BroadwayDan

Daniel Joshua Rubin

General Information

Name:
Daniel Joshua Rubin
Fool Since:
April 22 2000
Aliases:
DJoshuaRubin (11/20/2013), TheMiracleDJR (8/11/2012), HollywoodDan (3/27/2011), TMFHollywoodDan (5/5/2008), TMFElCapitan (6/20/2007), TMFBreakerDan (12/10/2006)

Investing Basics

Investing Experience:
Medium High
Risk Tolerance:
Medium High
Investing Style:
Motley (i.e. Anything goes!)
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Companies with clearly told story, strong competitive advantage, partial to Cloud/SaaS light business models, big margins, strong retention. And love strong consumer brands.
Stocks I Own:
Alteryx, Costco, Crowdstrike, Data Dog, Mongo DB, Netflix, Okta, Ollie's, Stitch Fix, The Trade Desk, ZScaler,

Investing Favorites

Stocks:
Netflix, Stitch Fix, Alteryx. XXX.
Industries:
Companies that tell a good story.
Boards:
Stich Fix and Saul's Investing Discussions.
Books:
Anything by Charlie Munger.
Newsletters:
Rule Breakers, Stock Advisor.
Magazines:
Economist, Business Insider
Blogs:
Podcast - "Invest Like the Best"
People:
David "The Wonder Boy" Kretzmann

Investing Expertise

My Area of Expertise:
Story, Marketing, Communication
Greatest Investment:
Netflix (also my worst sale)
Worst Investment:
DHX Media - awful, awful
Money I Manage:
The Monsters of Greatness Excessive Capital Appreciation Fund

Education And Work Information

School(s) Attended
Purchase, Yale
Job Title
Author - 27 Essential Principles of Story (July 7, Pre-Order Now)
Company / Organization
Taohawk Media
Former Jobs
TV writer, Ag Marketing Exec

Interests

Personal Quote:
Take it easy, but take it. And you'll win. -- Dylan
My Interests:
Story - the power of narrative to inspire, inform and influence how people view their lives, the world.
Person(s) I'd Like To Meet:
Bob Dylan
Favorite Restaurants or Foods:
Gene and Georgetti's
Favorite Vacation Spots:
Downtown Chicago - always something new to do, see, eat.
Favorite Sports or Teams:
New York Rangers, LA Galaxy, Tottenham Hotspur, Chicago Cubs.
Favorite Movies:
White Heat, Full Metal Jacket, Breaker Morant, Godfather I and II, Let the Right One In
Favorite Board Games:
Strat-O-Matic Baseball, Cosmic Encounters
Favorite Video Games:
Red Dead Redemption (One, not two, better story, love John Marston, like Arthur Morgan)
Favorite Music or Musicians:
Dropkick Murphys, Sublime, Johnny Cash, Dylan,
Great Books Read Recently:
12 Rules for Life, Jordan Peterson
Book Currently Reading:
Working way through 13-Volume Chekhov canon

An Interview with BroadwayDan

Last updated: 9/26/2017
The Fool:
If you could go back in time and witness one event in history, what would you go back and see?
BroadwayDan:
Shakespeare writing "To be or Not to be" would be up there.
The Fool:
How do you define success?
BroadwayDan:
If the people you're supposed to love know you love them you're successful. Doing what you want when you want how you want not bad either.
The Fool:
What's the best product you use that most people don't know about?
BroadwayDan:
If you chrome the dome, go with Nivea. Perfect amount of cling with no drag and leaves my gorgeous bald head smooth as a baby's tuchus.
[Read the full Interview]

My Story

I am writing a book on Story and working on plays/screenplays.

How I Invest

I trust my gut - that I know greatness when I see it - elite leadership, clean story, valuable products that may dominate or take a meaningful piece of a gigantic industry.

The Motley Fool respects your privacy and strive to be transparent about our data collection practices. We use your information to customize the site for you, to contact you about your membership, provide you with promotional information, and in aggregate to help us better understand how the service is used. For more details, please review our Privacy Policy.