#  @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 $PM. He has been discussing and sharing his opinions on these stocks on social media. ### Engagements: [------] [#](/creator/twitter::3984173927/interactions)  - [--] Week [------] -46% - [--] Month [-------] +774% - [--] Months [-------] +71% - [--] Year [---------] +22% ### Mentions: [--] [#](/creator/twitter::3984173927/posts_active)  - [--] Week [--] -21% - [--] Month [--] +93% - [--] Months [---] -11% - [--] Year [---] -38% ### Followers: [-----] [#](/creator/twitter::3984173927/followers)  - [--] Week [-----] +0.64% - [--] Month [-----] +3.30% - [--] Months [-----] +13% - [--] Year [-----] +30% ### CreatorRank: [-------] [#](/creator/twitter::3984173927/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 70.19% [technology brands](/list/technology-brands) 22.98% [finance](/list/finance) 16.15% [cryptocurrencies](/list/cryptocurrencies) 1.86% [countries](/list/countries) 1.86% [celebrities](/list/celebrities) 0.62% **Social topic influence** [$amzn](/topic/$amzn) 14.91%, [$spgi](/topic/$spgi) #40, [$mco](/topic/$mco) #12, [$tmo](/topic/$tmo) #3, [$wcn](/topic/$wcn) #2, [tmo](/topic/tmo) #6, [$msft](/topic/$msft) #482, [$dhr](/topic/$dhr) #4, [$ma](/topic/$ma) 6.21%, [ai](/topic/ai) 6.21% **Top accounts mentioned or mentioned by** [@pythiar](/creator/undefined) [@kingkang80](/creator/undefined) [@marksauer18](/creator/undefined) [@coalemusguy](/creator/undefined) [@flash_capital_](/creator/undefined) [@otiscap](/creator/undefined) [@evrgn11112231](/creator/undefined) [@ramcocapital](/creator/undefined) [@latestgecapital](/creator/undefined) [@insiderhawk](/creator/undefined) [@qualityatscale_](/creator/undefined) [@liebermanaustin](/creator/undefined) [@iam_chris42](/creator/undefined) [@zissoucapital](/creator/undefined) [@bondkingjanush1](/creator/undefined) [@skytooth](/creator/undefined) [@compoundpapi](/creator/undefined) [@bigdumbbaby](/creator/undefined) [@thatericalper](/creator/undefined) [@themattcochrane](/creator/undefined) **Top assets mentioned** [Amazon.com, Inc. (AMZN)](/topic/$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/$msft) [Danaher Corporation (DHR)](/topic/$dhr) [Mastercard, Inc. (MA)](/topic/$ma) [Philip Morris International Inc. (PM)](/topic/$pm) [Republic Services, Inc. (RSG)](/topic/$rsg) [Waste Management, Inc. (WM)](/topic/$wm) [Canadian Pacific Railway (CP)](/topic/$cp) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Fair Isaac, Corp. (FICO)](/topic/$fico) [British American Tobacco (BTI)](/topic/$bti) [Canadian National Railway (CNI)](/topic/$cni) [Repligen, Corp. (RGEN)](/topic/$rgen) [Altria Group Inc (MO)](/topic/$mo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Coca-Cola Co (KO)](/topic/$ko) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [UNIPOLY (UNP)](/topic/$unp) [Zoetis Inc (ZTS)](/topic/$zts) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [GFL Environmental Holdings Inc. (GFL)](/topic/$gfl) [Starbucks Corporation (SBUX)](/topic/$sbux) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Hershey Co (HSY)](/topic/$hsy) [PepsiCo, Inc. (PEP)](/topic/$pep) [Airbnb, Inc. (ABNB)](/topic/$abnb) [McDonald's Corp (MCD)](/topic/$mcd) [Otis Worldwide Corp (OTIS)](/topic/$otis) [ELYSIA (EL)](/topic/$el) [Arm Holdings plc (ARM)](/topic/$arm) ### Top Social Posts Top posts by engagements in the last [--] hours "$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 "$TMO looks pretty reasonable here actually especially for a never-sell type name" [X Link](https://x.com/anyuser/status/1658519248279334913) 2023-05-16T17:06Z [----] followers, 19K engagements "$TMO $DHR The long-awaited much-anticipated desperately hoped-for rotation into life sciences has finally begun" [X Link](https://x.com/anyuser/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/anyuser/status/1935156719392313372) 2025-06-18T02:04Z [----] followers, [----] engagements "Cc: @PythiaR What say you sir" [X Link](https://x.com/marc_slans/status/2021968744713540031) 2026-02-12T15:24Z [----] followers, [---] engagements "@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 "@MarkSauer18 This is nuts" [X Link](https://x.com/marc_slans/status/2022037575092121963) 2026-02-12T19:58Z [----] 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 $V" [X Link](https://x.com/marc_slans/status/2007102913781678238) 2026-01-02T14:53Z [----] followers, [----] engagements "$TMO New 52-week high" [X Link](https://x.com/marc_slans/status/2014001452721516616) 2026-01-21T15:45Z [----] followers, [---] engagements "New 52-week highs for $BTI and $NOC. Nicotine and weapons. Seems bullish" [X Link](https://x.com/marc_slans/status/2016220444123087154) 2026-01-27T18:43Z [----] followers, [---] engagements "@compoundpapi When $PM north of $200 sir" [X Link](https://x.com/marc_slans/status/2016227281849508038) 2026-01-27T19:10Z [----] followers, [---] engagements "How is $MA not a serious long here" [X Link](https://x.com/marc_slans/status/2016889287380275426) 2026-01-29T15:00Z [----] followers, [----] engagements "$V $MA Networks probably not a bad place to be at this point" [X Link](https://x.com/marc_slans/status/2018335064841453645) 2026-02-02T14:45Z [----] followers, [----] engagements "$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 "Staples rallying and $MSFT dropping 2% a day isnt a great look. This market action looks ominous. This market action looks ominous" [X Link](https://x.com/marc_slans/status/2018703361952870519) 2026-02-03T15:09Z [----] followers, [----] 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 $ABNB too" [X Link](https://x.com/marc_slans/status/2018765640656371809) 2026-02-03T19:16Z [----] followers, [---] engagements "Is Dev getting liquidated Kid this aint your night. https://t.co/S2jZb4spNN Kid this aint your night. https://t.co/S2jZb4spNN" [X Link](https://x.com/marc_slans/status/2019059105575342457) 2026-02-04T14:42Z [----] followers, 12.5K engagements "$AMZN Jassy warming up for tomorrow (Hell save us)" [X Link](https://x.com/marc_slans/status/2019068079095849280) 2026-02-04T15:18Z [----] followers, [----] engagements "ChatGPT just told me that volatility creates the illusion of opportunity. Wtf does that mean" [X Link](https://x.com/marc_slans/status/2019093478584815747) 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 $WM" [X Link](https://x.com/marc_slans/status/2019121837658026268) 2026-02-04T18:52Z [----] followers, [---] engagements "$SPGI trying to go green" [X Link](https://x.com/marc_slans/status/2019139513931690294) 2026-02-04T20:02Z [----] followers, [----] engagements "$SPGI trying to go green https://t.co/4VYIzDYi2S $SPGI trying to go green https://t.co/4VYIzDYi2S" [X Link](https://x.com/marc_slans/status/2019140314146173413) 2026-02-04T20:05Z [----] followers, [---] engagements "$AMZN That $GOOG print gonna be a tough act to follow. $AMZN Jassy warming up for tomorrow (Hell save us) https://t.co/VPyaLyQfon $AMZN Jassy warming up for tomorrow (Hell save us) https://t.co/VPyaLyQfon" [X Link](https://x.com/marc_slans/status/2019242947267686744) 2026-02-05T02:53Z [----] followers, [---] engagements "$AMZN -4% and theyve yet to report" [X Link](https://x.com/marc_slans/status/2019419304048095408) 2026-02-05T14:34Z [----] followers, [----] engagements "My biggest mistake was thinking that bioprocessing would somehow act defensive" [X Link](https://x.com/marc_slans/status/2019433378563633278) 2026-02-05T15:30Z [----] 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 "Absolute panic in this space. $MCO $SPGI $FICO What is happening Geez. $MCO $SPGI $FICO What is happening Geez" [X Link](https://x.com/marc_slans/status/2019474243898007565) 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](https://x.com/marc_slans/status/2019479621465468988) 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 $WM" [X Link](https://x.com/marc_slans/status/2019482170608275908) 2026-02-05T18:44Z [----] followers, [----] engagements "$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. $AMZN set up to bounce after strong earnings. My bet is cloud and advertising out perform we get good news on AI demand and theyre thoughtful on Capex/spending. [----] & [----] will be Amazons to win" [X Link](https://x.com/marc_slans/status/2019483038728482847) 2026-02-05T18:47Z [----] followers, [---] engagements "Yup. Jassy gonna cut our dicks off tonight aint he Jassy gonna cut our dicks off tonight aint he" [X Link](https://x.com/marc_slans/status/2019517638419099712) 2026-02-05T21:05Z [----] followers, [---] engagements "I mean the market is finished right" [X Link](https://x.com/marc_slans/status/2019518520653148531) 2026-02-05T21:08Z [----] followers, [---] engagements "$AMZN So no buybacks" [X Link](https://x.com/marc_slans/status/2019520462771089651) 2026-02-05T21:16Z [----] followers, [----] engagements "@LiebermanAustin Any updates on this" [X Link](https://x.com/marc_slans/status/2019521557018951992) 2026-02-05T21:20Z [----] followers, [----] engagements "Market has just had enough of this capex shit" [X Link](https://x.com/marc_slans/status/2019522654840189213) 2026-02-05T21:24Z [----] followers, [----] engagements "Market to Jassy" [X Link](https://x.com/marc_slans/status/2019531367240069499) 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 $AMZN Imagine once again that you find yourself in a position where only one man and one man only can save your portfolio and that man is this