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@PVofFCF Avatar @PVofFCF Graham Hawes

Graham Hawes posts on X about $rop, $csu, over the, private equity the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXXXX #

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Social category influence stocks currencies finance

Social topic influence $rop #5, $csu #24, over the, private equity, deploy

Top assets mentioned Roper Technologies Inc (ROP)

Top Social Posts #


Top posts by engagements in the last XX hours

"And just like that the $ROP and $CSU spread reversed"
X Link @PVofFCF 2025-08-17T13:16Z 2987 followers, 3193 engagements

"I like the setup in $ROP and added on weakness. Its now my 3rd largest position. The AI commoditizing software narrative feels overdone. Normalized P/FCF trades at a market multiple vs. a 30-40% premium over the past decade. Organic growth plus more VMS rollups should support LDD IRR"
X Link @PVofFCF 2025-10-08T19:54Z 2987 followers, XXX engagements

"Tend to think that $ROP is a better value here than $CSU"
X Link @PVofFCF 2025-07-20T15:44Z 2987 followers, 6314 engagements

"I should add that I do not necessarily know how much M&A value to ascribe to $ROP vs. $CSU. Rather sharing this framework as a thought experiment"
X Link @PVofFCF 2025-09-23T14:31Z 2987 followers, XXX engagements

"Looking at $ROP again with it flat YTD 2025 vs. $CSU and S&P up 10%. $ROP CFO on the backlog of PE-owned companies- "Theres been a log jam for X years. We think its going to emerge at the end of this year and maybe early next year.""
X Link @PVofFCF 2025-08-13T14:43Z 2987 followers, 2257 engagements

"$ROP vs. $CSU - I find it helpful to separate the value of the core business from the value of the M&A platform. CSUs core business warrants a lower multiple than ROP given the underlying growth/quality. However CSUs ability to deploy at 15-20% IRRs makes its M&A engine more valuable. Personally I find ROP easier to underwrite. CSU's runway is harder for me to gauge"
X Link @PVofFCF 2025-09-23T14:22Z 2987 followers, 3003 engagements