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# ![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1577210180307230720.png) @TomSmith839 Tom Smith

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

### Engagements: XXX [#](/creator/twitter::1577210180307230720/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577210180307230720/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +22%
- X Months XXXXXXX +22%
- X Year XXXXXXXXX +186%

### Mentions: XX [#](/creator/twitter::1577210180307230720/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577210180307230720/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +14%
- X Year XXX +73%

### Followers: XXXXX [#](/creator/twitter::1577210180307230720/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577210180307230720/c:line/m:followers.svg)

- X Week XXXXX +0.33%
- X Month XXXXX +2.10%
- X Months XXXXX +36%
- X Year XXXXX +80%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1577210180307230720/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577210180307230720/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1577210180307230720/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$four](/topic/$four) #42, [$ver](/topic/$ver) #3, [$vrv](/topic/$vrv) #1, [$owl](/topic/$owl) #8, [$gpn](/topic/$gpn) #9, [$wln](/topic/$wln) #1, [$wlnpa](/topic/$wlnpa) #8, [$apo](/topic/$apo) #28, [$kkr](/topic/$kkr) #18, [$bx](/topic/$bx) #34

**Top accounts mentioned or mentioned by**
[@nocapcap](/creator/undefined) [@no_cap_cap](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@bizalmanac](/creator/undefined) [@evfcfaddict](/creator/undefined) [@rodrigoethe](/creator/undefined) [@jonrice80](/creator/undefined) [@rodrigo_ethe](/creator/undefined) [@erik_rnf](/creator/undefined) [@valueinvest12](/creator/undefined) [@icemancapital](/creator/undefined) [@felixschreibe13](/creator/undefined) [@grok](/creator/undefined) [@rookisaacman](/creator/undefined) [@lumixqsol](/creator/undefined) [@kermyt_houghts](/creator/undefined) [@nesjamag](/creator/undefined) [@tintincapital](/creator/undefined) [@borjadcruz](/creator/undefined) [@kairospraxis](/creator/undefined)

**Top assets mentioned**
[4 (FOUR)](/topic/$four) [OwlDAO (OWL)](/topic/$owl) [Global Payments Inc (GPN)](/topic/$gpn) [Apollo Global Management, Inc. (APO)](/topic/$apo) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Ferrari N.V. (RACE)](/topic/$race) [Fiserv, Inc. (FI)](/topic/$fi) [Mastercard, Inc. (MA)](/topic/$ma) [TPG, Inc. (TPG)](/topic/$tpg) [Ares Protocol (ARES)](/topic/$ares) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Civic (CVC)](/topic/$cvc) [Grand Base (GB)](/topic/$gb) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [MGM Resorts International (MGM)](/topic/$mgm) [Toko Token (TKO)](/topic/$tko) [StaFi (FIS)](/topic/$fis) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Brookfield Corporation (BN)](/topic/$bn) [BlackCoin (BLK)](/topic/$blk) [Parallax (PLX)](/topic/$plx) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Carlyle Group, Inc. (CG)](/topic/$cg) [Atmos Energy Corporation (ATO)](/topic/$ato)
### Top Social Posts [#](/creator/twitter::1577210180307230720/posts)
---
Top posts by engagements in the last XX hours

"Assuming RO(I)IC is the main KPI for a LT investment $FOUR qualifies"  
[X Link](https://x.com/TomSmith839/status/1977388523834479099) [@TomSmith839](/creator/x/TomSmith839) 2025-10-12T14:58Z 2427 followers, 3629 engagements


"Anyone want to wager money XXX bps isnt the floor $OWL $APO $KKR $ARES $BX"  
[X Link](https://x.com/TomSmith839/status/1965138904774049969) [@TomSmith839](/creator/x/TomSmith839) 2025-09-08T19:43Z 2427 followers, 5329 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](https://x.com/TomSmith839/status/1924928111524905245) [@TomSmith839](/creator/x/TomSmith839) 2025-05-20T20:39Z 2427 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](https://x.com/TomSmith839/status/1977732378584858858) [@TomSmith839](/creator/x/TomSmith839) 2025-10-13T13:45Z 2427 followers, 2493 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](https://x.com/TomSmith839/status/1960331387442954384) [@TomSmith839](/creator/x/TomSmith839) 2025-08-26T13:19Z 2427 followers, 4126 engagements


"$CVC $CVC.AS"  
[X Link](https://x.com/TomSmith839/status/1973728661061976501) [@TomSmith839](/creator/x/TomSmith839) 2025-10-02T12:35Z 2428 followers, XXX engagements


"@stonkmetal There were people buying $RACE at 45x 2030 EPS earlier this year 🤦♂"  
[X Link](https://x.com/TomSmith839/status/1976265237763404053) [@TomSmith839](/creator/x/TomSmith839) 2025-10-09T12:35Z 2426 followers, XXX engagements


"Markets red $FI $GPN green I dont make the rules"  
[X Link](https://x.com/TomSmith839/status/1975591556255043967) [@TomSmith839](/creator/x/TomSmith839) 2025-10-07T15:58Z 2428 followers, XXX engagements


