Cy Jacobs

Co-founder 36ONE Asset Management. Views are my own.

[Cy Jacobs @Cy36ONE]

@davidshap4711 Go Sam, well thought out, keep it up 💪🏻

[Cy Jacobs @Cy36ONE]

Great thread on the most expensive IPO ever

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

oh that's not quite what i expected -- form spacex s-1

[Cy Jacobs @Cy36ONE]

@peterarmitage You sign up for a couple new policies and make their day

[Cy Jacobs @Cy36ONE]

@Handre Not entirely true. but close. You can make sure the 30% goes to those who really need it. You can control the process with real philanthropy. Not to say BEE shouldn't be scrapped, but while it's here use it to the best of its ability.

[Cy Jacobs @Cy36ONE]

@Keir_Starmer @JenniferJJacobs Let's co-host a summit 😂😂

[Cy Jacobs @Cy36ONE]

@UCT_news What an absolute joke. What has happened to our institutions ? Very sad reflection on SA.

[Cy Jacobs @Cy36ONE]

@iamtomnash Should have been short, and remain short, no April fools 😁

[Cy Jacobs @Cy36ONE]

@Siddels1000 To add to that very philanthropic, and great at giving back to South Africa and all communities within, unlike many of the other S.A. expats who made their money offshore and have forgotten their country.

[Bryson DeChambeau @brysondech]

I love you South Africa! 🇿🇦❤️

What an honor it was to win in front of the most incredible fans. You guys made my first experience in South Africa unforgettable!

The game is trending and I’m excited for the next couple of weeks! #backtoback

Much love

[Cy Jacobs @Cy36ONE]

Who is actually left in the world that believes this BS. Tesla is definitely the most overvalued company I have seen in my 30 years as a fund manager.

[The AI Investor @The_AI_Investor]

Elon Musk on Optimus: if Tesla were making a billion of these a year at scale.. maybe it would be $30k each, I'm just guessing.. that’s $30 trillion in revenue.

10x sales is $300 trillions market cap potential, $TSLA is cheap 😂

[Cy Jacobs @Cy36ONE]

@alechogg @elonmusk More of the same promises from Musk 😂, forever changing the timelines.

[Cy Jacobs @Cy36ONE]

@cjpraat Have many stories about those days at African Bank 😁

[Cy Jacobs @Cy36ONE]

@cjpraat @the_gregdavies If an EGM is called and the transaction voted down there could be massive contractual liabilities . It's a category 2 transaction so it's not subject to shareholders vote, but rather just regulatory approvals. Unfortunately I believe there isn't an easy way out.

[36ONE Asset Management @36ONE]

South African Retailers have failed countless times overseas and given the financial history of this acquisition target, Mr Price at least owes its shareholders a detailed explanation before proceeding with the transaction. Our letter to the board:

[Cy Jacobs @Cy36ONE]

@FromValue Psychology of Money - MH

[Cy Jacobs @Cy36ONE]

@ShareSquare2 Is that a serious statement ? No wonder there are opportunities in the market 😂😂

[George Noble @gnoble79]

$TSLA has made a grand total of $36B
since INCEPTION. $TSLA is now valued at $1.3T and @elonmusk has a net worth of $500B as a result.
And now @elonmusk wants a $1T pay package!
SOMETHING IS VERY WRONG HERE.
THE MARKET IS TRULY BROKEN.
THIS WILL ULTIMATELY HAVE PROFOUND UNFORSEEN NEGATIVE ECONOMIC CONSEQUENCES.

[Cy Jacobs @Cy36ONE]

@BillAckman The GOAT

[Cy Jacobs @Cy36ONE]

SARB remains way behind the curve as evidenced by the stronger rand after the cut. Stale data and no interest in seeing our economy grow.
@SAReserveBank

[Cy Jacobs @Cy36ONE]

The SARB is behind the curve and CPI will again dip below the lower end of their inflation target of 3% in the coming months. We run some of the highest real rates in the world that kill growth, if the sarb was truly data dependent, they would cut rates tomorrow, come on, do it !

[Cy Jacobs @Cy36ONE]

The SARB is behind the curve and CPI will again dip below the lower end of their inflation target of 3% in the coming months. We run some of the highest real rates in the world that kill growth, if the sarb was truly data dependent, they would cut rates tomorrow, come on, do it !