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@TomSmith839 Avatar @TomSmith839 Tom Smith

Tom Smith posts on X about $four, $ver, $wln, $wlnpa the most. They currently have XXXXX followers and 1131 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence #

Social category influence stocks cryptocurrencies finance technology brands countries luxury brands automotive brands social networks currencies

Social topic influence $four #18, $ver #5, $wln #1, $wlnpa #6, $owl #3, $vrv #1, $pax #1, $gb, $gpn #8, $apo #22

Top assets mentioned 4 (FOUR) OwlDAO (OWL) Grand Base (GB) Global Payments Inc (GPN) Apollo Global Management, Inc. (APO) Euronet Worldwide Inc (EEFT) Alphabet Inc Class A (GOOGL) Ferrari N.V. (RACE) KKR & Co, Inc. (KKR) PERI Finance (PERI) Toast, Inc. (TOST) Fiserv, Inc. (FI) Magnite, Inc. Common Stock (MGNI) Mastercard, Inc. (MA) Hilton Hotels Corporation Common Stock (HLT) MGM Resorts International (MGM) Parallax (PLX) Carlyle Group, Inc. (CG) Atmos Energy Corporation (ATO) STORE Capital, Corp. (STOR) Brookfield Corporation (BN) TPG, Inc. (TPG) BlackCoin (BLK) Ares Protocol (ARES) Blackstone, Inc. (BX) Civic (CVC) World Peace Stacks (WPS) Toko Token (TKO) Block, Inc. (XYZ)

Top Social Posts #

Top posts by engagements in the last XX hours

"DA Davidson reiterates "buy" and $XXX PT for $EEFT based on continued 12-16% EPS growth outlook Stock down to $XX while 2025 EPS (e) are $XX. One of the easier stones to step over"
X Link @TomSmith839 2025-10-13T13:45Z 2425 followers, 2413 engagements

"$VER $VRV Verve Group still nr X mobile SSP in US on iOS and Android in Q225 Also nr X in Germany France Spain the Netherlands the UK Canada Singapore India Mexico & Australia Nr X in China & Brazil $MGNI & $PUBM pretty high on CTV in US & Canada (& Verve also growing in CTV)"
X Link @TomSmith839 2025-08-26T13:19Z 2425 followers, 4095 engagements

"@stonkmetal There were people buying $RACE at 45x 2030 EPS earlier this year 🤦♂"
X Link @TomSmith839 2025-10-09T12:35Z 2425 followers, XXX engagements

"@stockthoughts81 Have a look at $CVC.AS (EU) and $PAX & $VINP (LatAm) to compare to the US peers"
X Link @TomSmith839 2025-06-12T21:11Z 2426 followers, XXX engagements

"Stock is back to $16"
X Link @TomSmith839 2025-10-08T07:23Z 2425 followers, XXX engagements

"This is why you don't adapt Shift4 $FOUR rating before ER Either way: Very small increase to guidance Included H225 $GB Just under $1.2B annualised Adj. EBITDA based on Q325 guidance Adding a ton of customers and geographies the future is very bright"
X Link @TomSmith839 2025-08-05T11:26Z 2425 followers, 5978 engagements

"Digital gift cards is a $115B market Epay $EEFT enables gift cards (Tiktok Coins) for Tiktok (I know Givex $FOUR has a decent market share in the gift card market)"
X Link @TomSmith839 2025-10-14T07:41Z 2425 followers, 1681 engagements

"Pluxee $PLX $PLX.PA is getting ridiculously cheap"
X Link @TomSmith839 2025-09-08T11:18Z 2425 followers, 4043 engagements

"@rubicon59 @FundasyInvestor Double digit is nice"
X Link @TomSmith839 2025-10-15T08:49Z 2425 followers, XXX engagements

"$CG closed the gap quite dramatically"
X Link @TomSmith839 2025-10-02T12:29Z 2428 followers, XXX engagements

"$GPN seems disconnected"
X Link @TomSmith839 2025-10-01T13:45Z 2426 followers, XXX engagements

"@bobspaysubstack Most platforms have the share count wrong indeed. H225 is $606.4m at the midpoint so you get to $1.185B rather easily . (People usually underestimate how growth works) Agree on the add-backs"
X Link @TomSmith839 2025-10-09T12:31Z 2427 followers, XXX engagements

