@marc_slans Marc SlansMarc Slansky is not mentioned, however, Marc Slans is likely Marc Slansky. Marc Slansky appears to be involved in the stock market, specifically with companies such as $WCN, $SPGI, and $PM. He has been discussing and sharing his opinions on these stocks on social media.
Social category influence stocks 69.19% technology brands 23.7% finance 16.59% cryptocurrencies 4.27% countries 1.9% celebrities 0.47%
Social topic influence $amzn #266, $tmo 9%, $mco #19, $spgi #116, $wcn #2, $dhr 6.64%, $msft 6.64%, ai 6.16%, $pm 5.69%, $ma #286
Top accounts mentioned or mentioned by @pythiar @kingkang80 @marksauer18 @coalemusguy @evrgn11112231 @latestgecapital @at50w50882 @insiderhawk @ramcocapital @ltmleverage @benbstwits @insiderfed @zissoucapital @bondkingjanush1 @qualityatscale_ @thelapurchaser @petermantas @premarks @flashcapital @otiscap
Top assets mentioned Amazon.com, Inc. (AMZN) Thermo Fisher Scientific Inc. (TMO) Moody's Corporation (MCO) S&P Global Inc (SPGI) Waste Connections, Inc. (WCN) Danaher Corporation (DHR) Microsoft Corp. (MSFT) Philip Morris International Inc. (PM) Mastercard, Inc. (MA) Republic Services, Inc. (RSG) Waste Management, Inc. (WM) Canadian Pacific Railway (CP) Altria Group Inc (MO) Alphabet Inc Class A (GOOGL) British American Tobacco (BTI) UNIPOLY (UNP) Canadian National Railway (CNI) Limitus (LMT) NVIDIA Corp. (NVDA) Fair Isaac, Corp. (FICO) Zoetis Inc (ZTS) Northrop Grumman Corporation (NOC) Starbucks Corporation (SBUX) Coca-Cola Co (KO) TransDigm Group, Inc. (TDG) Repligen, Corp. (RGEN) Apple, Inc. (AAPL) Domino's Pizza Inc (DPZ) Texas Instruments (TXN) GFL Environmental Holdings Inc. (GFL) Hershey Co (HSY) PepsiCo, Inc. (PEP) Airbnb, Inc. (ABNB)
Top posts by engagements in the last [--] hours
"$SBUX down nearly 35% from its high. Now thats a rough market"
X Link 2022-03-12T00:59Z [----] followers, [--] engagements
"$TMO looks pretty reasonable here actually especially for a never-sell type name"
X Link 2023-05-16T17:06Z [----] followers, 19K engagements
"$TMO $DHR The long-awaited much-anticipated desperately hoped-for rotation into life sciences has finally begun"
X Link 2023-11-15T17:50Z [----] followers, [----] engagements
"Yup $TMO gonna be up tomorrow. 👍 🚨 IRANIAN STATE MEDIA: "There is a surprise tonight that the world will remember for centuries." 🚨 IRANIAN STATE MEDIA: "There is a surprise tonight that the world will remember for centuries.""
X Link 2025-06-18T02:04Z [----] followers, [----] engagements
"Another day where $WCN badly lags its peers. Not sure of the dynamic in play here"
X Link 2026-01-20T20:49Z [----] followers, [----] engagements
"Am I like literally the only one buying $WCN"
X Link 2026-01-30T15:12Z [----] followers, [----] engagements
"$V $MA Networks probably not a bad place to be at this point"
X Link 2026-02-02T14:45Z [----] followers, [----] engagements
"Waste wasnt a bad place to be during the dotcom bust. Thats all Im saying. $WCN $RSG $WM"
X Link 2026-02-02T20:42Z [----] followers, [----] engagements
"$SPGI $MCO Ugh woke up late wtf is happening"
X Link 2026-02-03T14:41Z [----] followers, 27.3K engagements
"I thought Dev said $MCO and $SPGI would be AI WINNERS"
X Link 2026-02-03T16:34Z [----] followers, [----] engagements
"$HSY $PEP $KO all hitting new 52-week highs. Staples rallying and $MSFT dropping 2% a day isnt a great look. Staples rallying and $MSFT dropping 2% a day isnt a great look"
X Link 2026-02-03T17:19Z [----] followers, [---] engagements
"So you own a concentrated portfolio with high-quality compounders like $MSFT $MCO & $TDG"
X Link 2026-02-03T18:27Z [----] followers, [----] engagements
"Kid this aint your night"
X Link 2026-02-03T18:35Z [----] followers, 16.7K engagements
"AI disrupting $ABNB too"
X Link 2026-02-03T19:16Z [----] followers, [---] engagements
"This is what Buffett means when he says that most investors cant handle the liquidity. Wonder if hes blowing out of $MCO 😂"
X Link 2026-02-04T14:55Z [----] followers, [----] engagements
"Youd think stocks with physical-infrastructure moats the kind Hohn favors would command a premium in this AI freakout environment names like $CP $WCN and even $AMZN"
X Link 2026-02-04T15:05Z [----] followers, [----] engagements
"$SPGI trying to go green"
X Link 2026-02-04T20:02Z [----] followers, [----] engagements
"$RGEN at back near $140 Any takers My biggest mistake was thinking that bioprocessing would somehow act defensive. My biggest mistake was thinking that bioprocessing would somehow act defensive"
X Link 2026-02-05T15:35Z [----] followers, [----] engagements
"$MCO $SPGI $FICO What is happening Geez"
X Link 2026-02-05T17:56Z [----] followers, [----] engagements
"$SPGI better plan to step up the buyback here. Lets go Martina"
X Link 2026-02-06T19:03Z [----] followers, [----] engagements
"$PM Philip Morris Confident Path Forward Growth Pillars Sustain Momentum For Years to Come https://t.co/mZCyBGPHrq $PM Philip Morris Confident Path Forward Growth Pillars Sustain Momentum For Years to Come https://t.co/mZCyBGPHrq"
X Link 2026-02-08T19:59Z [----] followers, [---] engagements
"Seems obvious. Seems obvious $MCO and $SPGI will be disrupted by AI. To what extent over the next few years Who knows but a 40x multiple is too rich. We were short $MCO and I covered here; seems likely finance bros will bid it back up. Happy to re-short 40x. Seems obvious $MCO and $SPGI will be disrupted by AI. To what extent over the next few years Who knows but a 40x multiple is too rich. We were short $MCO and I covered here; seems likely finance bros will bid it back up. Happy to re-short 40x"
X Link 2026-02-08T21:43Z [----] followers, [----] engagements
"Added these. Too bad theyre zeros. Seems obvious $MCO and $SPGI will be disrupted by AI. To what extent over the next few years Who knows but a 40x multiple is too rich. We were short $MCO and I covered here; seems likely finance bros will bid it back up. Happy to re-short 40x. Seems obvious $MCO and $SPGI will be disrupted by AI. To what extent over the next few years Who knows but a 40x multiple is too rich. We were short $MCO and I covered here; seems likely finance bros will bid it back up. Happy to re-short 40x"
X Link 2026-02-09T15:43Z [----] followers, [----] engagements
"Added these. Too bad theyre zeros. Added these. Too bad theyre zeros"
X Link 2026-02-10T13:05Z [----] followers, [---] engagements
"Cancel Christmas"
X Link 2026-02-10T13:39Z [----] followers, [---] engagements
"$SPGI $MCO Time to regroup (gulp): whos buying"
X Link 2026-02-10T14:34Z [----] followers, [----] engagements
"This isnt a thesis break its just a serious re-rating. $SPGI $MCO Time to regroup (gulp): whos buying $SPGI $MCO Time to regroup (gulp): whos buying"
X Link 2026-02-10T15:06Z [----] followers, [----] engagements
"** ultimately the price of the quality business trumps everything ** ultimately the price of the quality business trumps everything"
X Link 2026-02-10T15:57Z [----] followers, [---] engagements
"$UNP $CP A great little stretch for the rails finally"
X Link 2026-02-10T17:15Z [----] followers, [---] engagements
"This about sums it up"
X Link 2026-02-10T20:38Z [----] followers, [---] engagements
"@PythiaR Whats your $MCO guy saying"
X Link 2026-02-11T15:11Z [----] followers, [----] engagements
"$PM New 52-week high"
X Link 2026-02-11T16:03Z [----] followers, [----] engagements
"Which is more cooked info services or software 😂"
X Link 2026-02-11T17:09Z [----] followers, [----] engagements
"Hear me out: what if $MCO and $SPGI successfully embrace AI and their businesses become even more entrenched and valuable 🤔"
X Link 2026-02-11T18:33Z [----] followers, [----] engagements
"The General going balls deep into mega-cap tech doesnt feel that bullish to me"
X Link 2026-02-11T18:39Z [----] followers, [----] engagements
"@kingkang80"
X Link 2026-02-11T18:47Z [----] followers, [---] engagements
"Everyone is a long-term investor until they get punched in the mouth. - Mike Tyson"
X Link 2026-02-11T19:17Z [----] followers, [----] engagements
"Also whens the General gonna buy $MSFT The General going balls deep into mega-cap tech doesnt feel that bullish to me. The General going balls deep into mega-cap tech doesnt feel that bullish to me"
X Link 2026-02-11T20:14Z [----] followers, [---] engagements
"Guess $ZTS isnt out of the woods"
X Link 2026-02-12T14:44Z [----] followers, [---] engagements
"Whats the market not liking here $WCN Q4 '25: Net income $258.5m EPS $1.01 Revenue $2.373b up 5% YoY Adj. EBITDA $795.6m up 8.7% Adj. EBITDA margin 33.5% up [---] bps '26 guidance: Revenue $9.90-9.95b Adj. FCF $1.40-1.45b (up 11-15%) PR: https://t.co/9emwVpX4Dq https://t.co/9u8dK64kAC $WCN Q4 '25: Net income $258.5m EPS $1.01 Revenue $2.373b up 5% YoY Adj. EBITDA $795.6m up 8.7% Adj. EBITDA margin 33.5% up [---] bps '26 guidance: Revenue $9.90-9.95b Adj. FCF $1.40-1.45b (up 11-15%) PR: https://t.co/9emwVpX4Dq https://t.co/9u8dK64kAC"
X Link 2026-02-12T15:18Z [----] followers, [----] engagements
"Cc: @PythiaR What say you sir"
X Link 2026-02-12T15:24Z [----] followers, [---] engagements
"$RGEN $DHR $TMO Hope you guys enjoyed the bioprocessing renaissance while it lasted. 😂"
X Link 2026-02-12T17:16Z [----] followers, [----] engagements
"@evrgn11112231 Do I wanna add ahead of the print/guide here"
X Link 2026-02-12T17:38Z [----] followers, [---] engagements
"@PythiaR Am I missing something with $WCN This reaction seems a bit much"
