# ![@marc_slans Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3984173927.png) @marc_slans Marc Slans

Marc 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.

### Engagements: [-----] [#](/creator/twitter::3984173927/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3984173927/c:line/m:interactions.svg)

- [--] Week [------] -44%
- [--] Month [-------] +757%
- [--] Months [-------] +77%
- [--] Year [---------] +25%

### Mentions: [--] [#](/creator/twitter::3984173927/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3984173927/c:line/m:posts_active.svg)

- [--] Week [--] +4.70%
- [--] Month [---] +158%
- [--] Months [---] +0.97%
- [--] Year [---] -33%

### Followers: [-----] [#](/creator/twitter::3984173927/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3984173927/c:line/m:followers.svg)

- [--] Week [-----] +0.89%
- [--] Month [-----] +3.30%
- [--] Months [-----] +13%
- [--] Year [-----] +30%

### CreatorRank: [-------] [#](/creator/twitter::3984173927/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3984173927/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  76.34% [technology brands](/list/technology-brands)  25.19% [finance](/list/finance)  14.5% [cryptocurrencies](/list/cryptocurrencies)  3.82% [countries](/list/countries)  2.29% [celebrities](/list/celebrities)  0.76%

**Social topic influence**
[$amzn](/topic/$amzn) #570, [$spgi](/topic/$spgi) #80, [$mco](/topic/$mco) #20, [$tmo](/topic/$tmo) 9.16%, [$wcn](/topic/$wcn) #2, [ai](/topic/ai) 8.4%, [$msft](/topic/$msft) 8.4%, [$ma](/topic/$ma) #22, [$dhr](/topic/$dhr) 6.87%, [$pm](/topic/$pm) 6.11%

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@kingkang80](/creator/undefined) [@marksauer18](/creator/undefined) [@coalemusguy](/creator/undefined) [@latestgecapital](/creator/undefined) [@evrgn11112231](/creator/undefined) [@ramcocapital](/creator/undefined) [@insiderhawk](/creator/undefined) [@qualityatscale_](/creator/undefined) [@benbstwits](/creator/undefined) [@ltmleverage](/creator/undefined) [@insiderfed](/creator/undefined) [@zissoucapital](/creator/undefined) [@bondkingjanush1](/creator/undefined) [@flash_capital_](/creator/undefined) [@skytooth](/creator/undefined) [@phoenixvalue](/creator/undefined) [@dalibali2](/creator/undefined) [@thatericalper](/creator/undefined) [@jollyolive](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Microsoft Corp. (MSFT)](/topic/$msft) [Mastercard, Inc. (MA)](/topic/$ma) [Danaher Corporation (DHR)](/topic/$dhr) [Philip Morris International Inc. (PM)](/topic/$pm) [Canadian Pacific Railway (CP)](/topic/$cp) [Republic Services, Inc. (RSG)](/topic/$rsg) [Waste Management, Inc. (WM)](/topic/$wm) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Altria Group Inc (MO)](/topic/$mo) [British American Tobacco (BTI)](/topic/$bti) [Canadian National Railway (CNI)](/topic/$cni) [Repligen, Corp. (RGEN)](/topic/$rgen) [Fair Isaac, Corp. (FICO)](/topic/$fico) [UNIPOLY (UNP)](/topic/$unp) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Coca-Cola Co (KO)](/topic/$ko) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Zoetis Inc (ZTS)](/topic/$zts) [Limitus (LMT)](/topic/$lmt) [GFL Environmental Holdings Inc. (GFL)](/topic/$gfl) [Starbucks Corporation (SBUX)](/topic/$sbux) [Hershey Co (HSY)](/topic/$hsy) [PepsiCo, Inc. (PEP)](/topic/$pep) [Airbnb, Inc. (ABNB)](/topic/$abnb) [McDonald's Corp (MCD)](/topic/$mcd) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [General Dynamics Corporation (GD)](/topic/$gd) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@PythiaR Am I missing something with $WCN This reaction seems a bit much"  
[X Link](https://x.com/marc_slans/status/2022004824854901036)  2026-02-12T17:48Z [----] followers, [----] engagements


"Had to add a little $AMZN btw. I dont care what the chart says"  
[X Link](https://x.com/marc_slans/status/2022349643917713585)  2026-02-13T16:38Z [----] 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](https://x.com/marc_slans/status/2022422856920109515)  2026-02-13T21:29Z [----] followers, [----] engagements


