Jeremy Raper @puppyeh1
Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary! rapercapital.com Tokyo, Japan Joined October 2014-
Tweets20K
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Nice day for 🍷country 🇦🇺🇦🇺
Right now the market is implying about a 30% chance of the $CPRI deal going through at terms. Ie you get paid 7/10 times to bet again Lina Khan, arguing that accessible luxury doesnt compete on price w/ fast fashion and that handbag labor doesnt compete with other retail labor.…
Basically what I'm saying is can't $TPR win simply by proving accessible luxury- whatever that means - has to compete on price, with fast fashion (or whoever really but thats a logical comp). Not a hard point to prove (speak to anyone who owns a Kors bag). That breaks the market…
Basically what I'm saying is can't $TPR win simply by proving accessible luxury- whatever that means - has to compete on price, with fast fashion (or whoever really but thats a logical comp). Not a hard point to prove (speak to anyone who owns a Kors bag). That breaks the market…
This $CPRI $TPR FTC gets more insane the more I think about it. Surely $TPR is just going to line up all the - many hundreds - of similarly-priced handbags (that obviously compete) - and say 'look most of them are not 'accessible luxury', therefore your market definition is…
$AAL.LN 😅
$AAL.LN 😅 https://t.co/ouhxJgpZQv
Can you imagine how much it would suck to be famous? and have to put up with this shit on the daily? I'm surprised he held it together as long as he did 🙃
Can you imagine how much it would suck to be famous? and have to put up with this shit on the daily? I'm surprised he held it together as long as he did 🙃
The time stamps never lie. Ol' mate $TSLA going the way it was always going to go... (down)
The time stamps never lie. Ol' mate $TSLA going the way it was always going to go... (down)
This is an @nbcsnl skit from 2015. It was a forecast of dropping off your kid at an Ivy League University in 2024.
Imagine the reaction if the Islamic campus organs were blockaded, students harassed and bullied, and needed police protection, during Ramadan bec of something some random Muslim-majority country did (Syria etc). Why is it different with the Jews? Just in case you were still…
Imagine the reaction if the Islamic campus organs were blockaded, students harassed and bullied, and needed police protection, during Ramadan bec of something some random Muslim-majority country did (Syria etc). Why is it different with the Jews? Just in case you were still…
Some people still wonder why I have such disdain for the U.N. It’s because I pay attention to the organization and don’t look at it through rose coloured glasses. It is not a collection of like minded countries to Canada, it rewards dictators and despots.
Some people still wonder why I have such disdain for the U.N. It’s because I pay attention to the organization and don’t look at it through rose coloured glasses. It is not a collection of like minded countries to Canada, it rewards dictators and despots.
ANA biz lounge at Haneda (terminal 2) is absolutely heaving. I can hear the sound of cheap Yen being sucked out of the seats. ✈️✈️
$SRX.AX If you thought Mano Mining was a stalking horse for the SL govt (or PRM etc) then now they are willing to pay 13.5c in the open market to increase their stake (vs current 9.5c bid, remember)...🤔🤔 hotcopper.com.au/threads/ann-ch…
$SRX.AX If you thought Mano Mining was a stalking horse for the SL govt (or PRM etc) then now they are willing to pay 13.5c in the open market to increase their stake (vs current 9.5c bid, remember)...🤔🤔 hotcopper.com.au/threads/ann-ch… https://t.co/hbR6My5pqW
It’s a good thing the US drained most of the SPR for no apparent reason over the last couple of years
It is hilarious how many people think - somehow - the Japanese trading companies are 'high quality companies.' On most all objective measures - returns on capital/assets; returns on incremental capital; asset turnover; growth vs cyclicality; etc - they are average, or even poor…
It is hilarious how many people think - somehow - the Japanese trading companies are 'high quality companies.' On most all objective measures - returns on capital/assets; returns on incremental capital; asset turnover; growth vs cyclicality; etc - they are average, or even poor… https://t.co/GSQGEwvA8o
Has anyone in my feed ever traded shares in an unlisted (or delisted) Japanese company? Is it just like trading a personal interest in any private kabushiki kaisha?
