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

- X Week XXXXXX +52%
- X Month XXXXXX -XX%
- X Months XXXXXXX +0.97%
- X Year XXXXXXXXX +185%

### 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 +44%
- X Year XXX +56%

### 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 +0.43%
- X Month XXXXX +1.60%
- X Months XXXXX +27%
- X Year XXXXX +93%

### CreatorRank: XXXXXXX [#](/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

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #2903 [stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$eeft](/topic/$eeft) #2, [$four](/topic/$four) #3, [$wlnpa](/topic/$wlnpa) #5, [$wln](/topic/$wln) #1, [$ver](/topic/$ver) #1, [$vrv](/topic/$vrv) #1, [business](/topic/business) 6.25%, [$cvcas](/topic/$cvcas) 4.69%, [if you](/topic/if-you) 3.13%, [$cvc](/topic/$cvc) XXXX%

**Top accounts mentioned or mentioned by**
[@fatheadfreddy](/creator/undefined) [@restructuring](/creator/undefined) [@stockthoughts81](/creator/undefined) [@specialsitsnews](/creator/undefined) [@zerohedge](/creator/undefined) [@mrjulius007](/creator/undefined) [@filiembustero](/creator/undefined) [@jerrycap](/creator/undefined) [@evfcfaddict](/creator/undefined) [@doktorandinvest](/creator/undefined)

**Top assets mentioned**
[Euronet Worldwide Inc (EEFT)](/topic/$eeft) [4 (FOUR)](/topic/$four) [Civic (CVC)](/topic/$cvc) [Fiserv, Inc. (FI)](/topic/$fi) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Lightspeed Commerce Inc. (LSPD)](/topic/$lspd) [Toast, Inc. (TOST)](/topic/$tost) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Eden (EDEN)](/topic/$eden) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Wise (WISE)](/topic/$wise) [Fiserv Inc (FISV)](/topic/$fisv) [OwlDAO (OWL)](/topic/$owl) [Blue Owl Capital Corporation (OBDC)](/topic/$obdc) [Global Payments Inc (GPN)](/topic/$gpn) [Western Union Co (WU)](/topic/$wu)
### Top Social Posts
Top posts by engagements in the last XX hours

"$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](https://x.com/TomSmith839/status/1986073059963421033)  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](https://x.com/TomSmith839/status/1995189295217590364)  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](https://x.com/TomSmith839/status/1995984635466039735)  2025-12-02T22:33Z 2561 followers, 2233 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](https://x.com/TomSmith839/status/1856284653465854278)  2024-11-12T10:35Z 2561 followers, 6147 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](https://x.com/TomSmith839/status/1913166018278482381)  2025-04-18T09:41Z 2561 followers, 1954 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)  2025-05-28T11:10Z 2561 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](https://x.com/TomSmith839/status/1935229285813354761)  2025-06-18T06:53Z 2561 followers, 3354 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)  2025-07-01T07:22Z 2561 followers, 8153 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)  2025-07-30T08:49Z 2561 followers, 3664 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)  2025-08-26T13:19Z 2561 followers, 8574 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](https://x.com/TomSmith839/status/1961163225111871508)  2025-08-28T20:25Z 2561 followers, 4421 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)  2025-10-13T13:45Z 2561 followers, 3189 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)  2025-10-14T11:34Z 2561 followers, 1441 engagements


"REN + Corecard is a +$140m revenue business (at high margin) growing at XX% per year $EEFT"  
[X Link](https://x.com/TomSmith839/status/1978799915796169117)  2025-10-16T12:27Z 2561 followers, 3773 engagements


"Edenred $EDEN $EDEN.PA"  
[X Link](https://x.com/TomSmith839/status/1980565899795984677)  2025-10-21T09:24Z 2561 followers, 1947 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](https://x.com/TomSmith839/status/1997089452104061134)  2025-12-05T23:43Z 2561 followers, 3013 engagements