X Link 2026-02-12T17:48Z [----] followers, [----] engagements
"@evrgn11112231 You wouldnt be buying $SPGI here too So cheap"
X Link 2026-02-12T17:56Z [----] followers, [---] engagements
"I may have to boycott Canada at this rate. @PythiaR Am I missing something with $WCN This reaction seems a bit much. @PythiaR Am I missing something with $WCN This reaction seems a bit much"
X Link 2026-02-12T19:35Z [----] followers, [---] engagements
"@MarkSauer18 This is nuts"
X Link 2026-02-12T19:58Z [----] followers, [---] engagements
"@MarkSauer18 $RSG & $WM are barely down though. Is this some kind of special Canadian madness"
X Link 2026-02-12T20:01Z [----] followers, [---] engagements
"@MarkSauer18 You think a near-10% drop is warranted"
X Link 2026-02-12T20:05Z [----] followers, [---] engagements
"Looks like its gonna be $MCD for Valentines Day. Sorry babe but AI ruined us"
X Link 2026-02-12T20:40Z [----] followers, [---] engagements
"Thanks General. The General going balls deep into mega-cap tech doesnt feel that bullish to me. The General going balls deep into mega-cap tech doesnt feel that bullish to me"
X Link 2026-02-12T20:53Z [----] followers, [---] engagements
"What a morning Any reason $V is so weak"
X Link 2026-02-13T16:34Z [----] followers, [---] engagements
"Had to add a little $AMZN btw. I dont care what the chart says"
X Link 2026-02-13T16:38Z [----] followers, [----] engagements
"$V $MA So whos buying the networks here Come on people"
X Link 2026-02-13T18:00Z [----] followers, 14K engagements
"Getting ready to initiate that dividend https://t.co/o7PDTzfLL9 https://t.co/o7PDTzfLL9"
X Link 2026-02-13T18:52Z [----] followers, [----] engagements
"These things are cheap man. Maybe Dev is finally being liquidated $V $MA So whos buying the networks here Come on people. $V $MA So whos buying the networks here Come on people"
X Link 2026-02-13T21:29Z [----] followers, [----] engagements
"Pretty wild how even at this level $WCN continues to lag $RSG & $WM. 🤷♂"
X Link 2026-01-08T15:27Z [----] followers, [---] engagements
"AMAZONS ANDY JASSY BETS ON $200BN AI SPENDING DRIVE TO REVIVE AWS. AMAZONS ANDY JASSY BETS ON $200BN AI SPENDING DRIVE TO REVIVE AWS"
X Link 2026-02-14T20:44Z [----] followers, [---] engagements
"$AMZN Send it lower I want more. Cash flow delayed is not cash flow denied. Quite the opposite"
X Link 2026-02-15T20:03Z [----] followers, [----] engagements
"@At50w50882 Maybe. But questioning the sort of end-state economics of AWS and Azure seems nuts to me. Even a bearish utility-like outcome would still be quite solid. Hard to see how AMZN doesnt do really well from here even if Jassys got no charisma"
X Link 2026-02-16T21:33Z [----] followers, [---] engagements
"$AMZN Dot-com low trendline has entered the chat. https://t.co/Emppcu8uWP $AMZN Dot-com low trendline has entered the chat. https://t.co/Emppcu8uWP"
X Link 2026-02-17T03:09Z [----] followers, [---] engagements
"Hold on are folks really questioning the $MCO $SPGI moats Really"
X Link 2026-02-07T20:11Z [----] followers, 19.1K engagements
"@TheLAPurchaser $DHR 🚀"
X Link 2026-02-15T20:15Z [----] followers, [---] engagements
"Of all the beaten-up quality darlings which one is the most obvious pound-the-table long $MCO"
X Link 2026-02-16T20:47Z [----] followers, [----] engagements
"@peter_mantas What do we think"
X Link 2026-02-17T04:08Z [----] followers, [--] engagements
"$AMZN Imagine once again that you find yourself in a position where only one man and one man only can save your portfolio and that man is this man. Oof"
X Link 2026-02-01T16:57Z [----] followers, [---] engagements
"Guess so What not sexy enough Am I like literally the only one buying $WCN Am I like literally the only one buying $WCN"
X Link 2026-02-02T19:37Z [----] followers, [---] engagements
"$MSFT 👍🙄 Microsoft CEO Satya Nadella says he hopes Google is ready to compete when it comes to A.I. search: I want people to know that we made them dance https://fortune.com/2023/02/10/microsoft-ai-search-bing-compete-google-satya-nadella-made-them-dance/ https://fortune.com/2023/02/10/microsoft-ai-search-bing-compete-google-satya-nadella-made-them-dance/"
X Link 2026-02-02T19:51Z [----] followers, [----] engagements
"This Anthropic announcement This is nothing. Holy cow $SPGI $MCO Ugh woke up late wtf is happening $SPGI $MCO Ugh woke up late wtf is happening"
X Link 2026-02-03T14:50Z [----] followers, 15.7K engagements
"This market action looks ominous"
X Link 2026-02-03T15:06Z [----] followers, [----] engagements
"Staples rallying and $MSFT dropping 2% a day isnt a great look. This market action looks ominous. This market action looks ominous"
X Link 2026-02-03T15:09Z [----] followers, [----] engagements
