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@marc_slans "$WCN has been the worst performer of the big waste names over the past year with $RSG and $GFL killing it and even $WM doing better. Anyone wanna explain that to me like Im a six-year-old"
X Link @marc_slans 2025-07-12T03:11Z 1418 followers, 2455 engagements

"The thing thats probably surprised me most of all is how well the defense contractors have performed this year. Pretty impressive. $NOC $LMT $GD $LHX $RTX"
X Link @marc_slans 2025-10-06T20:06Z 1416 followers, 1017 engagements

"$XBI was up 3%+ today and the big tools names were down $TMO $DHR"
X Link @marc_slans 2025-09-03T04:34Z 1416 followers, 1421 engagements

"@LCinvesting 30x forward earnings for a company that could compound capital at a XX% clip for decades isnt expensive in my book. $WCN"
X Link @marc_slans 2025-07-04T20:44Z 1418 followers, XXX engagements

"This is how waste stocks get their mojo back. $WCN $RSG $WM"
X Link @marc_slans 2025-10-10T15:38Z 1416 followers, XXX 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"
X Link @marc_slans 2025-08-14T16:55Z 1416 followers, 20.4K engagements

"$SPGI I kinda like her tbh. Martina Cheung's 2025 Commencement Speech George Mason University via @YouTube"
X Link @marc_slans 2025-10-13T01:25Z 1416 followers, 3140 engagements

"@PythiaR The XX% $DHR / XX% $WCN portfolio probably works pretty well from here especially on a risk-adjusted basis"
X Link @marc_slans 2025-08-07T02:13Z 1415 followers, XXX engagements

"@LateStgeCapital Whats your favorite $WCN"
X Link @marc_slans 2025-10-10T18:14Z 1415 followers, XXX engagements

"@PythiaR Wild how $WCN continues to underperform $RSG and $WM. Does this make sense to you"
X Link @marc_slans 2025-09-17T19:44Z 1416 followers, XXX engagements

"And here I thought bioprocessing had strong secular tailwinds. Oof. $DHR $RGEN"
X Link @marc_slans 2025-09-12T13:47Z 1416 followers, 1145 engagements

"Any reason $WCN is down X% pre-market Someone fat-finger a trade"
X Link @marc_slans 2025-04-07T12:39Z 1416 followers, 1413 engagements

"Once again nicotine enthusiasts lmk when $PM is a buy. The wind has really come out of this puppy"
X Link @marc_slans 2025-10-03T14:27Z 1416 followers, 2390 engagements

"Imagine downgrading $DHR now"
X Link @marc_slans 2025-10-08T13:59Z 1416 followers, 1264 engagements

"@n0th0stl3tk0v3r More $SPGI lots of stuff"
X Link @marc_slans 2025-10-10T15:51Z 1416 followers, XX engagements

"Ill never live this down. What a humiliation. $AMZN"
X Link @marc_slans 2025-10-15T14:31Z 1416 followers, 1860 engagements

"$MCO $SPGI Any news here"
X Link @marc_slans 2025-10-13T15:49Z 1416 followers, 2653 engagements

"$FICO Dev driving to work this morning"
X Link @marc_slans 2025-10-02T13:48Z 1415 followers, 1757 engagements

"$RSG $WM $WCN The only trash stocks not working are these"
X Link @marc_slans 2025-10-15T21:00Z 1416 followers, XXX engagements

"You wanted $WCN at $XXX you got it"
X Link @marc_slans 2025-10-09T19:38Z 1416 followers, 2978 engagements

"Youre telling me $SPGI isnt a buy here"
X Link @marc_slans 2025-10-01T14:52Z 1416 followers, 2339 engagements