Cy Jacobs (@cy36one) 's Twitter Profile
Cy Jacobs

@cy36one

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

ID: 273319260

linkhttp://www.36one.co.za calendar_today28-03-2011 07:51:52

1,1K Tweet

5,5K Followers

498 Following

Bill Ackman (@billackman) 's Twitter Profile Photo

A Palestinian official speaks to the EU about Palestine, Israel and the Middle East. Valuable context for the current situation. A must watch.

36ONE Asset Management (@36one) 's Twitter Profile Photo

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/newsroom/news-…

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/newsroom/news-…
Cy Jacobs (@cy36one) 's Twitter Profile Photo

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.

Cy Jacobs (@cy36one) 's Twitter Profile Photo

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🇿🇦🇿🇦🌈🌈

Cy Jacobs (@cy36one) 's Twitter Profile Photo

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 !

Cy Jacobs (@cy36one) 's Twitter Profile Photo

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. SA Reserve Bank

George Noble (@gnoble79) 's Twitter Profile Photo

$TSLA has made a grand total of $36B since INCEPTION. $TSLA is now valued at $1.3T and Elon Musk has a net worth of $500B as a result. And now Elon Musk wants a $1T pay package! SOMETHING IS VERY WRONG HERE. THE MARKET IS TRULY BROKEN. THIS WILL ULTIMATELY HAVE PROFOUND

36ONE Asset Management (@36one) 's Twitter Profile Photo

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:

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: