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[@pup_st](/creator/twitter/pup_st)
"$XRO: Is a short/ sell in my view. Smells of desperation. Paying $4bln for a company doing AUD$300m annualised rev that is loss making ($250m pa).Offshore acquisitions have proven to be winners of late Azek Daou Vifor Saverglassalso is this a growth or defensive deal 🤷🏻♂"  
[X Link](https://x.com/pup_st/status/1937658604007621005) [@pup_st](/creator/x/pup_st) 2025-06-24T23:46Z 1405 followers, 1378 engagements


"$IEL another one of these heavily sold off previous market darlings making a resounding comeback off multi yr lows is the worst behind them Whats the saying share price never lies #ASX #Industrials #education #value #turnaround #comeback"  
[X Link](https://x.com/pup_st/status/1954863063821074780) [@pup_st](/creator/x/pup_st) 2025-08-11T11:10Z 1401 followers, 2571 engagements


"$CSL The simultaneous execution of 15%headcount reduction US$500-550m transformation programme and complex CSL Seqirus demerger creates unprecedented complexity over the next 6-12mnths warranting extreme caution and XX% further downside from here/current valuations. No Fanks"  
[X Link](https://x.com/pup_st/status/1957758932547408239) [@pup_st](/creator/x/pup_st) 2025-08-19T10:57Z 1401 followers, 1630 engagements


"$SYL: Symal with a nice little accretive bolt on acquisition thats EPS accretive This is a sleeper building nicely and mispriced. trading on 3x Ev/ebitda"  
[X Link](https://x.com/pup_st/status/1968242721354817727) [@pup_st](/creator/x/pup_st) 2025-09-17T09:16Z 1401 followers, 1439 engagements