"Surely someone is willing to pay more than 1.35B (excl. 2B net debt) for a company that does 500B in MSV 4.6B in revenue and 1B in Adj. EBITDA no $WLN $WLN.PA"
X Link @TomSmith839 2025-04-29T09:41Z 2425 followers, 3256 engagements

"Market doesnt seem to believe Atos 2028 ambitions of 9B revenue and XX% operating margin $ATO $ATO.PA 500m MC 1.5B EV"
X Link @TomSmith839 2025-07-23T09:12Z 2427 followers, 1022 engagements

"Anyone follow Storskogen $STOR $STOR-B.ST $0VK Another Swedish M&A company. Trading around 20x 2024 P/E and 10x EV/EBITDA Wants to grow EBITA XX% CAGR through 2027"
X Link @TomSmith839 2024-12-05T20:23Z 2425 followers, 1673 engagements

"$VINP Investor Day today Preceded by the acquisition of Verde Asset Management (50% now XX% in 5Y) 16B BRL in AUM ($3B) so quite big and also accretive on FRE/share Lots of dilution last few years (Compass and now Verde) (I dont own $VINP as I put it in $PAX earlier this year)"
X Link @TomSmith839 2025-10-07T07:57Z 2425 followers, 2008 engagements

"$FOUR Shift4 business is humming along quite nicely (as expected) What's exceptional is that management is so on top of capital allocation: spent $63m on share repurchases in Q1 when average price was 100$. Spent another $85m in April alone when average price was $XX Bought X% of shares outstanding in X months"
X Link @TomSmith839 2025-04-30T13:00Z 2425 followers, 37K engagements

"Patria Investments $PAX being mentioned as an equal to $BN $TPG $BLK"
X Link @TomSmith839 2025-07-28T13:11Z 2425 followers, 1850 engagements

"13% of $OWL Credit AUM is IG vs. XX% at $APO (not that anyone cares)"
X Link @TomSmith839 2025-10-08T07:56Z 2425 followers, 1561 engagements

"$GPN + WorldPay $4T GTV growing mid-to-high single digits $WLN $WLN.PA $500B GTV growing low single digits (at best) $FOUR $210B growing high teens organically low twenties including M&A A lot of volume for Shift4 to capture"
X Link @TomSmith839 2025-07-16T07:01Z 2425 followers, 3477 engagements

"Anyone want to wager money XXX bps isnt the floor $OWL $APO $KKR $ARES $BX"
X Link @TomSmith839 2025-09-08T19:43Z 2425 followers, 5287 engagements

"$VER $VRV Verve Group still nr X mobile SSP in US on iOS & now also on Google Play Store Also nr X in Mexico & Australia Top X in China & Singapore Top X in Germany & Canada Top X in France & Japan Top X in Brazil Spain & UK On iOS & Google Play Store Expect a very good Q1 result and FY25 guidance"
X Link @TomSmith839 2025-05-20T20:39Z 2425 followers, 31K engagements

"$PERI guiding for FY25 XX% decrease in Revenue and Adj. EBITDA XX% of Adj. EBITDA is SBC stock at XXX EV/EBITDA Proper shitco: competitive advantage is non-existant stock up XX% YTD up X% pre-market"
X Link @TomSmith839 2025-08-11T11:39Z 2425 followers, XXX engagements

"$VER back under XXX (same MC due to capital raise (which I expect an answer to)) Q2 results probably a little soft (FX & X day-outage (apparently). I think SP has been dropping due to results from lower quality inventory web based companies ( $PUBM $PERI .) but Verve Group is higher quality so 2025 should still be well within guidance and longer term guidance of +20% CAGR is also pretty exciting Buying shares before ER is stupid so obviously I am adding a bit here"
X Link @TomSmith839 2025-08-14T09:26Z 2423 followers, 9914 engagements

"$FOUR Shift4 (hopefully) just in time with their DCC offering (through $GB) for the 2026 WC "World Cup fans typically spend more than the average tourist with an average of $2350 per person during their stay" "At Qatar FIFA World Cup 2022 in-stadium spend per transaction averaged $23$25 with the same card frequently used for merch F&B and tickets""
X Link @TomSmith839 2025-08-24T07:04Z 2427 followers, 2512 engagements

"Theyre expanding into more verticals where they can really win significant share which could be argued is more important than countering the cyclicality. Ex-US growth and unified commerce should bring somewhat less cyclicality Last vertical is luxury retail which counters some seasonality"
X Link @TomSmith839 2025-10-13T20:15Z 2424 followers, XX engagements

