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@puppyeh1 Avatar @puppyeh1 Jeremy Raper

Jeremy Raper posts on X about discount, japan, debt, $xrp the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance XXXX% countries XXXX% travel destinations XXXX% cryptocurrencies XXXX% currencies XXXX% exchanges XXXX% social networks XXXX% technology brands XXXX%

Social topic influence discount 3.14%, japan 2.52%, debt 1.89%, $xrp 1.89%, xrp 1.89%, $800mm 1.26%, $21bn 1.26%, imo 1.26%, $minax 1.26%, singapore XXXX%

Top accounts mentioned or mentioned by @toy59496 @sharogradskym @therealdavey2 @joinyellowbrick @buffalobillco @shitvaluefund @billypasdemates @ppinvest @madthunderdome @eadatt @andrewrangeley @dunbelievable @jimactually @sscowboy @yellowlablife @kingdomcapadv @acidinvestments @hasilp89 @houzishi @brownmarubozu

Top assets mentioned XRP (XRP) microcap (MICROCAP) Aercap Holdings N.V. (AER)

Top Social Posts #

Top posts by engagements in the last XX hours

"i never said i trusted the Israeli govt verbatim. dont put words in my mouth. i just said your supposed source for unbiased reporting had an extremely biased pro-Hamas narrative even as early as October 8th. that is all. in any case your subsequent comments have demonstrated the true depths of your ignorance on this issue so i wont be engaging with you any further"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-23 06:22:55 UTC 48.9K followers, XXX engagements

"Covered the $MIN.AX short today.equity running out of room on the downside so imo they try to punch an asset sale instead. Running w/ the 8.75s '30 bond short tho its widened to XX XX% yield or so but plenty of convexity to another miss at Onslow/ongoing global credit blow up"
@puppyeh1 Avatar @puppyeh1 on X 2025-04-09 11:39:03 UTC 49K followers, 8757 engagements

"People asking me for names so lets break down a few. Let's look at $PAC.AX Pacific Current. Bit floating around on fintwit here and there and have mentioned previously but nothing all-encompassing. Pretty high conviction bet for me. Trading (almost) like a busted merger"
@puppyeh1 Avatar @puppyeh1 on X 2023-10-20 01:34:57 UTC 48.9K followers, 123.9K engagements

"Read two books on vacay: a jack reacher thriller (always great) and Tacitus Annals which covers the Roman period b/w Augustus death and Neros death about XX years of history at the height of Romes power (and when the empire was mostly at peace). Well worth reading ancient history every now and then. Other than the shocking similarities in how humanity was then as now it really reinforced how completely brutal and arbitrary life was even for the most powerful men in the entire world (the members of the Roman senate eg). Violent instantaneous and unavoidable death was totally the norm. On the"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-17 05:51:05 UTC 48.9K followers, 8174 engagements

"@TheRealDavey2 Every other rational operator is thinking the same thing. And the unscrupulous ones are prob flipping that switch. Or just moving to Singapore or Dubai where shit actually works"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-22 22:51:33 UTC 48.9K followers, XXX engagements

"Tucker went from right wing to full time propagandist for all of americas enemies in about X minutesand for the life of I me I cant quite work out why. Is this working out for him financially All I see is endless ridicule of him and his ilk (Candace etc)"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-06 09:42:29 UTC 49K followers, 26.3K engagements

"Event investing is playing the man not the ball. Literally zero reason to start DD contemplating a 58c deal when the stock was 60c if you thought you could buy at 58c. Obviously a bump coming question is just how much and whether its acceptable to the register. $HUM.AX"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-15 02:33:14 UTC 49K followers, 10.8K engagements

"@Jimactually Yes that may well be correct as well"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-23 02:16:06 UTC 48.9K followers, XXX engagements

"Same judge as the one that ruled in Pendal/Perpetual (enforcing specific performance).good to know $MYX.AX"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-19 03:47:43 UTC 48.9K followers, 9943 engagements

"Worth giving this a spin again. Mitsui Matsushima $1518.JT in the context of new info. Murakami - Japanese activist - built a huge stake; stock rerated; then stalled out; now - under 1yr later co announces yuuuuge buyback (31% of shares out). Took em about a year but note the massive change in corp communication:"
@puppyeh1 Avatar @puppyeh1 on X 2025-05-13 23:05:50 UTC 49K followers, 42.9K engagements

"Read this and tell me how Britain is not so cooked. So effing cooked. All my friends/follows all I can say is pack a parachute. Please"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-22 11:36:49 UTC 49K followers, 12.1K engagements

"Just to put a point on the Mitsui Matsushima story $1518.JT. Japan Inc capital allocation revolution in a nutshell. Activist takes massive stake on equity trading at big discount to book w/ excess capital. Orchestrates series of large buybacks div hikes and relevering of balance sheet to 'normal' levels. Culminated in one large buyback below book - and activist didnt fully tender. Stonk now trading through book and it only took 15mos"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-25 02:45:42 UTC 49K followers, 15.6K engagements