"$SBUX down nearly 35% from its high. Now thats a rough market"  
[X Link](https://x.com/marc_slans/status/1502449238353063937)  2022-03-12T00:59Z [----] followers, [--] engagements


"$TMO looks pretty reasonable here actually especially for a never-sell type name"  
[X Link](https://x.com/marc_slans/status/1658519248279334913)  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](https://x.com/marc_slans/status/1724847306652971361)  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](https://x.com/marc_slans/status/1935156719392313372)  2025-06-18T02:04Z [----] followers, [----] engagements


"@PythiaR All in on the coming bioprocessing boom with $RGEN & $DHR. 🚀"  
[X Link](https://x.com/marc_slans/status/2001900546324943341)  2025-12-19T06:20Z [----] followers, [---] engagements


"Will Valley Forge have another rough year $FICO $SPGI $MCO $MA $V"  
[X Link](https://x.com/marc_slans/status/2007102913781678238)  2026-01-02T14:53Z [----] followers, [----] engagements


"Pretty wild how even at this level $WCN continues to lag $RSG & $WM. 🤷♂"  
[X Link](https://x.com/marc_slans/status/2009285819320635412)  2026-01-08T15:27Z [----] followers, [---] engagements


"Another day where $WCN badly lags its peers. Not sure of the dynamic in play here"  
[X Link](https://x.com/marc_slans/status/2013715534664159301)  2026-01-20T20:49Z [----] followers, [----] engagements


"$TMO New 52-week high"  
[X Link](https://x.com/marc_slans/status/2014001452721516616)  2026-01-21T15:45Z [----] followers, [---] engagements


"How is $MA not a serious long here"  
[X Link](https://x.com/marc_slans/status/2016889287380275426)  2026-01-29T15:00Z [----] followers, [----] engagements


"Am I like literally the only one buying $WCN"  
[X Link](https://x.com/marc_slans/status/2017254490211025190)  2026-01-30T15:12Z [----] followers, [----] engagements


"$V $MA Networks probably not a bad place to be at this point"  
[X Link](https://x.com/marc_slans/status/2018335064841453645)  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](https://x.com/marc_slans/status/2018424690172195245)  2026-02-02T20:42Z [----] followers, [----] engagements


"$SPGI $MCO Ugh woke up late wtf is happening"  
[X Link](https://x.com/marc_slans/status/2018696404005265484)  2026-02-03T14:41Z [----] followers, 27.3K engagements


"I thought Dev said $MCO and $SPGI would be AI WINNERS"  
[X Link](https://x.com/marc_slans/status/2018724897485099134)  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](https://x.com/marc_slans/status/2018736118909292858)  2026-02-03T17:19Z [----] followers, [---] engagements


"Kid this aint your night"  
[X Link](https://x.com/marc_slans/status/2018755335058604252)  2026-02-03T18:35Z [----] followers, 16.7K engagements


"AI disrupting $ABNB too"  
[X Link](https://x.com/marc_slans/status/2018765640656371809)  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](https://x.com/marc_slans/status/2019062379116421541)  2026-02-04T14:55Z [----] followers, [----] engagements


"$SPGI trying to go green"  
[X Link](https://x.com/marc_slans/status/2019139513931690294)  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](https://x.com/marc_slans/status/2019434809802838427)  2026-02-05T15:35Z [----] 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](https://x.com/marc_slans/status/2019479621465468988)  2026-02-05T18:33Z [----] followers, [----] engagements


"Yup. Jassy gonna cut our dicks off tonight aint he Jassy gonna cut our dicks off tonight aint he"  
[X Link](https://x.com/marc_slans/status/2019517638419099712)  2026-02-05T21:05Z [----] 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](https://x.com/marc_slans/status/2019784770922635600)  2026-02-06T14:46Z [----] followers, [---] engagements


"What a humiliating week for my portfolio"  
[X Link](https://x.com/marc_slans/status/2019874492907155944)  2026-02-06T20:43Z [----] 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](https://x.com/marc_slans/status/2020588408712913230)  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](https://x.com/marc_slans/status/2020614404660961720)  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](https://x.com/marc_slans/status/2020886190354804749)  2026-02-09T15:43Z [----] followers, [----] engagements