"This Shift4 write-up deserves more than X likes $FOUR"  
[X Link](https://x.com/TomSmith839/status/1997938376264257791)  2025-12-08T07:56Z 2561 followers, 21.2K 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](https://x.com/TomSmith839/status/1998007664199020647)  2025-12-08T12:32Z 2561 followers, XXX engagements


"Now $WLN $WLN.PA selling an asset with XX% EBITDA and XX% FCF margins"  
[X Link](https://x.com/TomSmith839/status/1998045265614524888)  2025-12-08T15:01Z 2561 followers, XXX 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](https://x.com/TomSmith839/status/1782683729405628605)  2024-04-23T08:11Z 2555 followers, 1878 engagements


"$WISE $WISE.L growing high teens for the foreseeable future in an infinite TAM while reported PBT way higher than underlying PBT Can do worse"  
[X Link](https://x.com/TomSmith839/status/1908085944986522061)  2025-04-04T09:15Z 2553 followers, 3039 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](https://x.com/TomSmith839/status/1932718600193778007)  2025-06-11T08:36Z 2557 followers, 2588 engagements


"@stockthoughts81 Have a look at $CVC.AS (EU) and $PAX & $VINP (LatAm) to compare to the US peers"  
[X Link](https://x.com/TomSmith839/status/1933270855221489981)  2025-06-12T21:11Z 2554 followers, XXX engagements


"This is just lazy $EEFT $FOUR"  
[X Link](https://x.com/TomSmith839/status/1973360233855758763)  2025-10-01T12:11Z 2554 followers, 2563 engagements


"So does $FI"  
[X Link](https://x.com/TomSmith839/status/1973383994772164782)  2025-10-01T13:46Z 2554 followers, 8775 engagements


"$CVC $CVC.AS"  
[X Link](https://x.com/TomSmith839/status/1973728661061976501)  2025-10-02T12:35Z 2554 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)  2025-10-14T07:41Z 2553 followers, 2141 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](https://x.com/TomSmith839/status/1988522389257265663)  2025-11-12T08:20Z 2553 followers, 3087 engagements


"Uncanny how the market always knows $FI $FISV"  
[X Link](https://x.com/TomSmith839/status/1989266702635528453)  2025-11-14T09:38Z 2555 followers, 7516 engagements


"I refuse to believe the market is correct on $EEFT (NTM EPS estimates keep on going up . for now)"  
[X Link](https://x.com/TomSmith839/status/1989313390683001006)  2025-11-14T12:44Z 2553 followers, 2075 engagements


"Is it wrong $OWL $OBDC"  
[X Link](https://x.com/TomSmith839/status/1991172736056778804)  2025-11-19T15:52Z 2553 followers, 1150 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](https://x.com/TomSmith839/status/1996560983238873356)  2025-12-04T12:43Z 2556 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)  2025-04-29T09:41Z 2558 followers, 3291 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)  2025-07-16T07:01Z 2558 followers, 3572 engagements


"Shift4 $FOUR negotiating with Worldline $WLN.PA about their (small) North America business"  
[X Link](https://x.com/TomSmith839/status/1980684043168686427)  2025-10-21T17:14Z 2558 followers, 5721 engagements


"$WLN.PA $FOUR"  
[X Link](https://x.com/TomSmith839/status/1985254039970316460)  2025-11-03T07:53Z 2558 followers, 4040 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](https://x.com/TomSmith839/status/1986352758790771032)  2025-11-06T08:39Z 2558 followers, 1347 engagements


"$WU CEO laying out the bull case for $EEFT"  
[X Link](https://x.com/TomSmith839/status/1990889311609258493)  2025-11-18T21:06Z 2561 followers, 2619 engagements


"@filiembustero I dont follow as closely but Pluxee doesnt strike me as the company that guides to optimistically"  
[X Link](https://x.com/TomSmith839/status/1998145212888318013)  2025-12-08T21:38Z 2561 followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@TomSmith839 Avatar @TomSmith839 Tom Smith

