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[@P14Capital](/creator/twitter/P14Capital)
"@DannyOcean555 $DSP is a good play at this price + high short int-- check out my thesis (free) at the link in bio"  
![@P14Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1879959350946459648.png) [@P14Capital](/creator/x/P14Capital) on [X](/post/tweet/1945881532347908300) 2025-07-17 16:21:24 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


"$BTI $BATS +40% on these nice. Took advantage of the dips"  
![@P14Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1879959350946459648.png) [@P14Capital](/creator/x/P14Capital) on [X](/post/tweet/1943034552839995808) 2025-07-09 19:48:31 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, 1286 engagements


"I think the biz does $XXXX in FY25E EPS (+16.4% Y/Y vs guidance 12-16%) and could re-rate to 18x (where the stock traded post-4Q23 results) implying a P14 FY25 Base case PT of $XXX +30% upside. R/R remains attractive here. Thesis (free) remains unchanged:"  
![@P14Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1879959350946459648.png) [@P14Capital](/creator/x/P14Capital) on [X](/post/tweet/1940431976265289984) 2025-07-02 15:26:49 UTC XXX followers, XXX engagements


"$BTI -- sold the 50C Dec 25s at +70% paper-handed early yet again. Looking to rotate proceeds into 55Cs soon. Still own shares. Could see $XX by YE if the return to growth + Velo expansion + illicit-vape crackdown + deleveraging and buybacks story continues to play out"  
![@P14Capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1879959350946459648.png) [@P14Capital](/creator/x/P14Capital) on [X](/post/tweet/1943700170635419690) 2025-07-11 15:53:27 UTC XXX followers, XXX engagements