BroadwayDan

Daniel Joshua Rubin

BroadwayDan’s Activity

Today

NL

Boards Post

BroadwayDan replied to the New Paradigm Investing board. 2 hours ago

Re: Perspective

Great post, Tinker. I agree 100%.

I worked in agricultural risk management for about four years and traveled throughout the heartland, interviewing farmers. The company I worked for is conservative and teaches farmers to think long-term, to [more]

Tue Mar 19

NL

Boards Post

BroadwayDan replied to the New Paradigm Investing board. 11:27 AM

Re: New resource for valuation and modelling

Just to be clear, though I am more Dem than Republican, I am the guy who suggested Recs be replaced with ACTUAL MONEY. I have been mocked here by my new buddy and near-neighbor, Treepak, for being an alleged socialist. But if anyone is taking up the [more]

Mon Mar 18

NL

Boards Post

BroadwayDan posted to the New Paradigm Investing board. 1:27 PM

From NPI FAQ....

This message board is intended as a forum for the objective discussion of technologies and companies not for hyping or bashing of any kind.

Since the stock analysis here is exceptional and the discourse more confrontational than other [more]

Sun Mar 17

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 10:29 AM

Re: New IPO: Pager Duty

Hey Austin,

This looks well worth investigation and good find - work with TWLO, OKTA and ESTC. Dang.

https://www.pagerduty.com/use-cases/

The name, though, PagerDuty - [more]

Thu Mar 7

NL

Boards Post

BroadwayDan replied to the New Paradigm Investing board. 5:29 PM

Re: Why do Dems Get Jewish Vote?

FWIW some of the most prominent libertarians of all time were Jews including Rand, Rothbard, Goldwater and Friedman. I personally am uncomfortable with anyone talking about “The Jewish” anything.

If there is an intellectual rennaissance [more]

Fri Mar 1

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Boards Post

BroadwayDan replied to the New Paradigm Investing board. 7:00 PM

Re: Optimistic Spin on Nutanix

This could be a Chipotle-esque situation. Chipotle had some operational things they could improve and was in desperate need of new marketing. People flipped their lids, stock crashed. But during that no one said the food stunk.

I didn't [more]

Thu Feb 28

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 8:33 AM

Re: Thoughts on Square's Q4

Hey Matt,

Thanks for write up and enjoyed your Twitter thread on this.

I'm getting close to jumping back in. Obviously a ton to like here.

Been watching Dorsey closely as he's done a lot of media lately and he is [more]

Sat Feb 23

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 2:43 PM

Re: Arista - Stability

I think there is a very strong case to be made for stability. I assume you define stability as: low chance of debacle, very high chance of strong performance, lower chance of massive outperformance. Port made of all these likely to do amazingly well. [more]

Thu Feb 21

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 11:09 AM

Re: Sunday Sermon: The Crossroads

Guys - thx for responses. I agree with Captain, sermons OT. Right after posted I regretted it. Been under massive pressure at work. I vow more red meat contributions in coming weeks. Color is fun but I wanna help put dough in Fools pockets. Best, BD

Sun Feb 17

NL

Boards Post

BroadwayDan posted to the Saul's Investing Discussions board. 1:13 PM

Sunday Sermon: The Crossroads

Fools,

There are some real impressive people on Twitter, and the financial media, who post relentlessly about the idea that the individual investor cannot beat the market. They insist that the only way to beat the market is to 1) Get lucky [more]

Fri Feb 15

NL

Boards Post

BroadwayDan replied to the New Paradigm Investing board. 4:12 PM

Re: Talking Politics vs. Stocks

Haha - Peace, Duma. Thx. Fair enough.

Gathering some Fools in the North Chicago to make this work more fun. If anyone interested shoot me an email. I have some good Fools from these boards already in.

NL

Boards Post

BroadwayDan replied to the New Paradigm Investing board. 1:34 PM

Re: Talking Politics vs. Stocks

Whoa! 30+ recs and no one telling me to STFU. I thought this would go far worse. Have a great weekend all. (((((NPI board)))) that's an e-hug. Yeah, I hate e-hugs too. Thx Captain. I'm a nebulous man. No doubt.

NL

Boards Post

BroadwayDan posted to the New Paradigm Investing board. 9:10 AM

Talking Politics vs. Stocks

I have been lurking on this board for awhile because some local Chicago Fools I respect said there's some killer analysis being done on stocks. And they are right. Thank you to all!

One thing I notice that is interesting.

I [more]

Thu Feb 14

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 10:22 AM

Re: Starting a Portfolio, new to explosive growt

Think of it like playing RedDeadRedemption2. You add one skill at a time. Learn to walk, run, jump, climb. Learn to ride your horse. Learn to shoot a gun. Learn to use your map. Learn how to freeze your enemies with Dead Eye. Make a little money off [more]

Mon Feb 4

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 5:13 PM

Re: SQ - Is everyone settled down?

Thanks for posting that. Friar gives a rousing endorsement of Dorsey and Square's potential, and seems authentic. I was also watching him on the Joe Rogan podcast and find him to be an extremely thoughtful guy and unique character. I still [more]

Thu Jan 31

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 11:13 AM

Re: Facebook : Q4 results

I'm all for it!

I happen to think Netflix still has a lot of room to run, and massive moat. I just have held off talking about it due to sheer size.

Thanks Matt.

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 9:40 AM

Re: Facebook : Q4 results

I don’t use it but may have to get on it for work project. I see no one leaving. And think we hit peak negativity when Business Insider ran article criticizing FB engineer for going barefoot in restroom then going in cafeteria. If they survive all [more]

Fri Jan 25

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 3:22 PM

Re: Square Article - Misleading Investors

She was CFO at ATVI for less than a year. Fair to say you need at least one year experience to exit rookie status.

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 2:19 PM

Re: Square Article - Misleading Investors

I left out important point. You're a 32B financial company going after a massive market. And you hire a rookie CFO? When you can hire virtually anyone? You can get a veteran with long, proven track record and knowledge of the fast-changing [more]

NL

Boards Post

BroadwayDan replied to the Saul's Investing Discussions board. 1:57 PM

Re: Square Article - Misleading Investors

New, rookie CFO. Powerful, media savvy CEO dealing with another massive company. Fertile ground for chicanery. I'll let the numbers guys debate validity of this claim, which on the surface feels excessive. That companies put numbers in most [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2108
Recs Received 9111
People who have rec'd these posts 2268
Recs to Posts Ratio (last 30 days) N/A
Threads Started 667
Threads Started Percentage 31.64 %
Most Frequent Board Overstock.com
Very First Post Re: Buying a home makes sense??? (5/30/2000)
Percentage of Posts Rec'd 68.07 %
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