[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.] #  @puppyeh1 Jeremy Raper Jeremy Raper posts on X about japan, $aqzax, investment, $eduax the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::2841267029/interactions)  - X Week XXXXXX +36% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::2841267029/posts_active)  - X Week XX +35% - X Month XX -XX% - X Months XXX +19% - X Year XXX +10% ### Followers: XXXXXX [#](/creator/twitter::2841267029/followers)  - X Week XXXXXX +0.16% - X Month XXXXXX +0.75% - X Months XXXXXX +8.50% - X Year XXXXXX +15% ### CreatorRank: XXXXXXX [#](/creator/twitter::2841267029/influencer_rank)  ### Social Influence [#](/creator/twitter::2841267029/influence) --- **Social category influence** [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% [nfl](/list/nfl) XXXX% **Social topic influence** [japan](/topic/japan) 0.62%, [$aqzax](/topic/$aqzax) 0.62%, [investment](/topic/investment) 0.62%, [$eduax](/topic/$eduax) 0.62%, [$clbt](/topic/$clbt) #4, [imo](/topic/imo) #519, [token](/topic/token) 0.31%, [$myxax](/topic/$myxax) 0.31%, [$67](/topic/$67) 0.31%, [$minax](/topic/$minax) XXXX% **Top accounts mentioned or mentioned by** [@abroninvestor](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@fishtowncap](/creator/undefined) [@secretlyaninja](/creator/undefined) [@respeculator](/creator/undefined) [@therealdavey2](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@travislundyasia](/creator/undefined) [@moneyofminepod](/creator/undefined) [@ausnotes](/creator/undefined) [@oddhootcapital](/creator/undefined) [@masuminishida](/creator/undefined) [@keubiko](/creator/undefined) [@dunbelievable](/creator/undefined) [@student40608386](/creator/undefined) [@twebs](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@ladysurfer2000](/creator/undefined) [@toy59496](/creator/undefined) [@k311126](/creator/undefined) **Top assets mentioned** [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [The Official XX Coin (67)](/topic/$67) [Morgan Stanley (MS)](/topic/morgan-stanley) [ArchLoot (AL)](/topic/$al) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [SPDR GOLD ETF (GLD)](/topic/$gld) ### Top Social Posts [#](/creator/twitter::2841267029/posts) --- Top posts by engagements in the last XX hours "If Cosette had half a brain here they would offer to waive all conditions and close immediately at say $XXXX or something (ie token cut) rather than end up going to Delaware (or hoping against hope for FIRB) and then losing. $MYX.AX" [X Link](https://x.com/puppyeh1/status/1978385055350210880) [@puppyeh1](/creator/x/puppyeh1) 2025-10-15T08:58Z 50.3K followers, 7287 engagements "Victoria is a failed state. Absolute lawlessness. If you live there you should leave" [X Link](https://x.com/puppyeh1/status/1978955307251360042) [@puppyeh1](/creator/x/puppyeh1) 2025-10-16T22:44Z 50.3K followers, 7763 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](https://x.com/puppyeh1/status/1902161914840641776) [@puppyeh1](/creator/x/puppyeh1) 2025-03-19T00:55Z 50.2K followers, 18.2K 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](https://x.com/puppyeh1/status/1949812569067434223) [@puppyeh1](/creator/x/puppyeh1) 2025-07-28T12:41Z 50.2K followers, 94.9K 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.ðð" [X Link](https://x.com/puppyeh1/status/1960877227404644391) [@puppyeh1](/creator/x/puppyeh1) 2025-08-28T01:28Z 50.2K followers, 22.4K 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](https://x.com/puppyeh1/status/1968094399814144078) [@puppyeh1](/creator/x/puppyeh1) 2025-09-16T23:27Z 50.2K followers, 5976 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](https://x.com/puppyeh1/status/1977850530887328221) [@puppyeh1](/creator/x/puppyeh1) 2025-10-13T21:34Z 50.2K followers, 19.6K 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](https://x.com/puppyeh1/status/1977916704979091789) [@puppyeh1](/creator/x/puppyeh1) 2025-10-14T01:57Z 50.2K followers, 1407 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](https://x.com/puppyeh1/status/1977916707953119705) [@puppyeh1](/creator/x/puppyeh1) 2025-10-14T01:57Z 50.2K followers, 1530 engagements "@twebs @kingdomcapadv @mfwarder Fintwit + niche Steelers fan content is my favorite sub sub sub genre of this hell site ð" [X Link](https://x.com/puppyeh1/status/1978998863563202647) [@puppyeh1](/creator/x/puppyeh1) 2025-10-17T01:37Z 50.2K followers, XXX engagements "@twebs @kingdomcapadv @mfwarder Indeed they shant. Thank the Lord" [X Link](https://x.com/puppyeh1/status/1979000866871955718) [@puppyeh1](/creator/x/puppyeh1) 2025-10-17T01:45Z 50.2K followers, XXX engagements "$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.