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@puppyeh1 Avatar @puppyeh1 Jeremy Raper

Jeremy Raper posts on X about biz, investment, discount, has been the most. They currently have XXXXXX followers and 1447 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance countries automotive brands stocks travel destinations cryptocurrencies

Social topic influence biz #80, investment, discount, has been, japan, $24mm #1, $humax #1, $aqzax #1, $ielax, $eduax

Top assets mentioned Morgan Stanley (MS) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) ArchLoot (AL)

Top Social Posts #

Top posts by engagements in the last XX hours

"$IEL.AX out here trading at 20x EV/EBIT w/ earnings cratering and a cpl turns of leverage and ol mate $EDU.AX still out here growing 100%+ trading at 2x EV/EBIT.ðŸĪ·â™‚ðŸĪ·â™‚"
X Link @puppyeh1 2025-06-03T00:00Z 50.2K followers, 10.5K engagements

"3) issue is capitalization. Biz is overcapitalized - XX% debt/assets - and openly decrying how expensive aircraft are and - with avg lease yields back up nr XX% and refi optionality likely tapped this yr - it doesnt make sense to grow the fleet (imo) at lower LRFs"
X Link @puppyeh1 2025-10-05T23:37Z 50.2K followers, XXX engagements

"Another parent/sub takeout in .Idemitsu Kosan taking out Fuji Oil Co $5017.T.price is meh and likely gets bumped. But in 5yrs there will be no listed subs and all of these will have been sold to PE/taken out by their parents and the opportunity will be gone"
X Link @puppyeh1 2025-09-16T23:27Z 50.2K followers, 5963 engagements

"Recall Qantas tried to buy it at 20x P/E DD multiple of EBIT etc in 2022.but got blocked by the regulator"
X Link @puppyeh1 2025-10-14T01:57Z 50.2K followers, 1317 engagements

"$SGH.AX has executed incredibly well but the valuation here makes no sense. None at all. Mid-teens multiple of EBIT for minimal growth when the underliers are cyclical industrials This co has a massive conglomerate premium highly unusual normally its a discount of some quantum Where would the market price either of the core assets - Westrac and Boral - if they were listed 10x EBIT Maybe And the other pieces ex Coates (beach and Seven media) trade at 3x EBITDA Co should do massive M&A using its own stockStokes doesnt need XX% to control could easily print 10-15% new equity maintain effective"
X Link @puppyeh1 2025-08-12T22:27Z 50.2K followers, 8790 engagements

"Anyone know where I can get my hands on a copy of the Carma IPO prospectus Cant find online for some reason 🙏🙏"
X Link @puppyeh1 2025-10-14T21:45Z 50.2K followers, 5555 engagements

"Good luck getting anything out of any US-listed Chinese VIE equity if the mood continues. literally ground zero for easy zeroing of western investors.think Sberbank ADRs post Ukraine etc. Increasingly clear anything is the main target here so even if much of what has been announced is rolled back these US-listed Chinese names look horrendous r/r anyway post all this. Truly scary stuff. $BABA $PDD etc etc.totally unownable at any price"
X Link @puppyeh1 2025-04-08T23:02Z 50.2K followers, 54K engagements

"$6957.JT Shibaura now getting done - w/ the foreign hostile bidder (Yageo) winning advised by domestic banks.YUGE news for activism in Japan. I believe this is the first successful foreign hostile bid in Japanese M&A history.🎇🎇"
X Link @puppyeh1 2025-08-28T01:28Z 50.2K followers, 22.3K engagements

"adjustments I still think they earn $24mm in pre-tax profits (recall tax nr zero) this yr combo of lower maintenance revs; interest expense savings on the refi (seems imminent); higher lease yields 777-300ER sale pushed into FY26. again measured against $150mm in book equity this is significant"
X Link @puppyeh1 2025-10-05T23:37Z 50.2K followers, XXX engagements

"Its been a cracking year at Raper Capital 🙏ðŸŧ but we are not done yet. We are going to end with a ðŸ’ĨðŸ’Ĩ"
X Link @puppyeh1 2025-09-26T05:24Z 50.2K followers, 21.9K engagements

"$PAC.AX out with on market buyback (finally 💀💀)"
X Link @puppyeh1 2025-10-14T22:49Z 50.2K followers, 9596 engagements

"Scot Pac is very similar to $HUM.AX commercial biz. Highly analogous. $100mm of pre-tax profit is prob $80mm post tax. So a $1bn valuation is 12x cash earnings (unadjusted for excess cash/debt). Abercrombie is offering 4x cash earnings (ex cash)ðŸĪĢðŸĪĢ"
X Link @puppyeh1 2025-10-12T05:07Z 50.2K followers, 8284 engagements

"$HUM.AX Renaissance Cap now on the tape up to 7.2%.obvi paid well north of 58c for most (all) of those additional 6mm shares. 65c obviously a non-starter; same for 70-75c.ðŸĪ”"
X Link @puppyeh1 2025-10-13T08:16Z 50.2K followers, 9967 engagements

"$AQZ.AX is just finishing up a big capital investment program but should delever rapidly now (this was key overhang last year or so)"
X Link @puppyeh1 2025-10-14T01:57Z 50.2K followers, 1400 engagements