"Live look at my portfolio"
X Link 2026-02-03T17:21Z [----] followers, [---] engagements
"Days like today are why most people should just own the index"
X Link 2026-02-03T17:35Z [----] followers, [----] engagements
"$AMZN Dont worry Jassy will save us"
X Link 2026-02-03T18:30Z [----] followers, [---] engagements
"@P_Remarks Raging"
X Link 2026-02-03T20:05Z [----] followers, [---] engagements
"I will not invest the money I have earmarked for taxes. I will not invest the money I have earmarked for taxes"
X Link 2026-02-03T20:16Z [----] followers, [----] engagements
"What a day. I feel violated"
X Link 2026-02-03T21:00Z [----] followers, [----] engagements
"Is Dev getting liquidated Kid this aint your night. https://t.co/S2jZb4spNN Kid this aint your night. https://t.co/S2jZb4spNN"
X Link 2026-02-04T14:42Z [----] followers, 12.5K engagements
"$AMZN Jassy warming up for tomorrow (Hell save us)"
X Link 2026-02-04T15:18Z [----] followers, [----] engagements
"ChatGPT just told me that volatility creates the illusion of opportunity. Wtf does that mean"
X Link 2026-02-04T16:59Z [----] followers, [----] engagements
"🤔 Waste wasnt a bad place to be during the dotcom bust. Thats all Im saying. $WCN $RSG $WM Waste wasnt a bad place to be during the dotcom bust. Thats all Im saying. $WCN $RSG $WM"
X Link 2026-02-04T18:52Z [----] followers, [---] engagements
"@Flash_Capital_ @PythiaR Either way Jassy to the rescue tomorrow. 👍"
X Link 2026-02-04T20:04Z [----] followers, [--] engagements
"$SPGI trying to go green https://t.co/4VYIzDYi2S $SPGI trying to go green https://t.co/4VYIzDYi2S"
X Link 2026-02-04T20:05Z [----] followers, [---] engagements
"$AMZN That $GOOG print gonna be a tough act to follow. $AMZN Jassy warming up for tomorrow (Hell save us) https://t.co/VPyaLyQfon $AMZN Jassy warming up for tomorrow (Hell save us) https://t.co/VPyaLyQfon"
X Link 2026-02-05T02:53Z [----] followers, [---] engagements
"$AMZN -4% and theyve yet to report"
X Link 2026-02-05T14:34Z [----] followers, [----] engagements
"My biggest mistake was thinking that bioprocessing would somehow act defensive"
X Link 2026-02-05T15:30Z [----] followers, [----] engagements
"Absolute panic in this space. $MCO $SPGI $FICO What is happening Geez. $MCO $SPGI $FICO What is happening Geez"
X Link 2026-02-05T18:12Z [----] followers, [----] engagements
"You thought beating the marker was gonna be easy So you own a concentrated portfolio with high-quality compounders like $MSFT $MCO & $TDG https://t.co/WMuXStaw55 So you own a concentrated portfolio with high-quality compounders like $MSFT $MCO & $TDG https://t.co/WMuXStaw55"
X Link 2026-02-05T18:33Z [----] followers, [----] engagements
"Lets see Claude disrupt waste Waste wasnt a bad place to be during the dotcom bust. Thats all Im saying. $WCN $RSG $WM Waste wasnt a bad place to be during the dotcom bust. Thats all Im saying. $WCN $RSG $WM"
X Link 2026-02-05T18:44Z [----] followers, [----] engagements
"$AMZN set up to bounce after strong earnings. My bet is cloud and advertising out perform we get good news on AI demand and theyre thoughtful on Capex/spending. [----] & [----] will be Amazons to win. $AMZN set up to bounce after strong earnings. My bet is cloud and advertising out perform we get good news on AI demand and theyre thoughtful on Capex/spending. [----] & [----] will be Amazons to win"
X Link 2026-02-05T18:47Z [----] followers, [---] engagements
"Yup. Jassy gonna cut our dicks off tonight aint he Jassy gonna cut our dicks off tonight aint he"
X Link 2026-02-05T21:05Z [----] followers, [---] engagements
"I mean the market is finished right"
X Link 2026-02-05T21:08Z [----] followers, [---] engagements
"$AMZN So no buybacks"
X Link 2026-02-05T21:16Z [----] followers, [----] engagements
"@LiebermanAustin Any updates on this"
X Link 2026-02-05T21:20Z [----] followers, [----] engagements
"Market has just had enough of this capex shit"
X Link 2026-02-05T21:24Z [----] followers, [----] engagements
"Market to Jassy"
X Link 2026-02-05T21:59Z [----] followers, [---] engagements
"F*ck me. $AMZN Imagine once again that you find yourself in a position where only one man and one man only can save your portfolio and that man is this man. Oof. https://t.co/HtapKcHOQK $AMZN Imagine once again that you find yourself in a position where only one man and one man only can save your portfolio and that man is this man. Oof. https://t.co/HtapKcHOQK"
X Link 2026-02-06T14:46Z [----] followers, [---] engagements
"What a humiliating week for my portfolio"
X Link 2026-02-06T20:43Z [----] followers, [---] engagements
"Bet a basket of these beats the market over the next five years. $RSG $WM $WCN The only trash stocks not working are these. $RSG $WM $WCN The only trash stocks not working are these"
