MTL - Wall Street Legend-Chapter 407 disappearing android

  Chapter 407 The Disappearing Android

(I actually tweeted it, and recently fell into an endless loop. The state is similar to that at the end of writing "Born in Chinatown". I was thinking about how to break through. Kavin stuck to write a chapter in two or three hours, and the speed couldn't increase. Sorry, thank you Everyone's support.)

  Repent?

  Ye Dongqing was so happy that it was too late, so she immediately said: "Sign the contract immediately, the sooner the better! Do you know why I suggested that Tencent's CEO should list this company? The only reason is to get more shares!"

  Mr. McCord was taken aback when he heard this, and then he was surprised by the little boss's obsession with this company.

  The brain is easier to use, and I guessed something in an instant.

   I have to say I admire it.

Since investing in Tencent, the company's market value has risen again and again. Since June this year, it has reached a small peak of 1.5 billion US dollars, and then slipped to the current 1.3 billion US dollars. It has been sideways for two months. For a long time, there is not much fluctuation.

  According to the current situation of Internet development in the United States, Tencent’s business direction does have potential, but the potential is only potential, and Mr. McCord cannot make a clearer judgment in the long run.

   At this time, he told Ye Dongqing in a helpless tone, "No wonder I'm just a senior professional manager, and you have become the second richest man in the world at such a young age. Do you know what kind of company can develop?"

   It’s no wonder that Mr. McCord is curious. Compared with the heads of other investment companies, Ye Dongqing seems more relaxed. He doesn’t seem to have done much research, but he can often give very accurate suggestions.

Since last year, nearly nine layers of positions in Danshui Investment Group have been invested in the IT industry one after another, successfully avoiding many "landmines". In the past quarter, it seems that the investment of East Yihamto and West Yibangzi has successfully brought Ye Dongqing a paper wealth of 6 to 7 billion US dollars, and the enthusiasm has not subsided.

Take Green Mountain Coffee as an example. When Ye Dongqing didn’t invest, the stock price was as stable as a dog, fluctuating at a low level, but it didn’t take long for Ye Dongqing to take the position of major shareholder, and after delisting, the business in the third quarter alone The amount is as high as more than four billion U.S. dollars, an increase of more than 50 times compared with the same period last year. If it is not for the foundry to expand production capacity, the coffee machine is not even enough to sell!

  A former shareholder of Green Mountain Coffee really cried out in front of the reporters, crying that Ye Dongqing didn't bring them to make money together, which is very inhumane.

  There is also Apple. Compared with when Danshui Investment Group first started paying attention, its market value has increased by tens of billions of dollars, and it has successfully transformed from a sluggish second-tier brand to a cool company among young people.

Others don't know, but Mr. McCord spends more time with Ye Dongqing, and the more he understands, the more powerless he feels. When he realizes that he can still do business like this, he is admiring Ye Dongqing's vicious eyes at the moment, like what No good company can escape his eyes.

Ye Dongqing smiled and replied: "Others only focus on the short-term, but I prefer to take a long-term view and find good companies that can meet people's needs. This way, the possibility of successful investment is higher. Tencent is backed by a company with It is a huge country with a population of more than one billion, and almost monopolizes instant messaging technology, and it is also like the combination of Whatsapp and Facebook. In my opinion, it has great potential, and it may not take long to grow slowly.”

  This explanation is polite. After all, Mr. McCord is the nominal CEO of Freshwater Investment Group, so he should naturally know why the investment is made and where the potential lies.

The decision was quickly finalized. If there is no accident, it is estimated that the contract can be signed within two days, and the transaction will be conducted in the form of futures. At that time, Tencent set a six-month freeze period when it was listed on NASDAQ, which was equivalent to paying a deposit and agreeing on the price first. Buy it and deliver it when the time comes.

   Ye Dongqing has been deciding on this chess piece for a long time, because he found a development bottleneck from Tencent's financial report, and it is estimated that it will be difficult to complete the transformation and upgrade in a short period of time and find new projects.

That's why he urged Boni Ma to go public quickly, mainly to create the illusion that the potential was squeezed out. The stock price was as stable as he expected, and there was no improvement. Recently, he asked Mr. McCord to contact MIH Group with the attitude of giving it a try. Unexpectedly, the other party actually agreed.

With an investment of about 2,000 U.S. dollars, the profit of more than 550 million U.S. dollars in just a few years is indeed a good result, but it goes without saying who will have the last laugh, at least Ye Dongqing It seems that Tencent was quite healthy back then, but it was only at the tip of its horns in terms of increasing revenue, and it has not yet found the most suitable way for its own development.

   This is not difficult for Ye Dongqing. After signing the contract, you can call Bonny and have a good talk...

The Internet industry in Huaxia has just entered the fast lane of development. Danshui Investment Huaxia Branch has been helping Ye Dongqing find suitable investment targets. Recently, it has acquired several logistics and express companies to integrate resources to cooperate with Alibaba and Tencent. The idea of ​​expansion.

The consulting company’s suggestion to Ye Dongqing is to refer to Bill Gates’ waterfall investment and set up a family office to allow wealth to flow to multiple countries and take root in the global economy like a banyan tree, so that it doesn’t matter even if one root is cut off, as long as Human society is still there, so he will no longer worry about money in his life.

Ye Dongqing thinks this suggestion is reasonable, but has not yet adopted it. The main reason is that it is difficult to find projects with such a high rate of return other than the current investment projects. Currently, it is mainly concentrated on Nasdaq. , It is not yet the best time to cash out and leave the market.

  The total net worth ranks second in the world for the super rich.

  This name is exciting just thinking about it. There is still a gap of about 4 billion US dollars from Gates' total wealth.

It’s scary to say that this is still just the beginning. Apple’s iPhone series smartphones are expected to be launched by the end of next year. Recently, they have made some breakthroughs in research and development. They have to go to the Patent Office to apply for new patents almost every day. At that time, with the gradual completion of 3G infrastructure, a new wave of IT industry development will come again, and even Ye Dongqing herself cannot guess where it will go in the future.

From what he knows, the Android operating system has not yet been born, and the intersection between Andy Rubin, the father of Android, and the two founders of Google is not deep. The system may have been fanned by Ye Dongqing's wings.

what does this mean?

  It means that the iPhone will have no competitors at the beginning of its birth. Ye Dongqing is trying to lower the price of iTouch, using this product to let people adapt to the iOS operating system in advance, trying to seize more markets in the future...

  (end of this chapter)