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Yellow Lab Life Capit.. @YellowLabLife
20K Followers 950 Following I am not as smart as I sound, so please don't listen to me
Respeculator @respeculator
17K Followers 1K Following Resource Speculator. “You've got to risk it for the biscuit" Everything said is OPINION not fact, DYODD.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Emil Baggie.tinkaren @Edark94
11K Followers 806 Following Swede with an interest in commodities & shipping | MsC Advanced Computing KCL | 🪳 #Tin cockroach 🪳| Armchair geologist
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
InfantTurdPowder @zhanginu
5K Followers 1K Following Used to pay 15x rev in SaaS.. Now ready to pay 2-3x EBITDA in Energy. Gender fluid male in RL, female in TWTR (s/he)
Bill @wabuffo
23K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Tristan @hurdle_rate
8K Followers 825 Following Owner of Tristax and Hurdle Rate - Not Investment Advice
RTB 🚀 - AKA Mr Wen @RaisingTheBAR47
15K Followers 898 Following Challenging ShitCo+Ponzi mgmt and Furus on their BS. Not investment advice. I’m an idiot
J Mintzmyer @mintzmyer
32K Followers 349 Following Maritime shipping researcher, trade/sanctions PhD from @Kennedy_School. Founder of @Shipping_VIE. Follow for #shipping market updates.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Investing with Tom @TomInvesting
11K Followers 264 Following I talk about stocks on the internet | 💼 Value Style Investor | 🎥 40,000+ Subscribers on YouTube |🇳🇿 Kiwi
Tobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
Dalius - Special Situ.. @InvestSpecial
24K Followers 219 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017.
mikey1984 @mikey198462705
123 Followers 507 Following
MarkyLee24 @MarkYLee24
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Rius @Brumm23
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Keshiv Kaushal @keshiv_kaushal
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Spooksay @spooksay
30 Followers 399 Following Opportunities are like sunrises. If you wait too long, you miss them.
Yasminaaaaa @AsiaAsi66837542
6 Followers 736 Following
moniez olivier @MoniezOlivier
14 Followers 334 Following It’s not how much we give but how much love we put into giving.”
Errant Equities @errantequities
31 Followers 415 Following
Tobias @tjaraas
96 Followers 137 Following
Wanzala Robert @wanzalarobert94
662 Followers 2K Following Student Journalist at Islamic University in Uganda. ADMIN at https://t.co/zmTVCT9Mvn
Mayank Malkan @MalkanMayank
252 Followers 913 Following
Bella Steven @BellaSteve51252
1 Followers 54 Following
Keesmath @Keesmath14872
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Jo Anne Mc Cusker @JoAnneMcCusker
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M @unrealizedloss6
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Pole Dancing Soccer M.. @r_zthai
253 Followers 594 Following
Veer Sethi @veerrsethi
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Miguel @pandabmu
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chopen valcer @LeopoldDankic
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usman tanimu @usmantanim14730
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Bob Ruckman @beckyruckman
116 Followers 357 Following
GrokIsDying on FSD mo.. @grokdyingnow
54 Followers 110 Following Tesla is Fully Autonomous with 100% Human control.
Ray B. @rbustami
58 Followers 247 Following
James @JPL_66
46 Followers 451 Following
obstinatelurker @obstinatelurker
3 Followers 7 Following
jorge rojas @hospitheme
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Roda Mae Gauiran @rodamaegauiran
208 Followers 392 Following
Jeffrey Due @DueJeffrey
57 Followers 391 Following You make most of your money in a bear market, you just don’t realize it at the time.”
Bart Lendrum @BartLendrum
13 Followers 71 Following
7764fm6jnidjzpn2 @rhw34ekawutjw
1 Followers 397 Following 現在、アルバイトの募集をしています。一日の勤務時間は制限ありません。日給6,000円～30,000円！給与は日払いです。 副業の相談は、LINEに追加:【https://t.co/05ilzNwcd9】
Robbie Hendricks @roberthendricks
3K Followers 399 Following Real Estate Investor | 2400 Units Acquired/$395M Transactions | Dad | MBA/CCIM | Tweeting on RE, Passive Investing, & Building a Great Life | Rom. 8:31
FryFinancial @Frythought
11 Followers 107 Following Journeying from $2 to fiscal triumph, I'm the investor who turns small stakes into big breaks. Join me in mastering the market's game.
