[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, discount, debt, $minax the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::2841267029/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +310% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::2841267029/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +99% - X Year XXX +13% ### Followers: XXXXXX [#](/creator/twitter::2841267029/followers)  - X Week XXXXXX +0.20% - X Month XXXXXX +1.60% - X Months XXXXXX +9.70% - X Year XXXXXX +15% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::2841267029/influencer_rank)  ### Social Influence [#](/creator/twitter::2841267029/influence) --- **Social category influence** [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [exchanges](/list/exchanges) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [japan](/topic/japan) 3.68%, [discount](/topic/discount) 2.45%, [debt](/topic/debt) 1.84%, [$minax](/topic/$minax) 1.84%, [$humax](/topic/$humax) #1, [$xrp](/topic/$xrp) 1.84%, [xrp](/topic/xrp) 1.84%, [$800mm](/topic/$800mm) 1.23%, [$21bn](/topic/$21bn) 1.23%, [singapore](/topic/singapore) XXXX% **Top accounts mentioned or mentioned by** [@toy59496](/creator/undefined) [@sharogradskym](/creator/undefined) [@therealdavey2](/creator/undefined) [@cowboybeeshop](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@shitvaluefund](/creator/undefined) [@ppinvest](/creator/undefined) [@abroninvestor](/creator/undefined) [@madthunderdome](/creator/undefined) [@andrewrangeley](/creator/undefined) [@dunbelievable](/creator/undefined) [@jimactually](/creator/undefined) [@sscowboy](/creator/undefined) [@yellowlablife](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@houzishi](/creator/undefined) [@brownmarubozu](/creator/undefined) [@buffalobillco](/creator/undefined) [@dfauchier](/creator/undefined) [@fairyii_kliew](/creator/undefined) **Top assets mentioned** [XRP (XRP)](/topic/$xrp) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Aercap Holdings N.V. (AER)](/topic/$aer) ### Top Social Posts [#](/creator/twitter::2841267029/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](/creator/x/puppyeh1) on [X](/post/tweet/1947905244933071152) 2025-07-23 06:22:55 UTC 48.9K followers, XXX engagements "@DrewPavlou Melbourne is a wasteland. Glad you made it out alive"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1947575034089730290) 2025-07-22 08:30:46 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](/creator/x/puppyeh1) on [X](/post/tweet/1909934078373327243) 2025-04-09 11:39:03 UTC 48.9K followers, 8756 engagements "and 2) a hostile tender offer by a foreign strategic acquirer - not a domestic and not a financial buyer - namely the Yageo Electronics tender for Shibaura (a former Toshiba sub). Very very unusual to see these.it is really open season in small-cap corporate Japan"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1887258793786155500) 2025-02-05 21:55:34 UTC 48.9K followers, 9543 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](/creator/x/puppyeh1) on [X](/post/tweet/1945722908497809483) 2025-07-17 05:51:05 UTC 48.9K followers, 8173 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](/creator/x/puppyeh1) on [X](/post/tweet/1947791656587301341) 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](/creator/x/puppyeh1) on [X](/post/tweet/1941794872509493683) 2025-07-06 09:42:29 UTC 48.9K 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. $HUM.AX"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1944948339268862247) 2025-07-15 02:33:14 UTC 48.9K followers, 10.8K engagements "@Jimactually Yes that may well be correct as well"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1947843130998591702) 2025-07-23 02:16:06 UTC 48.9K followers, XXX engagements "Back in the eastern suburbsman I missed this parking 🤮"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1945690056079126965) 2025-07-17 03:40:33 UTC 48.9K followers, 5282 engagements "$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.🤷♂🤷♂"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1929689512239943683) 2025-06-03 00:00:06 UTC 48.9K followers, 10.1K engagements "Same judge as the one that ruled in Pendal/Perpetual (enforcing specific performance).good to know $MYX.AX"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1946416635998261343) 2025-07-19 03:47:43 UTC 48.9K followers, 9943 engagements "I have moved on from $NLOP. No real insight you should not at all care as I was standing on shoulders of giants w/ this one (h/t @kingdomcapadv @AndrewRangeley ) but to my mind w/ widening in rates slowdown in asset sales and plethora of other opps this one looks more balanced R/R from here. GLTA still involved 👊👊"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1935529989254037605) 2025-06-19 02:48:04 UTC 48.9K followers, 14.1K 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](/creator/x/puppyeh1) on [X](/post/tweet/1947621853222342833) 2025-07-22 11:36:49 UTC 48.9K followers, 12K 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](/creator/x/puppyeh1) on [X](/post/tweet/1945802355334946817) 2025-07-17 11:06:47 UTC 48.9K 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](/creator/x/puppyeh1) on [X](/post/tweet/1887258791277924379) 2025-02-05 21:55:34 UTC 48.9K followers, 43.4K engagements "Loading the boat on $HUM.AX here. Co confirms AA entered due diligence - but only today well after stock has traded through 58c. Minimum bid from AA will obvi have to be raised substantially - and yet he still went to DD to continue process. IMO stock should be 65-67c right now"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1944944458338066906) 2025-07-15 02:17:48 UTC 48.9K followers, 22.4K 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"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1800743842825871489) 2024-06-12 04:16:02 UTC 48.9K followers, 56K 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](/creator/x/puppyeh1) on [X](/post/tweet/1947551352353395150) 2025-07-22 06:56:40 UTC 48.9K followers, 11.4K 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](/creator/x/puppyeh1) on [X](/post/tweet/1932982073754882177) 2025-06-12 02:03:34 UTC 48.9K followers, 2674 engagements "MinRes expose in the AFR should convince all those Ellison fans hes a huge part of the problem at $MIN.AX. Corporate governance failures are front and centre wrt why Onslow is blowing up now. No way a proper board rams that project through at that pace in the face of massive construction risks unless its totally captured by the ceo. Anyone who still think Ellison should stay now needs their head read"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1896307203553820722) 2025-03-02 21:10:43 UTC 48.9K followers, 6884 engagements "@Wexboy_Value I have a XX% position in itplus a not small position in Ripple outright"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1947607252279693748) 2025-07-22 10:38:48 UTC 48.9K followers, XXX 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](/creator/x/puppyeh1) on [X](/post/tweet/1947794773064225050) 2025-07-22 23:03:56 UTC 48.9K followers, XXX engagements "Ive been lucky to go to beaches all over the world - Croatia Hawaii Italy Greece Turkey. But for all round performance - beauty vibe water waves people and location - I really dont think it gets better than Bondi. Bondi wins. Happy Australia Day. 🙏🏻❤"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1883426698554949867) 2025-01-26 08:08:11 UTC 48.9K followers, 13.3K engagements "Rereading When Genius Failed (the LTCM saga) for at least the 4th time. Amazing how well it holds up and how durable the lessons are (the problems w leverage; mark-to-historical-model; selling vol in every asset class; absolute certitude in any investing professional; etc). More learning in those XXX pages than any business school (and many finance careers I would hazard)"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1931620313768558819) 2025-06-08 07:52:25 UTC 48.9K followers, 39.8K engagements "$MYX.AX scheme approved. No surprise other than that Cosette chose not to settle pre-vote (thus locking in $XXX upside case imo). Interestingly Cosette also agreed to continue to progress the FIRB process (despite still claiming the MAC). So basically we now get a NSW Court to rule on a MAC (mid-Sept) and get $XXX if no MAC or say $X if deal breaks. Ie market is saying close % prob at current $XXX is around 38%. Irrespective of the specifics of this case MAC litigation merger closure rates is something like XX% 🤔 There is no new info here. Market is simply unwilling to price this (for now)"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1935162134733971544) 2025-06-18 02:26:21 UTC 48.9K followers, 11.4K 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](/creator/x/puppyeh1) on [X](/post/tweet/1946112818216132805) 2025-07-18 07:40:27 UTC 48.9K 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](/creator/x/puppyeh1) on [X](/post/tweet/1932982071364104546) 2025-06-12 02:03:33 UTC 48.9K followers, 115.9K 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](/creator/x/puppyeh1) on [X](/post/tweet/1947442754608615532) 2025-07-21 23:45:09 UTC 48.9K followers, 22.8K 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](/creator/x/puppyeh1) on [X](/post/tweet/1947782654063178054) 2025-07-22 22:15:47 UTC 48.9K followers, XXX engagements "$HUM.AX A Letter to the IBC of Humm Group Limited"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1939809853356306614) 2025-06-30 22:14:43 UTC 48.9K followers, 86.9K engagements "Fairly interesting transaction in w/ NTT taking out SBI Sumishin $7163.T in partnership w/ SMBC. Basically NTT getting into the Neobanking game. Not quite