Author
@puppyeh1 puppyeh1
grade Ax.com/puppyeh1 ↗
Rigorous special-situations PM dissecting ASX small-cap arb and AI-capex macro bear
Publishes original, quantified merger-arb and special-situat
trader score
+0.74
hit rate
73%
mean α
+1.30%
signals 14d
26
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 11 scored bets: 73% hit rate, +1.30% mean alpha, trader score +0.74. Their last-14d mentions, direction-adjusted, have moved -7.8% since posting (mean over 2 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | 121440.KQ | @puppyeh1 | -0.45 | Argues alleged process issues may add legal risk to Golfzon's sale and force insiders to reconsider a low tender. | · | tweet ↗ |
| 2026-08-27 | EVO.AX | @puppyeh1 | -0.65 | Criticizes non-cash write-off framing as obscuring past cash-funded malinvestment. | · | tweet ↗ |
| 2026-08-27 | FRS.AX | @puppyeh1 | -0.50 | Reports a panel declaration of unacceptable circumstances involving FRS and praises the challenge. | · | tweet ↗ |
| 2026-08-27 | ZNC.AX | @puppyeh1 | +0.20 | Reports a panel declaration of unacceptable circumstances involving FRS and praises the challenge. | · | tweet ↗ |
| 2026-08-25 | · | @puppyeh1 | · | Calls an unidentified security cheap and expects it to trade higher, but ticker context is absent. | · | tweet ↗ |
| 2026-08-25 | 121440.KQ | @puppyeh1 | -0.70 | Condemns Golfzon Holdings' treatment of minority shareholders as daylight robbery. | · | tweet ↗ |
| 2026-08-24 | HUM.AX | @puppyeh1 | +0.70 | Argues forward book value and returns make the depressed price and lack of a renewed bid irrational. | · | tweet ↗ |
| 2026-08-24 | HUM.AX | @puppyeh1 | +0.80 | Buying back HUM.AX shares at roughly A$0.40. — Explicitly buys shares, citing book value, low earnings multiple and improving fundamentals. | · | tweet ↗ |
| 2026-08-24 | OGC | @puppyeh1 | -0.10 | L1 bought 10M AUC shares after bid launch, increasing odds the OGC offer is raised or fails. | · | tweet ↗ |
| 2026-08-24 | AUC.AX | @puppyeh1 | +0.50 | L1 bought 10M AUC shares after bid launch, increasing odds the OGC offer is raised or fails. | · | tweet ↗ |
| 2026-08-23 | 29M.AX | @puppyeh1 | +0.80 | Celebrates 29M.AX rising from A$0.24 to A$0.34 roughly four weeks after another author's publication. | · | tweet ↗ |
| 2026-08-23 | EUR.AX | @puppyeh1 | -0.30 | Taking profits on EUR.AX at A$0.36 while retaining some exposure. — Author is taking profits in EUR.AX after gains and cites CRML's move and limited remaining deal recuts. | · | tweet ↗ |
| 2026-08-23 | CRML | @puppyeh1 | +0.30 | Taking profits on EUR.AX at A$0.36 while retaining some exposure. — Author is taking profits in EUR.AX after gains and cites CRML's move and limited remaining deal recuts. | +0.1% | tweet ↗ |
| 2026-08-21 | · | @puppyeh1 | · | Author endorses a basket of Japanese deep-value ideas without naming securities. | · | tweet ↗ |
| 2026-08-20 | A1N.AX | @puppyeh1 | -0.65 | Mocks ARN Media's $18M free-cash-flow presentation because $9M came from asset sales. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.