LunarCrush LLM | creator/twitter::982673971744333824/posts

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[@PVofFCF](/creator/twitter/PVofFCF)
"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


"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 2993 followers, 6327 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 2993 followers, 2281 engagements


"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 2993 followers, 3204 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 2993 followers, 3062 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 2993 followers, XXX engagements


"For sure. I have dozens of use cases but a simple example would be a financial advisor with exposure to XXX investments (ETFs/mutual funds/etc). Each quarter the advisor wants a client-friendly write-up for each investment covering: 1) how the investment performed 2) why it performed that way and 3) what the investment recommendation is. In this example a custom agent can handle a solid first draft of points #1 and #2. That frees me up to focus on #3 the most important part of an update (e.g. whether the client should buy/sell/hold and why). As for training Im not that sophisticated. Instead"  
[X Link](https://x.com/PVofFCF/status/1979611150263238810) [@PVofFCF](/creator/x/PVofFCF) 2025-10-18T18:10Z 2994 followers, XX engagements

[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 "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

"Tend to think that $ROP is a better value here than $CSU"
X Link @PVofFCF 2025-07-20T15:44Z 2993 followers, 6327 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 2993 followers, 2281 engagements

"And just like that the $ROP and $CSU spread reversed"
X Link @PVofFCF 2025-08-17T13:16Z 2993 followers, 3204 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 2993 followers, 3062 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 2993 followers, XXX engagements

"For sure. I have dozens of use cases but a simple example would be a financial advisor with exposure to XXX investments (ETFs/mutual funds/etc). Each quarter the advisor wants a client-friendly write-up for each investment covering: 1) how the investment performed 2) why it performed that way and 3) what the investment recommendation is. In this example a custom agent can handle a solid first draft of points #1 and #2. That frees me up to focus on #3 the most important part of an update (e.g. whether the client should buy/sell/hold and why). As for training Im not that sophisticated. Instead"
X Link @PVofFCF 2025-10-18T18:10Z 2994 followers, XX engagements