man. Oof. https://t.co/HtapKcHOQK" [X Link](https://x.com/marc_slans/status/2019784770922635600) 2026-02-06T14:46Z [----] followers, [---] engagements "$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 "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 "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 "This is what Buffett means when he says that most investors cant handle the liquidity. Wonder if hes blowing out of $MCO 😂" [X Link](https://x.com/marc_slans/status/2019062379116421541) 2026-02-04T14:55Z [----] followers, [----] engagements "$MCO $SPGI $FICO What is happening Geez" [X Link](https://x.com/marc_slans/status/2019470309267562608) 2026-02-05T17:56Z [----] 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 "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 "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 "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 $AMZN" [X Link](https://x.com/marc_slans/status/2019064674487017538) 2026-02-04T15:05Z [----] followers, [----] engagements "** ultimately the price of the quality business trumps everything ** ultimately the price of the quality business trumps everything" [X Link](https://x.com/marc_slans/status/2021252299348181347) 2026-02-10T15:57Z [----] followers, [---] engagements "$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 "Which is more cooked info services or software 😂" [X Link](https://x.com/marc_slans/status/2021632722603823298) 2026-02-11T17:09Z [----] followers, [----] engagements "@kingkang80" [X Link](https://x.com/marc_slans/status/2021657390555574451) 2026-02-11T18:47Z [----] 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 "@MarkSauer18 You think a near-10% drop is warranted" [X Link](https://x.com/marc_slans/status/2022039403976384840) 2026-02-12T20:05Z [----] followers, [--] engagements "Hold on are folks really questioning the $MCO $SPGI moats Really" [X Link](https://x.com/marc_slans/status/2020228937465659591) 2026-02-07T20:11Z [----] followers, 19K engagements "$SPGI $MCO Time to regroup (gulp): whos buying" [X Link](https://x.com/marc_slans/status/2021231261654589602) 2026-02-10T14:34Z [----] 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 "Am I like literally the only one buying $WCN" [X Link](https://x.com/marc_slans/status/2017254490211025190) 2026-01-30T15:12Z [----] followers, [----] engagements "So you own a concentrated portfolio with high-quality compounders like $MSFT $MCO & $TDG" [X Link](https://x.com/marc_slans/status/2018753309209772295) 2026-02-03T18:27Z [----] followers, [----] engagements "$PM New 52-week high" [X Link](https://x.com/marc_slans/status/2021616027734262051) 2026-02-11T16:03Z [----] 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 "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 $1.40-1.45b (up 11-15%) PR: https://t.co/9emwVpX4Dq https://t.co/9u8dK64kAC" [X Link](https://x.com/marc_slans/status/2021967272693088384) 2026-02-12T15:18Z [----] followers, [----] engagements "$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 "@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 "@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 "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 "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 "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](https://x.com/anyuser/status/1682822610004967424) 2023-07-22T18:39Z [----] followers, 12.6K 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 "Depending on how this $AMZN report goes tomorrow Im either taking my special lady friend on vacation to Nantucket or um Staten Island. Suffice it to say shes nervous 😂" [X Link](https://x.com/marc_slans/status/1686891154070024193) 2023-08-03T00:06Z [----] followers, [----] engagements "$AMZN $MSFT $GOOG One of the craziest narratives of [----] was that the cloud story was over. Nuts" [X Link](https://x.com/marc_slans/status/1687212944583745536) 2023-08-03T21:24Z [----] followers, [----] engagements "If not for reputation concerns wouldnt Buffett be long tobacco stocks about now $PM $BTI $MO" [X Link](https://x.com/anyuser/status/1689722162792304642) 2023-08-10T19:35Z [----] followers, [----] engagements "The Tepper all-tech portfolio reveal was the top" [X Link](https://x.com/marc_slans/status/1691892144666009766) 2023-08-16T19:18Z [----] followers, 11.5K engagements "$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/anyuser/status/1691998518058025024) 2023-08-17T02:20Z [----] followers, 35.1K engagements "Just keep coming back to $TMO. How does it not do low to mid-teens from here for a long long time And with minimal business risk" [X Link](https://x.com/marc_slans/status/1708551690410983834) 2023-10-01T18:37Z [----] followers, 20.7K engagements "Look I think we can all agree that Terry Smith while charming is not in fact a British Warren Buffett" [X Link](https://x.com/anyuser/status/1708899709182468412) 2023-10-02T17:40Z [----] followers, [----] engagements "$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 "Man the dividend investor crowd is really getting walloped" [X Link](https://x.com/marc_slans/status/1709944947825360923) 2023-10-05T14:53Z [----] 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](https://x.com/anyuser/status/1710365713431495001) 2023-10-06T18:45Z [----] followers, [----] engagements "As people lose weight thanks to Ozempic theyll be more inclined to skip the elevator & take the stairs. Short $OTIS. 