X Link 2025-10-17T16:13Z [----] followers, [----] engagements
"$MO $PM $BTI I feel like people smoking on the subway has gone up like 10000% from pre pandemic. I feel like people smoking on the subway has gone up like 10000% from pre pandemic"
X Link 2022-04-08T18:21Z [----] followers, [--] engagements
"$TMO $DHR Keep buying boys. Our day will come Cell & Gene Therapy is on the cusp of multiple years of +50% growth. Seems like the biggest growth trend that is not reflected in the stocks that will benefit the most from it. https://t.co/HaVfnH5ixU Cell & Gene Therapy is on the cusp of multiple years of +50% growth. Seems like the biggest growth trend that is not reflected in the stocks that will benefit the most from it. https://t.co/HaVfnH5ixU"
X Link 2023-08-17T02:20Z [----] followers, 35.1K engagements
"Narrator: It was not in fact that part of the cycle. $TMO $DHR Now for that part of the cycle where life sciences outperforms 🙏 Now for that part of the cycle where life sciences outperforms 🙏"
X Link 2024-04-18T18:55Z [----] followers, [----] engagements
"$ZTS Ugh $WST Hold my beer"
X Link 2025-02-13T15:10Z [----] followers, [----] engagements
"Loneliness has followed me my whole life. Everywhere. In bars in cars sidewalks stores everywhere. There's no escape. - Travis Bickle"
X Link 2022-07-16T19:38Z [----] followers, [--] engagements
"@1followernodad Whats the moral of that movie anyway"
X Link 2020-10-04T04:40Z [----] followers, [---] engagements
"Ive been investing since the late 90s and this the most Fed-obsessed market Ive seen by a mile. I must say it makes fundamental analysis feel joyless and rather pointless. Like theyre all going down man. Why discuss relative moats"
X Link 2022-09-22T02:00Z [----] followers, [---] engagements
"Offering friends investment advice has gotta be the most thankless act there is. Just a terrible terrible idea. Just say S&P index fund and quickly change the subject"
X Link 2024-05-02T19:29Z [----] followers, 34.6K engagements
"$AMZN being one of the cheapest lowest-risk stocks in the market is wild"
X Link 2024-07-18T19:11Z [----] followers, 34.5K engagements
"@TheMattCochrane No man is a hero in his own home"
X Link 2024-06-21T02:16Z [----] followers, 36.5K engagements
"As people lose weight thanks to Ozempic theyll be more inclined to skip the elevator & take the stairs. Short $OTIS. 👍"
X Link 2023-10-11T19:31Z [----] followers, 12.3K engagements
"When did $V and $MA become shitcos"
X Link 2024-07-23T20:22Z [----] followers, 32K engagements
"Alright guys I gotta make some coin here no more clowning around. What looks decent in quality-compounding land We got the life sciences like $DHR & $TMO the pet-related names $ZTS & $IDXX the Canadian rails $CP & $CNI You pounding the table on any of these What else"
X Link 2024-12-14T05:23Z [----] followers, 30.1K engagements
"You dont dunk on a fellow FinTwit brother. The General Loeb etc. those are the morons you dunk on. Pull it together people"
X Link 2024-09-13T18:18Z [----] followers, 22.6K engagements
"$TMO $DHR Keep buying boys. Our day will come Cell & Gene Therapy is on the cusp of multiple years of +50% growth. Seems like the biggest growth trend that is not reflected in the stocks that will benefit the most from it. https://t.co/HaVfnH5ixU Cell & Gene Therapy is on the cusp of multiple years of +50% growth. Seems like the biggest growth trend that is not reflected in the stocks that will benefit the most from it. https://t.co/HaVfnH5ixU"
X Link 2023-08-17T02:20Z [----] followers, 35.1K engagements
"Cell & Gene Therapy is on the cusp of multiple years of +50% growth. Seems like the biggest growth trend that is not reflected in the stocks that will benefit the most from it"
X Link 2023-08-15T12:37Z 56K followers, 109.2K engagements
"Theyre selling $AMZN off on the $GOOG & $MSFT reports"
X Link 2024-01-30T21:14Z [----] followers, 31.7K engagements
"$BTI Dart is no dummy apparently. Kenneth Dart the billionaire investor based in the Cayman Islands has increased his stake in British American Tobacco Plc according to a filing Monday. Source: https://search.app/4dne6jqBX76F6zwZ7 http://Bloomberg.com https://search.app/4dne6jqBX76F6zwZ7 http://Bloomberg.com"
X Link 2025-01-24T15:48Z [----] followers, 14.4K engagements
"$V $MA New 52-week highs"
X Link 2025-01-27T17:16Z [----] followers, [----] engagements
"@ThatEricAlper This is the only answer"
X Link 2024-04-21T17:45Z [----] followers, [----] engagements
"$V $MA Maybe these ARE never sell stocks"
X Link 2025-04-29T20:26Z [----] followers, [----] engagements
"$AMZN They hated it in the $80s they love it in the $180s. A tale as old as time"
