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@TomSmith839 Avatar @TomSmith839 Tom Smith

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

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence cryptocurrencies #4729 finance XXXXX% stocks XXXXX% countries XXXX% technology brands XXXX% social networks XXXX% currencies XXXX%

Social topic influence $four #3, $pax #1, $ver #1, $vrv #1, $wlnpa #7, $apo #9, apo #69, wise #1140, $cvcas 4.49%, $wln #1

Top accounts mentioned or mentioned by @fundasyinvestor @onodacapital @lejooon @excessdefaults @jszhang0912 @fatheadfreddy @vijay9933 @nesjamag @chitchatstocks @overlookedalpha @stockthoughts81 @specialsitsnews @zerohedge @restructuring @filiembustero @sammythenose @evfcfaddict @doktorandinvest @jerrycap

Top assets mentioned 4 (FOUR) Apollo Global Management, Inc. (APO) Euronet Worldwide Inc (EEFT) OwlDAO (OWL) Remitly Global, Inc. Common Stock (RELY) Civic (CVC) Wise (WISE) Grand Base (GB) Brookfield Corporation (BN) Ares Protocol (ARES) Toast, Inc. (TOST) Lightspeed Commerce Inc. (LSPD) Western Union Co (WU) Brookfield Asset Management Inc (BAM) TPG, Inc. (TPG) BlackCoin (BLK) Alphabet Inc Class A (GOOGL) Magnite, Inc. Common Stock (MGNI) Toko Token (TKO) Blue Owl Capital Corporation (OBDC) UnitedHealth Group (UNH) PayPal Holdings Inc (PYPL) Fiserv Inc (FISV) KKR & Co, Inc. (KKR)

Top Social Posts

Top posts by engagements in the last XX hours

"This Shift4 write-up deserves more than X likes $FOUR"
X Link 2025-12-08T07:56Z 2575 followers, 24.1K engagements

"$WU CEO laying out the bull case for $EEFT"
X Link 2025-11-18T21:06Z 2575 followers, 2782 engagements

"$FOUR going to have more buyers at $XXX than at $XX. Funny how that works"
X Link 2025-11-21T17:48Z 2575 followers, 2964 engagements

"Below post was a 3-5Y plan (in my mind) and they essentially doubled all KPIs in 2Y The plan right now is exactly the same and people still worry about organic or durability of growth (Shift4 $FOUR has a $1T cross-sell funnel that it can monetise over the next 3-5Y and has already incurred most of the costs upfront (surprise for some: M&A is just a smart way of S&M spending))"
X Link 2025-12-02T22:33Z 2575 followers, 2259 engagements

"Same news as before (bigger numbers and longer time horizon it seems) but the opportunity for Omnia $PAX is massive"
X Link 2025-12-07T11:02Z 2575 followers, 1672 engagements

"Analysts have upped $FOUR 2025 (e) EBITDA to $974m & 2026 (e) EBITDA to $1.24B (20% higher) and yet the stock is down XX% since Funny how that works"
X Link 2025-12-09T11:34Z 2575 followers, 2821 engagements

"People dont own enough of the Alts part XX $BAM $BN"
X Link 2025-07-15T11:12Z 2575 followers, 6506 engagements

"$FOUR at 12x 2025 FCF and going to grow XX% CAGR through 2027 (Probably around 5x 2028 FCF). This is actually very insane"
X Link 2025-12-09T11:37Z 2575 followers, 1445 engagements

"And yet people are bearish private credit managers like $APO $ARES $OWL"
X Link 2025-12-11T12:35Z 2575 followers, 1118 engagements

"Don't see (but don't own) how SK Hynix Inc. $000660.KS $HY9H can be a bad investment Gonna do $XX EPS in 2026 share price is around $XXX What am I missing (Yes it's Korean)"
X Link 2024-11-12T10:35Z 2575 followers, 6150 engagements

"Verve Group now in a position to repurchase up to XX% of its own shares $VER $VRV Let's see if they officially announce it at next ER"
X Link 2025-06-11T08:36Z 2575 followers, 2592 engagements