👍" [X Link](https://x.com/anyuser/status/1712189298001256540) 2023-10-11T19:31Z [----] followers, 12.3K 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 "Actually with a reasonably well covered 10% yield itll probably be pretty hard to lose money on $MO from here" [X Link](https://x.com/anyuser/status/1718002069930401985) 2023-10-27T20:29Z [----] followers, 11.8K engagements "$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](https://x.com/anyuser/status/1719757392852771009) 2023-11-01T16:44Z [----] 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/marc_slans/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 "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 "Did the Fed say to pile into life sciences $TMO $DHR" [X Link](https://x.com/anyuser/status/1735016888860582293) 2023-12-13T19:20Z [----] followers, [----] engagements "$TMO $DHR Itd be nice if these boyz became market leaders next year" [X Link](https://x.com/anyuser/status/1737124871153258854) 2023-12-19T14:56Z [----] followers, [----] engagements "$AMZN still 18% off its ATH is wild all things considered" [X Link](https://x.com/marc_slans/status/1748400589850001737) 2024-01-19T17:42Z [----] 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 "Imagine $NVDA had succeeded in buying $ARM" [X Link](https://x.com/anyuser/status/1755356327038091575) 2024-02-07T22:22Z [----] followers, 10.1K 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 "Not every day a stock like $MCO is down 9%" [X Link](https://x.com/anyuser/status/1757499416968151221) 2024-02-13T20:18Z [----] followers, [----] engagements "$BRK Imagine Buffetts mystery stock is $NVDA. FinTwit would explode" [X Link](https://x.com/anyuser/status/1757932725682557026) 2024-02-15T00:59Z [----] followers, [----] engagements "@bigdumb_baby" [X Link](https://x.com/marc_slans/status/1766179588659462279) 2024-03-08T19:10Z [----] followers, [----] engagements "Look at the end of the day arent the hyperscalers the easiest & safest way to play AI $AMZN $MSFT $GOOG" [X Link](https://x.com/anyuser/status/1767604338502111606) 2024-03-12T17:31Z [----] followers, [----] engagements "If youre not up at least 33% over the past year youre underperforming the S&P" [X Link](https://x.com/marc_slans/status/1771339862760697899) 2024-03-23T00:55Z [----] followers, [----] engagements "$DPZ quietly up 55% over the past year. Pizza never loses" [X Link](https://x.com/anyuser/status/1773063762045505706) 2024-03-27T19:05Z [----] 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 $MSFT" [X Link](https://x.com/anyuser/status/1776458665685336390) 2024-04-06T03:55Z [----] followers, [----] engagements "$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 "@ThatEricAlper This is the only answer" [X Link](https://x.com/marc_slans/status/1782103351120855091) 2024-04-21T17:45Z [----] followers, [----] engagements "I thought $V and $MA were zeros" [X Link](https://x.com/anyuser/status/1782865230709596499) 2024-04-23T20:12Z [----] 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 "Ugh my main contra just told me he added to his AMZN position ahead of the print" [X Link](https://x.com/marc_slans/status/1785316149774684420) 2024-04-30T14:31Z [----] 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 "My contra just told me hes waiting to buy $AMZN on a pullback. Im like bro what have you been doing the past three years Holy cow" [X Link](https://x.com/anyuser/status/1788612720926838862) 2024-05-09T16:51Z [----] followers, [----] engagements "Boycott New York is trending Yes please do" [X Link](https://x.com/marc_slans/status/1796547009136247222) 2024-05-31T14:19Z [----] followers, 10K engagements "@TheMattCochrane No man is a hero in his own home" [X Link](https://x.com/marc_slans/status/1803975207347961873) 2024-06-21T02:16Z [----] followers, 36.5K engagements "$V and $MA have been big-time laggards through the first half. To what do we attribute this" [X Link](https://x.com/anyuser/status/1806334794948555091) 2024-06-27T14:32Z [----] followers, 