a vanilla parent/sub takeout but fits w/ the overall pattern. Pretty full price (25x P/E 5x book etc). In X yrs there will be no sub listings anymore in Japan and this general category - parent/sub listings getting taken out - will have been fully monetized 😅"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1928229864009781490) 2025-05-29 23:19:59 UTC 48.9K followers, 5658 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](/creator/x/puppyeh1) on [X](/post/tweet/1943323540473749785) 2025-07-10 14:56:51 UTC 48.9K followers, 4976 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](/creator/x/puppyeh1) on [X](/post/tweet/1902161914840641776) 2025-03-19 00:55:15 UTC 48.9K followers, 15.2K engagements "What should do here the UAE is offering to buy $STO.AX a fairly strategic oil/LNG producer (2nd largest here). Price is generous. UAE is not China. And they will invest into the assets - something STO has been unwilling/unable to do consistently. But do we want the UAE owning this forever Very tough one. Not sure where I land on it"  [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1934738143334551737) 2025-06-16 22:21:33 UTC 48.9K followers, 10.4K engagements "$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](/creator/x/puppyeh1) on [X](/post/tweet/1944746429744115930) 2025-07-14 13:10:55 UTC 48.9K followers, 6526 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](/creator/x/puppyeh1) on [X](/post/tweet/1943851391677870425) 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](/creator/x/puppyeh1) on [X](/post/tweet/1943692235553583472) 2025-07-11 15:21:55 UTC 48.9K followers, 44.7K 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, discount, debt, $minax 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 -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +310%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +99%
- X Year XXX +13%
Followers: XXXXXX #
- X Week XXXXXX +0.20%
- X Month XXXXXX +1.60%
- X Months XXXXXX +9.70%
- X Year XXXXXX +15%
CreatorRank: XXXXXXXXX #
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 japan 3.68%, discount 2.45%, debt 1.84%, $minax 1.84%, $humax #1, $xrp 1.84%, xrp 1.84%, $800mm 1.23%, $21bn 1.23%, singapore XXXX%
Top accounts mentioned or mentioned by @toy59496 @sharogradskym @therealdavey2 @cowboybeeshop @joinyellowbrick @shitvaluefund @ppinvest @abroninvestor @madthunderdome @andrewrangeley @dunbelievable @jimactually @sscowboy @yellowlablife @kingdomcapadv @houzishi @brownmarubozu @buffalobillco @dfauchier @fairyii_kliew
Top assets mentioned XRP (XRP) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) 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 on X 2025-07-23 06:22:55 UTC 48.9K followers, XXX engagements
"@DrewPavlou Melbourne is a wasteland. Glad you made it out alive" @puppyeh1 on X 2025-07-22 08:30:46 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 on X 2025-04-09 11:39:03 UTC 48.9K followers, 8756 engagements
"and 2) a hostile tender offer by a foreign strategic acquirer - not a domestic and not a financial buyer - namely the Yageo Electronics tender for Shibaura (a former Toshiba sub). Very very unusual to see these.it is really open season in small-cap corporate Japan" @puppyeh1 on X 2025-02-05 21:55:34 UTC 48.9K followers, 9543 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 on X 2025-07-17 05:51:05 UTC 48.9K followers, 8173 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 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 on X 2025-07-06 09:42:29 UTC 48.9K 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. $HUM.AX" @puppyeh1 on X 2025-07-15 02:33:14 UTC 48.9K followers, 10.8K engagements
"@Jimactually Yes that may well be correct as well" @puppyeh1 on X 2025-07-23 02:16:06 UTC 48.9K followers, XXX engagements
"Back in the eastern suburbsman I missed this parking 🤮" @puppyeh1 on X 2025-07-17 03:40:33 UTC 48.9K followers, 5282 engagements
"$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.🤷♂🤷♂" @puppyeh1 on X 2025-06-03 00:00:06 UTC 48.9K followers, 10.1K engagements
"Same judge as the one that ruled in Pendal/Perpetual (enforcing specific performance).good to know $MYX.AX" @puppyeh1 on X 2025-07-19 03:47:43 UTC 48.9K followers, 9943 engagements
"I have moved on from $NLOP. No real insight you should not at all care as I was standing on shoulders of giants w/ this one (h/t @kingdomcapadv @AndrewRangeley ) but to my mind w/ widening in rates slowdown in asset sales and plethora of other opps this one looks more balanced R/R from here. GLTA still involved 👊👊" @puppyeh1 on X 2025-06-19 02:48:04 UTC 48.9K followers, 14.1K 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 on X 2025-07-22 11:36:49 UTC 48.9K followers, 12K 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 on X 2025-07-17 11:06:47 UTC 48.9K 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 on X 2025-02-05 21:55:34 UTC 48.9K followers, 43.4K engagements
