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@TomSmith839 Avatar @TomSmith839 Tom Smith

Tom Smith posts on X about $ver, $vrv, verve, $four the most. They currently have XXXXX followers and XXX 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 stocks finance cryptocurrencies technology brands countries

Social topic influence $ver, $vrv, verve, $four, $wln, $wlnpa, ios, $bn, $gb, ssp

Top assets mentioned 4 (FOUR) Brookfield Corporation (BN) Grand Base (GB) Alphabet Inc Class A (GOOGL) BlackCoin (BLK) Brookfield Asset Management Inc (BAM) First Advantage Corporation Common Stock (FA) Global Payments Inc (GPN) JPMorgan Chase (JPM) Morgan Stanley (MS) EQT, Corp. (EQT) OwlDAO (OWL) KKR & Co, Inc. (KKR) DigitalBridge Group, Inc. (DBRG) Fiserv, Inc. (FI) Toast, Inc. (TOST) NXP Semiconductors NV (NXPI) Streamity (STM) ON Semiconductor, Corp. (ON) Escoin (ELG) KLA Corp (KLAC) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) TPG, Inc. (TPG) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Applovin Corporation (APP) Trade Desk, Inc. (TTD) Metadium (META) Magnite, Inc. Common Stock (MGNI) PayPal Holdings Inc (PYPL) Euronet Worldwide Inc (EEFT)

Top Social Posts #

Top posts by engagements in the last XX hours

"GBC with a XXX PT for Verve Group $VER $VRV I assume mostly on guidance to double the business in the next 3-4Y XXX PT is 9x 2027 EV/EBITDA which could be reasonable if they can double the business in the next 3-4Y (I'm taking a less bullish view)"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-02 09:54:09 UTC 2155 followers, 1025 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"
@TomSmith839 Avatar @TomSmith839 on X 2025-05-20 20:39:59 UTC 2161 followers, 26.2K engagements

"Infra is the place to be All the players you expect there to be $CIP (now $BLK) $EQT $OWL $KKR $BAM $BN $DBRG and also the banks $MS & $JPM"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-09 07:25:34 UTC 2152 followers, 3735 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"
@TomSmith839 Avatar @TomSmith839 on X 2025-06-18 06:53:11 UTC 2160 followers, 3248 engagements

"People dont own enough of the Alts part XX $BAM $BN"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-15 11:12:28 UTC 2153 followers, 6323 engagements

"Why does Sensus Healthcare screen so well $SRTS"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-25 08:55:56 UTC 2153 followers, XXX engagements

"For First Advantage share price to double by 2028 it should trade at 18x 2028 P/E or 12x 2028 EV/EBITDA (which is on par with current valuation) $FA Not unreasonable and could do with somewhat less than doubling in 3-4Y"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-16 09:46:31 UTC 2154 followers, XXX engagements

"Marked the exact YTD (& 1Y) top on $VER Either way market gives multiple opportunities to buy companies Should get 2025 guidance in at Q1 results (end of May). Have a feeling we won't get more than we have now (strong double digit growth) due to the uncertainty around advertising spend Doesn't change to fact that this company is gaining customers (market share) at a fast pace and is on its way to 200m in EBITDA & 100m FCF at some point in the next XX months or so For a company that believes it can achieve XX% CAGR over the medium term 4-5x EV/EBITDA is a little low"
@TomSmith839 Avatar @TomSmith839 on X 2025-04-14 09:17:22 UTC 2161 followers, 30.2K engagements

"I get why these guys are called 'Optimist Fund': $XX PT based on 25x 2030 EPS (while mgmt guided for $XXX by 2028) $FA"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-16 09:52:26 UTC 2154 followers, 1043 engagements

"Would put $FI in the category 'undeserved multiple contraction'"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-29 12:28:40 UTC 2163 followers, XXX 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"
@TomSmith839 Avatar @TomSmith839 on X 2025-05-28 11:10:38 UTC 2152 followers, 45K engagements

"Highly recommended overview of Verve Group $VER $VRV (I personally feel First Berlin Group is rather conservative on MT estimates: XX% CAGR vs mgmt guidance of +25%)"
@TomSmith839 Avatar @TomSmith839 on X 2025-06-17 09:55:19 UTC 2160 followers, 10.7K engagements

"@no_cap_cap I did hold it for a time because they did grow E2E Volume rather fast and consistently but I sold because mgmt wouldn't/couldn't acknowledge take rates will perpetually decline down to Adyen levels in the long term"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-28 06:58:03 UTC 2160 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)"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-30 08:49:33 UTC 2163 followers, XXX engagements

"@evfcfaddict Some names you're willing to share (I am one lazy mf)"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-10 07:10:08 UTC 2160 followers, XXX engagements

"Do you think there were also people in the 17th century that said that red tulips were the most established and decentralised asset which carries a fundamental different risk profile compared to the vast often speculative palet of non-red tulips"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-03 07:50:11 UTC 2153 followers, 2238 engagements

"@grok @bizalmanac How about companies I havent posted about"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-27 09:54:15 UTC 2153 followers, XX 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"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-28 09:39:53 UTC 2163 followers, 2045 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"
@TomSmith839 Avatar @TomSmith839 on X 2025-04-29 09:41:07 UTC 2152 followers, 3206 engagements

"Not a chart guy but buy at XXX not the worst idea in the world $VER $VRV"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-01 07:22:07 UTC 2162 followers, 7242 engagements

