MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

P14 Capital

A long-biased generalist publication researching undervalued opportunities in small- and mid-cap equities.

https://p14capital.substack.com/

Mentions31
Posts10
Latest post12 Oct 2026
Rocket Companies, Inc.Trade Idea - LONG $RKT for a Rocket!-12 Oct 2026
Century Aluminum Company$CENX - Century Aluminum Company-28 Sept 2026
Forgent Power Solutions, Inc.$FPS - Forgent Power Solutions, Inc.-11 Sept 2026
Shoals Technologies Group, Inc.P14 Weekly Screen #13 - Solar-29 Aug 2026
Nextpower Inc.P14 Weekly Screen #13 - Solar-29 Aug 2026
First Solar, Inc.P14 Weekly Screen #13 - Solar-29 Aug 2026
Owlet, Inc.Quick Pitch | $OWLT - Owlet, Inc.-11 Aug 2026
Alamos Gold Inc.P14 Weekly Screen #12 - Gold-4 Aug 2026
B2Gold Corp.P14 Weekly Screen #12 - Gold-4 Aug 2026
Royal Gold, Inc.P14 Weekly Screen #12 - Gold-4 Aug 2026
The RealReal, Inc.$REAL - The RealReal, Inc.-27 Jul 2026
Build-A-Bear Workshop, Inc.$BBW - Build-A-Bear Workshop-7 Jul 2026
JAKKS Pacific, Inc.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
1stdibs.Com, Inc.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
The RealReal, Inc.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Rocket Companies, Inc.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Shift4 Payments, Inc.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Affirm Holdings, Inc.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Klarna Group plcP14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Kinross Gold CorporationP14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
KGHM Polska Miedz S.A.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Ero Copper Corp.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Deckers Outdoor CorporationP14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
SoFi Technologies, Inc.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Nu Holdings Ltd.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
XP Inc.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
StoneCo Ltd.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
PagSeguro Digital Ltd.P14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Petróleo Brasileiro S.A. - PetrobrasP14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
B3 S.A. - Brasil, Bolsa, BalcãoP14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Belden Inc.$BDC - The Networking Stock to Rule Them All-23 Jun 2026