Cy Jacobs

1.1K posts

Cy Jacobs

Cy Jacobs

@Cy36ONE

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

Johannesburg, South Africa 가입일 Mart 2011
551 팔로잉6K 팔로워
Cy Jacobs 리트윗함
Bryson DeChambeau
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
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Alec Hogg
Alec Hogg@alechogg·
Today on BizNews Daybreak, Alec Hogg unpacks the key stories shaping your day led by ⁦@elonmusk⁩ at Davos: Despite past criticism, Elon Musk makes a surprise appearance at the World Economic Forum, declaring full self-driving a "solved problem." podcasts.apple.com/za/podcast/bn-…
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Cy Jacobs
Cy Jacobs@Cy36ONE·
@cjpraat Have many stories about those days at African Bank 😁
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Christina
Christina@cjpraat·
Leon Kirkinis is the founder and CEO of UsPlus, which has scored a R30m senior unsecured facility from Finbond $JSEFGL Leon presided over African Bank during its 2014 collapse, due to bad debt from unsecured loans and the failing acquisition of Ellerines.
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Cy Jacobs
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.
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Christina
Christina@cjpraat·
Mr Price $JSEMRP : CEO Mark Blair and the board forget they don't own Mr Price. We the shareholders do. They are custodians tasked with creating shareholder value. Instead they wiping out billions. Institutions need to call an EGM. Force them to scrap the NKD deal or fire them.
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36ONE Asset Management
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:
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From Growth To Value
From Growth To Value@FromValue·
OK, a thought experiment. You still have 30 years to invest. You can only take one book about investing with you to re-read. Which one will it be?
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Cy Jacobs
Cy Jacobs@Cy36ONE·
@ShareSquare2 Is that a serious statement ? No wonder there are opportunities in the market 😂😂
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StockShare | Investing and Finance
StockShare | Investing and Finance@ShareSquare2·
DRD Gold ~R52 per share. SSW ~R50 per share. SSW owns about 50% of DRD Gold. Share prices still breaks my brain 🤯
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George Noble
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.
unusual_whales@unusual_whales

BREAKING: Elon Musk just became first person in history to hit $500 billion in net worth.

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Cy Jacobs
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 !
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Ashor Sarupen
Ashor Sarupen@AshorSarupen·
@GTalevi @TreasuryRSA Indeed I have. The treasury is taking submissions until 13 December, please encourage everyone with the right level of expertise to make comments so it can be properly considered. Obviously, I can’t pronounce on this until public participation is completed and processed.
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Giulietta Talevi
Giulietta Talevi@GTalevi·
This is a rather disturbing story and excellently covered in this interview. @AshorSarupen and @TreasuryRSA, hope you read this interview too. And people, make your comments to Treasury on tax proposals to your unit trusts. Not great
Simon Brown@SimonPB

This is important, proposed changes to how CIS are taxed that will see you paying tax every year rather then when you sell. Of course having not sold you may not have the monies to pay the tax, so you'll have to sell some to pay. moneyweb.co.za/moneyweb-podca… via @Moneyweb

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BizNews.com
BizNews.com@BizNewsCOM·
Cy Jacobs: Navigating the investment maze in a volatile world dlvr.it/TGRCCy
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Scotty
Scotty@Scotty4288·
Tyrell Hatton’s behaviour is fast becoming one of the most tired, boring and quite frankly disgraceful things you see in Golf nowadays.
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Wayne McCurrie
Wayne McCurrie@WayneMcCurrie·
Hi everyone. Well it's time. Retirement tomorrow. I have enjoyed my time in investments. Both frustrating and rewarding! I just hope that I gave more good advice than bad! Regards to everyone. Wayne
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Cy Jacobs
Cy Jacobs@Cy36ONE·
Have a great Finance ministry, improved DTI, police and transport industries, amongst others, and 12 opposition party cabinet ministers. Large improvement and 100 days of no load-shedding, go SA. 100 days ago we wouldn’t have dreamt up such a positive outcome🇿🇦🇿🇦🌈🌈
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Cy Jacobs
Cy Jacobs@Cy36ONE·
@Richards_Karin I would select most boutiques over Large asset managers any day. Liquidity constraints make larger managers inflexible and performance gaps are opening as time goes by. Just have to like at the numbers
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Cy Jacobs
Cy Jacobs@Cy36ONE·
What a result 🌈
Mandy Wiener@MandyWiener

The IFP’s Thami Ntuli has been sworn in as Premier in KwaZulu Natal and he has announced his cabinet. This is really important because it gives us an indication of how the GNU at national level could play out. The NFP, with just one seat, took the GNU over the line in KZN and they were rewarded with an MEC position. The DA takes the crucial portfolios of Public Enterprise and Finance. I wonder if they will be pushing for this at national level too. The Community Safety portfolio moves into the office of the Premier. • IFP - Musa Zondi Economic Development and Environment Affairs • IFP - Thulasizwe Buthelezi Cooperative Governance and Traditional Affairs • ANC - Nomagugu Simelane stays as MEC of Health • NFP - Mbali Shinga Social Development • DA - Martin Meyer Public Works and Infrastructure • DA - Francois Rodgers Provincial Treasury • IFP - Thembeni Madlopha-Mthethwa Agriculture and Rural Development; • ANC - Siboniso Duma Department of Transport and Human Settlements • ANC - Siphosihle Hlomuka Education and • IFP - Ntomuhle Khawula Sports, Arts and Culture.

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탐색

@alechogg @elonmusk @cjpraat @the_gregdavies @FromValue @ShareSquare2 @BillAckman @SAReserveBank