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# ![@WaterportCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1892196556650287104.png) @WaterportCap Waterport

Waterport posts on X about $acva, $cccs, $mktx, $vrsk the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1892196556650287104/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892196556650287104/c:line/m:interactions.svg)

- X Week XXXXX +27%
- X Month XXXXXX +154%

### Mentions: XX [#](/creator/twitter::1892196556650287104/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892196556650287104/c:line/m:posts_active.svg)

- X Week XX +5.90%
- X Month XX -XX%

### Followers: XXX [#](/creator/twitter::1892196556650287104/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892196556650287104/c:line/m:followers.svg)

- X Week XXX +5%
- X Month XXX +65%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1892196556650287104/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892196556650287104/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1892196556650287104/influence)
---

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance) 

**Social topic influence**
[$acva](/topic/$acva) #6, [$cccs](/topic/$cccs) #4, [$mktx](/topic/$mktx) #6, [$vrsk](/topic/$vrsk), [keyence](/topic/keyence), [$6861t](/topic/$6861t), [$bmi](/topic/$bmi), [$cwan](/topic/$cwan), [$rop](/topic/$rop) #15, [market cap](/topic/market-cap)

**Top assets mentioned**
[ACV Auctions Inc. Class A Common Stock (ACVA)](/topic/$acva) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Bridge Mutual (BMI)](/topic/$bmi) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Roper Technologies Inc (ROP)](/topic/$rop) [Waste Connections, Inc. (WCN)](/topic/$wcn) [PTC Inc (PTC)](/topic/$ptc) [Danaher Corporation (DHR)](/topic/$dhr) [4 (FOUR)](/topic/$four) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Repligen, Corp. (RGEN)](/topic/$rgen) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Airbnb Inc (ABNB)](/topic/$abnb) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Expedia Group Inc (EXPE)](/topic/$expe) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Zillow Group, Inc. (ZG)](/topic/$zg) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Fiserv, Inc. (FI)](/topic/$fi) [StaFi (FIS)](/topic/$fis) [Global Payments Inc (GPN)](/topic/$gpn) [Fair Isaac, Corp. (FICO)](/topic/$fico) [CME Group Inc (CME)](/topic/$cme) [Decentral Games ICE (ICE)](/topic/$ice) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg)
### Top Social Posts [#](/creator/twitter::1892196556650287104/posts)
---
Top posts by engagements in the last XX hours

"Keyence the original forward deployed engineers $6861.T Chat X Pro re-underwrite 🤖"  
[X Link](https://x.com/WaterportCap/status/1954239043476373698) [@WaterportCap](/creator/x/WaterportCap) 2025-08-09T17:51Z XXX followers, XX engagements


"$DSY / $PTC spread looking super blown out"  
[X Link](https://x.com/WaterportCap/status/1964406431571935397) [@WaterportCap](/creator/x/WaterportCap) 2025-09-06T19:12Z XXX followers, XXX engagements


"Keyence is an outlier $6861"  
[X Link](https://x.com/WaterportCap/status/1980613933925802420) [@WaterportCap](/creator/x/WaterportCap) 2025-10-21T12:35Z XXX followers, XXX engagements


"$DHR NTM price target 30x p/e on $X eps = $270"  
[X Link](https://x.com/WaterportCap/status/1980627473017471449) [@WaterportCap](/creator/x/WaterportCap) 2025-10-21T13:29Z XXX followers, XXX engagements


"$BMI in a XX% drawdown trading at 24x EBITDA. Could be getting interesting here"  
[X Link](https://x.com/WaterportCap/status/1960155680632934476) [@WaterportCap](/creator/x/WaterportCap) 2025-08-26T01:41Z XXX followers, XXX engagements


"Man it feels like there's a lot to do in smid cap right now $FOUR $MKTX $BMI $CWAN $CCCS $GTLB $VACN $ACVA $RGEN"  
[X Link](https://x.com/WaterportCap/status/1970842577260732579) [@WaterportCap](/creator/x/WaterportCap) 2025-09-24T13:27Z XXX followers, XXX engagements


"$CCCS key debates: (1) Claims volume declining HSD y/y - is this a secular trend (driverless cars lower accident frequency) or cyclical consumer behavior Market pricing in the former mgmt is dug in that it is the latter"  
[X Link](https://x.com/WaterportCap/status/1971934082222456880) [@WaterportCap](/creator/x/WaterportCap) 2025-09-27T13:44Z XXX followers, XXX engagements


"Can't wait to have my browser integrated with agent + memory. Think traditional internet listing site / online travel agency business models are terminal value risks $ABNB $BKNG $CSGP $EXPE $Z"  
[X Link](https://x.com/WaterportCap/status/1980690760677880091) [@WaterportCap](/creator/x/WaterportCap) 2025-10-21T17:40Z XXX followers, XXX engagements


"Havent been following this one as closely past couple quarters but at 2x 2026 revenue might be time to dust off $ACVA"  
[X Link](https://x.com/WaterportCap/status/1955045868463153361) [@WaterportCap](/creator/x/WaterportCap) 2025-08-11T23:17Z XXX followers, XXX engagements


