u/Whitehead8

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+2.2%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return +2.2% Long Return +2.2% Short Return -
Average Return
7d -4.9%
30d -4.0%
90d -3.9%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
ROP 1ST Roper Te... Roper Technologies,...
Long
Jan 27
$366.71
+2.2%
Long Roper: buybacks, dividend, conservative guidance, 16.8x EPS valuation.
Author argues Roper Technologies is attractively valued after a 12% post-earnings drop at 16.8x diluted EPS and expects roughly 11% total return. The mechanism is 5-6% organic revenue/EPS growth plus a potential ~$2B 2026 buyback (about 5% of shares) and a 1% dividend yield, with management’s guidance described as conservative and excluding buybacks. Main stated risks are that acquisitions may cause share dilution, debt/EBITDA is already 2.9, and AI disruption threatens its vertical-market-software businesses.
Industrial Automation
REDDIT
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u/Whitehead8 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: ROP.

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