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@TomSmith839 "Assuming RO(I)IC is the main KPI for a LT investment $FOUR qualifies"
X Link @TomSmith839 2025-10-12T14:58Z 2425 followers, 3496 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

"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, 2421 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, 4097 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

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

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

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

"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

"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

"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

"$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

"$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

"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, 1699 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 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

"$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, 3346 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

"Patria Investments $PAX being mentioned as an equal to $BN $TPG $BLK"
X Link @TomSmith839 2025-07-28T13:11Z 2425 followers, 1850 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 2425 followers, 2516 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

"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

"13% of $OWL Credit AUM is IG vs. XX% at $APO (not that anyone cares)"
X Link @TomSmith839 2025-10-08T07:56Z 2425 followers, 1571 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, 2837 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

"$CG closed the gap quite dramatically"
X Link @TomSmith839 2025-10-02T12:29Z 2428 followers, XXX 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, 2607 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

"$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

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

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