"Worst sign of $STM results & guidance is that they guided FY outlook in 2024 now only guide Q1 outlook Q125 outlook is also down XXXX% YoY Wouldn't go too hard on auto & industry related semi just yet $XFAB $MELE $IFX $NXPI $VNX $ON $ELG"
@TomSmith839 Avatar @TomSmith839 on X 2025-01-30 09:46:26 UTC 2152 followers, 2396 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"
@TomSmith839 Avatar @TomSmith839 on X 2025-06-11 08:36:37 UTC 2161 followers, 2354 engagements

"$WLN.PA MC down to 1B I'm not touching it but if you're brave 500B of MSV is worth something to someone"
@TomSmith839 Avatar @TomSmith839 on X 2025-06-25 08:51:54 UTC 2152 followers, 1282 engagements

"$FEIM up about XX% in checks notes X week"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-23 10:59:59 UTC 2154 followers, XXX engagements

"SSS MicroTec $SMHN about half the valuation of its 'peers' $AMSL $TKY $LRCX $AMAT $KLAC ( $BESI at 37x 2025 EV/EBITDA )"
@TomSmith839 Avatar @TomSmith839 on X 2025-01-08 13:31:56 UTC 2154 followers, 1169 engagements

"Can't just compare X companies but $VER $VRV (Verve Group) & $APPS (Digital Turbine) have about the same MC and the same EV Verve Group does twice the EBITDA and grows faster"
@TomSmith839 Avatar @TomSmith839 on X 2025-06-17 06:25:12 UTC 2161 followers, 9062 engagements

"It's a crazy market but you have established holding companies with a track record of increasing NAV/share double digits YoY trading at 25-50% discount to NAV and then you have this"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-25 13:18:48 UTC 2152 followers, XXX engagements

"@dipinvest Sold $XFAB & $SMHN Both are still reasonably cheap and good tailwinds but they are up a ton from April lows (happy to buy them again if they drop again)"
@TomSmith839 Avatar @TomSmith839 on X 2025-06-30 13:25:29 UTC 2152 followers, XXX engagements

"Some interesting bits from the Verve Group $VER $VRV presentation: Scale: 65k app integrations can reach 200m CTV screens can reach 2.5B end consumers biggest inventory on iOS in the US (apart from Apple) Diversification: XX% SSP (aiming for 50/50) XX% US XX% Mobile App (9% CTV & growing Growth: 2-3x market growth (Mobile App & CTV) best privacy tools in the market 3-5Y targets of XX% revenue CAGR On Google: Google takes up to XX% of the value chain. Verve (as Magnite & Pubmatic) say that if Google lost its monopoly around XX% of the market could free up for competition"
@TomSmith839 Avatar @TomSmith839 on X 2025-05-14 08:11:08 UTC 2160 followers, 6803 engagements

"Maybe even $GPN belongs in this category (Market is forward looking so we will only know it when it's too late)"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-29 12:29:57 UTC 2163 followers, XXX engagements

"@bizalmanac @grok @grok me too. You can do US and European companies"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-27 09:50:45 UTC 2154 followers, XXX engagements

"Patria Investments $PAX being mentioned as an equal to $BN $TPG $BLK"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-28 13:11:13 UTC 2163 followers, XXX engagements

"$FTAI putting 2025 (e) of $1.125B on a slide & then also putting a runrate Adj. EBITDA of $1.295B on the next slide doesn't make sense to me At the same time analysts come out with a $1.325B (e) to make it even more confusing Either way they are executing very well and these kind of companies shouldn't trade at low double digit EBITDA multiples"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-30 09:57:22 UTC 2164 followers, 1160 engagements

"A very interesting closure to a must-listen podcast for anyone interested in Adtech $META $GOOGL $TTD $APP $PUBM $MGNI $VER $VRV"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-03 11:54:08 UTC 2155 followers, 4560 engagements

"First Berlin with a X PT for Verve Group $VER"
@TomSmith839 Avatar @TomSmith839 on X 2025-03-11 06:58:50 UTC 2160 followers, XXX engagements

"@no_cap_cap More than X years of bullish takes"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-28 06:17:08 UTC 2153 followers, XX 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"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-16 07:01:43 UTC 2162 followers, 3058 engagements

"When will analysts up their $FOUR 2025 EBITDA guidance of $850m to include $GB 2026 (e) at $1.02B while $1.2B seems more accurate (I love typing the Bs instead of the Ms for Shift4)"
@TomSmith839 Avatar @TomSmith839 on X 2025-07-08 12:32:38 UTC 2152 followers, 1577 engagements

"Verve Group $VER $VRV back to the April lows market does give multiple opportunities Not sure why it's down XX% though In the meantime 2025 guidance is +20% growth YoY for Revenue and EBITDA and MT guidance is +25% CAGR for the next 5Y"
@TomSmith839 Avatar @TomSmith839 on X 2025-06-17 07:45:34 UTC 2161 followers, 5398 engagements

"Verve Group $VER $VRV 2024 revenue of 437m (36% YoY) XX% GM 1140 customers $100k Trades at 9x LTM FCF Not apples to apples but definitely one expensive apple and one cheap apple"
@TomSmith839 Avatar @TomSmith839 on X 2025-05-23 16:27:13 UTC 2160 followers, 15.2K engagements