Investing. Theme Parks. Improv. A Fool for all seasons.

Miami, FL
Joined March 2007
Tesla's year-to-date decline is a Rush album. $TSLA
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It reports third-quarter results after Wednesday's market close. I will choose free will.
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If you're a Netflix investor -- like me -- this is a scary chart. The next purple E comes on Tuesday afternoon next week. $NFLX
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My largest stock holdings on Sep. 30, 2026: 1. $NFLX 2. $DIS 3. $VIK 4. $COST 5. $RDDT 6. $NU 7. $CME 8. $GOOGL 9. $NVDA 10. $MA 11. $DLO 12. $MELI Monthly Best: NVDA (+5%), GOOGL (-1%), DIS (-3%) Worst: NFLX (-15%), MELI (-12%) VIK (-11%)
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It's a rough month when just one of your largest stocks moves higher. A couple of new names here. I initiated a large position in $CME (and a smaller stake of $CBOE) as a play on volatility. I doubled my stake in $MA. I also increased my $COST position by a third.
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Here is what it costs today to subscribe to seven of the largest ad-free streaming services today: Netflix: $19.99 Hulu Premium: $21.49 HBO Max: $18.49 Paramount+ Premium: $13.99 Disney+ Premium: $21.49 Peacock Premium Plus: $19.99 Apple TV+: 14.99 TOTAL: $130.43
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Here is what it cost six years ago: Netflix: $12.99 Disney's Hulu Premium: $11.99 HBO Max: $14.99 CBS All Access/Paramount+ Premium: $9.99 Disney+ Premium: $6.99 Peacock Premium Plus: $9.99 Apple TV+: $4.99 TOTAL: $71.93 a month That's an 81% increase!
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Investing is like one of those countertop GE nugget ice makers. It requires patience. It requires maintenance. And when you see the "Add Water" light go on, you'd better be willing to add water.
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AXON announces the intent to sell $1 billion 0% convertible senior notes due 2031, and the stock is down $4 billion. It would be funny if it weren't real downticks. $AXON
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If you're curious about what has happened to $AAPL , $CNI , $DIS , $ECL , and $GOOG over the past 10 years, check out @DavidGFool's RBI podcast this week. I get to ride shotgun this time.
10 years ago this week, I picked 5 “low-risk” stocks to beat the market. A decade later, we reopen the time capsule: what worked, what didn’t & what we learned. The S&P 500 since: +252% Those 5 stocks: +414% 10 Years Later—on this week’s @RBIPodcast! podcasts.apple.com/us/podcas…
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The market's folding like the new iPhone. Am I right?
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What is Disney waiting for to order a full season? To paraphrase Kermit, it's not easy being greenlit. #SaveTheMuppets
‘THE MUPPET SHOW’ has just won 4 Emmys. • Best Variety Special • Best Writing for a Variety Special • Best Editing • Best Production Design
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A quick timeline of Costco's special dividends: Dec. 27, 2023: $15 a share Dec. 1, 2020: $10 a share May 8, 2017: $7 a share Feb. 5, 2015: $5 a share Dec. 6, 2012: $7 a share They happen every 2 to 3 years. The chances of a $20 $COST dividend in 2026 are pretty good. #Costco
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My 10 largest stock holdings on Aug. 31, 2026: 1. $NFLX 2. $VIK 3. $DIS 4. $RDDT 5. $NU 6. $LIF 7. $COST 8. $GOOGL 9. $DLO 10. $NVDA Monthly Best: NVDA (+13%), DIS (+12%), NFLX (+11%) Worst: LIF (-23%), VIK (-18%) RDDT (-17%)
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Here is what seven of the leading premium streaming services were charging monthly for their ad-free platforms five summers ago: Netflix: $12.99 Disney's Hulu Premium: $11.99 HBO Max: $14.99 CBS All Access/Paramount+ Premium: $9.99 Disney+ Premium: $4.99 Peacock Premium Plus: $9.99 Apple TV+: $4.99 TOTAL: $69.93 a month Here's where they are today: Netflix: $19.99 Hulu Premium: $18.99 HBO Max: $18.49 Paramount+ Premium: $13.99 Disney+ Premium: $18.99 Peacock Premium Plus: $19.99 Apple TV+: 14.99 TOTAL: $125.43 A 79% increase in five years? Are you sure a shakeout or cord-tethering isn't coming? $NFLX $DIS $PSKY $CMCSA $AAPL $WBD
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