"Added these. Too bad theyre zeros. Added these. Too bad theyre zeros"  
[X Link](https://x.com/marc_slans/status/2021208794491916348)  2026-02-10T13:05Z [----] followers, [---] engagements


"Cancel Christmas"  
[X Link](https://x.com/marc_slans/status/2021217517180445123)  2026-02-10T13:39Z [----] followers, [---] engagements


"$SPGI $MCO Time to regroup (gulp): whos buying"  
[X Link](https://x.com/marc_slans/status/2021231261654589602)  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](https://x.com/marc_slans/status/2021239234221224213)  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](https://x.com/marc_slans/status/2021252299348181347)  2026-02-10T15:57Z [----] followers, [---] engagements


"$UNP $CP A great little stretch for the rails finally"  
[X Link](https://x.com/marc_slans/status/2021271820624667043)  2026-02-10T17:15Z [----] followers, [---] engagements


"This about sums it up"  
[X Link](https://x.com/marc_slans/status/2021322937207230493)  2026-02-10T20:38Z [----] followers, [---] engagements


"@PythiaR Whats your $MCO guy saying"  
[X Link](https://x.com/marc_slans/status/2021603101099102472)  2026-02-11T15:11Z [----] followers, [----] engagements


"$PM New 52-week high"  
[X Link](https://x.com/marc_slans/status/2021616027734262051)  2026-02-11T16:03Z [----] followers, [----] engagements


"Which is more cooked info services or software 😂"  
[X Link](https://x.com/marc_slans/status/2021632722603823298)  2026-02-11T17:09Z [----] followers, [----] engagements


"The General going balls deep into mega-cap tech doesnt feel that bullish to me"  
[X Link](https://x.com/marc_slans/status/2021655417177481542)  2026-02-11T18:39Z [----] followers, [----] engagements


"@kingkang80"  
[X Link](https://x.com/marc_slans/status/2021657390555574451)  2026-02-11T18:47Z [----] followers, [---] engagements


"Everyone is a long-term investor until they get punched in the mouth. - Mike Tyson"  
[X Link](https://x.com/marc_slans/status/2021665011396227117)  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](https://x.com/marc_slans/status/2021679208163160532)  2026-02-11T20:14Z [----] followers, [---] engagements


"Guess $ZTS isnt out of the woods"  
[X Link](https://x.com/marc_slans/status/2021958653390336034)  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](https://x.com/marc_slans/status/2021967272693088384)  2026-02-12T15:18Z [----] followers, [----] engagements


"Cc: @PythiaR What say you sir"  
[X Link](https://x.com/marc_slans/status/2021968744713540031)  2026-02-12T15:24Z [----] followers, [---] engagements


"@evrgn11112231 Do I wanna add ahead of the print/guide here"  
[X Link](https://x.com/marc_slans/status/2022002427671851237)  2026-02-12T17:38Z [----] 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](https://x.com/marc_slans/status/2022031812848218518)  2026-02-12T19:35Z [----] followers, [---] engagements


"@MarkSauer18 $RSG & $WM are barely down though. Is this some kind of special Canadian madness"  
[X Link](https://x.com/marc_slans/status/2022038284554387471)  2026-02-12T20:01Z [----] followers, [---] engagements


"@MarkSauer18 You think a near-10% drop is warranted"  
[X Link](https://x.com/marc_slans/status/2022039403976384840)  2026-02-12T20:05Z [----] followers, [---] engagements


"Looks like its gonna be $MCD for Valentines Day. Sorry babe but AI ruined us"  
[X Link](https://x.com/marc_slans/status/2022048108566524312)  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](https://x.com/marc_slans/status/2022051517948452989)  2026-02-12T20:53Z [----] followers, [---] engagements


"What a morning Any reason $V is so weak"  
[X Link](https://x.com/marc_slans/status/2022348595954118869)  2026-02-13T16:34Z [----] followers, [---] engagements


"So you own a concentrated portfolio with high-quality compounders like $MSFT $MCO & $TDG"  
[X Link](https://x.com/marc_slans/status/2018753309209772295)  2026-02-03T18:27Z [----] 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](https://x.com/marc_slans/status/2019064674487017538)  2026-02-04T15:05Z [----] followers, [----] engagements


"$SPGI better plan to step up the buyback here. Lets go Martina"  
[X Link](https://x.com/marc_slans/status/2019849547564912914)  2026-02-06T19:03Z [----] followers, [----] engagements


