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@WaterportCap "$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

"$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

"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