17.2K engagements "If money ever rotates out of the Mag [--] wheres it likely to go (given what appears to be a slowing economy) We know it wont be bioprocessing 😂" [X Link](https://x.com/anyuser/status/1809422612755276048) 2024-07-06T03:02Z [----] followers, 33.2K engagements "$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 "When did $V and $MA become shitcos" [X Link](https://x.com/anyuser/status/1815845040855605666) 2024-07-23T20:22Z [----] followers, 32K engagements "$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 "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/marc_slans/status/1834657938801070234) 2024-09-13T18:18Z [----] followers, 22.6K engagements "@Jolly_Olive As always no better way to prepare for lifes disappointments than to be a Mets fan" [X Link](https://x.com/marc_slans/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 "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 & $CNI You pounding the table on any of these What else" [X Link](https://x.com/anyuser/status/1867802591671066719) 2024-12-14T05:23Z [----] followers, 30.1K engagements "$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 "Imagine thinking this clown would be good for stocks" [X Link](https://x.com/marc_slans/status/1885443806444585463) 2025-01-31T21:43Z [----] followers, [----] engagements "My bad not going with the 100% $PM portfolio. Twas an obvious play when this was forever rangebound between like $85 and $100" [X Link](https://x.com/anyuser/status/1889716992317284394) 2025-02-12T16:43Z [----] followers, [----] engagements "$CP has gone nowhere for four years Thats quite the consolidation" [X Link](https://x.com/anyuser/status/1891391789753372820) 2025-02-17T07:38Z [----] followers, 11K engagements "Been asking Grok investment questions all night. Wow. RIP Research Analysts" [X Link](https://x.com/marc_slans/status/1897893578338181505) 2025-03-07T06:14Z [----] 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. $BRK" [X Link](https://x.com/marc_slans/status/1899273727537291710) 2025-03-11T01:38Z [----] followers, [----] engagements "$MSFT & $AMZN sure seem like super-easy buys down here" [X Link](https://x.com/anyuser/status/1902000623828013152) 2025-03-18T14:14Z [----] followers, [----] engagements "This $BRK move is wild. Definitely getting some year [----] flight-to-safety vibes" [X Link](https://x.com/marc_slans/status/1904896618635067505) 2025-03-26T14:01Z [----] followers, [----] engagements "Why would you buy gold when you can buy nicotine Nicotine is the new gold $PM $BTI $MO" [X Link](https://x.com/anyuser/status/1905284082910519599) 2025-03-27T15:41Z [----] followers, [----] engagements "My only issue with $GOOG remains why would you buy it ahead of $MSFT and/or $AMZN 🤷♂" [X Link](https://x.com/anyuser/status/1906093640973185242) 2025-03-29T21:18Z [----] followers, 25.4K engagements "$BRK gonna continue to outperform. Sorry haters" [X Link](https://x.com/marc_slans/status/1907552214500901211) 2025-04-02T21:54Z [----] followers, [----] 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/marc_slans/status/1907972377775952037) 2025-04-04T01:43Z [----] followers, [----] engagements "$V $MA $SPGI $MCO These compounder darlings are getting pretty attractive whos buying" [X Link](https://x.com/anyuser/status/1909787793837998420) 2025-04-09T01:57Z [----] followers, 11.9K engagements "@dalibali2 Something very depressing about the whole thing. Like the guy completely misses the point of what it is to be a human being" [X Link](https://x.com/marc_slans/status/1912417308330373439) 2025-04-16T08:06Z [----] followers, [----] engagements "One of Buffetts big mantras is never bet against America. And thats surely been a profitable view these past [--] years. But will it continue to be so Thats what Im pondering while youre all out partying" [X Link](https://x.com/anyuser/status/1913418618085220392) 2025-04-19T02:25Z [----] followers, [----] engagements "$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 $PM 22x: which one you wanna own for the next decade" [X Link](https://x.com/anyuser/status/1921028913649586437) 2025-05-10T02:25Z [----] followers, [----] engagements "$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 $AMZN Nobodys replicating their logistics network" [X Link](https://x.com/marc_slans/status/1923833888935125214) 2025-05-17T20:11Z [----] followers, 10.2K engagements "Loeb blowing out of DHR/TMO in Q1 seems pretty bullish to me" [X Link](https://x.com/marc_slans/status/1923838646773301356) 2025-05-17T20:30Z [----] followers, [----] engagements "$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 Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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.
