Cy Jacobs

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

[Cy Jacobs @Cy36ONE]

@Croesus_BTC Disagree with this thesis. Let's wait and see. Entire Saylor experiment flawed as can't create dividends out of capital appreciation on an asset that's not a business. Getting found out now,

[Cy Jacobs @Cy36ONE]

@Timboo Musk got Nasdaq to change rules for fast track inclusion, as well a free float multiplier. Lock ups so staggered, none now, the float too small and can't trade based on fundamentals. Only the Greenshoe and new IPO holders can trade. The demand going to exceed supply

[Cy Jacobs @Cy36ONE]

@Timboo Add traded options and levered ETF's to that as well as all the hangers on like Cathy ARKK and you've got lift off 🚀🚀.... only question is do regulators allow this to continue or do they step in

[Cy Jacobs @Cy36ONE]

This is what happens when you allow the rules to be bent ... market is broken :

[Cy Jacobs @Cy36ONE]

@DrDavidKass The only thing you missing is that Musk is the master of float. Supply and demand of equities not driven anymore by fundamentals but rather by controlling the register, understanding the passive demand and ensuring the supply stays controlled. 🚀🚀🚀

[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