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@P14Capital
"@TomSmith839 That 12-16% outlook in itself is conservative given the aggressive buybacks. Hope we have a well-televised investor day soon"
X Link @P14Capital 2025-10-15T04:23Z XXX followers, XX engagements
"think its being attacked by arb trades post the CCRD merger and the converts offering. Elevated short int at XX% could set up a short-squeeze-like move post investor day/Q3 imo. Also think the CCRD merger is not a bad move. A considerably large cross-sell opp in int mkts"
X Link @P14Capital 2025-09-04T15:57Z XXX followers, 1447 engagements
"$RELY looks cheap at 2x sales and 12x NTM EBITDA. Think the reaction to the subscription offering is overblown. Look at it as a call option on a new recurring revenue source how much in incremental SG&A is needed to sell to your existing customer base Not much is my guess"
X Link @P14Capital 2025-10-02T02:08Z XXX followers, XXX engagements
"$KDP - surely this deserves a deeper look soon. The remaining Beverage Co could warrant a premium multiple (growing biz mkt share gains in recent Qs) coffee biz has been a laggard for a while now. Also think majority debt is offloaded to the Global Coffee Co. Thoughts"
X Link @P14Capital 2025-08-26T16:41Z XXX followers, 1248 engagements
"New from P14: Cu higher COPPER A deeper look at red gold why P14 is long and X names on the watchlist + the blip on Friday rare earth export curbs beneficiaries of resource nationalism. Subscribe with a 7-day free trial for the watchlist; broad thesis is free. #copper #metals #rareearth"
X Link @P14Capital 2025-10-12T15:03Z XXX followers, 1682 engagements
"I like $ROOT and $KSPI here. I'm aware these names are covered extensively on fintwit. What are the best pitches/write-ups to get up to speed on the thesis Any recs appreciated"
X Link @P14Capital 2025-10-13T19:37Z XXX followers, XXX engagements
"Double-digit- growth SMID-cap software seems like a decent 1H XX thematic play especially ones with an "AI" kick. Adoption has not slowed down (yet). Few examples: $SEMR- 2.9x EV/Sales Fwd $FIVN- 1.9x EV/Sales Fwd activist involved $IIIV- 2.7x EV/Sales Fwd Anything you'd add"
X Link @P14Capital 2025-04-30T01:48Z XXX followers, XXX engagements
"SMID-cap software and fintech/payments. Momentum bros please save us"
X Link @P14Capital 2025-10-14T03:58Z XXX followers, XXX engagements
"New from P14: 2Q25 ER Update Pt. 2: $EEFT $GXO $IAS. Happy reading and consider subscribing"
X Link @P14Capital 2025-09-08T01:52Z XXX followers, 2486 engagements
"$CPNG core position up +9.5% today. XXX% weight at an avg cost of $21/sh (shouldve sized up more). Seeing a lot of fintwit questions on why the stock is up: likely tied to a slew of positive news on SK fiscal spend (1.35M new Seoul homes by 2030) and corporate governance"
X Link @P14Capital 2025-09-08T17:31Z XXX followers, 1645 engagements
"$FCX (2nd-largest copper producer) to break away from TC/RC benchmark fees as smelters are getting squeezed while Codelco is seeking premium prices from select clients. The long copper trade is nowhere near crowded enough. Check out the broad thesis and watchlist below. #copper"
X Link @P14Capital 2025-10-15T03:38Z XXX followers, XXX engagements