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Mentions: [--] #
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Social Influence
Social category influence stocks 70.19% technology brands 22.98% finance 16.15% cryptocurrencies 1.86% countries 1.86% celebrities 0.62%
Social topic influence $amzn 14.91%, $spgi #40, $mco #12, $tmo #3, $wcn #2, tmo #6, $msft #482, $dhr #4, $ma 6.21%, ai 6.21%
Top accounts mentioned or mentioned by @pythiar @kingkang80 @marksauer18 @coalemusguy @flash_capital_ @otiscap @evrgn11112231 @ramcocapital @latestgecapital @insiderhawk @qualityatscale_ @liebermanaustin @iam_chris42 @zissoucapital @bondkingjanush1 @skytooth @compoundpapi @bigdumbbaby @thatericalper @themattcochrane
Top assets mentioned Amazon.com, Inc. (AMZN) S&P Global Inc (SPGI) Moody's Corporation (MCO) Thermo Fisher Scientific Inc. (TMO) Waste Connections, Inc. (WCN) Microsoft Corp. (MSFT) Danaher Corporation (DHR) Mastercard, Inc. (MA) Philip Morris International Inc. (PM) Republic Services, Inc. (RSG) Waste Management, Inc. (WM) Canadian Pacific Railway (CP) Alphabet Inc Class A (GOOGL) Fair Isaac, Corp. (FICO) British American Tobacco (BTI) Canadian National Railway (CNI) Repligen, Corp. (RGEN) Altria Group Inc (MO) NVIDIA Corp. (NVDA) Coca-Cola Co (KO) TransDigm Group, Inc. (TDG) UNIPOLY (UNP) Zoetis Inc (ZTS) Domino's Pizza Inc (DPZ) GFL Environmental Holdings Inc. (GFL) Starbucks Corporation (SBUX) Northrop Grumman Corporation (NOC) Hershey Co (HSY) PepsiCo, Inc. (PEP) Airbnb, Inc. (ABNB) McDonald's Corp (MCD) Otis Worldwide Corp (OTIS) ELYSIA (EL) Arm Holdings plc (ARM)
Top Social Posts
Top posts by engagements in the last [--] hours
"$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
"Cc: @PythiaR What say you sir"
X Link 2026-02-12T15:24Z [----] followers, [---] engagements
"@PythiaR Am I missing something with $WCN This reaction seems a bit much"
X Link 2026-02-12T17:48Z [----] followers, [----] engagements
"@MarkSauer18 This is nuts"
X Link 2026-02-12T19:58Z [----] followers, [---] engagements
"@PythiaR All in on the coming bioprocessing boom with $RGEN & $DHR. 🚀"
X Link 2025-12-19T06:20Z [----] followers, [---] engagements
"Will Valley Forge have another rough year $FICO $SPGI $MCO $MA $V"
X Link 2026-01-02T14:53Z [----] followers, [----] engagements
"$TMO New 52-week high"
X Link 2026-01-21T15:45Z [----] followers, [---] engagements
"New 52-week highs for $BTI and $NOC. Nicotine and weapons. Seems bullish"
X Link 2026-01-27T18:43Z [----] followers, [---] engagements
"@compoundpapi When $PM north of $200 sir"
X Link 2026-01-27T19:10Z [----] followers, [---] engagements
"How is $MA not a serious long here"
X Link 2026-01-29T15:00Z [----] followers, [----] engagements
"$V $MA Networks probably not a bad place to be at this point"
X Link 2026-02-02T14:45Z [----] followers, [----] engagements
"$SPGI $MCO Ugh woke up late wtf is happening"
X Link 2026-02-03T14:41Z [----] followers, 27.3K 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
"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
"Kid this aint your night"
X Link 2026-02-03T18:35Z [----] followers, 16.7K engagements
"AI disrupting $ABNB too"
X Link 2026-02-03T19:16Z [----] followers, [---] engagements
"Is Dev getting liquidated Kid this aint your night. https://t.co/S2jZb4spNN Kid this aint your night. https://t.co/S2jZb4spNN"
X Link 2026-02-04T14:42Z [----] followers, 12.5K engagements
"$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 $WM"
X Link 2026-02-04T18:52Z [----] followers, [---] engagements
"$SPGI trying to go green"
X Link 2026-02-04T20:02Z [----] 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
"$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
"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 $AMZN Imagine once again that you find yourself in a position where only one man and one man only can save your portfolio and that man is this man. Oof. https://t.co/HtapKcHOQK"
X Link 2026-02-06T14:46Z [----] followers, [---] engagements
"$SPGI better plan to step up the buyback here. Lets go Martina"
X Link 2026-02-06T19:03Z [----] followers, [----] engagements
"What a humiliating week for my portfolio"
X Link 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 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
"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
"This is what Buffett means when he says that most investors cant handle the liquidity. Wonder if hes blowing out of $MCO 😂"
X Link 2026-02-04T14:55Z [----] followers, [----] engagements
"$MCO $SPGI $FICO What is happening Geez"
X Link 2026-02-05T17:56Z [----] 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
"Pretty wild how even at this level $WCN continues to lag $RSG & $WM. 🤷♂"
X Link 2026-01-08T15:27Z [----] 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
"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
"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 $AMZN"
X Link 2026-02-04T15:05Z [----] followers, [----] engagements