"Stock is back to $16"  
[X Link](https://x.com/TomSmith839/status/1975824244887216367) [@TomSmith839](/creator/x/TomSmith839) 2025-10-08T07:23Z 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](https://x.com/TomSmith839/status/1956257903343542436) [@TomSmith839](/creator/x/TomSmith839) 2025-08-15T07:33Z 2426 followers, 9955 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](https://x.com/TomSmith839/status/1952692794461466961) [@TomSmith839](/creator/x/TomSmith839) 2025-08-05T11:26Z 2426 followers, 5981 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](https://x.com/TomSmith839/status/1978061921837297674) [@TomSmith839](/creator/x/TomSmith839) 2025-10-14T11:34Z 2427 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](https://x.com/TomSmith839/status/1978003240089215163) [@TomSmith839](/creator/x/TomSmith839) 2025-10-14T07:41Z 2426 followers, 1784 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](https://x.com/TomSmith839/status/1917564609679986777) [@TomSmith839](/creator/x/TomSmith839) 2025-04-30T13:00Z 2426 followers, 37.1K 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](https://x.com/TomSmith839/status/1975820094602137973) [@TomSmith839](/creator/x/TomSmith839) 2025-10-08T07:06Z 2427 followers, 3661 engagements


"$TKO $TKO.PA"  
[X Link](https://x.com/TomSmith839/status/1973729045201494246) [@TomSmith839](/creator/x/TomSmith839) 2025-10-02T12:37Z 2426 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](https://x.com/TomSmith839/status/1978064008000221451) [@TomSmith839](/creator/x/TomSmith839) 2025-10-14T11:43Z 2428 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"  
[X Link](https://x.com/TomSmith839/status/1927683931597316461) [@TomSmith839](/creator/x/TomSmith839) 2025-05-28T11:10Z 2426 followers, 45.3K engagements


"Entire market up about a gazillion % today and a payments basket of $FI $FIS $FOUR $GPN $MA $PYPL $V down about 1%"  
[X Link](https://x.com/TomSmith839/status/1968761614624018824) [@TomSmith839](/creator/x/TomSmith839) 2025-09-18T19:38Z 2428 followers, 1515 engagements


"Patria Investments $PAX being mentioned as an equal to $BN $TPG $BLK"  
[X Link](https://x.com/TomSmith839/status/1949819937649791407) [@TomSmith839](/creator/x/TomSmith839) 2025-07-28T13:11Z 2427 followers, 1868 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](https://x.com/TomSmith839/status/1977830615018811444) [@TomSmith839](/creator/x/TomSmith839) 2025-10-13T20:15Z 2428 followers, XXX engagements


"Pluxee $PLX $PLX.PA is getting ridiculously cheap"  
[X Link](https://x.com/TomSmith839/status/1965011941199606122) [@TomSmith839](/creator/x/TomSmith839) 2025-09-08T11:18Z 2426 followers, 4047 engagements


"@rubicon59 @FundasyInvestor Double digit is nice"  
[X Link](https://x.com/TomSmith839/status/1978382767088906680) [@TomSmith839](/creator/x/TomSmith839) 2025-10-15T08:49Z 2428 followers, XXX engagements


"13% of $OWL Credit AUM is IG vs. XX% at $APO (not that anyone cares)"  
[X Link](https://x.com/TomSmith839/status/1975832588351906285) [@TomSmith839](/creator/x/TomSmith839) 2025-10-08T07:56Z 2427 followers, 1948 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](https://x.com/TomSmith839/status/1950478862095097965) [@TomSmith839](/creator/x/TomSmith839) 2025-07-30T08:49Z 2427 followers, 2976 engagements


"Whats the definition of giving up $BHF"  
[X Link](https://x.com/TomSmith839/status/1970364087629697321) [@TomSmith839](/creator/x/TomSmith839) 2025-09-23T05:46Z 2426 followers, 1886 engagements


"I am XX% sure if $RACE grows EPS faster than X% CAGR we would go back to all time highs"  
[X Link](https://x.com/TomSmith839/status/1978103123055968766) [@TomSmith839](/creator/x/TomSmith839) 2025-10-14T14:18Z 2428 followers, 1241 engagements


"$CG closed the gap quite dramatically"  
[X Link](https://x.com/TomSmith839/status/1973727023593091424) [@TomSmith839](/creator/x/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](https://x.com/TomSmith839/status/1977387553071247803) [@TomSmith839](/creator/x/TomSmith839) 2025-10-12T14:55Z 2428 followers, 2640 engagements


"$GPN seems disconnected"  
[X Link](https://x.com/TomSmith839/status/1973383753738109207) [@TomSmith839](/creator/x/TomSmith839) 2025-10-01T13:45Z 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](https://x.com/TomSmith839/status/1917152154785116179) [@TomSmith839](/creator/x/TomSmith839) 2025-04-29T09:41Z 2427 followers, 3258 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](https://x.com/TomSmith839/status/1945378295404470747) [@TomSmith839](/creator/x/TomSmith839) 2025-07-16T07:01Z 2427 followers, 3493 engagements


"Not a chart guy but buy at XXX not the worst idea in the world $VER $VRV"  
[X Link](https://x.com/TomSmith839/status/1939947609155686781) [@TomSmith839](/creator/x/TomSmith839) 2025-07-01T07:22Z 2427 followers, 8045 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](https://x.com/TomSmith839/status/1947947996605276265) [@TomSmith839](/creator/x/TomSmith839) 2025-07-23T09:12Z 2426 followers, 1023 engagements


"$OWL making a gap"  
[X Link](https://x.com/TomSmith839/status/1973727965734478316) [@TomSmith839](/creator/x/TomSmith839) 2025-10-02T12:33Z 2428 followers, XXX engagements