ðĪ·âðĪ·â" [X Link](https://x.com/puppyeh1/status/1929689512239943683) [@puppyeh1](/creator/x/puppyeh1) 2025-06-03T00:00Z 50.2K followers, 10.5K engagements "Work from resort in full session up here ðĪŠðĪŠ" [X Link](https://x.com/puppyeh1/status/1975792627057631543) [@puppyeh1](/creator/x/puppyeh1) 2025-10-08T05:17Z 50.2K followers, 7942 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](https://x.com/puppyeh1/status/1958663777576263729) [@puppyeh1](/creator/x/puppyeh1) 2025-08-21T22:53Z 50.3K followers, 75.7K engagements "Anyone know where I can get my hands on a copy of the Carma IPO prospectus Cant find online for some reason ðð" [X Link](https://x.com/puppyeh1/status/1978215721743364282) [@puppyeh1](/creator/x/puppyeh1) 2025-10-14T21:45Z 50.3K followers, 5694 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](https://x.com/puppyeh1/status/1800743842825871489) [@puppyeh1](/creator/x/puppyeh1) 2024-06-12T04:16Z 50.3K followers, 64K engagements "Meaning if the obvious value is there and there is reasonable liquidity/openish registers these unlocks will happen and mkt will increasingly price them EVEN BEFORE activists get what they want. Sun Corp px action is instructive (and yes theres a specific history here I am skipping over)" [X Link](https://x.com/puppyeh1/status/1977868329999306892) [@puppyeh1](/creator/x/puppyeh1) 2025-10-13T22:45Z 50.3K followers, XXX engagements "Manly on an early summers dayremind me why we need to go to Greece or Italy âĪ" [X Link](https://x.com/puppyeh1/status/1979718652158226732) [@puppyeh1](/creator/x/puppyeh1) 2025-10-19T01:18Z 50.3K followers, 8737 engagements "Now we know why $EDU.AX wasn't mooning despite the yuuge bback execution.main shareholder took profit sold X% of the co in three days.but is done for now. What's going to happen as $EDU.AX keeps powerlifting another 10mm+ shs w/ no natural seller" [X Link](https://x.com/puppyeh1/status/1970637633513832881) [@puppyeh1](/creator/x/puppyeh1) 2025-09-23T23:53Z 50.3K followers, 50.3K 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](https://x.com/puppyeh1/status/1974982412741513566) [@puppyeh1](/creator/x/puppyeh1) 2025-10-05T23:37Z 50.3K 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](https://x.com/puppyeh1/status/1974982414486360497) [@puppyeh1](/creator/x/puppyeh1) 2025-10-05T23:37Z 50.3K followers, 4196 engagements "Activists now control almost half the co.and yes Value Act is a 'big name' in the context of a mid-cap like this.but they haven't actually done anything (yet) and stock is already trading at NAV or close enough.given $CLBT stake post tax is worth 220bn imo" [X Link](https://x.com/puppyeh1/status/1977868333828469169) [@puppyeh1](/creator/x/puppyeh1) 2025-10-13T22:45Z 50.3K followers, 3755 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](https://x.com/puppyeh1/status/1977916701925855298) [@puppyeh1](/creator/x/puppyeh1) 2025-10-14T01:57Z 50.3K followers, 25.5K engagements "My response rate to cold-email transaction pitches is close to X% but honestly this one had me going a little bit13% on a 2nd mortgage in Point Piper with XX% total LTV What could go wrong ðĪŠ" [X Link](https://x.com/puppyeh1/status/1978648272156913995) [@puppyeh1](/creator/x/puppyeh1) 2025-10-16T02:24Z 50.3K followers, 8078 engagements "Has anyone rebased the go-goest parts of the market (eg NDX100 etc) denominated in Gold over the last 10/20yrs I think market returns in gold terms overall have been negative but interested to see how the magnificent X et al have done. Really makes you think" [X Link](https://x.com/puppyeh1/status/1978999840240549915) [@puppyeh1](/creator/x/puppyeh1) 2025-10-17T01:41Z 50.3K followers, 8782 engagements "@ALawrence718 Haha was that him or his neighbor That was hilarious that feud with the hedge fund guy" [X Link](https://x.com/puppyeh1/status/1979307168462705080) [@puppyeh1](/creator/x/puppyeh1) 2025-10-17T22:02Z 50.3K followers, XXX engagements "@bowtiedstocks Yep. Will have to see the details (if available) but a dollar gets a dime the purchase accounting will be wildly favorable to the non-Pact assets in the mix" [X Link](https://x.com/puppyeh1/status/1980226823855473060) [@puppyeh1](/creator/x/puppyeh1) 2025-10-20T10:57Z 50.3K followers, XXX 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.]