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

Engagements Line Chart

  • X Week XXXXXX +52%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX +0.97%
  • X Year XXXXXXXXX +185%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XX%
  • X Months XXX +44%
  • X Year XXX +56%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.43%
  • X Month XXXXX +1.60%
  • X Months XXXXX +27%
  • X Year XXXXX +93%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies #2903 stocks XXXX% finance XXXX% countries XXXX% technology brands XXXX% social networks XXXX%

Social topic influence $eeft #2, $four #3, $wlnpa #5, $wln #1, $ver #1, $vrv #1, business 6.25%, $cvcas 4.69%, if you 3.13%, $cvc XXXX%

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

Top assets mentioned Euronet Worldwide Inc (EEFT) 4 (FOUR) Civic (CVC) Fiserv, Inc. (FI) Remitly Global, Inc. Common Stock (RELY) Axon Enterprise, Inc. (AXON) Lightspeed Commerce Inc. (LSPD) Toast, Inc. (TOST) Alphabet Inc Class A (GOOGL) Magnite, Inc. Common Stock (MGNI) Eden (EDEN) DigitalBridge Group, Inc. (DBRG) Wise (WISE) Fiserv Inc (FISV) OwlDAO (OWL) Blue Owl Capital Corporation (OBDC) Global Payments Inc (GPN) Western Union Co (WU)

Top Social Posts

Top posts by engagements in the last XX hours

"$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

"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 2561 followers, 6147 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 2561 followers, 1954 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 2561 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 2561 followers, 3354 engagements

"Not a chart guy but buy at XXX not the worst idea in the world $VER $VRV"
X Link 2025-07-01T07:22Z 2561 followers, 8153 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 2561 followers, 3664 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 2561 followers, 8574 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 2561 followers, 4421 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 2561 followers, 3189 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 2561 followers, 1441 engagements

"REN + Corecard is a +$140m revenue business (at high margin) growing at XX% per year $EEFT"
X Link 2025-10-16T12:27Z 2561 followers, 3773 engagements

"Edenred $EDEN $EDEN.PA"
X Link 2025-10-21T09:24Z 2561 followers, 1947 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 2561 followers, 3013 engagements

"This Shift4 write-up deserves more than X likes $FOUR"
X Link 2025-12-08T07:56Z 2561 followers, 21.2K 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 2561 followers, XXX engagements

"Now $WLN $WLN.PA selling an asset with XX% EBITDA and XX% FCF margins"
X Link 2025-12-08T15:01Z 2561 followers, XXX 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 2555 followers, 1878 engagements

"$WISE $WISE.L growing high teens for the foreseeable future in an infinite TAM while reported PBT way higher than underlying PBT Can do worse"
X Link 2025-04-04T09:15Z 2553 followers, 3039 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 2557 followers, 2588 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 2554 followers, XXX engagements

"This is just lazy $EEFT $FOUR"
X Link 2025-10-01T12:11Z 2554 followers, 2563 engagements

"So does $FI"
X Link 2025-10-01T13:46Z 2554 followers, 8775 engagements

"$CVC $CVC.AS"
X Link 2025-10-02T12:35Z 2554 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 2553 followers, 2141 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 2553 followers, 3087 engagements

"Uncanny how the market always knows $FI $FISV"
X Link 2025-11-14T09:38Z 2555 followers, 7516 engagements

"I refuse to believe the market is correct on $EEFT (NTM EPS estimates keep on going up . for now)"
X Link 2025-11-14T12:44Z 2553 followers, 2075 engagements

"Is it wrong $OWL $OBDC"
X Link 2025-11-19T15:52Z 2553 followers, 1150 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

"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 2558 followers, 3291 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 2558 followers, 3572 engagements

"Shift4 $FOUR negotiating with Worldline $WLN.PA about their (small) North America business"
X Link 2025-10-21T17:14Z 2558 followers, 5721 engagements

"$WLN.PA $FOUR"
X Link 2025-11-03T07:53Z 2558 followers, 4040 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 2558 followers, 1347 engagements

"$WU CEO laying out the bull case for $EEFT"
X Link 2025-11-18T21:06Z 2561 followers, 2619 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 2561 followers, XX engagements

@TomSmith839
/creator/twitter::TomSmith839