"$ACVA 2Q25 Earnings: Guiding mid teens growth in 3Q on tough comps + macro (not share losses) but maintaining XX% for FY. Managing to EBITDA despite softness. Lot of product momentum / LT growth vectors. Taking MSD price. Prioritizing greenfield reinvestment opps M&A"  
[X Link](https://x.com/WaterportCap/status/1955263156202176847) [@WaterportCap](/creator/x/WaterportCap) 2025-08-12T13:40Z 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](https://x.com/WaterportCap/status/1957095300595667158) [@WaterportCap](/creator/x/WaterportCap) 2025-08-17T15:00Z XXX followers, XXX engagements


"From latest $ZG pich on VIC:"  
[X Link](https://x.com/WaterportCap/status/1961475836831215697) [@WaterportCap](/creator/x/WaterportCap) 2025-08-29T17:07Z XXX followers, XXX engagements


"$TYL now in a XX% drawdown. Welcome back my friend"  
[X Link](https://x.com/WaterportCap/status/1965799032628142327) [@WaterportCap](/creator/x/WaterportCap) 2025-09-10T15:26Z XXX followers, XXX engagements


"$ROP at 19x EBITDA almost XX% drawdown. Welcome back"  
[X Link](https://x.com/WaterportCap/status/1965800177132081556) [@WaterportCap](/creator/x/WaterportCap) 2025-09-10T15:30Z XXX followers, XXX engagements


"$ACVA commentary from Citi conference. Product initiatives in thread below sound pretty compelling imo. Plus positive commentary on conversion rate trends coming out of Q2 and margin expansion. Stock dropping like a stone though down XX% ytd"  
[X Link](https://x.com/WaterportCap/status/1966479393196290390) [@WaterportCap](/creator/x/WaterportCap) 2025-09-12T12:29Z XXX followers, XXX engagements


"$TW vs $MKTX - comparing asset class exposures and remaining electronification runway"  
[X Link](https://x.com/WaterportCap/status/1970209548054208749) [@WaterportCap](/creator/x/WaterportCap) 2025-09-22T19:32Z 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](https://x.com/WaterportCap/status/1970474076641567075) [@WaterportCap](/creator/x/WaterportCap) 2025-09-23T13:03Z XXX followers, 10.6K engagements


"$MKTX trading at same market cap as 2018. Kind of crazy"  
[X Link](https://x.com/WaterportCap/status/1970479461574508671) [@WaterportCap](/creator/x/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](https://x.com/WaterportCap/status/1971402809418645904) [@WaterportCap](/creator/x/WaterportCap) 2025-09-26T02:33Z XXX followers, XXX engagements


"Been a bit surprised by the $ACVA slide to $10/share. Now $1.7B market cap. This is XX months from being a $1B/yr revenue business with like 15-20% FCF margins"  
[X Link](https://x.com/WaterportCap/status/1971758926539772280) [@WaterportCap](/creator/x/WaterportCap) 2025-09-27T02:08Z 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](https://x.com/WaterportCap/status/1971934093375127690) [@WaterportCap](/creator/x/WaterportCap) 2025-09-27T13:44Z 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](https://x.com/WaterportCap/status/1971934095145160732) [@WaterportCap](/creator/x/WaterportCap) 2025-09-27T13:44Z 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](https://x.com/WaterportCap/status/1971942093498331573) [@WaterportCap](/creator/x/WaterportCap) 2025-09-27T14:16Z XXX followers, 3316 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](https://x.com/WaterportCap/status/1971942096065212442) [@WaterportCap](/creator/x/WaterportCap) 2025-09-27T14:16Z XXX followers, 2343 engagements


"🤖 thinks auto is the bigger prize roofing $CCCS $VRSK"  
[X Link](https://x.com/WaterportCap/status/1971942098665693271) [@WaterportCap](/creator/x/WaterportCap) 2025-09-27T14:16Z 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](https://x.com/WaterportCap/status/1971953751436243371) [@WaterportCap](/creator/x/WaterportCap) 2025-09-27T15:03Z XXX followers, XXX 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](https://x.com/WaterportCap/status/1971981876610191563) [@WaterportCap](/creator/x/WaterportCap) 2025-09-27T16:54Z 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](https://x.com/WaterportCap/status/1975982417094770711) [@WaterportCap](/creator/x/WaterportCap) 2025-10-08T17:51Z XXX followers, XXX engagements


"$CME and $ICE are both great businesses but I am puzzled by how this valuation spread has played out last couple years. More torque in the ICE story imo"  
[X Link](https://x.com/WaterportCap/status/1978852361624867262) [@WaterportCap](/creator/x/WaterportCap) 2025-10-16T15:55Z XXX followers, XXX engagements


"$ISRG drawdown hit XX% and is now at -24%. Earnings today after close. Think we climb out from here. Let's see"  
[X Link](https://x.com/WaterportCap/status/1980696407809097804) [@WaterportCap](/creator/x/WaterportCap) 2025-10-21T18:03Z XXX followers, XXX engagements