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# ![@PVofFCF Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::982673971744333824.png) @PVofFCF Graham Hawes

Graham Hawes posts on X about $rop, $csu, csu, jam 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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::982673971744333824/c:line/m:interactions.svg)

- X Week XXX -XX%
- X Month XXXXXX +12%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +1,198%

### Mentions: X [#](/creator/twitter::982673971744333824/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::982673971744333824/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX no change
- X Months XX -XX%
- X Year XXX +126%

### Followers: XXXXX [#](/creator/twitter::982673971744333824/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::982673971744333824/c:line/m:followers.svg)

- X Week XXXXX +0.03%
- X Month XXXXX +1.40%
- X Months XXXXX +11%
- X Year XXXXX +61%

### CreatorRank: undefined [#](/creator/twitter::982673971744333824/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::982673971744333824/c:line/m:influencer_rank.svg)

### 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) #9, [$csu](/topic/$csu) #32, [csu](/topic/csu) 4.69%, [jam](/topic/jam) 1.56%, [private equity](/topic/private-equity) 1.56%, [over the](/topic/over-the) 1.56%, [investment](/topic/investment) XXXX%

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@bronchickj](/creator/undefined) [@curiousinves](/creator/undefined) [@cagr8er](/creator/undefined) [@tmtmoats](/creator/undefined) [@boringbiz](/creator/undefined) [@bruss008](/creator/undefined) [@ccvisuals](/creator/undefined) [@qualityinvest5](/creator/undefined) [@jevgenijs](/creator/undefined) [@ryankcroft](/creator/undefined) [@stockthoughts81](/creator/undefined) [@docstoc1](/creator/undefined) [@atelicinvest](/creator/undefined) [@contrariancurse](/creator/undefined) [@simeonresearch](/creator/undefined) [@gavinsbakers](/creator/undefined) [@nonconsensus](/creator/undefined) [@scurvecap](/creator/undefined) [@taobanker](/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

"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 2996 followers, XX engagements