Peter Szostak @Peterszostak317
16 Followers 31 Following
Shashank @shashankbajoria
119 Followers 3K Following I have no special talent. I'm just passionately curious.
Ned Kingsley @nedkings
34 Followers 614 Following
Wayne_Montgomery @Wayne_Montgomer
30 Followers 1K Following
OPERADOR DA MADRUGADA @Op_Madrugada
86 Followers 1K Following
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Yellow Lab Life Capit.. @YellowLabLife
20K Followers 950 Following I am not as smart as I sound, so please don't listen to me
Matt Warder @mfwarder
14K Followers 2K Following Church of Baseball. Dad. Musician (New Single: https://t.co/LYKBzeiiAj). WV Native. Whiskey stan. #Coal. Energy/M&M/Economics.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Respeculator @respeculator
17K Followers 1K Following Resource Speculator. “You've got to risk it for the biscuit" Everything said is OPINION not fact, DYODD.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Emil Baggie.tinkaren @Edark94
11K Followers 806 Following Swede with an interest in commodities & shipping | MsC Advanced Computing KCL | 🪳 #Tin cockroach 🪳| Armchair geologist
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
InfantTurdPowder @zhanginu
5K Followers 1K Following Used to pay 15x rev in SaaS.. Now ready to pay 2-3x EBITDA in Energy. Gender fluid male in RL, female in TWTR (s/he)
Bill @wabuffo
23K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Tristan @hurdle_rate
8K Followers 825 Following Owner of Tristax and Hurdle Rate - Not Investment Advice
RTB 🚀 - AKA Mr Wen @RaisingTheBAR47
15K Followers 898 Following Challenging ShitCo+Ponzi mgmt and Furus on their BS. Not investment advice. I’m an idiot
J Mintzmyer @mintzmyer
32K Followers 349 Following Maritime shipping researcher, trade/sanctions PhD from @Kennedy_School. Founder of @Shipping_VIE. Follow for #shipping market updates.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Investing with Tom @TomInvesting
11K Followers 264 Following I talk about stocks on the internet | 💼 Value Style Investor | 🎥 40,000+ Subscribers on YouTube |🇳🇿 Kiwi
Tobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
East 72 Dynasty Trust @East72Dynasty
2K Followers 77 Following East 72 Dynasty Trust - managed by East 72 Investments Pty Limited
Aaron Sallen @aaronjsallen
3K Followers 391 Following Miami based fundamental investor. May have a position in stocks mentioned. Tweets are not recommendations.
Harvest Lane Asset Ma.. @HarvestLaneAM
733 Followers 238 Following Official insights by Harvest Lane Asset Management.
Marc Garrigasait @marcgarrigasait
18K Followers 323 Following Investment Fund manager at Japan Deep Value Fund, Panda Agriculture & Water Fund & Koala Capital Sicav. Blog: https://t.co/XAuZO0u7Tm
FJ @Natsecjeff
95K Followers 8K Following Deputy Director @ITCTOfficial. DG Ops & Head Consultant @midstonecentre. Podcast: @FJTalksPodcast. RTs not endorsements, All opinions personal.
Oren Barsky 🎗️ @orenbarsky
28K Followers 524 Following The truth is very straightforward, there’s no room for confusion. #InvestInIsrael -- 🇮🇱 https://t.co/JkgxE7Pkgl
Bassem Youssef @Byoussef
11.7M Followers 665 Following political satirist,vegan,documentary :tickling Giants,book: revolution for dummies instagram: https://t.co/mtJB6E7ZZb official facebook below
専業投資家ヤマ.. @traderyamamoto
15K Followers 131 Following 株式投資歴15年くらい。日本株の短期から中長期まで幅広く売買してます。証券ディーラー経験者。25億はほんと💰 17時以降は酔っ払ってます🍺🍺 毎週末に激安なバリュー株高配当株、割安なグロース株を解説postし、上がったらドヤります🤓w ハイライトに過去post追加しました😉
Elica Le Bon الیک.. @elicalebon
76K Followers 305 Following Daughter of Iran // Attorney, activist, artist, and other such labels that belie the illimitable dimensions of human existence
Turtleneck @Slowlearnerr
140 Followers 193 Following Slow learner 🐢 Investor focusing on the Japanese market and the nordics 🇯🇵💴💹
Value Trapped @TheLongHappy
533 Followers 242 Following Ex-sellside, ex-buyside, ex-startup, with a penchant for getting value trapped... retirement might take awhile.
