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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 $ver, $vrv, $four, $wlnpa 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 XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +89%
- X Year XXXXXXXXX +217%

### 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 Month XX -XX%
- X Months XXX +32%
- X Year XXX +58%

### 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 +0.85%
- X Month XXXXX +4.10%
- X Months XXXXX +53%
- X Year XXXXX +84%

### 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**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries) 

**Social topic influence**
[$ver](/topic/$ver), [$vrv](/topic/$vrv), [$four](/topic/$four), [$wlnpa](/topic/$wlnpa), [$wln](/topic/$wln), [ios](/topic/ios), [$googl](/topic/$googl), [bam](/topic/bam), [$bam](/topic/$bam), [$bn](/topic/$bn)

**Top assets mentioned**
[4 (FOUR)](/topic/$four) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Brookfield Corporation (BN)](/topic/$bn) [First Advantage Corporation Common Stock (FA)](/topic/$fa) [Grand Base (GB)](/topic/$gb) [Global Payments Inc (GPN)](/topic/$gpn) [JPMorgan Chase (JPM)](/topic/$jpm) [Morgan Stanley (MS)](/topic/$ms) [BlackCoin (BLK)](/topic/$blk) [EQT, Corp. (EQT)](/topic/$eqt) [OwlDAO (OWL)](/topic/$owl) [KKR & Co, Inc. (KKR)](/topic/$kkr) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Streamity (STM)](/topic/$stm) [ON Semiconductor, Corp. (ON)](/topic/$on) [Escoin (ELG)](/topic/$elg) [Atmos Energy Corporation (ATO)](/topic/$ato) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Applovin Corporation (APP)](/topic/$app) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Metadium (META)](/topic/$meta) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Blackstone, Inc. (BX)](/topic/$bx) [Parallax (PLX)](/topic/$plx) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely)
### Top Social Posts [#](/creator/twitter::1577210180307230720/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](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, 1011 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


"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 2138 followers, 3509 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 2138 followers, 3227 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 2138 followers, 6127 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1945419769269621065) 2025-07-16 09:46:31 UTC 2136 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](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 2136 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1945421257169596485) 2025-07-16 09:52:26 UTC 2138 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](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


"@ArrakisGlobal If you're interested in the space $WDP & $VGP below BV and higher dividend yield"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1940729042715791801) 2025-07-03 11:07:15 UTC 2138 followers, XXX 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 2139 followers, 10.7K 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1940679448367710332) 2025-07-03 07:50:11 UTC 2138 followers, 2230 engagements


"SFC Energy has been growing at +20% CAGR over the last few years and analysts expect that to continue. You have the added the benefit of increased EU defense spending $F3C $F3C.F"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1945465125344805364) 2025-07-16 12:46:45 UTC 2136 followers, XXX engagements


"This is a thing of beauty $M8G $MDGIF Conservative XX% growth for 2023 with slight dilution Their adtech products are gaining a lot of traction while gaming is usually a pretty resilient industry. Decreasing share price combined with increasing fundamentals 🙌"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1597930915392794624) 2022-11-30 12:29:53 UTC 2137 followers, XX 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1917152154785116179) 2025-04-29 09:41:07 UTC 2138 followers, 3202 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 2139 followers, 7172 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"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1701517235729182910) 2023-09-12 08:44:56 UTC 2135 followers, 19.3K 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1884900975334371384) 2025-01-30 09:46:26 UTC 2136 followers, 2395 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1932718600193778007) 2025-06-11 08:36:37 UTC 2136 followers, 2349 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 2138 followers, XXX 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 2138 followers, 1278 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 2140 followers, 9020 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 2136 followers, XXX engagements


"@no_cap_cap Go outside and just buy pltr to the moon"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1946603706666889587) 2025-07-19 16:11:04 UTC 2137 followers, XXX engagements


"Anyone knows whether Brighthouse still for sale $BHF"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1930177565634843127) 2025-06-04 08:19:27 UTC 2138 followers, 1596 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1939676665056985517) 2025-06-30 13:25:29 UTC 2138 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](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 2136 followers, 6796 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 2138 followers, 4364 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 2137 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 2138 followers, XXX 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 2138 followers, 2929 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 2136 followers, XXX 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 2136 followers, 1518 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](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1942562470218064215) 2025-07-08 12:32:38 UTC 2138 followers, 1492 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 2139 followers, 5387 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


"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 2138 followers, 4640 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 2138 followers, 1416 engagements


"Ad pepper group continues to buy more shares of Solute Holdings at 6x EV/EBITDA. Now over XX% ownership. Assuming they end up with their target of XX% and XX% growth for the group they could end 2026 at 5.5m EBITDA while EV is 50m $APM $APM.DE"  
![@TomSmith839 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1577210180307230720.png) [@TomSmith839](/creator/x/TomSmith839) on [X](/post/tweet/1945049256034721975) 2025-07-15 09:14:14 UTC 2137 followers, XXX engagements