@puppyeh1 Jeremy Raper
Jeremy Raper posts on X about japan, $aqzax, investment, $eduax the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +36%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX +35%
- X Month XX -XX%
- X Months XXX +19%
- X Year XXX +10%
Followers: XXXXXX #
- X Week XXXXXX +0.16%
- X Month XXXXXX +0.75%
- X Months XXXXXX +8.50%
- X Year XXXXXX +15%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXX% countries XXXX% cryptocurrencies XXXX% stocks XXXX% travel destinations XXXX% automotive brands XXXX% nfl XXXX%
Social topic influence japan 0.62%, $aqzax 0.62%, investment 0.62%, $eduax 0.62%, $clbt #4, imo #519, token 0.31%, $myxax 0.31%, $67 0.31%, $minax XXXX%
Top accounts mentioned or mentioned by @abroninvestor @joinyellowbrick @fishtowncap @secretlyaninja @respeculator @therealdavey2 @kingdomcapadv @travislundyasia @moneyofminepod @ausnotes @oddhootcapital @masuminishida @keubiko @dunbelievable @student40608386 @twebs @bowtiedstocks @ladysurfer2000 @toy59496 @k311126
Top assets mentioned Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) The Official XX Coin (67) Morgan Stanley (MS) ArchLoot (AL) SPDR S&P XXX ETF Trust (SPY) SPDR GOLD ETF (GLD)
Top Social Posts #
Top posts by engagements in the last XX hours
"If Cosette had half a brain here they would offer to waive all conditions and close immediately at say $XXXX or something (ie token cut) rather than end up going to Delaware (or hoping against hope for FIRB) and then losing. $MYX.AX"
X Link @puppyeh1 2025-10-15T08:58Z 50.3K followers, 7287 engagements
"Victoria is a failed state. Absolute lawlessness. If you live there you should leave"
X Link @puppyeh1 2025-10-16T22:44Z 50.3K followers, 7763 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
"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
"$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.ðð"
X Link @puppyeh1 2025-08-28T01:28Z 50.2K followers, 22.4K 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, 5976 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, 19.6K 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, 1407 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, 1530 engagements
"@twebs @kingdomcapadv @mfwarder Fintwit + niche Steelers fan content is my favorite sub sub sub genre of this hell site ð"
X Link @puppyeh1 2025-10-17T01:37Z 50.2K followers, XXX engagements
"@twebs @kingdomcapadv @mfwarder Indeed they shant. Thank the Lord"
X Link @puppyeh1 2025-10-17T01:45Z 50.2K followers, XXX engagements
"$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.ðĪ·âðĪ·â"
X Link @puppyeh1 2025-06-03T00:00Z 50.2K followers, 10.5K engagements
"Work from resort in full session up here ðĪŠðĪŠ"
X Link @puppyeh1 2025-10-08T05:17Z 50.2K followers, 7942 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 50.3K followers, 75.7K engagements
"Anyone know where I can get my hands on a copy of the Carma IPO prospectus Cant find online for some reason ðð"
X Link @puppyeh1 2025-10-14T21:45Z 50.3K followers, 5694 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 50.3K followers, 64K engagements
"Meaning if the obvious value is there and there is reasonable liquidity/openish registers these unlocks will happen and mkt will increasingly price them EVEN BEFORE activists get what they want. Sun Corp px action is instructive (and yes theres a specific history here I am skipping over)"
X Link @puppyeh1 2025-10-13T22:45Z 50.3K followers, XXX engagements
"Manly on an early summers dayremind me why we need to go to Greece or Italy âĪ"
X Link @puppyeh1 2025-10-19T01:18Z 50.3K followers, 8737 engagements
"Now we know why $EDU.AX wasn't mooning despite the yuuge bback execution.main shareholder took profit sold X% of the co in three days.but is done for now. What's going to happen as $EDU.AX keeps powerlifting another 10mm+ shs w/ no natural seller"
X Link @puppyeh1 2025-09-23T23:53Z 50.3K followers, 50.3K 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 50.3K 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 50.3K followers, 4196 engagements
"Activists now control almost half the co.and yes Value Act is a 'big name' in the context of a mid-cap like this.but they haven't actually done anything (yet) and stock is already trading at NAV or close enough.given $CLBT stake post tax is worth 220bn imo"
X Link @puppyeh1 2025-10-13T22:45Z 50.3K followers, 3755 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 50.3K followers, 25.5K engagements
"My response rate to cold-email transaction pitches is close to X% but honestly this one had me going a little bit13% on a 2nd mortgage in Point Piper with XX% total LTV What could go wrong ðĪŠ"
X Link @puppyeh1 2025-10-16T02:24Z 50.3K followers, 8078 engagements
"Has anyone rebased the go-goest parts of the market (eg NDX100 etc) denominated in Gold over the last 10/20yrs I think market returns in gold terms overall have been negative but interested to see how the magnificent X et al have done. Really makes you think"
X Link @puppyeh1 2025-10-17T01:41Z 50.3K followers, 8782 engagements
"@ALawrence718 Haha was that him or his neighbor That was hilarious that feud with the hedge fund guy"
X Link @puppyeh1 2025-10-17T22:02Z 50.3K followers, XXX engagements
"@bowtiedstocks Yep. Will have to see the details (if available) but a dollar gets a dime the purchase accounting will be wildly favorable to the non-Pact assets in the mix"
X Link @puppyeh1 2025-10-20T10:57Z 50.3K followers, XXX engagements