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@WaterportCap Waterport
Waterport posts on X about $vrsk, $gpn, $tw, $mktx the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX -XX%
- X Month XXXXXX +150%
Mentions: XX #
- X Week X -XX%
- X Month XX -XX%
Followers: XXX #
- X Week XXX +2.70%
- X Month XXX +74%
CreatorRank: undefined #
Social Influence #
Social category influence stocks XXXXX% cryptocurrencies XXXX% technology brands XXXX% finance XXXX%
Social topic influence $vrsk #7, $gpn 2.11%, $tw 2.11%, $mktx 2.11%, $cccs 2.11%, $wcn #20, biz 2.11%, $rop #8, $four 1.05%, prize XXXX%
Top accounts mentioned or mentioned by @durablegrowth5 @flash_capital_ @mrmojorisinx @permastonks @valueguruu @thelongaj @industtourist @pmthn @rubenslashh @insiderfed
Top assets mentioned Verisk Analytics, Inc. (VRSK) Global Payments Inc (GPN) Tradeweb Markets Inc. Class A Common Stock (TW) MarketAxess Holdings Inc. (MKTX) CCC Intelligent Solutions Holdings Inc. (CCCS) Waste Connections, Inc. (WCN) Roper Technologies Inc (ROP) 4 (FOUR) Clearwater Analytics Holdings, Inc. (CWAN) Procore Technologies, Inc. (PCOR) ACV Auctions Inc. Class A Common Stock (ACVA) Fair Isaac, Corp. (FICO) Tyler Technologies, Inc. (TYL) PTC Inc (PTC) GoDaddy, Inc. (GDDY) Bridge Mutual (BMI) Fiserv, Inc. (FI) StaFi (FIS)
Top Social Posts #
Top posts by engagements in the last XX hours
"Valuations in payments are pretty mystifying. NTM FCF yield for $FOUR at XX% and $GPN at 15%"
X Link @WaterportCap 2025-09-11T02:05Z XXX followers, XXX engagements
"$TW vs $MKTX - comparing asset class exposures and remaining electronification runway"
X Link @WaterportCap 2025-09-22T19:32Z XXX followers, XXX engagements
"🤖 thinks auto is the bigger prize roofing $CCCS $VRSK"
X Link @WaterportCap 2025-09-27T14:16Z XXX followers, XXX engagements
"$MKTX trading at same market cap as 2018. Kind of crazy"
X Link @WaterportCap 2025-09-23T13:24Z XXX followers, XXX engagements
"$WCN at 16x ebitda is about as cheap as it gets and XX% drawdown is as deep as it gets. One of the low vol goats flashing buy"
X Link @WaterportCap 2025-09-26T02:33Z XXX followers, XXX engagements
"This kind of rhymes with what has played out at $VRSK and I think lesson there is that $CCCS may be better off focusing on the core biz and cranking up buybacks here instead of M&A. Staying on the sidelines here for now"
X Link @WaterportCap 2025-09-27T13:44Z XXX followers, XXX engagements
"$TW getting interesting at 35x pe"
X Link @WaterportCap 2025-08-20T02:22Z XXX followers, XXX engagements
"Looking for mid cap names rating 7-8 / XX that have the potential to rerate into 8-9s over medium term. Looking at $CWAN $PCOR $ACVA right now. Hit me with ideas if you have em"
X Link @WaterportCap 2025-08-17T15:00Z XXX followers, XXX engagements
"Seen a lot thoughtful and nuanced takes on the $FICO pricing changes and Equifax counter positioning. I have nothing to add to the discourse. My take is that nobody knows including and most importantly me. But as a student of markets I love the volatility. Pure cinema"
X Link @WaterportCap 2025-10-08T17:51Z XXX followers, XXX engagements
"Been adding low-vol ballast so I can run higher gross. Problem is the best low vol compounders are just correlated bets on quality / duration / infoserv factors. $WCN correlations are meaningfully lower which is why it's interesting. Not to mention a great biz"
X Link @WaterportCap 2025-09-27T15:03Z XXX followers, XXX engagements
"Catching up on $VRSK - XX% drawdown 20x ntm EBITDA. Sold off following AccuLynx deal. No doubt a strategic deal and I don't necessarily think this signals a return to the "verisk of old" that would buy anything. But price seems enormous at $2.35B is 16x rev / 28x EBITDA"
X Link @WaterportCap 2025-09-27T14:16Z XXX followers, 3159 engagements
"$TYL now in a XX% drawdown. Welcome back my friend"
X Link @WaterportCap 2025-09-10T15:26Z XXX followers, XXX engagements
"And management is signaling that more of this is coming as they diversify away from auto claims exposure. So now you have terminal value question mark on core biz and have to underwrite expansion into new biz lines with capital allocation risk"
X Link @WaterportCap 2025-09-27T13:44Z XXX followers, XXX engagements
"$DSY / $PTC spread looking super blown out"
X Link @WaterportCap 2025-09-06T19:12Z XXX followers, XXX engagements
"$GDDY in a XX% drawdown and sporting an XXX% FCF yield. Looking like it wants to tango again. Spread w/ VRSN has blown back out so nice pair trade. Huge buybacks will support share price here at some point. Plus Goggins catalyst. Tempting"
X Link @WaterportCap 2025-09-03T14:06Z XXX followers, XXX engagements
"VRSK will have major market share in roofing / field services software but that category feels crowded and JobNimbus is still a major player so doesn't seem like they will be as dominant here as say CCCS is in auto"
X Link @WaterportCap 2025-09-27T14:16Z XXX followers, 2310 engagements
"$BMI in a XX% drawdown trading at 24x EBITDA. Could be getting interesting here"
X Link @WaterportCap 2025-08-26T01:41Z XXX followers, XXX engagements
"$ROP at 19x EBITDA almost XX% drawdown. Welcome back"
X Link @WaterportCap 2025-09-10T15:30Z XXX followers, XXX engagements
"All of the companies that $ROP has acquired which I had the benefit of looking at on the private equity side were quality businesses that I would have liked to own. $CSU on the other hand has bought the shitcos that I wouldnt touch. They should not trade for the same multiple"
X Link @WaterportCap 2025-09-23T13:03Z XXX followers, 10.5K engagements
"Brutal X year run in payments market caps since the watermarks set during 2019 merger mania: $FI: $71B at Jul-19 close of FD -- $70B today -X% $FIS: $81B at Jul-19 close of WP -- $34B today -XX% $GPN $28B at Sep-19 close of TSYS -- $20B today -58%"
X Link @WaterportCap 2025-09-27T16:54Z XXX followers, XXX engagements