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
·
hit rate
·
mean α
·
signals 14d
42
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -12.0% since posting (mean over 5 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | HUM.AX | @puppyeh1 | +0.10 | Reports Rajeev Dhawan becoming chair and views the appointment as positive for shareholder value. | · | tweet ↗ |
| 2026-10-15 | MYX | @puppyeh1 | +0.55 | Expects an SBM buyback soon and believes MYX will cease being listed within 12 months. | · | tweet ↗ |
| 2026-10-15 | SBM | @puppyeh1 | +0.35 | Expects an SBM buyback soon and believes MYX will cease being listed within 12 months. | · | tweet ↗ |
| 2026-10-15 | EDU.AX | @puppyeh1 | +0.90 | Presents a detailed deep-value thesis using enrollment, cash, valuation, dividends, and acquisition potential. | · | tweet ↗ |
| 2026-10-15 | · | @puppyeh1 | · | Warns amid small-cap losses that any stock can trade anywhere and investors should avoid leverage. | · | tweet ↗ |
| 2026-10-15 | · | @puppyeh1 | · | Harshly criticizes a company's statement following a failed IPO. | · | tweet ↗ |
| 2026-10-15 | · | @puppyeh1 | · | Says short interest is tiny but it is far too early to buy the unnamed security. | · | tweet ↗ |
| 2026-10-14 | · | @puppyeh1 | · | Calls an unnamed security expensive and vulnerable if Firmus encounters liquidity trouble. | · | tweet ↗ |
| 2026-10-14 | · | @puppyeh1 | · | Argues tax incentives may push ignored small caps toward sales or private rollovers before July 1. | · | tweet ↗ |
| 2026-10-14 | · | @puppyeh1 | · | Defines a screen for Australian companies whose owners may sell before new capital-gains rules take effect. | · | tweet ↗ |
| 2026-10-14 | · | @puppyeh1 | · | Uses the Firmus IPO to argue bubble conditions may be nearing an end due to absent incremental buyers. | · | tweet ↗ |
| 2026-10-14 | CRWV | @puppyeh1 | -0.85 | Sarcastically compares CoreWeave's liquidity assurances with Lehman-era executive rhetoric. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @puppyeh1 | · | Suggests an activist and earnings contribution could drive a rerating, but the company is unclear. | · | tweet ↗ |
| 2026-10-13 | · | @puppyeh1 | · | Scooping up the unnamed cheap securities here. — Expresses current buying intent, but the asset is missing from the reply context. | · | tweet ↗ |
| 2026-10-13 | · | @puppyeh1 | · | Argues mine-remediation liabilities are immaterial relative to earnings and low valuations. | · | 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.