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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.
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 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