Rick Munarriz

Here's my letter to new Disney CEO Josh D'Amaro. If you agree with it, share away. If you don't -- or just want to add your thoughts -- reply so we can talk about it. $DIS #NewCEO fool.com/investing/2026…

"Language aficionados upset by the grammatical abandon of this article's headline should really consider this double negative: Disney had two entries in the animated feature film category, which it has historically dominated. Elio and Zootopia 2 both fell short." fool.com/investing/2026…

@AshleyLCarter1 He should get two of them for his dual roles.

Can add Oscar winning actor when mentioning Michael B. Jordan. He wins Best Actor for Sinners. #Oscars

With Disney stock falling below $100 for the first time in 10 months, was it too soon to call the bottom earlier this afternoon? fool.com/investing/2026…

@OnlineHyde I should've actually read the press release. The parks had $260 million in net revenue (or 8.4% of the $3.1 billion), but $45 million in adjusted EBITDA (or 5.7% $792 million). So they were definitely underperforming, but still at a fire-sale price.

@Market Yeah it appears to be a fire sale for sure, especially when looking at comps of buying two Schlitterbahn parks for $261m seven years ago, or buying one park for $145 in 2004. Seems like they had no market for selling parks and figured low offer is better than nothing?

The seven parks Six Flags sold accounted for 4.1 million in attendance last year. The chain did 47.4 million overall. So by selling they are only giving up 8.6% of their total attendance for $331 million.

@Dan_Fogelman And the 87th anniversary of his school play audition? Have you no shame? Oh, and thank you for keeping actors you kill off in your shows on the payroll. You’re a good soul.

All true!

@netflix Bridgerton or is Netflix giving the Arnold Schwarzenegger or Robin Williams biopic a stylistic time-jump treatise?

"I cannot love a maid. I cannot be with a maid. I cannot think of a maid every waking hour. Longing for a life with her. And yet! You have taken possession of me. Shot me back to life. Turned me from someone who cannot sit still for a moment to one who wishes to be in one single place. Beside you. For as long as I might live."

In the last 4 trading days, $NFLX is up $20.22 -- or $85 billion in market cap (4.2 billion shares outstanding). It has increased in value more than what it was willing to pay for $WBD. Think about that. #Netflix #NetflixStock

My 10 largest stock holdings on Feb. 28: 1. $ROKU 2. $NFLX 3. $CELH 4. $VZ 5. $DIS 6. $NLY 7. $VIK 8. $LIF 9. $BIDU 10. $O Best: NFLX (+15% in Feb.), VZ (+13%), O (+10%) Worst: BIDU (-19%), NU (-16%, fell out of top 10), DIS (-6%)

Jets can't catch a break. They drop Dopey, get Sleepy in his place.

Losing has never felt so good. Well played, Netflix. $NFLX $WBD $PSKY

@BrianFeroldi Except for the latest pullback -- until the next one.

The U.S. stock market has recovered 100% of the time from every pullback, correction, drawdown, bear market, crash, recession, and depression that has ever been thrown at it

@flasportsbuzz You can tell Barkley has never had to pay for season tickets. Heat renewals for next season are due this month, a couple of months before the end of the season.

Charles Barkley's 3 ideas to fix tanking, via Inside the NBA on ESPN last night: 1). No protections permitted on trades involving first-round picks. 2). No team that finishes below .500 can raise ticket prices the next season. 3). Equal lottery odds for every non-playoff team. (Of course, then you might have some play-in teams - NOT the Heat - playing popcorn vendors and mascots in play-in games, hoping to lose before loaded drafts like this upcoming one.)

Oddly enough, the other four stocks with market caps north of $1 trillion are holding up pretty well in 2026 as a basket: +22%: Taiwan Semiconductor +20%: Walmart -0%: Berkshire Hathaway -6%: Broadcom

Streaming the Olympics on Peacock is a lot like going past a hair salon during prom season. There's so much curling going on.

Like being invited to a celebrity family Super Bowl viewing party by Maya, Ethan, and -- at one time -- Uma, last night was a good time to see Hawkes.

Anthropic's Claude advertising that it doesn't accept advertising in its Super Bowl spot is either brilliant or something that will bite it in a couple of years when stakeholders get their monetizational way. #SuperBowlAds @claudeai

What stocks are you liking for 2026 that you’d recommend? Why? As a growth investor – and Motley Fool analyst for 30 years – I’m always on the lookout for dynamic and disruptive growth opportunities that aren’t pinging on most investor radars. One of my favorite stocks heading into 2026 is BBB Foods (NYSE: TBBB). It’s the parent company of Tiendas 3B, a fast-growing retail chain in Mexico specializing in “hard discount” groceries. If you’re familiar with Aldi and to a lesser extent Trader Joe’s, it’s a similar approach to offering deeply discounted supermarket essentials with an emphasis on house brands. It’s a stacker, and by that I mean a company that is stacking growth on top of growth. BBB Foods is expanding its chain at a low double-digit percentage rate. It’s also growing average store-level sales – or what they call comparable-store sales – in the low double digits. Stack those two things together, consistently, and BBB Foods has rattled off four consecutive years of better-than-30% revenue growth. Profitability is starting to come around, but for a chain that is less than a quarter of the way from reaching the 14,000 small-box locations it expects to eventually open across Mexico, I am as patient as I am excited to see the story through. Today’s scalability should reward the early investors with explosive profitability down the line. $TBBB 4/4

Is there anything new that consumers/investors should be aware of when it comes to their stock choices in 2026? Valuations and tensions are high, so if there were ever a time to be a Peter Lynch disciple and “buy what you know” this would be it. Don’t chase hot stock tips in companies and industries you don’t fully understand or aren’t passionate about. Find pockets of opportunity in companies and industries in which you feel you have a knowledge advantage over the average investor. It improves your chances of success, while also making the process more enjoyable and the results more emotionally rewarded when you’re right because you earned it – and not because you were lucky. 3/4

I was interviewed by Lara Becker at @MarketWatch last week for a story about stocks analysts liked for 2026. I offered up $TBBB -- and linking the story here -- but I also had some thoughts about the market itself to share. 1/4 marketwatch.com/picks/12-finan…