X Link 2024-04-08T14:56Z [----] followers, [----] engagements
"My only issue with $GOOG remains why would you buy it ahead of $MSFT and/or $AMZN 🤷♂"
X Link 2025-03-29T21:18Z [----] followers, 25.4K engagements
"Boycott New York is trending Yes please do"
X Link 2024-05-31T14:19Z [----] followers, 10K engagements
"While watching a flick on Prime Video last night I was annoyed by the appearance of ads then I realized Im an $AMZN shareholder"
X Link 2024-04-28T18:52Z [----] followers, 22.3K engagements
"$V $MA $SPGI $MCO These compounder darlings are getting pretty attractive whos buying"
X Link 2025-04-09T01:57Z [----] followers, 11.9K engagements
"Still dont know why the big boys like Hohn prefer the rails to the waste haulers The waste names are less cyclical have more margin levers to pull and have long M&A runways. $RSG $WM $WCN Is Hohn growing frustrated by the rails underperformance $CNI $CP Is Hohn growing frustrated by the rails underperformance $CNI $CP"
X Link 2025-08-14T16:55Z [----] followers, 20.5K engagements
"Is Hohn growing frustrated by the rails underperformance $CNI $CP Chris Hohn TCI Fund 13F as of Q2 [----] 💵 Notable adds: $V $SPGI Notable sales: $CNI $GOOGL Source: Dataroma https://t.co/HwZdiqBGR9 Chris Hohn TCI Fund 13F as of Q2 [----] 💵 Notable adds: $V $SPGI Notable sales: $CNI $GOOGL Source: Dataroma https://t.co/HwZdiqBGR9"
X Link 2025-08-14T14:14Z [----] followers, 23.4K engagements
"Had random chats with two (non-finance) dudes in my building tonight. Both to my surprise follow the market closely and both said they were buying big tech today. Makes me think we go lower. The buy-the-dip mantra is gonna be very tough for retail to shake"
X Link 2025-04-04T01:43Z [----] followers, [----] engagements
"Loeb blowing out of DHR/TMO in Q1 seems pretty bullish to me"
X Link 2025-05-17T20:30Z [----] followers, [----] engagements
"This $BRK move is wild. Definitely getting some year [----] flight-to-safety vibes"
X Link 2025-03-26T14:01Z [----] followers, [----] engagements
"Outside of big tech are there any names youd confidently commit new money to right now"
X Link 2025-03-21T20:20Z [----] followers, 27.4K engagements
"$CP has gone nowhere for four years Thats quite the consolidation"
X Link 2025-02-17T07:38Z [----] followers, 11K engagements
"You know weve been in a raging 10-year plus bull market when $MO and $LMT are seen as poor investments at current levels"
X Link 2021-10-31T22:03Z [----] followers, [--] engagements
"$TMO down about 20% over the past two months mostly on vibes 👍"
X Link 2024-11-18T15:30Z [----] followers, [----] engagements
"Listening to Hohn talk of his fondness for infrastructure moats on that podcast made me wonder why hes passed on $AMZN Nobodys replicating their logistics network"
X Link 2025-05-17T20:11Z [----] followers, 10.2K engagements
"@dalibali2 Something very depressing about the whole thing. Like the guy completely misses the point of what it is to be a human being"
X Link 2025-04-16T08:06Z [----] followers, [----] engagements
"Is 15% of your portfolio in $BRK $BRK.B too much Asking for a friend"
X Link 2021-12-07T00:08Z [----] followers, [--] engagements
"Dont all new bull markets begin with a bear market rally Buffett is so right on this all the forecasting is a complete waste of time"
X Link 2023-01-11T04:45Z [----] followers, 20.4K engagements
"My contra just told me hes waiting to buy $AMZN on a pullback. Im like bro what have you been doing the past three years Holy cow"
X Link 2024-05-09T16:51Z [----] followers, [----] engagements
"Eh I think AWS and Azure will be printing money for decades. Somehow that narrative got (mistakenly) lost in 22s brutal tech selloff $AMZN $MSFT"
X Link 2024-04-06T03:55Z [----] followers, [----] engagements
"Amazing how many people Ive mentioned $PM to that dismiss it on moral grounds. Im not sure introducing a moral filter into the investment process is a wise move. And a great many companies can probably be tossed out on ethical grounds if you think about it"
X Link 2023-07-22T18:39Z [----] followers, 12.6K engagements
"$TMO $DHR Can I get an update on this 😁😂 you'll laugh but $TMO + $DHR could be worth more than $MSFT + $AAPL one day you'll laugh but $TMO + $DHR could be worth more than $MSFT + $AAPL one day"
X Link 2025-06-02T19:42Z [----] followers, 10.6K engagements
"you'll laugh but $TMO + $DHR could be worth more than $MSFT + $AAPL one day"
X Link 2023-08-28T13:53Z 14.9K followers, 90.1K engagements
"That Valley Forge portfolio is really killing it $FICO $SPGI $MCO $MA $V"
X Link 2023-12-01T18:55Z [----] followers, 10.6K engagements
"What was it like to invest in $AMZN before a decade of FCF generation the likes of which the world has never seen"