"None of it is about Palestine. Otherwise theyd demand Hamas accept the deal and end the warbut the silence on that front is deafening. Just make sure you (anyone who loves the West that is) packs a parachutethe liberal democracies are so fricking cooked"
X Link @puppyeh1 2025-10-08T00:22Z 50.2K followers, 10.7K engagements

"Took a position in $AQZ.AX. Surprised its not up more on this PEP interest article. Stock is cheap. 6x EPS 6-7x EV/EBIT 3.5x EV/EBITDA. Crucially tangible book is $XXXX or so and the biz has never been cheaper than now"
X Link @puppyeh1 2025-10-14T01:57Z 50.2K followers, 24.2K engagements

"This Sun Corp $6736.T vs Celebrite $CLBT rel value unlock is a pretty good example of the kind of value available in Japan that just didnt happen a few yrs ago. massive H/T to @ClarkSquareCap who nailed this one. I made no $$ here but its pretty instructive in what to look for imo"
X Link @puppyeh1 2024-06-12T04:16Z 50.2K followers, 63.8K engagements

"So we have a stable but growing biz (FIFO operator where largest exposure is to Aussie miners) inflecting from investment to cash gen mode; also selling assets to demonstrate hard asset value. but the market just doesnt care (small cap Aus broken deal history yawn)"
X Link @puppyeh1 2025-10-14T01:57Z 50.2K followers, 1178 engagements

".and now the Founder is retiring.and PE is looking at it apparently. And its trading deep discount to hard asset value. interesting no"
X Link @puppyeh1 2025-10-14T01:57Z 50.2K followers, 1130 engagements

"@Student40608386 Thats what theyre going for"
X Link @puppyeh1 2025-10-14T22:44Z 50.2K followers, XXX engagements

"@dunbelievable Theyve smashed it on a few other things since then JSR Olympus etc"
X Link @puppyeh1 2025-10-14T03:54Z 50.2K followers, XXX engagements

"Is cliff sosin a good investor Genuine question. What is the right way to assess his track/portfolio construction objectively Prompted by the excellent Andrew Walker/Artem folkin pod discussion that just went up"
X Link @puppyeh1 2025-08-21T22:53Z 50.2K followers, 75.7K engagements

"You know these guys are full of shit because all they do is claim endless bad things happen when the US gets involved. And then when unadulterated good stuff happens - Iranian nuclear capability destroyed; a ceasefire in Gaza - precisely because the US stepped up bigly they always say lets not celebrate yet its not over. Its a pathetic rhetorical shtick and a good sign to dismiss these kinds of voices on every single topic"
X Link @puppyeh1 2025-10-13T21:34Z 50.2K followers, 19.5K 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"
X Link @puppyeh1 2025-03-19T00:55Z 50.2K followers, 18.2K engagements

"What should do here the UAE is offering to buy $STO.AX a fairly strategic oil/LNG producer (2nd largest here). Price is generous. UAE is not China. And they will invest into the assets - something STO has been unwilling/unable to do consistently. But do we want the UAE owning this forever Very tough one. Not sure where I land on it"
X Link @puppyeh1 2025-06-16T22:21Z 50.2K followers, 10.5K engagements

"@Tze_C Very diff stages of biz evolution. Hard to value carma on traditional metrics but if they win in what they are trying to do it will obviously be worth many many times what they are IPOing at"
X Link @puppyeh1 2025-10-15T03:52Z 50.2K followers, XXX engagements

"Kids playgrounds hit different in Australia ðŸī☠ðŸī☠"
X Link @puppyeh1 2025-10-09T09:55Z 50.2K followers, 5818 engagements

"Again a point I've made prev is a biz that tangibly can earn a XX% RoE (against tangible equity) shouldn't trade even close to book value.ofc this requires nuance specifically wrt to leverage/sustainability of earnings. 2) Earnings in FY26. You can see above I've made some"
X Link @puppyeh1 2025-10-05T23:37Z 50.2K followers, 3535 engagements

"Work from resort in full session up here ðŸĪŠðŸĪŠ"
X Link @puppyeh1 2025-10-08T05:17Z 50.2K followers, 7898 engagements

"In March 2020 - peak COVID - I had a XX% drawdown (on my entire net worth mind you). Was visiting family in Tokyo sleeping on the in-laws couch and tearing my hair out nightly thinking I'd have to drive a truck for the next XX yrs. Went to have lunch w/ a friend - a senior banker at a bulge-bracket firm on the trading desk. He had a duffel full of Yen - maybe $1mm in cash - and a cpl of gold bars as well. Me: 'what the hell are you carrying that around for' Him: 'Its my nest egg. I'm moving it from Shinsei (shitty Japanese bank) to SMBC (bullet proof Japanese bank) this afternoon. Didn't you"
X Link @puppyeh1 2025-07-28T12:41Z 50.2K followers, 94.9K engagements

"@Tze_C look i dont have a strong view. its clearly not cheap on todays numbers. i am just interested in it and wanted to understand the biz a bit more. no really deep thoughts beyond that (yet)"
X Link @puppyeh1 2025-10-15T04:02Z 50.2K followers, XXX engagements

"Hence the pivot to buybacks with excess cash and or further asset sales to monetize the extra $88mm in value (per last valn analysis) available if assets sold in market. third-party interest in the co seems likely too (timeline uncertain) given $AL sale obvious synergy"
X Link @puppyeh1 2025-10-05T23:37Z 50.2K followers, 4156 engagements