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@PVofFCF Graham Hawes
Graham Hawes posts on X about $rop, $csu, cfo, private equity the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +1,222%
Mentions: X #
- X Week XX +25%
- X Month XX -XXXX%
- X Months XX -XX%
- X Year XXX +146%
Followers: XXXXX #
- X Week XXXXX +0.27%
- X Month XXXXX +1.50%
- X Months XXXXX +11%
- X Year XXXXX +62%
CreatorRank: undefined #
Social Influence #
Social category influence stocks XXXX% finance XXXX% currencies XXXX%
Social topic influence $rop #6, $csu #25, cfo 1.61%, private equity 1.61%, deploy 1.61%, over the XXXX%
Top accounts mentioned or mentioned by @evrgn11112231 @curiousinves @cagr8er @bronchickj @gavinsbakers @atelicinvest @nonconsensus @scurvecap @jevgenijs @ryankcroft @bruss008 @ccvisuals @qualityinvest5 @contrariancurse @taobanker @stockthoughts81 @boringbiz @simeonresearch @docstoc1 @neverhedgecap
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 2988 followers, 3195 engagements
"Tend to think that $ROP is a better value here than $CSU"
X Link @PVofFCF 2025-07-20T15:44Z 2988 followers, 6316 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 2988 followers, XXX engagements
"Looking at $ROP again with it flat YTD 2025 vs. $CSU and S&P up 10%. $ROP CFO on the backlog of PE-owned companies- "Theres been a log jam for X years. We think its going to emerge at the end of this year and maybe early next year.""
X Link @PVofFCF 2025-08-13T14:43Z 2988 followers, 2260 engagements
"$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
"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 2988 followers, XXX engagements