Piet Viljoen
@pietviljoen
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Manages funds at MW Investments and RECM. Director of companies. Swim/Bike/Run Newsletter at https://t.co/0QnQ8Ni3lE
the cape of good hope
Joined February 2011
This week, my letter comes to you from Mauritius, where I have been attending to the affairs of our investment holding company Astoria. Also, I can't lie - I have been to the beach. In the letter, I discuss my attempt to purchase a BYD vehicle, which went disappointingly and.
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"guided by scientific findings", doing a lot of work here. Allow me to make an unscientific observation: the more we BEE, the higher our unemployment rate goes. Now, try to falsify that.
ANC REAFFIRMS COMMITMENT TO TRANSFORMATION AND CALLS FOR PROTECTION OF B-BBEE GAINS
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RT @chrisyelland: OUTA recommends public holds back on solar system registration. OUTA and Eskom Distribution held a constructive meeting o….
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A great piece of writing (and thinking).
My friend @RPMComo has become a hell of a writer these past few years but this piece is extraordinary in so many ways. Beautifully written, heartfelt, poignant, brave. Sports fan or not, if you appreciate authenticity and great writing, then read it -.
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RT @SimplyMegszcpt: Ramaphosa faces personal cost order over collapsed municipality. @City_Press
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We are governed by narcoleptic numbskulls.
Gwede Mantashe is sleeping in the NEC meeting and dreaming of licking an ice cream.
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This is really good, thanks @DeonGouws_Credo.
Long before @morganhousel became really famous, he published this piece on @themotleyfool (nearly 11 years ago) . - one of his best (and funniest):.
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This is true. BEE is a tariff imposed on the country by its own government. BEE = no investment = no growth = no jobs.
Just met with an entrepreneur who's decided to move his business out of SA because of the insane, unachievable race quotas of the Employment Equity Regulations. The domastrantheid of NDR ideologues is destroying SA. Only a pro-growth pivot can save SA. There is no alternative.
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RT @GvanOnselen: Dear Diary, today the ANC dialogued that the Freedom Charter guides its policy. I read the Charter. It says: “All laws whi….
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We are governed by fools.
[WATCH].Fikile Mbalula says ANC leaders are willing to face sanctions in defence of South Africa’s liberation values. He states that the party will not be intimidated by external pressure, especially from Western powers like the United States.
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This is true.
Typical Day as a Hedge Fund PM. 6:00 - Wake up, check what Trump tariffed overnight. Cambodia up +200%, Paraguay -3% (they said thanks). 6:05 - Brew some coffee. 6:10 - Trump tweets that the laws are rigged, since he cannot tariff Arizona. Mentally scroll the portfolio for.
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RT @Sakeliga: Sakeliga is pushing back against 3rd Wave BEE (6/6). Regulators are attempting to link operating licences to race-based requi….
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RT @pietleroux: Big court victory today against 3rd Wave BEE in aviation. Excerpt from our motion as granted.
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Organisations like Sake-Liga deserve your support. They are the last bulwark against a failing and corrupt state.
🔴 BREAKING. Sakeliga Wins BEE Case Against Air Services Regulator ✅. ⬇️⬇️⬇️.In a consequential BEE victory for Sakeliga and the aviation industry, the Pretoria High Court yesterday ordered it unlawful to subject air service licences to B-BBEE or race-based criteria.
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A significant win against BEE by Sake-Liga!.
🔴 BREAKING. Sakeliga Wins BEE Case Against Air Services Regulator ✅. ⬇️⬇️⬇️.In a consequential BEE victory for Sakeliga and the aviation industry, the Pretoria High Court yesterday ordered it unlawful to subject air service licences to B-BBEE or race-based criteria.
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This should be good, from one of South Africa's better fixed income fund managers.
In this Friday’s webinar, I am going to discuss the policy confusion surrounding South Africa’s inflation target and what I think a sensible fixed income strategy looks like now.
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RT @jk_rowling: Freedom of speech means freedom to cause offence. The number of supposed liberals who’ve fallen at this most basic hurdle,….
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RT @RomanCabanac: If the ANC was so concerned about tariffs, they wouldn't put a giant BEE tariff on every business in South Africa.
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This is true.
Best not to crow about stock-market success. Mr. Market has a way of appearing shortly after. He’ll run you over, get out and kick you in the ribs and then reverse back over you. And if you still don’t get the message, he’ll do it all again next week.
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