"For the total execution failure that Worldline $WLN $WLN.PA is I remain convinced someone should be willing to pay more than 3B EV (1B MC) for a company that does 500B in MSV They make 850m in Adj. EBITDA & are selling non strategic assets (whatever that means)"
X Link @TomSmith839 2025-07-30T08:49Z 2425 followers, 2834 engagements

"Pretty impressive (& funny) that Toast is already at 2026 (e) in 2025 but Shift4 pro-forma (incl. $GB) is already at 2027 (e) in 2025 Both stocks up a ton on a 1Y period I still don't know anyone who has found out why $TOST is (consistently) valued at 4x $FOUR valuation"
X Link @TomSmith839 2025-07-28T09:39Z 2427 followers, 2337 engagements

"Would be great if we again see significant share repurchases in Q3 (& Q4) now that $FOUR is back under $80"
X Link @TomSmith839 2025-10-12T14:55Z 2425 followers, 2597 engagements

"Assuming RO(I)IC is the main KPI for a LT investment $FOUR qualifies"
X Link @TomSmith839 2025-10-12T14:58Z 2425 followers, 3483 engagements

"$CVC $CVC.AS"
X Link @TomSmith839 2025-10-02T12:35Z 2426 followers, XXX engagements

"Markets red $FI $GPN green I dont make the rules"
X Link @TomSmith839 2025-10-07T15:58Z 2424 followers, XXX engagements

"$WPS $9VU WAG Payment Solutions (Eurowag) with 292m in 2024 revenue (43% EBITDA margin) 2025 outlook for 330m revenue and 140m EBITDA (low double digit growth) 7x 2025 EV/EBITDA for a double digit grower isn't bad"
X Link @TomSmith839 2025-01-21T10:23Z 2426 followers, XXX engagements

"Verve Group $VER $VRV results not as bad as the press release made it seem to be Q225 Revenues up XX% YoY Q225 Adj. EBITDA flat YoY FY25 Revenue 500m (up XXXX% YoY) FY25 Adj. EBITDA 132.5m (flat YoY) and margin at XXXX% vs. XX% in FY24 H225 Revenue 285m (up XX% YoY) H225 Adj. EBITDA 73m (down XX% YoY) and margin at XXXX% vs. XXXX% in H224 (I think they are being rather conservative on the margin side) DSP really carried the Q (second screenshot) DSP revenue up XX% and margin at XXXX% SSP revenue down slightly and margin at XXXX% (SSP margins will get back to mid-to-high twenties) All in all"
X Link @TomSmith839 2025-08-15T07:33Z 2425 followers, 9953 engagements

"$WLN $WLN.PA MC down to 670m and EV to 2.8B They managed to sell the only growing segment in the business (MeTS) for 410m or 4.1x EV/EBITDA Where does mgmt expect the non-growing remaining business to trade at Either way if you subtract the 100m MeTS EBITDA assume X% decline in the remaining business & a 50m cost reduction it's currently trading at 3.1x 2026 EV/EBITDA"
X Link @TomSmith839 2025-10-14T11:34Z 2425 followers, XXX engagements

"$OWL just shy of its target of $1/share dividend by 2025 A lot of FPAUM growth in 2025 so 2026 dividend could be well over $1.10"
X Link @TomSmith839 2025-10-08T07:06Z 2425 followers, 3328 engagements

"$TKO $TKO.PA"
X Link @TomSmith839 2025-10-02T12:37Z 2425 followers, XXX engagements

"@kab604 Everybody is eating their lunch. No specific thoughts on Nexi but I wouldnt put them in the winner category"
X Link @TomSmith839 2025-10-14T11:43Z 2425 followers, XX engagements

"I am XX% sure if $RACE grows EPS faster than X% CAGR we would go back to all time highs"
X Link @TomSmith839 2025-10-14T14:18Z 2425 followers, 1206 engagements

"@rookisaacman @TSLAQsux #1 in luxury retail does that include LVMHs enlarged partnership with Adyen"
X Link @TomSmith839 2025-09-23T05:33Z 2427 followers, XXX engagements

"$TOST $FOUR $XYZ $FI"
X Link @TomSmith839 2025-09-23T09:56Z 2427 followers, 12.2K engagements

"$OWL making a gap"
X Link @TomSmith839 2025-10-02T12:33Z 2425 followers, XXX engagements