Christopher Thompson, CFA, CFP

Investments || Trading || Portfolio Manager || South African Market || Tweets are opinions only, not advice.

[Jared Wright @jaredwright17]

The 2024 World Rugby Player of the Year, Porter-Steph du Toit. 🇿🇦 PSDT

2019 🏅
2024 🏅

[Keith McCullough @KeithMcCullough]

Did you buy the damn dip in South Africa? $EZA It's up +0.9% today after a big Buying Opportunity #GoAnywhere

[BusinessTech @BusinessTechSA]

In South Africa, water tariffs have surged by 2,100% since 1996, while electricity tariffs have jumped by 1,710%.
https://t.co/1CLlGpfzYV

[Eric @EricFlaningam]

I wrote about AI data centers.

If hyperscaler capex is a good metric for AI infrastructure investments ($150B+ from $AMZN $META $MSFT $GOOGL over the last four quarters, up over 50% Y/Y), then we’re seeing one of the largest computing infrastructure buildouts in history.

Inevitably, with a buildout of this size, much of the supply chain is stretched thin. I think there are opportunities to address bottlenecks at each layer of the stack (energy, construction, compute infra, and compute services).

This infrastructure investment sets up the first half of the value creation equation. The second half comes with application value created on the back end.

Sharing more thoughts on the buildout below.

Note: this image doesn’t touch on every company exposed to the data center. There are financiers, real estate developers, construction firms, and a host of other companies contributing to this buildout. As Morgan Housel says, “I’m likely to agree with anyone who points out what I’ve missed.”

[Christopher Thompson, CFA, CFP @Tiffe88]

@steve_hanke Sri Lanka is not an African country

[Christopher Thompson, CFA, CFP @Tiffe88]

@Vodacom A - Leopard Creek

[UFC @ufc]

HIS FIRST TITLE DEFENSE IN STYLE 🇿🇦🏆

@DricusDuPlessis defeats Israel Adesanya by Submission to remain the MIDDLEWEIGHT CHAMPION OF THE WORLD

[ B2YB: @DrinkMonaco | #UFC305 ]

[Christopher Thompson, CFA, CFP @Tiffe88]

Dricus!!!!! You beauty!!! Making 🇿🇦 proud! #UFC305

[Christopher Thompson, CFA, CFP @Tiffe88]

Van Dyk 🥈 for team SA! Well done!

[Christopher Thompson, CFA, CFP @Tiffe88]

Well done to Team SA 4x100m relay! Making us proud! 🇿🇦 🥈🥈🥈🥈

[Christopher Thompson, CFA, CFP @Tiffe88]

Investec, Morgan Stanley and SBG Securities see the Lease Renegotiations as positive for MTN. Will be interesting how the share price reacts today. #JSE #MTN

[JSE_SENS @JSE_SENS]

MTN Trading statement 6 months 30 06 2024 | Conclusion of tower lease renegotiations Nigeria | Sale of MTN Gui... https://t.co/ptfn1Ncurt

[Christopher Thompson, CFA, CFP @Tiffe88]

JPMorgan upgrades Woolies to overweight with a R76 TP.

[Christopher Thompson, CFA, CFP @Tiffe88]

Great race from Simbine, so close! Still a champ! 🇿🇦

[Elon Musk @elonmusk]

A classic by @SwipeWright

[Christopher Thompson, CFA, CFP @Tiffe88]

Some of the best stockpickers in the game

[Not Jerome Powell @alifarhat79]

Show me a man that gets rich by being a politician and I'll show you a crook. -Harry Truman

Nancy Pelosi
Annual salary: $223,000
Net worth: $202 million

Mitch McConnell
Annual salary: $200,000
Net worth: $95 million

Chuck Schumer
Annual salary: $210,000
Net worth: $75 million

Elizabeth Warren
Annual salary: $193,000
Net worth: $73 million

What do you think?

[Christopher Thompson, CFA, CFP @Tiffe88]

@CityTshwane 3hours later, still nothing, not a call or anything to provide info. Your Electric Despatch number just rings and rings! Rates and taxes at work for you! 43 hours and counting

[Christopher Thompson, CFA, CFP @Tiffe88]

@CityTshwane now 40hours. Thanks. You are so useless it is actually getting funny.

[Christopher Thompson, CFA, CFP @Tiffe88]

@CityTshwane 26h without power after reporting an error on your new prepaid meters is not as fun as you think. Calling again and again to hear, eish sorry neh, we cant help you have wait, doesnt really help.

[TTI @TikTokInvestors]

I fully support the podcast police

[Christopher Thompson, CFA, CFP @Tiffe88]

@CityTshwane 1159-5

[Christopher Thompson, CFA, CFP @Tiffe88]

@CityTshwane 26h without power after reporting an error on your new prepaid meters is not as fun as you think. Calling again and again to hear, eish sorry neh, we cant help you have wait, doesnt really help.