LunarCrush LLM | creator/twitter::1879959350946459648/posts

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[@P14Capital](/creator/twitter/P14Capital)
"@InvestChameleon $SEMR is purely SaaS. I like recurring revenue biz models more. That said I think ZETA is cheap here but I'm not deeply familiar with the story. SEMR is the clear leader in their core biz of SEO. Not sure if i can say the same about $ZETA"  
![@P14Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1879959350946459648.png) [@P14Capital](/creator/x/P14Capital) on [X](/post/tweet/1947548145212146004) 2025-07-22 06:43:56 UTC XXX followers, XXX engagements


"$EEFT cash-based remittance tax cut to X% from 5%. Doubt X% impacts send volume EEFT likely remains the safest money transfer bet given relative valuation + diversification across business lines and corridors. Mkt is hugely discounting digital momentum"  
![@P14Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1879959350946459648.png) [@P14Capital](/creator/x/P14Capital) on [X](/post/tweet/1940428806394941658) 2025-07-02 15:14:13 UTC XXX followers, XXX engagements


"$VRNT -- any thoughts on this How likely is an acquisition Trading XX% below the rumored $26/sh buyout. CCaaS been dirt cheap for a while many flush with FCF some are seeing AI as a tailwind as opposed to the perceived headwind ( $FIVN.) Not surprised to see PE interested"  
![@P14Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1879959350946459648.png) [@P14Capital](/creator/x/P14Capital) on [X](/post/tweet/1944849989198381213) 2025-07-14 20:02:25 UTC XXX followers, XXX engagements


"New write-up is out: LONG $DSP - Viant Technology Inc. A GARP AdTech at an Inflection Point; 60%+ Upside to FY26 PT. Read the full (free) thesis--link in bio"  
![@P14Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1879959350946459648.png) [@P14Capital](/creator/x/P14Capital) on [X](/post/tweet/1939441660120719641) 2025-06-29 21:51:39 UTC XXX followers, 1360 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.]

@P14Capital "@InvestChameleon $SEMR is purely SaaS. I like recurring revenue biz models more. That said I think ZETA is cheap here but I'm not deeply familiar with the story. SEMR is the clear leader in their core biz of SEO. Not sure if i can say the same about $ZETA"
@P14Capital on X 2025-07-22 06:43:56 UTC XXX followers, XXX engagements

"$EEFT cash-based remittance tax cut to X% from 5%. Doubt X% impacts send volume EEFT likely remains the safest money transfer bet given relative valuation + diversification across business lines and corridors. Mkt is hugely discounting digital momentum"
@P14Capital on X 2025-07-02 15:14:13 UTC XXX followers, XXX engagements

"$VRNT -- any thoughts on this How likely is an acquisition Trading XX% below the rumored $26/sh buyout. CCaaS been dirt cheap for a while many flush with FCF some are seeing AI as a tailwind as opposed to the perceived headwind ( $FIVN.) Not surprised to see PE interested"
@P14Capital on X 2025-07-14 20:02:25 UTC XXX followers, XXX engagements

"New write-up is out: LONG $DSP - Viant Technology Inc. A GARP AdTech at an Inflection Point; 60%+ Upside to FY26 PT. Read the full (free) thesis--link in bio"
@P14Capital on X 2025-06-29 21:51:39 UTC XXX followers, 1360 engagements