X Link 2024-02-04T01:32Z [----] followers, [----] engagements
"$TMO looks pretty reasonable here actually especially for a never-sell type name"
X Link 2023-05-16T17:06Z [----] followers, 19K engagements
"Just keep coming back to $TMO. How does it not do low to mid-teens from here for a long long time And with minimal business risk"
X Link 2023-10-01T18:37Z [----] followers, 20.7K engagements
"$DPZ quietly up 55% over the past year. Pizza never loses"
X Link 2024-03-27T19:05Z [----] followers, [----] engagements
"If money ever rotates out of the Mag [--] wheres it likely to go (given what appears to be a slowing economy) We know it wont be bioprocessing 😂"
X Link 2024-07-06T03:02Z [----] followers, 33.2K engagements
"I thought $V and $MA were zeros"
X Link 2024-04-23T20:12Z [----] followers, [----] engagements
"Good thing I recommended $TMO to all my friends Could be a lonely Thanksgiving"
X Link 2023-10-12T20:09Z [----] followers, [----] engagements
"$TXN Kiss of death Why Fundsmith bought $TXN https://t.co/l0olZsfeyf Why Fundsmith bought $TXN https://t.co/l0olZsfeyf"
X Link 2025-01-16T16:29Z [----] followers, [----] engagements
"Why Fundsmith bought $TXN"
X Link 2025-01-15T14:30Z [---] followers, 10.7K engagements
"The knee-jerk selling always seems the most pronounced in the tobacco space why is that $MO $PM $BTI"
X Link 2021-09-30T15:21Z [----] followers, [--] engagements
"Ultimately Buffett and Munger are the greatest buddy picture of all time. And who doesnt love a buddy picture Very saddening to see it end"
X Link 2023-11-29T04:44Z [----] followers, [----] engagements
"$META Is there a worse rebranding in the history of corporate America"
X Link 2022-10-26T20:24Z [----] followers, [--] engagements
"@Jolly_Olive As always no better way to prepare for lifes disappointments than to be a Mets fan"
X Link 2024-09-28T03:05Z [----] followers, [----] engagements
"Not every day a stock like $MCO is down 9%"
X Link 2024-02-13T20:18Z [----] followers, [----] engagements
"$BRK Imagine Buffetts mystery stock is $NVDA. FinTwit would explode"
X Link 2024-02-15T00:59Z [----] followers, [----] engagements
"$V and $MA have been big-time laggards through the first half. To what do we attribute this"
X Link 2024-06-27T14:32Z [----] followers, 17.2K engagements
"$GOOG to zero. OpenAI announces a search engine called SearchGPT @CNBC https://www.cnbc.com/2024/07/25/openai-announces-a-search-engine-called-searchgpt.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2024/07/25/openai-announces-a-search-engine-called-searchgpt.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2024-07-25T18:12Z [----] followers, 24.6K engagements
"@bigdumb_baby"
X Link 2024-03-08T19:10Z [----] followers, [----] engagements
"$MSFT & $AMZN sure seem like super-easy buys down here"
X Link 2025-03-18T14:14Z [----] followers, [----] engagements
"The problem with $DHR is that Loeb owns it"
X Link 2025-01-30T15:05Z [----] followers, [----] engagements
"The Tepper all-tech portfolio reveal was the top"
X Link 2023-08-16T19:18Z [----] followers, 11.5K engagements
"$TMO $DHR The long-awaited much-anticipated desperately hoped-for rotation into life sciences has finally begun"
X Link 2023-11-15T17:50Z [----] followers, [----] engagements
"I dont know I wouldnt bet that all of a sudden Americans are gonna get skinny and healthy. Theyre gonna stop ordering $DPZ now I dont think so"
X Link 2023-10-06T18:45Z [----] followers, [----] engagements
"Not a banner week for the value-oriented non-ESG crowd Boo $MO $NOC $LMT"
X Link 2021-10-28T14:10Z [----] followers, [--] engagements
"$AMZN still 18% off its ATH is wild all things considered"
X Link 2024-01-19T17:42Z [----] followers, [----] engagements
"Why would you buy gold when you can buy nicotine Nicotine is the new gold $PM $BTI $MO"
X Link 2025-03-27T15:41Z [----] followers, [----] engagements
"Man the dividend investor crowd is really getting walloped"
X Link 2023-10-05T14:53Z [----] followers, [----] engagements
"Look I think we can all agree that Terry Smith while charming is not in fact a British Warren Buffett"
X Link 2023-10-02T17:40Z [----] followers, [----] engagements
"$UNH New 52-week low"
X Link 2025-05-12T15:56Z [----] followers, [----] engagements
"Eh bought some more $PM. You dont see charts like this too often with stocks this inexpensive $PM ZYN US Shipment Volumes (Q2 [----] +53.1% y/y TTM +43.8% y/y). Absolutely ripping. https://t.co/oCk73bFwCf $PM ZYN US Shipment Volumes (Q2 [----] +53.1% y/y TTM +43.8% y/y). Absolutely ripping. https://t.co/oCk73bFwCf"
X Link 2023-07-25T15:56Z [----] followers, [----] engagements