"** ultimately the price of the quality business trumps everything ** ultimately the price of the quality business trumps everything"
X Link 2026-02-10T15:57Z [----] followers, [---] engagements
"$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
"Which is more cooked info services or software 😂"
X Link 2026-02-11T17:09Z [----] followers, [----] engagements
"@kingkang80"
X Link 2026-02-11T18:47Z [----] 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
"@MarkSauer18 You think a near-10% drop is warranted"
X Link 2026-02-12T20:05Z [----] followers, [--] engagements
"Hold on are folks really questioning the $MCO $SPGI moats Really"
X Link 2026-02-07T20:11Z [----] followers, 19K engagements
"$SPGI $MCO Time to regroup (gulp): whos buying"
X Link 2026-02-10T14:34Z [----] 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
"Am I like literally the only one buying $WCN"
X Link 2026-01-30T15:12Z [----] followers, [----] engagements
"So you own a concentrated portfolio with high-quality compounders like $MSFT $MCO & $TDG"
X Link 2026-02-03T18:27Z [----] followers, [----] engagements
"$PM New 52-week high"
X Link 2026-02-11T16:03Z [----] 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
"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 $1.40-1.45b (up 11-15%) PR: https://t.co/9emwVpX4Dq https://t.co/9u8dK64kAC"
X Link 2026-02-12T15:18Z [----] followers, [----] engagements
"$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
"@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 $RSG & $WM are barely down though. Is this some kind of special Canadian madness"
X Link 2026-02-12T20:01Z [----] 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
"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
"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
"Depending on how this $AMZN report goes tomorrow Im either taking my special lady friend on vacation to Nantucket or um Staten Island. Suffice it to say shes nervous 😂"
X Link 2023-08-03T00:06Z [----] followers, [----] engagements
"$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
"If not for reputation concerns wouldnt Buffett be long tobacco stocks about now $PM $BTI $MO"
X Link 2023-08-10T19:35Z [----] followers, [----] engagements
"The Tepper all-tech portfolio reveal was the top"
X Link 2023-08-16T19:18Z [----] followers, 11.5K engagements
"$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
"Just keep coming back to $TMO. How does it not do low to mid-teens from here for a long long time And with minimal business risk"
X Link 2023-10-01T18:37Z [----] followers, 20.7K engagements
"Look I think we can all agree that Terry Smith while charming is not in fact a British Warren Buffett"
X Link 2023-10-02T17:40Z [----] followers, [----] engagements
"$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
"Man the dividend investor crowd is really getting walloped"
X Link 2023-10-05T14:53Z [----] 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
"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
"Good thing I recommended $TMO to all my friends Could be a lonely Thanksgiving"
X Link 2023-10-12T20:09Z [----] followers, [----] engagements
"Actually with a reasonably well covered 10% yield itll probably be pretty hard to lose money on $MO from here"
X Link 2023-10-27T20:29Z [----] followers, 11.8K engagements
"$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
"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
"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
"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
"That Valley Forge portfolio is really killing it $FICO $SPGI $MCO $MA $V"
X Link 2023-12-01T18:55Z [----] followers, 10.6K 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
"Did the Fed say to pile into life sciences $TMO $DHR"
X Link 2023-12-13T19:20Z [----] followers, [----] engagements
"$TMO $DHR Itd be nice if these boyz became market leaders next year"
X Link 2023-12-19T14:56Z [----] followers, [----] engagements
"$AMZN still 18% off its ATH is wild all things considered"
X Link 2024-01-19T17:42Z [----] followers, [----] engagements
"Theyre selling $AMZN off on the $GOOG & $MSFT reports"
X Link 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 2024-02-04T01:32Z [----] followers, [----] engagements
"Imagine $NVDA had succeeded in buying $ARM"
X Link 2024-02-07T22:22Z [----] followers, 10.1K 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
"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
"@bigdumb_baby"
X Link 2024-03-08T19:10Z [----] followers, [----] engagements
"Look at the end of the day arent the hyperscalers the easiest & safest way to play AI $AMZN $MSFT $GOOG"
X Link 2024-03-12T17:31Z [----] followers, [----] engagements
"If youre not up at least 33% over the past year youre underperforming the S&P"
X Link 2024-03-23T00:55Z [----] followers, [----] engagements
"$DPZ quietly up 55% over the past year. Pizza never loses"
X Link 2024-03-27T19:05Z [----] 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 $MSFT"