"Hear me out: what if $MCO and $SPGI successfully embrace AI and their businesses become even more entrenched and valuable 🤔"  
[X Link](https://x.com/marc_slans/status/2021653904531108148)  2026-02-11T18:33Z [----] followers, [----] engagements


"@evrgn11112231 You wouldnt be buying $SPGI here too So cheap"  
[X Link](https://x.com/marc_slans/status/2022007019067363427)  2026-02-12T17:56Z [----] followers, [---] engagements


"@MarkSauer18 This is nuts"  
[X Link](https://x.com/marc_slans/status/2022037575092121963)  2026-02-12T19:58Z [----] followers, [---] engagements


"Getting ready to initiate that dividend https://t.co/o7PDTzfLL9 https://t.co/o7PDTzfLL9"  
[X Link](https://x.com/marc_slans/status/2022383300346810871)  2026-02-13T18:52Z [----] followers, [----] engagements


"$MCO $SPGI $FICO What is happening Geez"  
[X Link](https://x.com/marc_slans/status/2019470309267562608)  2026-02-05T17:56Z [----] followers, [----] engagements


"Hold on are folks really questioning the $MCO $SPGI moats Really"  
[X Link](https://x.com/marc_slans/status/2020228937465659591)  2026-02-07T20:11Z [----] followers, 19K engagements


"$RGEN $DHR $TMO Hope you guys enjoyed the bioprocessing renaissance while it lasted. 😂"  
[X Link](https://x.com/marc_slans/status/2021996850568634855)  2026-02-12T17:16Z [----] followers, [----] engagements


"$V $MA So whos buying the networks here Come on people"  
[X Link](https://x.com/marc_slans/status/2022370220954829116)  2026-02-13T18:00Z [----] followers, 13.5K 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](https://x.com/marc_slans/status/2022773928855249404)  2026-02-14T20:44Z [----] followers, [---] engagements


"Why are all these defense stocks so cheap Are they being hurt by this ESG silliness $LMT $RTX $NOC $GD"  
[X Link](https://x.com/anyuser/status/1317898184002330629)  2020-10-18T18:39Z [----] followers, [--] engagements


"@phoenixvalue From these levels probably the tobacco names $MO $PM $BTI"  
[X Link](https://x.com/anyuser/status/1412791252853084165)  2021-07-07T15:10Z [----] followers, [--] engagements


"The knee-jerk selling always seems the most pronounced in the tobacco space why is that $MO $PM $BTI"  
[X Link](https://x.com/anyuser/status/1443596896635965444)  2021-09-30T15:21Z [----] followers, [--] 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](https://x.com/anyuser/status/1454932078630477829)  2021-10-31T22:03Z [----] followers, [--] engagements


"So are folks loading up on $V & $MA or what Or is the notable price weakness spooking everyone prompting a reexamination of the terminal risks here"  
[X Link](https://x.com/anyuser/status/1456071344207114244)  2021-11-04T01:30Z [----] followers, [--] engagements


"Is 15% of your portfolio in $BRK $BRK.B too much Asking for a friend"  
[X Link](https://x.com/anyuser/status/1468009498673561601)  2021-12-07T00:08Z [----] followers, [--] engagements


"$META Is there a worse rebranding in the history of corporate America"  
[X Link](https://x.com/anyuser/status/1585366881044946944)  2022-10-26T20:24Z [----] 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](https://x.com/anyuser/status/1613034247022944256)  2023-01-11T04:45Z [----] followers, 20.4K engagements


"If not for reputation concerns wouldnt Buffett be long tobacco stocks about now $PM $BTI $MO"  
[X Link](https://x.com/anyuser/status/1689722162792304642)  2023-08-10T19:35Z [----] followers, [----] engagements


"Good thing I recommended $TMO to all my friends Could be a lonely Thanksgiving"  
[X Link](https://x.com/anyuser/status/1712561175836393864)  2023-10-12T20:09Z [----] 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](https://x.com/anyuser/status/1724959075648053403)  2023-11-16T01:14Z [----] followers, 12.8K 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](https://x.com/anyuser/status/1727346562697941123)  2023-11-22T15:21Z [----] 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](https://x.com/anyuser/status/1729723059433599362)  2023-11-29T04:44Z [----] followers, [----] engagements


"That Valley Forge portfolio is really killing it $FICO $SPGI $MCO $MA $V"  
[X Link](https://x.com/anyuser/status/1730661805137990089)  2023-12-01T18:55Z [----] followers, 10.6K engagements