"6.9% dilution at a time when shares trade at XX% FCF yield is no bueno $VER $VRV Average daily volume is 700k shares (in Sweden) so would take a while for new investors to get 13m new shares but still don't like this at all"
X Link 2025-06-18T06:53Z 2575 followers, 3355 engagements

"Not a chart guy but buy at XXX not the worst idea in the world $VER $VRV"
X Link 2025-07-01T07:22Z 2575 followers, 8157 engagements

"@FundasyInvestor @chitchatstocks Wise is one of the more interesting companies though"
X Link 2025-12-11T07:43Z 2575 followers, XX engagements

"Imagine a company trading at 6x 2025 EV/EBITDA putting out XX% CAGR for the next 5Y and being down XX% on that guidance Verve Group should repurchase every share they can get their hands on $VER $VRV"
X Link 2025-05-28T11:10Z 2575 followers, 45.4K engagements

"Patria Investments $PAX being mentioned as an equal to $BN $TPG $BLK"
X Link 2025-07-28T13:11Z 2575 followers, 2069 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 2025-08-26T13:19Z 2575 followers, 8717 engagements

"$TKO $TKO.PA"
X Link 2025-10-02T12:37Z 2575 followers, XXX engagements

"Is it wrong $OWL $OBDC"
X Link 2025-11-19T15:52Z 2575 followers, 1158 engagements

"Patria Investments $PAX acquires XX% of Solis Investimentos CLO leader in Brazil XX% bump to FEAUM XX% bump to credit FEAUM Solis Investimentos grew FEAUM XX% CAGR over the last 4Y No purchase price mentioned"
X Link 2025-11-26T14:42Z 2575 followers, 3186 engagements

"We have some more information on $PAX x Solis Paid $70m (2% of $3.5B FEAUM) or 7x FRE (60 bps fee rate (incl. incentive fees) at XX% FRE margin) Very good M&A at very reasonable multiple. This is why I like $PAX so much: Solis grows fast in itself and gives Patria entry into the BRL CLO market (a $400B market) with a network of XX Originators This increases FRE with about $XXXX or XXX% of 2025 FRE of $1.3"
X Link 2025-11-26T16:38Z 2575 followers, 1130 engagements

"$PAX & $UNH agree on $1B deal on Banmedica A small asset manager like Patria Investments doing $1B deals 🙌"
X Link 2025-12-01T09:34Z 2575 followers, 8153 engagements

"As per usual this is a great sign to rotate from $TOST into $PYPL $FISV"
X Link 2025-12-04T12:35Z 2575 followers, 1895 engagements

"1 week later and Solis acquires ITER Investimenos so adds another $550m to the Credit AUM of $PAX Pretty smooth"
X Link 2025-12-05T17:37Z 2575 followers, XXX engagements

"Helps that pretty much every stadium runs on Shit4 $FOUR"
X Link 2025-12-09T11:27Z 2575 followers, 1921 engagements

"Second part of the Shift4 write-up $FOUR Deserves more than XX likes"
X Link 2025-12-10T10:57Z 2575 followers, 3377 engagements

"$APO Marc Rowan on public vs. private liquidity"
X Link 2025-12-11T07:47Z 2575 followers, XXX engagements

"Another week later and we have to acquisition of RBR Gesto $PAX Another XXX% bump to FEAUM $1.3B FEAUM at XX bps spread and 'highly accretive FRE margin' could be around $8m FRE Increases 2025 FRE ($1.3) with $XXXX or X% (together with Solis 8.5%) Totally different M&A than Solis (lower growth but higher spread highly accretive lower 'effort' low integration risk) Very very sweet deal (nu purchase price mentioned but let's assume 10x FRE so $80m"
X Link 2025-12-11T13:31Z 2575 followers, XXX engagements

"Anyone want to do the math if you don't value the "first-class FinTech provider" at a ridiculous 9x 2026 Adj. EBITDA $FOUR"
X Link 2025-12-11T13:52Z 2575 followers, 3359 engagements

