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BroadwayDan

Daniel Joshua Rubin

BroadwayDan’s Activity

Sat Jun 12

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 10:36 PM

Re: The Essence of Our Board

Someone just sent me a hostile email making it excessively clear this is Saul's board, not "our" board.

Apologies if anyone else finds my use of "our" presumptuous. I respect their point. My post in hindsight could [more]

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 5:01 PM

The Essence of Our Board

Esteemed Members of the Saul Board,

Recently I asked Saul if he feared Sentinel One coming after CrowdStrike. He said no, and put his trust in the numbers CrowdStrike is delivering. CRWD has moved up recently from the low 180s to 230. [more]

Thu Jun 3

Caps Pick

BroadwayDan made a pick in CAPS. 11:50 AM

AMC Entertainment Holdings (AMC) will Underperform the S&P 500

Fri May 14

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 7:04 AM

Re: My Zoominfo experience

Seems like ideal would be to have something like the way numbers are hidden when calling an Uber w messages going to voice mail in designated line. This way recipients can scroll through offers w/o nuisance and even choose to avoid them.

In [more]

Tue Mar 23

Premium Commons Boards Post

BroadwayDan replied to the Premium Commons boards. 1:21 PM

Tue Mar 9

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 9:19 AM

Re: CEO Eric Yuan Donates 1/3 of His ZM Shares

I don't want to drag us into politics but clearly some folks painting this as a corrupt payment to China. I would bet this is wrong and that the privacy is attempt to protect family members from the massive attacks that will come from every angle [more]

Sun Mar 7

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 1:51 PM

Re: Crowdstrike Competitor: Sentinel One

Thank you, Saul.

I really appreciate your consistency and conviction that the NUMBERS, actual performance, reality, is what matters.

I'm trying to guess what could affect the numbers in the future. And it seems to me - [more]

Sat Mar 6

NL

Boards Post

BroadwayDan posted to the Saul’s Investing Discussions board. 10:35 AM

Crowdstrike Competitor: Sentinel One

Fools,

Lately I have a nagging bad feeling about the CrowdStrike narrative.

Before I start I want to say - I'm defensive by nature, always liked to play goalie in sports and tend to overrate the dangers of life. So please take [more]

Mon Mar 1

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 1:13 PM

Re: Was Crowdstrike afraid of missing the boat?

I think you are onto something here.

SentinelOne has some top guys from Cylance, which was one of CrowdStrike's top competitors, formed by a former partner and close friend of George Kurtz named Stuart McClure. Cylance, presumably [more]

Thu Feb 25

Caps Pick

BroadwayDan made a pick in CAPS. 1:15 PM

GameStop (GME) will Underperform the S&P 500

Sun Feb 21

CAPS Outperform Pitch

BroadwayDan wrote about Bumble Inc. (BMBL) . 3:34 PM

BMBL Outperform

Seems like better mousetrap, passionate fans among young women and once a company attains a good hunk of mindshare, it's very difficult to beat them. Network effects powerful.

Caps Pick

BroadwayDan made a pick in CAPS. 3:34 PM

Bumble Inc. (BMBL) will Outperform the S&P 500

Fri Feb 19

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 9:31 AM

Re: TWLO plans a $1.2B secondary offering

Twilio's made good acquisitions in line with Lawson's vision to dominate customer engagement and latest results prove he's earned our trust. He likely has his eye on something that can strengthen their offering.

Fri Feb 12

NL

Boards Post

BroadwayDan replied to the Saul’s Investing Discussions board. 4:12 PM

Re: Introducing HIMS

Don't mean to be too harsh, but this is an atrocity - erectile pills and cures for baldness now into telehealth. There's not a microscopic ounce of authenticity to any of it. This is the Helios & Matheson (MoviePass) of [more]

Thu Feb 11

Caps Pick

BroadwayDan made a pick in CAPS. 11:19 AM

Axon Enterprise (AXON) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:13 AM

Inari Medical, Inc. (NARI) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:13 AM

Sea Limited (SE) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:13 AM

Fiverr International (FVRR) will Outperform the S&P 500

Caps Pick

BroadwayDan made a pick in CAPS. 11:13 AM

Etsy (ETSY) will Outperform the S&P 500

Sun Feb 7

CAPS Outperform Pitch

BroadwayDan wrote about Lemonade, Inc. (LMND) . 3:37 PM

LMND Outperform

After having debacles with State Farm, Berkeley One- where they dump you with a form letter over the slightest infractions - like for one, actually needing insurance once a decade, this industry is ripe for disruption. Just starting my look into it [more]

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CAPS Stats & Trivia

CAPS Player Rating 97.09
Player Rank 1755 out of 60144
Score 10841.89
Score Change Today -11.48
Accuracy 56.90%
Active Picks 34
Total Picks 917
Best Pick SHOP (+915.01)
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Average Score per Pick 11.82
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 2355
Recs Received 13946
People who have rec'd these posts 2912
Recs to Posts Ratio (last 30 days) N/A
Threads Started 738
Threads Started Percentage 31.34 %
Most Frequent Board Overstock.com
Very First Post Re: Buying a home makes sense??? (5/30/2000)
Percentage of Posts Rec'd 70.15 %
Show BroadwayDan’s 10 Latest Posts
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