"$TMO $DHR Itd be nice if these boyz became market leaders next year"  
[X Link](https://x.com/anyuser/status/1737124871153258854)  2023-12-19T14:56Z [----] followers, [----] engagements


"Theyre selling $AMZN off on the $GOOG & $MSFT reports"  
[X Link](https://x.com/anyuser/status/1752440108937003499)  2024-01-30T21:14Z [----] followers, 31.7K 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](https://x.com/anyuser/status/1753954702671093763)  2024-02-04T01:32Z [----] followers, [----] engagements


"Thank goodness for garbage still a space underappreciated by the compounder bros. $WM $RSG $WCN $GFL"  
[X Link](https://x.com/anyuser/status/1757470446583164984)  2024-02-13T18:23Z [----] followers, [----] engagements


"$BRK Imagine Buffetts mystery stock is $NVDA. FinTwit would explode"  
[X Link](https://x.com/anyuser/status/1757932725682557026)  2024-02-15T00:59Z [----] followers, [----] engagements


"Look at the end of the day arent the hyperscalers the easiest & safest way to play AI $AMZN $MSFT $GOOG"  
[X Link](https://x.com/anyuser/status/1767604338502111606)  2024-03-12T17:31Z [----] 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](https://x.com/anyuser/status/1776458665685336390)  2024-04-06T03:55Z [----] 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](https://x.com/anyuser/status/1786115929081860511)  2024-05-02T19:29Z [----] followers, 34.6K 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](https://x.com/anyuser/status/1834657938801070234)  2024-09-13T18:18Z [----] followers, 22.6K engagements


"$TXN Kiss of death Why Fundsmith bought $TXN https://t.co/l0olZsfeyf Why Fundsmith bought $TXN https://t.co/l0olZsfeyf"  
[X Link](https://x.com/anyuser/status/1879928879781175475)  2025-01-16T16:29Z [----] followers, [----] 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](https://x.com/anyuser/status/1882817636477595810)  2025-01-24T15:48Z [----] followers, 14.4K engagements


"$V $MA New 52-week highs"  
[X Link](https://x.com/anyuser/status/1883927150249783802)  2025-01-27T17:16Z [----] followers, [----] engagements


"The problem with $DHR is that Loeb owns it"  
[X Link](https://x.com/anyuser/status/1884981212986417478)  2025-01-30T15:05Z [----] 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](https://x.com/anyuser/status/1889716992317284394)  2025-02-12T16:43Z [----] followers, [----] engagements


"Itll all be worth it if Buffett gets to make one last master stroke and go out on top. There wont be a dry eye in the house. $BRK"  
[X Link](https://x.com/anyuser/status/1899273727537291710)  2025-03-11T01:38Z [----] followers, [----] engagements


"$MSFT & $AMZN sure seem like super-easy buys down here"  
[X Link](https://x.com/anyuser/status/1902000623828013152)  2025-03-18T14:14Z [----] followers, [----] engagements


"Outside of big tech are there any names youd confidently commit new money to right now"  
[X Link](https://x.com/anyuser/status/1903179902683103678)  2025-03-21T20:20Z [----] followers, 27.4K engagements


"My only issue with $GOOG remains why would you buy it ahead of $MSFT and/or $AMZN 🤷♂"  
[X Link](https://x.com/anyuser/status/1906093640973185242)  2025-03-29T21:18Z [----] followers, 25.4K 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](https://x.com/anyuser/status/1907972377775952037)  2025-04-04T01:43Z [----] followers, [----] 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](https://x.com/anyuser/status/1912417308330373439)  2025-04-16T08:06Z [----] followers, [----] engagements


"$UNH New 52-week low"  
[X Link](https://x.com/anyuser/status/1921957718501330966)  2025-05-12T15:56Z [----] 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](https://x.com/anyuser/status/1923833888935125214)  2025-05-17T20:11Z [----] followers, 10.2K 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](https://x.com/anyuser/status/1929624727137468645)  2025-06-02T19:42Z [----] followers, 10.6K 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](https://x.com/anyuser/status/1955996339130544570)  2025-08-14T14:14Z [----] followers, 23.4K 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](https://x.com/anyuser/status/1956036930228904291)  2025-08-14T16:55Z [----] followers, 20.5K engagements