Lionheart Investing @LionheartInves1
2K Followers 219 Following This profile is for sharing/discussing investment ideas. Interested in micro, nano, pico cap stocks. Net nets and deep value. Special sits are also fun.
BlindSquirrelMacro @SquirrelMacro
6K Followers 1K Following "Macro for Civilians". Searching for acorns in the market for 30 years. Finance observations. (https://t.co/mgOvPYwOAi). IBWOC Platinum Tier.
Coleman Hughes @coldxman
350K Followers 903 Following Conversations w/Coleman Podcast | Forbes 30 Under 30 | Contributor at @theFP | Analyst at @CNN https://t.co/cwLQsfPK19
Andrew Coye @andrewcoye
1K Followers 1K Following Musings about investing and trail running. Not investment advice. Life is short, art long, opportunity fleeting, experience deceptive, judgment difficult.
Weekly Snacks @weeklysnacks
263 Followers 4 Following Weekly newsletter compiling recent investment pitches, Twitter threads, and research. Insightful info in bite size snacks. | Author @paulcerro
marginofdanger @marginofdanger
3K Followers 112 Following Sharing my personal views, not investment advice. Please do your own work.
Pernas Research @pernasresearch
3K Followers 591 Following Former Deputy Chief Investment Officer of a 3.5B investment firm | Add your email to https://t.co/0QX5aQA2e6 to receive our research | Stock Ideas & Investing
Stocktipster @ArbStocktipster
2K Followers 86 Following “I don’t want to loose money, ever, no excuses”. Consistency over heroism. Risk Arb Investor (~80%), Biotech investor (~20%). Diligence is the mother of luck.
leekern @leekern13
96K Followers 1K Following 🇬🇧🇮🇱Oscar nominated (Borat2)🥇WGA BestScreenwriter🏅Golden Globe winning film. Spurs🐓 Boxing 🥊 Jew ✡️ poetry📚pies🥧 subscribe free or paid to my Substack
Rabbi Efrem Goldberg @RabbiGoldberg
10K Followers 264 Following Rabbi of Boca Raton Synagogue & host of @BehindTheBima. Support for this account is provided by @matthewjmiller7.
Shai Davidai @ShaiDavidai
86K Followers 1K Following Jewish Israeli. Father. Partner. Zionist. Assistant Professor @Columbia_Biz
Amelia Hamer @HamerAmelia
474 Followers 909 Following
Elisheva Ysabella Haz.. @ysabellahazan
45K Followers 829 Following Civil Law (LL.L) & Doctor of Law (J.D) ⚖️ | Int'l Speaker 🗣️| Founder Jewish Empowerment Movement 🇮🇱🕊️אור ,אמונה ,אהבה ,אמת
Eitan Fischberger @EFischberger
15K Followers 1K Following Comms expert & Analyst | Fmr IDF SSgt | Words in @NYDailyNews @NBCNewsTHINK @NRO @Newsweek @WSJ @DCexaminer @Tabletmag @CityJournal @TheHill
Hamas Atrocities @HamasAtrocities
41K Followers 226 Following Documenting the atrocities Hamas perpetrated in Israel on October 7th and since. Jihadism is everyone's enemy. Zionism is a moral imperative. #BringThemHome
Dede Eyesan @dede_eyesan
6K Followers 2K Following Founder of Jenga Investment Partners. Global equities investor. Exploring the world for the best investments. Not investment advice.
Anna Scolari @annascolari
276 Followers 471 Following Sono incaxxata, ma mi passerà. Per adesso vi osservo. Altro non mi è possibile fare. Put!
Adam Albilya - אדם.. @AdamAlbilya
16K Followers 416 Following A Jew; BS.c Hebrew University; I don't argue, I explain why I'm right; Exposing modern Nazis.
