Tiago G (@za_snse) 's Twitter Profile
Tiago G

@za_snse

Private Equity Analyst - Private Assets
MSCI 🌐
Professional Spreadsheet Creator.
(Opinions are my own)

ID: 744494296796106752

calendar_today19-06-2016 11:37:27

2,2K Tweet

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Tiago G (@za_snse) 's Twitter Profile Photo

Not saying De Allende didn't deserve MoM but Kolbe??!!! PSTD?!! Siya?! No bra nonsense man. Those guys can do no wrong

Tiago G (@za_snse) 's Twitter Profile Photo

It is honestly remarkable what EasyEquities has done! Making it 10x better looking and 10x more difficult to use. Please fire what ever clown was in charge of designing the purchase function of your app. Maybe Karin Richards was right about big boy investing...

Restructuring__ (@restructuring__) 's Twitter Profile Photo

LEAKED: MCKINSEY NYC TRASH STUDY New York City paid millions of taxpayers' dollars to McKinsey, the leading consulting firm in the world, to study its trash problem and develop potential solutions A consulting masterclass with some really cool (and dirty) analyses 🧵A Thread

LEAKED: MCKINSEY NYC TRASH STUDY

New York City paid millions of taxpayers' dollars to McKinsey, the leading consulting firm in the world, to study its trash problem and develop potential solutions 

A consulting masterclass with some really cool (and dirty) analyses

🧵A Thread
Quintin Rossi (@qmrossi) 's Twitter Profile Photo

🔊SpearREIT HY25 Highlights🔊: HY25 DIPS growth compared to the prior corresponding period: ⬆️ 2.05% HY25 DPS growth compared to the prior corresponding period: ⬆️ 3.14% HY25 dips: 41.61 cents HY25 dps: 39.53 cents HY25 Average pay-out ratio: 95% LFL Contractual

Karin Richards (@richards_karin) 's Twitter Profile Photo

SARB cuts rates by 0.25% Repo rate: 7.75% Prime rate: 11.25% I’m OK with this. SARB has earned my trust. One of the 1st central banks to realise that inflation was not ‘transitory’. Kganyago is highly respected worldwide. SARB’s credibility is worth more to SA than most realise.

Tiago G (@za_snse) 's Twitter Profile Photo

Few days late but predictions for the New Year. Interest Rate cuts total of 75bps UKR-RUS war comes to an end RSA trade with CHN drastically increases. Sasol comesback above R150. 2/4 correct from last year.

Karin Richards (@richards_karin) 's Twitter Profile Photo

Filing provisional tax returns for retirees. I’ll say it again. This is unfair. They’ve earned some extra interest to compensate for inflation. But the tax tables were not adjusted for inflation last year, so they lose a big chunk. This is a nasty, deceitful stealth tax.

Tiago G (@za_snse) 's Twitter Profile Photo

Any VAT increase is unacceptable 2 years in a row no change to the tax brackets No reprieve for the tax payer or the poor

Tiago G (@za_snse) 's Twitter Profile Photo

With the chaos with USA, I wouldn't be suprised rates remained unchanged but with a strong bias towards a minor cut

Tiago G (@za_snse) 's Twitter Profile Photo

The credit ratings on Food Loan ABS's must be insane. If your fatass cannot afford a McDonalds burger then maybe you shouldn't buy it. Actual Late Game Capitalism shit

Tiago G (@za_snse) 's Twitter Profile Photo

Recently had a meeting with an American client that wanted to open an analyst office in ZA instead of hiring independent contractors. Needless to say, after going over just the labour law, they have decided against opening that office.

Tiago G (@za_snse) 's Twitter Profile Photo

With the new Tariffs, do you see South Africa's trade with China now drastically increasing or will we buckly to the Americans?

Tiago G (@za_snse) 's Twitter Profile Photo

Can we get rid if Limbok please! What is the vision? What is the strategy? This guy can't kick for us in the world cup, being in Sasha but please, Limbok must go!!