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

Johannesburg, South Africa
Joined March 2011
What a joke, captured share price with ever increasing promises and flying cars 😁
$TSLA financial trajectory update through Q2 2026 (the decay continues): Operating income: 2022 - $13.7 Billion 2023 - $8.9 Billion 2024 - $7.1 Billion 2025 - $4.4 Billion 2026 H1 - $1.3 Billion Operating margin: 2022 - 16.8% 2023 - 9.2% 2024 - 7.2% 2025 - 4.4% 2026 H1 - 2.8%
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Cy Jacobs retweeted
We will all soon know what it feels like to be Jewish. In France, they already do. It will be our just deserts for having abandoned the Jews, ignored their warnings, turned against them, and even marched alongside their oppressors. For three years, you useful idiots have been parading Palestinian flags, sporting keffiyehs, screaming “From the River to the Sea”, and recognizing a fictitious Palestinian state as a reward for Hamas’s October 7 massacre (looking at you, @EmmanuelMacron). You have boycotted the only Jewish state in the world, vilified the Jewish people’s right to self-determination (aka “Zionism”), and spread the “Gaza genocide” blood libel. Did you really think that if you fed the crocodile enough Jewish flesh, it would eventually be satiated? All you have done is embolden the monster and whet its appetite. So you were worried about “colonization”? Look around. The only thing being colonized here are our own Western cities. The Palestinian flag has become a victory banner, proudly waved amid the ruins of looted and vandalized historic buildings—a symbol of hatred for our civilization and everything it stands for. It never ends with the Jews.
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Cy Jacobs retweeted
There must be an investigation of the BBC's news values A group there is pursuing a hidden agenda, and destroying the BBC's reputation for a decade
You can’t hate the BBC enough. With the story about this terrorist co-pilot that stabbed the pilot and planned to crash the FlyDubai flight. The BBC are only reporting it as “Israel’s far-right minister Ben Gvir SAYS it was a terrorist that wanted to crash the plane to kill Israelis” Not the fact it actually WAS a terrorist, or that the Israeli passengers STOPPED the terrorist, and passengers recorded a video stating it was a terrorist attack and also that every Israeli official and news outlet says it was a terrorist attack. They had to say that it’s only the “Far Right” Minister Ben Gvir (who they know is disliked) that claims it was a terrorist attack. And of course their actual headline calls it a “Flight fight” This is not journalism, this is whitewashing of terrorism from an Anti-Israel propaganda network. It seems whenever there is a terrorist attack against Jews, they cannot seem to say those words themselves. And of course they won’t admit that it was Jews that saved a plane full of innocent people either. The brave Israelis that stopped this terrorist attack saved 180 people on that plane. That’s fact. No wonder so many people want to cancel the BBC licence.
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Great thread on the most expensive IPO ever
oh that's not quite what i expected -- form spacex s-1
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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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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, $TSLA is cheap 😂
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South African Retailers have failed countless times overseas and given the financial history of this acquisition target, Mr Price at least owes its shareholders a detailed explanation before proceeding with the transaction. Our letter to the board:
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$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.
BREAKING: Elon Musk just became first person in history to hit $500 billion in net worth.
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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
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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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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Cy Jacobs: Navigating the investment maze in a volatile world dlvr.it/TGRCCy
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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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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.
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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.
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Decent thread on Tesla
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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…
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Why did you even bother Piet 😂😂
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Thread from inside Gaza
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
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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...
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