Melanie Phillips @MelanieLatest
52K Followers 359 Following Columnist, The Times of London; author, blogger, broadcaster, public speaker.
3spen @3spen1
741 Followers 2K Following Not so neutral Norwegian expat. I pollute X with my inner thoughts.
Orsetto @shot_change
2K Followers 146 Following Scarcity, permanence, independence | Disclaimer: I don't know s**t
STRATA INVESTMENT HOL.. @strataplc
4K Followers 119 Following STRATA INVESTMENT HOLDINGS PLC (new name) is an ASX listed investment company with a dual pronged investment policy focussed on the natural resource. #SRT $SRT
Revan @therevaknight
3K Followers 679 Following #ASX long only trader. Journo. King of the Puns 👑 Tweets are NOT financial advice. DO NOT buy any stock I tweet about.
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
Yellowbrick Investing @joinyellowbrick
6K Followers 2 Following I collect the best stock pitches from fund letters, analyst reports, twitter, blogs, etc. Sign up for the free, daily email with 3 new stock pitches
Bucephalus Research @BucephResearch
3K Followers 426 Following Exposing creative accounting at listed companies. Check out our videos on YouTube. Our tweets/videos are not recommendations or investment advice
Ella Travels (Ella Ke.. @EllaTravelsLove
64K Followers 877 Following Used to be a Travel & Nature content creator, but then Hamas = ISIS massacred my people. #Bringthemback 🎗️ #FreeGazafromHamas 🍉
Levered Blue @leveredblue
1K Followers 2K Following
Monica Schneider @MGSchneider76
338 Followers 556 Following Community Organizer, #BNW #filmPhotographer, Lawyer, Burpee-lover, unicorn enthusiast, possibly Batman, questionable driver. #burpeesareawesome she/her
CrosscheckC @CrosscheckC
4K Followers 3K Following l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.
Stripe: hey could we just verify your address for reporting purposes? Thanks. Calvin:
@puppyeh1 Check out Thomas Allen wines. Not sure if tasting is for members only. Just use ours if so. Cracking wines.
@puppyeh1 @trapso888 One of the times where a female judge might objectively be better than a male judge...assuming she likes shopping. 80 yr old dude might be more likely to take the FTC's word for it
@puppyeh1 The FTC won the Illumina-Grail appeal, and won the IQVIA-DeepIntent merger in December.
@puppyeh1 i agree with your maths....but do fear that capri operational continues to deteriorate (top line + margins) so the break price will continue to move lower
@puppyeh1 The FTC hasn’t brought a “luxury” case in over 30 years and they lost that case. This attempt to block breaks decades of precedent. TPR has a lot of avenues to pursue to win. The question at the end of the day is how committed are they to close given the deterioration in CPRI biz
@puppyeh1 The case is prima facie idiotic. Fashion is the most fickle hyper competitive industry and the the combined company’s European competitors are 10x their size. That said the FTC is using this case to try to create precedent for their new merger rules.
@puppyeh1 I am once again asking for the government to stop being this way
Thank God all these people who want to destroy the only Jewish state aren't antisemitic. Can you imagine if they were?? 🤡🤡🤡
My family risked everything to bring me to America so that, as a female and as a Jew, I can have every opportunity. I love America. I will not let the soul and values of this country die. I will not let the same tricks and rhetoric that chained Iran do the same here. Not today,…
The difference between Hamas and the IDF is that the IDF is trying to kill as many terrorists as possible while Hamas is trying to kill as many Jews as possible.
No one is easier to fade in equities than a overconfident macro guy with a British accent. 100% hit rate.
why do people keep self reporting themselves like this lol x.com/picketer/statu…
Look, who hasn't got a Nazi general they are a "devotee" of (Do they have Footy Cards? Can you collect the set?) and been invited to an "Afrika Corps reunion"?
🔊 Listen to Anglo American's $AAL CEO, Duncan Wanblad, discuss the "industrial logic" of a merger with Glencore $GLEN just two months ago. I think this has potential to get spicy from here $BHP $BHP.ax
With $BHP bidding Anglo $AAL surely Glencore $GLEN is crunching the numbers on a cleaner deal
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