"$AMZN still looks like the bargain of the mega-cap tech world"  
[X Link](https://x.com/anyuser/status/1658906292310757376)  2023-05-17T18:44Z [----] followers, [----] engagements


"$UNP $CP Rails looking pretty strong here. Wait till they roll out their AI initiatives"  
[X Link](https://x.com/anyuser/status/1681738704665059329)  2023-07-19T18:52Z [----] 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](https://x.com/anyuser/status/1686891154070024193)  2023-08-03T00:06Z [----] followers, [----] engagements


"$AMZN $MSFT $GOOG One of the craziest narratives of [----] was that the cloud story was over. Nuts"  
[X Link](https://x.com/anyuser/status/1687212944583745536)  2023-08-03T21:24Z [----] followers, [----] engagements


"Look I think we can all agree that Terry Smith while charming is not in fact a British Warren Buffett"  
[X Link](https://x.com/anyuser/status/1708899709182468412)  2023-10-02T17:40Z [----] 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](https://x.com/anyuser/status/1709601993579221445)  2023-10-04T16:10Z [----] followers, 12.2K engagements


"Imagine $NVDA had succeeded in buying $ARM"  
[X Link](https://x.com/anyuser/status/1755356327038091575)  2024-02-07T22:22Z [----] followers, 10.1K engagements


"@ThatEricAlper This is the only answer"  
[X Link](https://x.com/anyuser/status/1782103351120855091)  2024-04-21T17:45Z [----] followers, [----] 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](https://x.com/anyuser/status/1784656862253629588)  2024-04-28T18:52Z [----] followers, 22.3K 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](https://x.com/anyuser/status/1788612720926838862)  2024-05-09T16:51Z [----] followers, [----] engagements


"$V and $MA have been big-time laggards through the first half. To what do we attribute this"  
[X Link](https://x.com/anyuser/status/1806334794948555091)  2024-06-27T14:32Z [----] followers, 17.2K engagements


"$AMZN being one of the cheapest lowest-risk stocks in the market is wild"  
[X Link](https://x.com/anyuser/status/1814015208823906567)  2024-07-18T19:11Z [----] followers, 34.5K engagements


"@Jolly_Olive As always no better way to prepare for lifes disappointments than to be a Mets fan"  
[X Link](https://x.com/anyuser/status/1839863988231766500)  2024-09-28T03:05Z [----] followers, [----] engagements


"Wakes up checks $AMZN pre-market"  
[X Link](https://x.com/anyuser/status/1854141960853889470)  2024-11-06T12:41Z [----] followers, [----] engagements


"$TMO down about 20% over the past two months mostly on vibes 👍"  
[X Link](https://x.com/anyuser/status/1858533181349093383)  2024-11-18T15:30Z [----] followers, [----] engagements


"$V $MA Maybe these ARE never sell stocks"  
[X Link](https://x.com/anyuser/status/1917314655397040432)  2025-04-29T20:26Z [----] followers, [----] engagements


"$KO 23x NTM EPS $PM 22x: which one you wanna own for the next decade"  
[X Link](https://x.com/anyuser/status/1921028913649586437)  2025-05-10T02:25Z [----] 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](https://x.com/anyuser/status/1683868764662636544)  2023-07-25T15:56Z [----] 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](https://x.com/anyuser/status/1732253420550033862)  2023-12-06T04:19Z [----] followers, [----] engagements


"$AMZN They hated it in the $80s they love it in the $180s. A tale as old as time"  
[X Link](https://x.com/anyuser/status/1777349739060543889)  2024-04-08T14:56Z [----] followers, [----] 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](https://x.com/anyuser/status/1816537044123812324)  2024-07-25T18:12Z [----] followers, 24.6K 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](https://x.com/anyuser/status/1867802591671066719)  2024-12-14T05:23Z [----] followers, 30.1K 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](https://x.com/marc_slans/status/1691998518058025024)  2023-08-17T02:20Z [----] followers, 35.1K engagements


"Imagine thinking this clown would be good for stocks"  
[X Link](https://x.com/anyuser/status/1885443806444585463)  2025-01-31T21:43Z [----] followers, [----] engagements


"Is it my imagination or are large segments of the market just getting slaughtered Have you checked out staples names lately Oof"  
[X Link](https://x.com/anyuser/status/1984265959117566215)  2025-10-31T14:27Z [----] followers, 325.5K engagements

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