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[@puppyeh1](/creator/twitter/puppyeh1)
"@DrewPavlou Melbourne is a wasteland. Glad you made it out alive"  
![@puppyeh1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1947575034089730290) 2025-07-22 08:30:46 UTC 48.9K followers, XXX 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](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1945722908497809483) 2025-07-17 05:51:05 UTC 48.9K followers, 8114 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](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1941794872509493683) 2025-07-06 09:42:29 UTC 48.9K followers, 26.2K 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](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1944948339268862247) 2025-07-15 02:33:14 UTC 48.9K followers, 10.7K engagements


"Back in the eastern suburbsman I missed this parking 🤮"  
![@puppyeh1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1945690056079126965) 2025-07-17 03:40:33 UTC 48.9K followers, 5246 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1946416635998261343) 2025-07-19 03:47:43 UTC 48.9K followers, 9837 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1947621853222342833) 2025-07-22 11:36:49 UTC 48.9K followers, 9456 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](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1945802355334946817) 2025-07-17 11:06:47 UTC 48.9K followers, 14.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1944944458338066906) 2025-07-15 02:17:48 UTC 48.9K followers, 22.3K 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](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1947551352353395150) 2025-07-22 06:56:40 UTC 48.9K followers, 10.3K engagements


"@Wexboy_Value I have a XX% position in itplus a not small position in Ripple outright"  
![@puppyeh1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1947607252279693748) 2025-07-22 10:38:48 UTC 48.9K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1935162134733971544) 2025-06-18 02:26:21 UTC 48.9K followers, 11.3K engagements


"@Lu9524916869245 @BaileyHLAM @acidinvestments @whirlybard Great summary. Thank you for doing this. Will chime in further once have reviewed"  
![@puppyeh1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1946417048227324249) 2025-07-19 03:49:21 UTC 48.9K followers, XXX 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](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1946112818216132805) 2025-07-18 07:40:27 UTC 48.9K followers, 21.9K 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](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1932982071364104546) 2025-06-12 02:03:33 UTC 48.9K followers, 115.8K 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](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1947442754608615532) 2025-07-21 23:45:09 UTC 48.9K followers, 21.5K engagements


"$HUM.AX A Letter to the IBC of Humm Group Limited"  
![@puppyeh1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1939809853356306614) 2025-06-30 22:14:43 UTC 48.9K followers, 86.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1944746429744115930) 2025-07-14 13:10:55 UTC 48.9K followers, 6501 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](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2841267029.png) [@puppyeh1](/creator/x/puppyeh1) on [X](/post/tweet/1943692235553583472) 2025-07-11 15:21:55 UTC 48.9K followers, 44.6K engagements