation here where both [more]

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 10:17 AM

Re: Nutanix-A Warning

Darth,

I still own Nutanix, am biased, price anchoring and committing virtually every imaginable sin a Foolish investor can commit. I am also a tech chimp. That said...

This tech site says Nutanix vs. VxRail is a [more]

Fri May 31

NL

Boards Post

BroadwayDan posted to the Saul's Investing Discussions board. 4:49 PM

Nutanix

Analysts Divided

The response to ER seems to be all over the map - though obviously negative with price drop.

[more]

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 2:08 PM

Re: Fascinating Bert-Saul Split

Admittedly I danced on fault line of impropriety and hypocrisy but feel - and still do - the good of my general point outweighs any potential harm to Bert's business. Outright naming a stock blatantly crosses the line. I will not respond further [more]

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 12:26 PM

Re: Fascinating Bert-Saul Split

Hlygrail - we can't talk about Bert's picks here. It's a big no-no to reveal information from paid subs.

I also do not think your take on Saul is fully accurate. Saul is not that black and white. After MDB hit turbulence he got [more]

NL

Boards Post

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

Fascinating Bert-Saul Split

Saul: "... the turn arounds almost never do turn around. You remember the one (Netflix) that does, but forget the hundreds that don't."

Bert: (re: a recent stock price drop)"I have seen this movie time and time again and [more]

Tue May 28

NL

Boards Post

BroadwayDan posted to the New Paradigm Investing board. 10:00 AM

Broken Stories Always Fail

Hey Fools,

I have been fascinated by this board - and have had my moments on it, most recently a blow up at Duma and vow never to return.

I'm breaking this vow because I think I have a very important point, especially for you [more]

Fri May 17

NL

Boards Post

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

Re: TTD-SQ, A Tale of Two Storytelllers...

Dorsey is obviously a fantastic leader and of course must have a deep bench. By all accounts SQ is a solid company. And I'm not questioning anyone else's decision to stick with it. Again, though, for me, the idea of a CEO running another [more]

NL

Boards Post

BroadwayDan posted to the Saul's Investing Discussions board. 9:46 AM

TTD-SQ, A Tale of Two Storytelllers...

So, lately there's been some grumbling about Square being under-appreciated, while TTD roared back from a recent drop.

TTD CEO, Jeff Green was on "Mad Money" and with expert precision made three key points: 1. TTD does an [more]

Thu May 9

NL

Boards Post

BroadwayDan posted to the Saul's Investing Discussions board. 7:31 AM

TTD Earnings...

https://seekingalpha.com/pr/17506022-trade-desk-reports-firs...

Mr. Green added: “In 2019, we are off to a great start. The biggest [more]

Thu May 2

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 11:03 AM

Re: Thoughts on SQ

Was in a sushi place other day and Square reader read my credit card and emailed receipt in stunning time. Literally a few seconds. And the merchant raved about company. I can't see how they lose this one merchant, ever. Anecdotal, yeah, but [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2137
Recs Received 9551
People who have rec'd these posts 2327
Recs to Posts Ratio (last 30 days) N/A
Threads Started 676
Threads Started Percentage 31.63 %
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Very First Post Re: Buying a home makes sense??? (5/30/2000)
Percentage of Posts Rec'd 68.46 %
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