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

Joined March 2011
117 Photos and videos
This is what happens when you allow the rules to be bent ... market is broken :
333
Great thread on the most expensive IPO ever
oh that's not quite what i expected -- form spacex s-1
1
5
1,214
Cy Jacobs retweeted
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
442
1,526
15,658
373,114
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.
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 😂
17
11
69
13,806
Cy Jacobs retweeted
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:
18
74
216
81,117
3 Oct 2025
RT @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…
8
4
29 May 2025
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
19 Mar 2025
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 !
2
9
49
7,032
19 Mar 2025
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 !
12
44
198
30,798
Cy Jacobs retweeted
27 Nov 2024
Cy Jacobs: Navigating the investment maze in a volatile world dlvr.it/TGRCCy
2
4
3,108
1 Jul 2024
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🇿🇦🇿🇦🌈🌈
9
19
234
18,781
18 Jun 2024
What a result 🌈
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.
11
3,943
18 Jun 2024
We have been quietly building SA domestic equity for 2 months. 1st time 36ONE has been overweight in a decade. Balanced funds have brought back currency as well. GNU is potentially a momentous positive change for SA, and hoping negotiations continue constructively from here.
8
22
178
15,559
12 May 2024
Decent thread on Tesla
7
4,256
Cy Jacobs retweeted
The 36ONE BCI Equity Fund is the winner of Best South Africa Equity Fund. Congratulations to the 36ONE Asset Management (Pty) Ltd team for this well-deserved recognition. #morningstarawards #investing #excellence #TheDEGREEofDifference newsroom.morningstar.com/new…
2
6
2,059
22 Nov 2023
Why did you even bother Piet 😂😂
3
14
7,906
4 Nov 2023
Thread from inside Gaza
3 Nov 2023
I'm a Jew in NYC and I made friends with a Palestinian in Gaza this week. Using @Snap Maps I was able to build a personal connection with a complete stranger and learn from their first-hand experience of whats happening on the ground in real-time. Heres the story some takeaways
4
3
10
5,844
23 Oct 2023
Logical thread …
Precisely five years ago, Tesla traded for $19.61 per share. At the time, the consensus 2023 EPS expectation for $TSLA was $2.81. Today, it is $3.16, or 12% higher. The stock, however, is up nearly 1000% to $212. A thread...
1
2
6
3,840
17 Oct 2023
1
4
7
2,862
16 Oct 2023
Terror that the world needs to see 😢
Israeli forensic recovery team at Kibbutz Be'eri says that Hamas didn’t torture just adults but children too. Out of the 280 bodies they found, around 80% had traces of torture. Via @KremlinTrolls
4
3
4,899