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[@marc_slans](/creator/twitter/marc_slans)
"Bet a basket of these beats the market over the next five years"  
[X Link](https://x.com/marc_slans/status/1979219216998805521) [@marc_slans](/creator/x/marc_slans) 2025-10-17T16:13Z 1419 followers, 2384 engagements


"$AMZN just wants nothing to do with this bull market. You kinda gotta respect it"  
[X Link](https://x.com/marc_slans/status/1979224746140094969) [@marc_slans](/creator/x/marc_slans) 2025-10-17T16:35Z 1419 followers, 3511 engagements


"Were getting close to peak pessimism on the timeline"  
[X Link](https://x.com/marc_slans/status/1979283297478820095) [@marc_slans](/creator/x/marc_slans) 2025-10-17T20:28Z 1420 followers, 4548 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](https://x.com/marc_slans/status/1975291583550660794) [@marc_slans](/creator/x/marc_slans) 2025-10-06T20:06Z 1418 followers, 1052 engagements


"This is how waste stocks get their mojo back. $WCN $RSG $WM"  
[X Link](https://x.com/marc_slans/status/1976673661542371566) [@marc_slans](/creator/x/marc_slans) 2025-10-10T15:38Z 1417 followers, XXX engagements


"Ill never live this down. What a humiliation. $AMZN"  
[X Link](https://x.com/marc_slans/status/1978468764699275640) [@marc_slans](/creator/x/marc_slans) 2025-10-15T14:31Z 1417 followers, 2283 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](https://x.com/marc_slans/status/1956036930228904291) [@marc_slans](/creator/x/marc_slans) 2025-08-14T16:55Z 1418 followers, 20.4K engagements


"$WCN -X% over the past year"  
[X Link](https://x.com/marc_slans/status/1960385840640651757) [@marc_slans](/creator/x/marc_slans) 2025-08-26T16:56Z 1418 followers, 1558 engagements


"$WCN -X% over the past year. Tough stretch for defensive names but still"  
[X Link](https://x.com/marc_slans/status/1964428597822890025) [@marc_slans](/creator/x/marc_slans) 2025-09-06T20:40Z 1418 followers, XXX engagements


"$WCN $XXX (USD) 🤔"  
[X Link](https://x.com/marc_slans/status/1965463207302373611) [@marc_slans](/creator/x/marc_slans) 2025-09-09T17:11Z 1418 followers, XXX engagements


"@PythiaR Wild how $WCN continues to underperform $RSG and $WM. Does this make sense to you"  
[X Link](https://x.com/marc_slans/status/1968400628985598286) [@marc_slans](/creator/x/marc_slans) 2025-09-17T19:44Z 1418 followers, XXX engagements


"Youre telling me $SPGI isnt a buy here"  
[X Link](https://x.com/marc_slans/status/1973400511836537005) [@marc_slans](/creator/x/marc_slans) 2025-10-01T14:52Z 1418 followers, 2380 engagements


"Imagine downgrading $DHR now"  
[X Link](https://x.com/marc_slans/status/1975923886257500439) [@marc_slans](/creator/x/marc_slans) 2025-10-08T13:59Z 1418 followers, 1309 engagements


"You wanted $WCN at $XXX you got it"  
[X Link](https://x.com/marc_slans/status/1976371784493789233) [@marc_slans](/creator/x/marc_slans) 2025-10-09T19:38Z 1418 followers, 3051 engagements


"@LateStgeCapital Whats your favorite $WCN"  
[X Link](https://x.com/marc_slans/status/1976712980944535642) [@marc_slans](/creator/x/marc_slans) 2025-10-10T18:14Z 1418 followers, XXX engagements


"$SPGI I kinda like her tbh. Martina Cheung's 2025 Commencement Speech George Mason University via @YouTube"  
[X Link](https://x.com/marc_slans/status/1977546114493775905) [@marc_slans](/creator/x/marc_slans) 2025-10-13T01:25Z 1418 followers, 3212 engagements


"$MCO $SPGI Any news here"  
[X Link](https://x.com/marc_slans/status/1977763510479114584) [@marc_slans](/creator/x/marc_slans) 2025-10-13T15:49Z 1418 followers, 2721 engagements


"$RSG $WM $WCN The only trash stocks not working are these"  
[X Link](https://x.com/marc_slans/status/1978566776033103980) [@marc_slans](/creator/x/marc_slans) 2025-10-15T21:00Z 1418 followers, 2945 engagements


"$V $MA When are these bad boys buys"  
[X Link](https://x.com/marc_slans/status/1978841423400116482) [@marc_slans](/creator/x/marc_slans) 2025-10-16T15:12Z 1418 followers, 1652 engagements


"@FischerRandom1 Theyre always expensive (for good reason) but less so now"  
[X Link](https://x.com/marc_slans/status/1979284143667318801) [@marc_slans](/creator/x/marc_slans) 2025-10-17T20:31Z 1418 followers, XX engagements


"$OTIS $TXN Big down moves in some of these industrial names"  
[X Link](https://x.com/marc_slans/status/1948050847012962616) [@marc_slans](/creator/x/marc_slans) 2025-07-23T16:01Z 1419 followers, XXX engagements


"Imagine $AMZN being your largest tech holding"  
[X Link](https://x.com/marc_slans/status/1979042596367298784) [@marc_slans](/creator/x/marc_slans) 2025-10-17T04:31Z 1419 followers, 1744 engagements


"$ZTS 52-week low. Geez"  
[X Link](https://x.com/marc_slans/status/1971239168408944980) [@marc_slans](/creator/x/marc_slans) 2025-09-25T15:43Z 1419 followers, XXX engagements


"@FischerRandom1 Even with some multiple compression these names collectively probably deliver XX% CAGR for decades. (More from $WCN.) Not a bad ballast for ones portfolio especially if youre older. I certainly prefer them to the rails which are loved by a lot of the heavy hitters"  
[X Link](https://x.com/marc_slans/status/1979385764438818867) [@marc_slans](/creator/x/marc_slans) 2025-10-18T03:15Z 1419 followers, XX engagements


"No Im not nervous about the $TMO and $DHR reports"  
[X Link](https://x.com/marc_slans/status/1979777892910518290) [@marc_slans](/creator/x/marc_slans) 2025-10-19T05:13Z 1420 followers, XXX engagements