[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @PVofFCF Graham Hawes Graham Hawes posts on X about $rop, $csu, private equity, deploy the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::982673971744333824/interactions)  - X Week XXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXX +1,205% ### Mentions: X [#](/creator/twitter::982673971744333824/posts_active)  - X Week X -XX% - X Month XX -XXXX% - X Months XX -XX% - X Year XXX +135% ### Followers: XXXXX [#](/creator/twitter::982673971744333824/followers)  - X Week XXXXX +0.10% - X Month XXXXX +1.40% - X Months XXXXX +11% - X Year XXXXX +62% ### CreatorRank: undefined [#](/creator/twitter::982673971744333824/influencer_rank)  ### Social Influence [#](/creator/twitter::982673971744333824/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$rop](/topic/$rop) #8, [$csu](/topic/$csu) #22, [private equity](/topic/private-equity) 1.59%, [deploy](/topic/deploy) 1.59%, [over the](/topic/over-the) XXXX% **Top accounts mentioned or mentioned by** [@evrgn11112231](/creator/undefined) [@curiousinves](/creator/undefined) [@tmtmoats](/creator/undefined) [@cagr8er](/creator/undefined) [@bronchickj](/creator/undefined) [@gavinsbakers](/creator/undefined) [@atelicinvest](/creator/undefined) [@nonconsensus](/creator/undefined) [@scurvecap](/creator/undefined) [@jevgenijs](/creator/undefined) [@ryankcroft](/creator/undefined) [@bruss008](/creator/undefined) [@ccvisuals](/creator/undefined) [@qualityinvest5](/creator/undefined) [@contrariancurse](/creator/undefined) [@taobanker](/creator/undefined) [@stockthoughts81](/creator/undefined) [@boringbiz](/creator/undefined) [@simeonresearch](/creator/undefined) [@docstoc1](/creator/undefined) **Top assets mentioned** [Roper Technologies Inc (ROP)](/topic/$rop) ### Top Social Posts [#](/creator/twitter::982673971744333824/posts) --- Top posts by engagements in the last XX hours "And just like that the $ROP and $CSU spread reversed" [X Link](https://x.com/PVofFCF/status/1957068936924577820) [@PVofFCF](/creator/x/PVofFCF) 2025-08-17T13:16Z 2994 followers, 3202 engagements "Tend to think that $ROP is a better value here than $CSU" [X Link](https://x.com/PVofFCF/status/1946959469339898277) [@PVofFCF](/creator/x/PVofFCF) 2025-07-20T15:44Z 2994 followers, 6324 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](https://x.com/PVofFCF/status/1970496194204860893) [@PVofFCF](/creator/x/PVofFCF) 2025-09-23T14:31Z 2994 followers, XXX engagements "Looking at $ROP again with it flat YTD 2025 vs. $CSU and S&P up 10%. $ROP CFO on the backlog of PE-owned companies- "Theres been a log jam for X years. We think its going to emerge at the end of this year and maybe early next year."" [X Link](https://x.com/PVofFCF/status/1955641239363305660) [@PVofFCF](/creator/x/PVofFCF) 2025-08-13T14:43Z 2994 followers, 2279 engagements "$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](https://x.com/PVofFCF/status/1970494048822501779) [@PVofFCF](/creator/x/PVofFCF) 2025-09-23T14:22Z 2994 followers, 3055 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](https://x.com/PVofFCF/status/1976013398451089432) [@PVofFCF](/creator/x/PVofFCF) 2025-10-08T19:54Z 2994 followers, XXX engagements
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@PVofFCF Graham Hawes
Graham Hawes posts on X about $rop, $csu, private equity, deploy 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 XXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +1,205%
Mentions: X #
- X Week X -XX%
- X Month XX -XXXX%
- X Months XX -XX%
- X Year XXX +135%
Followers: XXXXX #
- X Week XXXXX +0.10%
- X Month XXXXX +1.40%
- 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 #8, $csu #22, private equity 1.59%, deploy 1.59%, over the XXXX%
Top accounts mentioned or mentioned by @evrgn11112231 @curiousinves @tmtmoats @cagr8er @bronchickj @gavinsbakers @atelicinvest @nonconsensus @scurvecap @jevgenijs @ryankcroft @bruss008 @ccvisuals @qualityinvest5 @contrariancurse @taobanker @stockthoughts81 @boringbiz @simeonresearch @docstoc1
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 2994 followers, 3202 engagements
"Tend to think that $ROP is a better value here than $CSU"
X Link @PVofFCF 2025-07-20T15:44Z 2994 followers, 6324 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 2994 followers, XXX engagements
"Looking at $ROP again with it flat YTD 2025 vs. $CSU and S&P up 10%. $ROP CFO on the backlog of PE-owned companies- "Theres been a log jam for X years. We think its going to emerge at the end of this year and maybe early next year.""
X Link @PVofFCF 2025-08-13T14:43Z 2994 followers, 2279 engagements
"$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 2994 followers, 3055 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 2994 followers, XXX engagements