"be me randomly pull up Aussie microcap for some casual DD pull up the register for the first time see 'Cojones Pty Ltd' as 3rd largest holder 👏👏 immediately pile into sizeable position at the open tomorrow 😆 $SEQ.AX"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-17 11:06:47 UTC 49K followers, 14.3K engagements

"Every day it seems there is something revolutionary happening wrt corp governance in Japan. Today two things jumped out: 1) this report compiled by the Tokyo Stock Exchange basically critiquing in one go the entire parent-subsidiary listed company conundrum that has penalized minority investors for years:"
@puppyeh1 Avatar @puppyeh1 on X 2025-02-05 21:55:34 UTC 49K followers, 43.4K engagements

"If only my wife liked me as much as Iggy does then Id be set ☺ In all seriousnessthanks for the ❤eye opening to look back on some of these trades 10yrs on 👍🏻"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-22 06:56:40 UTC 49K followers, 11.5K engagements

"Given (I believe) TFG owns (at mids) 4.5mm shs of Ripple Labs I think they are marking their Ripple shs at about $53/share (a big discount to private market transactions given liquidity etc). At $175/share - the px of this tender - the TFG stake is worth $547mm OVER the"
@puppyeh1 Avatar @puppyeh1 on X 2025-06-12 02:03:34 UTC 48.9K followers, 2675 engagements

"@Wexboy_Value I have a XX% position in itplus a not small position in Ripple outright"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-22 10:38:48 UTC 48.9K followers, XXX engagements

"@acosgrove003 Favorite steel cos right now"
@puppyeh1 Avatar @puppyeh1 on X 2021-08-05 04:28:27 UTC 48.9K followers, XX engagements

"@Nobody_But_M3 @TheRealDavey2 i mean.there's a reason I have a backup residency in Japan; most all my capital/assets and a business entity domiciled in Singapore; and am exploring UAE options"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-22 23:03:56 UTC 48.9K followers, XXX engagements

"Japanese food shopping in Sydney. Couple of learnings: 1) you can buy high end sake (Dassai) even in the boonies here but at 3-4x the Tokyo price 2) relative value arb in imported beers is insane. Eg Asahi super dry being priced at a premium to Yebisu is insane 😳"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-26 01:00:54 UTC 49K followers, 4679 engagements

"$XRP now $XXX. Look through XRP value to $TFG.AS $TFG.LN based on Ripple Incs holding alone is approx $4bnvs TFG total market cap today $1.5bn🤯🤯 Wen Ripple IPO The window is wiiiiide open"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-18 07:40:27 UTC 49K followers, 22.1K engagements

"Tetragon Financial Group - $TFG in London and Amsterdam - still owns 4-5mm shares of Ripple (undisclosed but you can back into this number). TFG NAV today is $XX and Ripple - where they mark it is about X% of that NAV or $240mm. TFG today trades at $XX so XX% discount 👀"
@puppyeh1 Avatar @puppyeh1 on X 2025-06-12 02:03:33 UTC 48.9K followers, 116K engagements

"Nice work from @verdadcap quantifying the ongoing opportunity in deep value in SMID Japanese cos. Per the below there are still XXX cos trading in Japan sub 0.5x P/B (on reported book mind you often this is v understated) most all of which is sub $300mm mkt cap. happy hunting :)"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-21 23:45:09 UTC 49K followers, 23K engagements

"@a_living_fossil I am very concerned re Aus too my Twitter feed will confirm but we have at least a buffer given far less captivity to the kinds of trends destroying Western Europe and thus its fixable. For now"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-22 22:15:47 UTC 48.9K followers, XXX engagements

"If you find yourself in Bali skip the Bintang and pour yourself one of these guys: Kura Kura. Prob the discovery of my triplocally brewed craft lager huge upgrade on the previous local offerings 🍻🏝"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-10 14:56:51 UTC 49K followers, 4994 engagements

"If you're $MIN.AX here what do you sell first - more assets or more equity Painfully obvious they need to raise $$ in next six months. They have $2.1bn debt maturing in 2027 - incl $800mm revolver in 1H - that they would be insane to let go current (ie they need to refi before mid-2026). Keep in mind CY leverage is 7x"
@puppyeh1 Avatar @puppyeh1 on X 2025-03-19 00:55:15 UTC 49K followers, 15.3K engagements

"$PGH.AX is now delisted. As expected the majority owner bought essentially every share he could (1.2mm out of 1.9mm traded XX% of vols) at prices up into the 90c range. all that's left now is to wait for our $X buyout 🫡"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-14 13:10:55 UTC 48.9K followers, 6551 engagements

"@dfauchier XX% of XRP floats; thats $150bn of market value floating. Trades $5-10bn of value a daynot saying they can dump it all but thats a pretty liquid/deep market Agree re holdco discount"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-12 01:54:21 UTC 48.9K followers, XXX engagements

"At the current $XRP mark Ripples holding is worth $116bn alone. The last buyback valued Ripple at $25bn. Meanwhile Ripple is valued in the $TFG accounts at $8-10bnand $TFG itself trades at a XX% discount to its NAV Make it make sense 🤔🤔"
@puppyeh1 Avatar @puppyeh1 on X 2025-07-11 15:21:55 UTC 49K followers, 44.7K engagements