"Loading the boat on $HUM.AX here. Co confirms AA entered due diligence - but only today well after stock has traded through 58c. Minimum bid from AA will obvi have to be raised substantially - and yet he still went to DD to continue process. IMO stock should be 65-67c right now" @puppyeh1 on X 2025-07-15 02:17:48 UTC 48.9K followers, 22.4K 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" @puppyeh1 on X 2024-06-12 04:16:02 UTC 48.9K followers, 56K 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 on X 2025-07-22 06:56:40 UTC 48.9K followers, 11.4K 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 on X 2025-06-12 02:03:34 UTC 48.9K followers, 2674 engagements
"MinRes expose in the AFR should convince all those Ellison fans hes a huge part of the problem at $MIN.AX. Corporate governance failures are front and centre wrt why Onslow is blowing up now. No way a proper board rams that project through at that pace in the face of massive construction risks unless its totally captured by the ceo. Anyone who still think Ellison should stay now needs their head read" @puppyeh1 on X 2025-03-02 21:10:43 UTC 48.9K followers, 6884 engagements
"@Wexboy_Value I have a XX% position in itplus a not small position in Ripple outright" @puppyeh1 on X 2025-07-22 10:38:48 UTC 48.9K followers, XXX 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 on X 2025-07-22 23:03:56 UTC 48.9K followers, XXX engagements
"Ive been lucky to go to beaches all over the world - Croatia Hawaii Italy Greece Turkey. But for all round performance - beauty vibe water waves people and location - I really dont think it gets better than Bondi. Bondi wins. Happy Australia Day. 🙏🏻❤" @puppyeh1 on X 2025-01-26 08:08:11 UTC 48.9K followers, 13.3K engagements
"Rereading When Genius Failed (the LTCM saga) for at least the 4th time. Amazing how well it holds up and how durable the lessons are (the problems w leverage; mark-to-historical-model; selling vol in every asset class; absolute certitude in any investing professional; etc). More learning in those XXX pages than any business school (and many finance careers I would hazard)" @puppyeh1 on X 2025-06-08 07:52:25 UTC 48.9K followers, 39.8K engagements
"$MYX.AX scheme approved. No surprise other than that Cosette chose not to settle pre-vote (thus locking in $XXX upside case imo). Interestingly Cosette also agreed to continue to progress the FIRB process (despite still claiming the MAC). So basically we now get a NSW Court to rule on a MAC (mid-Sept) and get $XXX if no MAC or say $X if deal breaks. Ie market is saying close % prob at current $XXX is around 38%. Irrespective of the specifics of this case MAC litigation merger closure rates is something like XX% 🤔 There is no new info here. Market is simply unwilling to price this (for now)" @puppyeh1 on X 2025-06-18 02:26:21 UTC 48.9K followers, 11.4K 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 on X 2025-07-18 07:40:27 UTC 48.9K 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 on X 2025-06-12 02:03:33 UTC 48.9K followers, 115.9K 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 on X 2025-07-21 23:45:09 UTC 48.9K followers, 22.8K 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 on X 2025-07-22 22:15:47 UTC 48.9K followers, XXX engagements
"$HUM.AX A Letter to the IBC of Humm Group Limited" @puppyeh1 on X 2025-06-30 22:14:43 UTC 48.9K followers, 86.9K engagements
"Fairly interesting transaction in w/ NTT taking out SBI Sumishin $7163.T in partnership w/ SMBC. Basically NTT getting into the Neobanking game. Not quite a vanilla parent/sub takeout but fits w/ the overall pattern. Pretty full price (25x P/E 5x book etc). In X yrs there will be no sub listings anymore in Japan and this general category - parent/sub listings getting taken out - will have been fully monetized 😅" @puppyeh1 on X 2025-05-29 23:19:59 UTC 48.9K followers, 5658 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 on X 2025-07-10 14:56:51 UTC 48.9K followers, 4976 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 on X 2025-03-19 00:55:15 UTC 48.9K followers, 15.2K engagements
"What should do here the UAE is offering to buy $STO.AX a fairly strategic oil/LNG producer (2nd largest here). Price is generous. UAE is not China. And they will invest into the assets - something STO has been unwilling/unable to do consistently. But do we want the UAE owning this forever Very tough one. Not sure where I land on it" @puppyeh1 on X 2025-06-16 22:21:33 UTC 48.9K followers, 10.4K engagements
"$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 on X 2025-07-14 13:10:55 UTC 48.9K followers, 6526 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 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 on X 2025-07-11 15:21:55 UTC 48.9K followers, 44.7K engagements