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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, $wlnpa, $owl 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 -XX%
- X Month XXXXXXX +50%
- X Months XXXXXXX +24%
- X Year XXXXXXXXX +183%

### 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 +12%
- X Year XXX +67%

### 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 +0.16%
- X Month XXXXX +2.10%
- X Months XXXXX +34%
- X Year XXXXX +80%

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

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$ver](/topic/$ver) #4, [$vrv](/topic/$vrv) #1, [$wlnpa](/topic/$wlnpa) #2, [$owl](/topic/$owl) #13, [$four](/topic/$four) #10, [$wln](/topic/$wln) #3, [$apo](/topic/$apo) #30, [$gpn](/topic/$gpn) #10, [$googl](/topic/$googl) 2.35%, [china](/topic/china) XXXX%

**Top accounts mentioned or mentioned by**
[@fundasyinvestor](/creator/undefined) [@kab604](/creator/undefined) [@vb4alpha](/creator/undefined) [@stockthoughts81](/creator/undefined) [@quartrapp](/creator/undefined) [@overlookedalpha](/creator/undefined) [@rodrigoethe](/creator/undefined) [@bobspaysubstack](/creator/undefined) [@stonkmetal](/creator/undefined) [@rubicon59](/creator/undefined) [@czech_investor](/creator/undefined) [@im_specter](/creator/undefined) [@evfcfaddict](/creator/undefined) [@abel_8375](/creator/undefined) [@rom_alvarado11](/creator/undefined) [@rodrigo_ethe](/creator/undefined) [@olensrud](/creator/undefined) [@leapbyleap](/creator/undefined) [@p14capital](/creator/undefined) [@hparkerevans](/creator/undefined)

**Top assets mentioned**
[OwlDAO (OWL)](/topic/$owl) [4 (FOUR)](/topic/$four) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Global Payments Inc (GPN)](/topic/$gpn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Wise (WISE)](/topic/$wise) [Parallax (PLX)](/topic/$plx) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Eden (EDEN)](/topic/$eden) [Western Union Co (WU)](/topic/$wu) [Grand Base (GB)](/topic/$gb) [Civic (CVC)](/topic/$cvc) [Fiserv, Inc. (FI)](/topic/$fi) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Ares Protocol (ARES)](/topic/$ares) [Blackstone, Inc. (BX)](/topic/$bx) [Carlyle Group, Inc. (CG)](/topic/$cg) [TPG, Inc. (TPG)](/topic/$tpg) [Toko Token (TKO)](/topic/$tko)
### Top Social Posts [#](/creator/twitter::1577210180307230720/posts)
---
Top posts by engagements in the last XX hours

"$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 2438 followers, 31.1K 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 2438 followers, 45.3K 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) [@TomSmith839](/creator/x/TomSmith839) 2025-06-12T21:11Z 2439 followers, XXX 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 2438 followers, 8046 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 2438 followers, 9962 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 2438 followers, 4223 engagements


"Stock is back to $16"  
[X Link](https://x.com/TomSmith839/status/1975824244887216367) [@TomSmith839](/creator/x/TomSmith839) 2025-10-08T07:23Z 2438 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 2438 followers, 2022 engagements


"Edenred $EDEN $EDEN.PA"  
[X Link](https://x.com/TomSmith839/status/1980565899795984677) [@TomSmith839](/creator/x/TomSmith839) 2025-10-21T09:24Z 2439 followers, 1128 engagements


"$WISE $WISE.L"  
[X Link](https://x.com/TomSmith839/status/1980567488753737876) [@TomSmith839](/creator/x/TomSmith839) 2025-10-21T09:31Z 2438 followers, XXX engagements


"Market seems fairly efficient about $WU if you ask me"  
[X Link](https://x.com/TomSmith839/status/1980570094834250233) [@TomSmith839](/creator/x/TomSmith839) 2025-10-21T09:41Z 2438 followers, XXX engagements


"$FOUR Shift4 (hopefully) just in time with their DCC offering (through $GB) for the 2026 WC "World Cup fans typically spend more than the average tourist with an average of $2350 per person during their stay" "At Qatar FIFA World Cup 2022 in-stadium spend per transaction averaged $23$25 with the same card frequently used for merch F&B and tickets""  
[X Link](https://x.com/TomSmith839/status/1959512129419047359) [@TomSmith839](/creator/x/TomSmith839) 2025-08-24T07:04Z 2439 followers, 2522 engagements


"$GPN seems disconnected"  
[X Link](https://x.com/TomSmith839/status/1973383753738109207) [@TomSmith839](/creator/x/TomSmith839) 2025-10-01T13:45Z 2440 followers, XXX engagements


"$OWL making a gap"  
[X Link](https://x.com/TomSmith839/status/1973727965734478316) [@TomSmith839](/creator/x/TomSmith839) 2025-10-02T12:33Z 2439 followers, XXX engagements


"$CVC $CVC.AS"  
[X Link](https://x.com/TomSmith839/status/1973728661061976501) [@TomSmith839](/creator/x/TomSmith839) 2025-10-02T12:35Z 2440 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 2440 followers, XXX 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) [@TomSmith839](/creator/x/TomSmith839) 2025-04-04T09:15Z 2438 followers, 2989 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 2438 followers, 3261 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 2438 followers, 3510 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 2438 followers, 3128 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 2438 followers, 4093 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 2438 followers, 4029 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 2438 followers, XXX engagements


"Pluxee NTM EPS doesn't really move $PLX $PLX.PA"  
[X Link](https://x.com/TomSmith839/status/1980566510512009494) [@TomSmith839](/creator/x/TomSmith839) 2025-10-21T09:27Z 2438 followers, XXX engagements


"Shift4 $FOUR negotiating with Worldline $WLN.PA about their (small) North America business"  
[X Link](https://x.com/TomSmith839/status/1980684043168686427) [@TomSmith839](/creator/x/TomSmith839) 2025-10-21T17:14Z 2438 followers, 4738 engagements


"And it's up XX% (tender offer) $CLIQ"  
[X Link](https://x.com/TomSmith839/status/1897594103040249975) [@TomSmith839](/creator/x/TomSmith839) 2025-03-06T10:24Z 2436 followers, 1208 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 2436 followers, 5372 engagements


"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 2438 followers, 3808 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 2438 followers, XXX engagements


"$CG closed the gap quite dramatically"  
[X Link](https://x.com/TomSmith839/status/1973727023593091424) [@TomSmith839](/creator/x/TomSmith839) 2025-10-02T12:29Z 2439 followers, XXX engagements


"What are the odds Patria Investments $PAX trades 10x FRE in 2027 You get a XX% CAGR (incl. dividend excl. cumulative PRE of $0.7/share) at 10x (Remember about this guidance that $70B FEAUM YE27 value at XXX bps fee rate and XX% margin (all guided) implies runrate FRE of $372m or $2.34/share so there is a timing issue between FEAUM and FRE & they are just setting up to beat guidance)"  
[X Link](https://x.com/TomSmith839/status/1967551052141474128) [@TomSmith839](/creator/x/TomSmith839) 2025-09-15T11:28Z 2440 followers, 2087 engagements


"$TKO $TKO.PA"  
[X Link](https://x.com/TomSmith839/status/1973729045201494246) [@TomSmith839](/creator/x/TomSmith839) 2025-10-02T12:37Z 2440 followers, XXX engagements


"@FundasyInvestor Best practices at Worldline Good one"  
[X Link](https://x.com/TomSmith839/status/1980721905838772246) [@TomSmith839](/creator/x/TomSmith839) 2025-10-21T19:44Z 2440 followers, XXX engagements