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[@TomSmith839](/creator/twitter/TomSmith839)
"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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1940348258964189461) 2025-07-02 09:54:09 UTC 2139 followers, 1015 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1922565327541489962) 2025-05-14 08:11:08 UTC 2139 followers, 6798 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1924928111524905245) 2025-05-20 20:39:59 UTC 2138 followers, 26.1K 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1945378295404470747) 2025-07-16 07:01:43 UTC 2143 followers, 2963 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1942847580435800094) 2025-07-09 07:25:34 UTC 2143 followers, 3567 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1927683931597316461) 2025-05-28 11:10:38 UTC 2138 followers, 45K engagements


"@rookisaacman @LumixqSOL Shift4 has grown E2E Volume XX% CAGR last X years. Could have done less with fewer M&A but why would they Shift4 can (hypothetically) grow E2E Volume XX% CAGR for the next 10Y to $850B and still have only converted XX% of their $1.4T funnel and also still be XX% of $GPN volume"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1945568650448056333) 2025-07-16 19:38:07 UTC 2143 followers, XXX 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1935229285813354761) 2025-06-18 06:53:11 UTC 2139 followers, 3234 engagements


"$RELY X. Not at 22x forward P/E (EPS ex -SBC about $0) X. To be at 5x 2028 P/E NG EPS has to grow at XX% CAGR (which is difficult if SBC% goes down) Other than that might do well Who knows"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1943270177983885504) 2025-07-10 11:24:49 UTC 2138 followers, 1549 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1940740841775288403) 2025-07-03 11:54:08 UTC 2143 followers, 4477 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1934859855103242266) 2025-06-17 06:25:12 UTC 2143 followers, 9040 engagements


"People dont own enough of the Alts part XX $BAM $BN"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1945079010016301137) 2025-07-15 11:12:28 UTC 2143 followers, 6152 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1934912734422028451) 2025-06-17 09:55:19 UTC 2138 followers, 10.7K 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1934880082608226632) 2025-06-17 07:45:34 UTC 2138 followers, 5392 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1911710362065338373) 2025-04-14 09:17:22 UTC 2143 followers, 30.2K 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1925951660779594081) 2025-05-23 16:27:13 UTC 2139 followers, 15.2K engagements


"Not a chart guy but buy at XXX not the worst idea in the world $VER $VRV"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1939947609155686781) 2025-07-01 07:22:07 UTC 2138 followers, 7179 engagements


"First Berlin with a X PT for Verve Group $VER"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1899354309977874636) 2025-03-11 06:58:50 UTC 2138 followers, XXX engagements


"Buy Pluxee ahead of earnings as a short term trade $PLX.PA"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1939643681230741943) 2025-06-30 11:14:25 UTC 2139 followers, 4645 engagements


"Why does Sensus Healthcare screen so well $SRTS"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1948668530570002805) 2025-07-25 08:55:56 UTC 2143 followers, XXX engagements


"$MILDEF not the cheapest name out there but at XX% CAGR for the next 10() years who cares"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1945091796947669075) 2025-07-15 12:03:17 UTC 2138 followers, XXX engagements


"Market doesnt seem to believe Atos 2028 ambitions of 9B revenue and XX% operating margin $ATO $ATO.PA 500m MC 1.5B EV"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1947947996605276265) 2025-07-23 09:12:48 UTC 2143 followers, XXX engagements


"Private credit train not stopping $LGEN $BX"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1943227230546460924) 2025-07-10 08:34:09 UTC 2139 followers, XXX engagements


"@stockthoughts81 Have a look at $CVC.AS (EU) and $PAX & $VINP (LatAm) to compare to the US peers"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1933270855221489981) 2025-06-12 21:11:04 UTC 2139 followers, XXX engagements


"Inflows of $61.6B Q125 and $200B LTM Credit & Insurance XX% of inflows at $30.35B AUM of $1.17T (with a T) Fee-earning Permanent AUM of $400B (up XX% YoY) FRE of $4.4/share LTM I repeat: the party does not stop until $BX tells it to stop"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1912829868603040217) 2025-04-17 11:25:53 UTC 2143 followers, 2859 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1937795879660142983) 2025-06-25 08:51:54 UTC 2139 followers, 1280 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1948734679789588819) 2025-07-25 13:18:48 UTC 2143 followers, XXX 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"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1917564609679986777) 2025-04-30 13:00:04 UTC 2143 followers, 33.1K engagements


"Doubling PT apparently normal $MDA.TO $MDALF"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1853413333585543258) 2024-11-04 12:25:48 UTC 2143 followers, 1422 engagements


"Funny how some people say to focus on ROIC and are negative on any amount of Capex at the same time"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1948282649144893795) 2025-07-24 07:22:35 UTC 2143 followers, 2384 engagements