"$PM ZYN US Shipment Volumes (Q2 [----] +53.1% y/y TTM +43.8% y/y). Absolutely ripping. $PM Cigarette + HTU Total Shipment Volumes (Q2 [----] +3.3% y/y). Looking pretty likely [----] will be 3rd consecutive year of + vols. https://t.co/BlOHGMhG42 $PM Cigarette + HTU Total Shipment Volumes (Q2 [----] +3.3% y/y). Looking pretty likely [----] will be 3rd consecutive year of + vols. https://t.co/BlOHGMhG42"
X Link 2023-07-20T17:57Z [----] followers, 41.8K engagements
"If youre not up at least 33% over the past year youre underperforming the S&P"
X Link 2024-03-23T00:55Z [----] followers, [----] engagements
"$KO 23x NTM EPS $PM 22x: which one you wanna own for the next decade"
X Link 2025-05-10T02:25Z [----] followers, [----] engagements
"$AMZN Bezos is only [--]. Are you telling me hes gonna sit the whole AI revolution out content to just hang on his yacht with his lady friend"
X Link 2023-10-04T16:10Z [----] followers, 12.2K engagements
"Imagine thinking this clown would be good for stocks"
X Link 2025-01-31T21:43Z [----] followers, [----] engagements
"Did the Fed say to pile into life sciences $TMO $DHR"
X Link 2023-12-13T19:20Z [----] followers, [----] engagements
"Long $TMO & $DHR. Seems like a consensus is forming amongst many smart people This is Jensen Huang CEO of $NVDA Basically WATCH OUT for the impending biotech BOOM 💥 https://t.co/QrN7heeyiQ Seems like a consensus is forming amongst many smart people This is Jensen Huang CEO of $NVDA Basically WATCH OUT for the impending biotech BOOM 💥 https://t.co/QrN7heeyiQ"
X Link 2023-12-06T04:19Z [----] followers, [----] engagements
"Seems like a consensus is forming amongst many smart people This is Jensen Huang CEO of $NVDA Basically WATCH OUT for the impending biotech BOOM 💥"
X Link 2023-12-06T01:36Z 15.3K followers, 1.9M engagements
"Ugh my main contra just told me he added to his AMZN position ahead of the print"
X Link 2024-04-30T14:31Z [----] followers, [----] engagements
"Still cant believe Dev Kantesaria loaded up on $AMZN mostly in Q2 [--] when the stock was $150+ only to liquidate during last years horrendous downturn. Not that Valley Forge isnt killing it This game is hard"
X Link 2023-11-22T15:21Z [----] followers, [----] engagements
"My bad not going with the 100% $PM portfolio. Twas an obvious play when this was forever rangebound between like $85 and $100"
X Link 2025-02-12T16:43Z [----] followers, [----] engagements
"Thank goodness for garbage still a space underappreciated by the compounder bros. $WM $RSG $WCN $GFL"
X Link 2024-02-13T18:23Z [----] followers, [----] engagements
"$AMZN $MSFT $GOOG One of the craziest narratives of [----] was that the cloud story was over. Nuts"
X Link 2023-08-03T21:24Z [----] followers, [----] engagements
"Wakes up checks $AMZN pre-market"
X Link 2024-11-06T12:41Z [----] followers, [----] engagements
"Gotta think $UNP at $200 will produce solid risk-adjusted returns for a long long time. Whos with me"
X Link 2023-02-19T05:06Z [----] followers, 11.1K engagements
"Look at the end of the day arent the hyperscalers the easiest & safest way to play AI $AMZN $MSFT $GOOG"
X Link 2024-03-12T17:31Z [----] followers, [----] engagements
"$EL Another large Terry Smith holding. His consumer-staples heavy portfolio looks to be taking it on the chin this year. Investing is hard"
X Link 2023-11-01T16:44Z [----] followers, [----] engagements
"Depending on how this $AMZN report goes tomorrow Im either taking my special lady friend on vacation to Nantucket or um Staten Island. Suffice it to say shes nervous 😂"
X Link 2023-08-03T00:06Z [----] followers, [----] engagements
"Heres a Q: How come the big boys who love the rails like Hohn and Armitage also dont love the waste haulers Seems like they share many favorable economic traits. $CP $CNI $UNP $WM $RSG $WCN $GFL"
X Link 2023-11-16T01:14Z [----] followers, 12.8K engagements
"Been asking Grok investment questions all night. Wow. RIP Research Analysts"
X Link 2025-03-07T06:14Z [----] followers, [----] engagements
"Why are all these defense stocks so cheap Are they being hurt by this ESG silliness $LMT $RTX $NOC $GD"
X Link 2020-10-18T18:39Z [----] followers, [--] engagements
"@phoenixvalue From these levels probably the tobacco names $MO $PM $BTI"
X Link 2021-07-07T15:10Z [----] followers, [--] engagements
"$LMT $NOC Are we headed to tobacco-like multiples Oh man"
X Link 2021-09-21T16:33Z [----] followers, [--] engagements
"$UNP $CP Rails looking pretty strong here. Wait till they roll out their AI initiatives"
X Link 2023-07-19T18:52Z [----] followers, [----] engagements
"Imagine $NVDA had succeeded in buying $ARM"
X Link 2024-02-07T22:22Z [----] followers, 10.1K engagements
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