"Just started reading @FundasyInvestor piece on $DNP.WA and it fits perfectly (although EBIT & CFO track each other very well) More importantly very good CFO generation and all of it is spent on CAPEX at XX% ROIC If the CAPEX runway is large would be very hard not to outperform"
X Link 2024-04-04T12:03Z 2574 followers, 1515 engagements

"$CVC $CVC.AS wants to go public at a 15B valuation which is 32x 2023 FRE (MFE) and around 24x EV/EBITDA 186B in AUM and 98B in FPAUM Pricey"
X Link 2024-04-23T08:11Z 2573 followers, 1881 engagements

"$LSPD spent $40m of shareholders' money on share repurchases 9M2024 and shares outstanding are up YoY but sure SBC isn't a cash expense"
X Link 2025-03-26T13:05Z 2573 followers, 2241 engagements

"$CVC $CVC.AS FPAUM up XX% YoY (36% organic) FRE up XX% (59% margin) Expects strong growth in FRE and very strong growth in PRE (while PRE still below average) I did not expect such good results and outlook Now at 18x 2024 EV/EBITDA & 20x 2024 P/FRE which seems fair but not excessively cheap ( $APO at 14.5x 2025 P/E & $KKR at 17x 2025 P/E) CVC higher growth shorter term but Apollo & KKR more durable"
X Link 2025-04-11T14:39Z 2573 followers, 2425 engagements

"It's really sad how $LSPD is not run for the shareholders Growth prospects look rather good on paper: mid-teens GP CAGR XX% EBITDA CAGR and XX% FCF conversion On those numbers it's at 1x FY28 EV/GP 5x EV/EBITDA & 7x EV/FCF which isn't even super cheap (How they're going to compete with $TOST $FOUR $ADYEN is beyond me) Here's the stinger: let's assume SBC goes down to X% of revenue by FY28 'FCF' isn't $100m it's $25m (it's a $1.4B MC company) It's doing $100B of GTV (around XX% GPV). Some party might be interested in buying it for this reason but that's about the only reason"
X Link 2025-04-18T09:41Z 2573 followers, 1973 engagements

"Verve Group $VER $VRV"
X Link 2025-05-25T16:58Z 2573 followers, 19.3K engagements

"@stockthoughts81 Have a look at $CVC.AS (EU) and $PAX & $VINP (LatAm) to compare to the US peers"
X Link 2025-06-12T21:11Z 2573 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 2025-08-15T07:33Z 2573 followers, 10K engagements

"$CVC $CVC.AS"
X Link 2025-10-02T12:35Z 2573 followers, XXX 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 2025-10-14T07:41Z 2573 followers, 2148 engagements

"Edenred $EDEN $EDEN.PA"
X Link 2025-10-21T09:24Z 2574 followers, 1953 engagements

"Shift4 $FOUR negotiating with Worldline $WLN.PA about their (small) North America business"
X Link 2025-10-21T17:14Z 2574 followers, 5728 engagements

"$WLN.PA $FOUR"
X Link 2025-11-03T07:53Z 2574 followers, 4049 engagements

"These posts are too funny because S&M & SBC are going to be well above $3/share in 2027 so if you do not 'strip out growth spend' (lol) you're paying x. $RELY"
X Link 2025-11-12T08:20Z 2574 followers, 3116 engagements

"I wouldn't put $MDA.TO $MDALF in the same category as the former two (as there are no issues with revenue growth or margin stability but rather some consolidation in the sector which might decline the backlog/pipeline ; backlog still good for X years of double digit revenue growth)"
X Link 2025-11-20T12:05Z 2575 followers, XXX engagements

"$WISE belongs in the category 'best businesses in the world'. Would assume it's down on remittance uncertainty and stablecoins (lol)"
X Link 2025-11-20T12:08Z 2574 followers, 1062 engagements

"Obviously biased but should spark some confidence in the more established names like $APO & $ARES Could even go as far as saying this is a confidence booster for $OWL (assuming here META doesnt go bankrupt but who knows)"
X Link 2025-11-21T17:26Z 2574 followers, 1371 engagements

