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@TomSmith839 Avatar @TomSmith839 Tom Smith

Tom Smith posts on X about $four, $wlnpa, $eeft, $wln 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: XXXXXXXXX #

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Social Influence

Social category influence cryptocurrencies XX% finance XXXXX% stocks XXXXX% countries XXXX% technology brands XXXX%

Social topic influence $four #5, $wlnpa #8, $eeft #2, $wln #2, $ver 6.94%, $vrv 6.94%, business 6.94%, sbc #102, $cvcas #2, fre XXXX%

Top accounts mentioned or mentioned by @onodacapital @fundasyinvestor @fatheadfreddy @specialsitsnews @zerohedge @mrjulius007 @filiembustero @stockthoughts81 @restructuring @jerrycap @evfcfaddict

Top assets mentioned 4 (FOUR) Euronet Worldwide Inc (EEFT) Apollo Global Management, Inc. (APO) Civic (CVC) Wise (WISE) Grand Base (GB) Ares Protocol (ARES) OwlDAO (OWL) Lightspeed Commerce Inc. (LSPD) DigitalBridge Group, Inc. (DBRG) Brookfield Corporation (BN) TPG, Inc. (TPG) BlackCoin (BLK) Axon Enterprise, Inc. (AXON) Global Payments Inc (GPN) Atkore Inc. (ATKR) Agilysys, Inc. Common Stock (DE) (AGYS) Eden (EDEN) Remitly Global, Inc. Common Stock (RELY) Western Union Co (WU) BlackRock Inc (BLK) KKR & Co, Inc. (KKR) Toast, Inc. (TOST) Alphabet Inc Class A (GOOGL) Magnite, Inc. Common Stock (MGNI) UnitedHealth Group (UNH)

Top Social Posts

Top posts by engagements in the last XX hours

"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 2573 followers, 2592 engagements

"Not a chart guy but buy at XXX not the worst idea in the world $VER $VRV"
X Link 2025-07-01T07:22Z 2573 followers, 8154 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

"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 2573 followers, 2748 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 2573 followers, 1391 engagements

"Patria Investments $PAX being mentioned as an equal to $BN $TPG $BLK"
X Link 2025-07-28T13:11Z 2565 followers, 2065 engagements

"Third day in Italy and Im at probably the 100th Euronet ATM and around XX Ria Money Transfer points Idea is that these print cash for the time being and $EEFT has a digital business that grows XX% YoY"
X Link 2025-08-28T20:25Z 2562 followers, 4421 engagements

"$AXON investors are too funny blaming the XX% PM drop on 'slowing growth' or 'lower earnings guidance' Lol it trades at 20x revenue Adj. EBITDA ex-SBC margin is (pay attention now) 3%"
X Link 2025-11-05T14:08Z 2561 followers, 15.7K engagements

"Another (useless) anecdote: third day in Canary Islands and Ive seen about XX ATMs of which X werent Euronet. Btw all the Euronet ATMs were BaaS (ING in this case) $EEFT"
X Link 2025-11-30T17:52Z 2561 followers, XXX 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 2561 followers, 2233 engagements

"In Las Palmas (capital city of Canary Islands) and at the Airport less Euronet and more competitors (Sabadell BBVA CaixaBank ) Makes sense to be where the competition isnt $EEFT"
X Link 2025-12-04T12:43Z 2556 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 2568 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"
X Link 2025-07-16T07:01Z 2568 followers, 3576 engagements

"Enjoyed the 2025 Citizens Financial Services Conference with $ARES & $OWL Stark difference in how the two companies communicate Very interested in how/where we will end up with private credit"
X Link 2025-11-19T13:09Z 2570 followers, XXX engagements

"This is pretty incredible $ATKR"
X Link 2025-11-20T11:56Z 2568 followers, 1257 engagements

"Now $WLN $WLN.PA selling an asset with XX% EBITDA and XX% FCF margins"
X Link 2025-12-08T15:01Z 2568 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 2025-04-29T09:41Z 2568 followers, 3292 engagements

"I will not ever understand the market $AGYS guiding for XX% EBITDA growth (decent dont get me wrong) at 44x LTM EV/EBITDA XX% of that EBITDA is SBC btw Now there is this other company active in hospitality. Has the same recurring revenue (its called differently though). Grows faster. Limited SBC. About a third of the valuation"
X Link 2025-05-19T20:58Z 2568 followers, 3422 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 2570 followers, XXX 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 2568 followers, 3721 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 2025-10-13T13:45Z 2568 followers, 3199 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 2568 followers, 1490 engagements

"REN + Corecard is a +$140m revenue business (at high margin) growing at XX% per year $EEFT"
X Link 2025-10-16T12:27Z 2567 followers, 3786 engagements

"Edenred $EDEN $EDEN.PA"
X Link 2025-10-21T09:24Z 2568 followers, 1948 engagements

"Shift4 $FOUR negotiating with Worldline $WLN.PA about their (small) North America business"
X Link 2025-10-21T17:14Z 2568 followers, 5726 engagements

"$WLN.PA $FOUR"
X Link 2025-11-03T07:53Z 2568 followers, 4046 engagements

"$WU CEO laying out the bull case for $EEFT"
X Link 2025-11-18T21:06Z 2568 followers, 2660 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 2570 followers, XXX 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 2570 followers, 1369 engagements

"What does appropriately means $APO"
X Link 2025-11-24T20:27Z 2568 followers, 1087 engagements

"$ADYEN $ADYEY $ADYEN.AS is a great business if not one of the best there is. But the investment thesis cannot be that 100x 80x or even 60x FCF multiple is justified can it"
X Link 2023-09-12T08:44Z 2573 followers, 19.4K 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

"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 2573 followers, 6150 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, 2214 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, 1956 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 2573 followers, 45.4K 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 2573 followers, 3355 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 2573 followers, 8673 engagements

"$CVC $CVC.AS"
X Link 2025-10-02T12:35Z 2573 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 2573 followers, 2490 engagements

"$WISE dual listing in Q226"
X Link 2025-11-06T07:51Z 2573 followers, 2967 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 2573 followers, 1378 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 2573 followers, 1058 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 2573 followers, 8117 engagements

"This Shift4 write-up deserves more than X likes $FOUR"
X Link 2025-12-08T07:56Z 2573 followers, 23.4K 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

"Helps that pretty much every stadium runs on Shit4 $FOUR"
X Link 2025-12-09T11:27Z 2573 followers, 1872 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 2573 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 2573 followers, XX engagements