X Link 2024-04-06T03:55Z [----] followers, [----] engagements
"$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
"@ThatEricAlper This is the only answer"
X Link 2024-04-21T17:45Z [----] followers, [----] engagements
"I thought $V and $MA were zeros"
X Link 2024-04-23T20:12Z [----] 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 2024-04-28T18:52Z [----] followers, 22.3K 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
"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
"My contra just told me hes waiting to buy $AMZN on a pullback. Im like bro what have you been doing the past three years Holy cow"
X Link 2024-05-09T16:51Z [----] followers, [----] engagements
"Boycott New York is trending Yes please do"
X Link 2024-05-31T14:19Z [----] followers, 10K engagements
"@TheMattCochrane No man is a hero in his own home"
X Link 2024-06-21T02:16Z [----] followers, 36.5K engagements
"$V and $MA have been big-time laggards through the first half. To what do we attribute this"
X Link 2024-06-27T14:32Z [----] followers, 17.2K engagements
"If money ever rotates out of the Mag [--] wheres it likely to go (given what appears to be a slowing economy) We know it wont be bioprocessing 😂"
X Link 2024-07-06T03:02Z [----] followers, 33.2K engagements
"$AMZN being one of the cheapest lowest-risk stocks in the market is wild"
X Link 2024-07-18T19:11Z [----] followers, 34.5K engagements
"When did $V and $MA become shitcos"
X Link 2024-07-23T20:22Z [----] followers, 32K engagements
"$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
"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
"@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
"Wakes up checks $AMZN pre-market"
X Link 2024-11-06T12:41Z [----] followers, [----] engagements
"$TMO down about 20% over the past two months mostly on vibes 👍"
X Link 2024-11-18T15:30Z [----] followers, [----] 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 & $CNI You pounding the table on any of these What else"
X Link 2024-12-14T05:23Z [----] followers, 30.1K engagements
"$TXN Kiss of death Why Fundsmith bought $TXN https://t.co/l0olZsfeyf Why Fundsmith bought $TXN https://t.co/l0olZsfeyf"
X Link 2025-01-16T16:29Z [----] followers, [----] engagements
"$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
"The problem with $DHR is that Loeb owns it"
X Link 2025-01-30T15:05Z [----] followers, [----] engagements
"Imagine thinking this clown would be good for stocks"
X Link 2025-01-31T21:43Z [----] followers, [----] engagements
"My bad not going with the 100% $PM portfolio. Twas an obvious play when this was forever rangebound between like $85 and $100"
X Link 2025-02-12T16:43Z [----] followers, [----] engagements
"$CP has gone nowhere for four years Thats quite the consolidation"
X Link 2025-02-17T07:38Z [----] followers, 11K engagements
"Been asking Grok investment questions all night. Wow. RIP Research Analysts"
X Link 2025-03-07T06:14Z [----] 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. $BRK"
X Link 2025-03-11T01:38Z [----] followers, [----] engagements
"$MSFT & $AMZN sure seem like super-easy buys down here"
X Link 2025-03-18T14:14Z [----] followers, [----] engagements
"This $BRK move is wild. Definitely getting some year [----] flight-to-safety vibes"
X Link 2025-03-26T14:01Z [----] 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
"My only issue with $GOOG remains why would you buy it ahead of $MSFT and/or $AMZN 🤷♂"
X Link 2025-03-29T21:18Z [----] followers, 25.4K engagements
"$BRK gonna continue to outperform. Sorry haters"
X Link 2025-04-02T21:54Z [----] followers, [----] 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
"$V $MA $SPGI $MCO These compounder darlings are getting pretty attractive whos buying"
X Link 2025-04-09T01:57Z [----] followers, 11.9K engagements
"@dalibali2 Something very depressing about the whole thing. Like the guy completely misses the point of what it is to be a human being"
X Link 2025-04-16T08:06Z [----] followers, [----] engagements
"One of Buffetts big mantras is never bet against America. And thats surely been a profitable view these past [--] years. But will it continue to be so Thats what Im pondering while youre all out partying"
X Link 2025-04-19T02:25Z [----] followers, [----] engagements
"$V $MA Maybe these ARE never sell stocks"
X Link 2025-04-29T20:26Z [----] followers, [----] engagements
"$KO 23x NTM EPS $PM 22x: which one you wanna own for the next decade"
X Link 2025-05-10T02:25Z [----] followers, [----] engagements
"$UNH New 52-week low"
X Link 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 $AMZN Nobodys replicating their logistics network"
X Link 2025-05-17T20:11Z [----] followers, 10.2K engagements
"Loeb blowing out of DHR/TMO in Q1 seems pretty bullish to me"
X Link 2025-05-17T20:30Z [----] followers, [----] engagements
"$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
"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
"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
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