"SoftBank reportedly interested in buying $DBRG (in the $20-30 range which would be another XXX% upside) My humble opinion is that its worth a lot more than $XX but taking the easy win here (if by some luck it tracks back to $XX could buy in again as I think FV is around $20)"
X Link 2025-12-05T23:43Z 2573 followers, 3101 engagements

"@Restructuring__ It was interesting and pretty amazing they are buying some (seemingly) great companies but I wonder if the ROI is good given the growth (or lack thereof) profile of these companies"
X Link 2025-12-08T12:32Z 2573 followers, XXX engagements

"@filiembustero I dont follow as closely but Pluxee doesnt strike me as the company that guides to optimistically"
X Link 2025-12-08T21:38Z 2574 followers, XX engagements

"SmartPay (& Bamboora) could also help a little bit. UK expansion catching real steam. GiveX cross-sell should be starting to ramp up. Regarding GB: some positive signs about Chinese consumer luxury in general & cross-border spending by LVMH and JPM recently. X extra tailwinds all free of charge"
X Link 2025-12-09T18:50Z 2574 followers, XXX engagements

"@OnodaCapital I don't want to be a party pooper but SBC is well over $150m in 2024 & 2025 (not $100m)"
X Link 2025-12-10T13:33Z 2573 followers, XXX engagements

"@OnodaCapital You want the share price to go up right"
X Link 2025-12-10T14:00Z 2574 followers, XXX engagements

"$WISE doesn't strike me as the strongest believer in stablecoins XX% of transactions are instant and at average XX bps cross-border take rate"
X Link 2025-11-06T07:51Z 2574 followers, 2493 engagements

"$WISE dual listing in Q226"
X Link 2025-11-06T07:51Z 2574 followers, 2970 engagements

"The poor people subscribing to the $500m $WLN $WLN.PA capital increase at XXXX while the SP now drops to 1.8"
X Link 2025-11-06T08:39Z 2574 followers, 1382 engagements

"$RELY interesting (2026 guidance of high teens growth has me off)"
X Link 2025-11-06T20:06Z 2574 followers, XXX engagements

"@lejooon I will try (although their responses aren't great indeed)"
X Link 2025-11-19T14:46Z 2574 followers, XXX engagements

"Now $WLN $WLN.PA selling an asset with XX% EBITDA and XX% FCF margins"
X Link 2025-12-08T15:01Z 2574 followers, XXX engagements

"@lejooon Asked them twice and now this release so I would expect a personal answer as well in the coming days:"
X Link 2025-12-09T22:41Z 2575 followers, XXX engagements

"This is still XX% of Europe btw"
X Link 2025-12-10T10:57Z 2575 followers, XXX engagements

"@ExcessDefaults I agree but they have a track record so could give them some slack that they will be rather successful You like this one more:"
X Link 2025-12-11T13:33Z 2575 followers, XX engagements

"$CECO FY25 revenue (guidance) of $725m consists of $380m 2024 backlog (70% of $540m) $35m Q424 revenue that got pushed out & $100m of 2024 acquisitions revenue which leaves $210m to be sold in 2025 X. $210m seems low X. Based on Book-to-Bill (guidance) of XXX would assume bookings to be $800m and thus a resulting backlog YE25 of $750m (30% of YE24 backlog + 2025 bookings not billed in 2025) Long story short analysts expect 2026 revenue to be $765m. I think they can get awfully close tot that number in 2025"
X Link 2025-04-17T09:24Z 2575 followers, 6938 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 2025-07-30T08:49Z 2575 followers, 3755 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 2025-10-14T11:34Z 2575 followers, 1511 engagements

"Ticked the exact bottom with below post about $CECO achieving 2026 (e) in 2025. Stock up XXX% zero shares bought $CECO now introducing 2026 to be another strong year although not as cheap at 17x 2026 EV/EBITDA (was below 10x in April)"
X Link 2025-10-28T13:05Z 2575 followers, 3618 engagements

"@jszhang0912 @Sammy_the_Nose Keep me in the loop"
X Link 2025-12-11T15:57Z 2575 followers, XX engagements