Dong Qiangqiang's Story of Leaving Germany

Chapter 739

Before Dong Qiangqiang turned his head, Duanmu's hand had already reached out.

But Qin Youbo just nodded to him politely, turned around and left without declaring his family name or reaching out his hand.

"This beauty is your classmate? She's pretty. Why haven't I heard you say it before?" Duanmu stared at Qin Youbo's back and complained in a low voice, "You didn't introduce me just now, really... Hey, no, you kid didn’t want me to come in just now, did you have something to do with her? Let me say it right? I didn’t see it, you can still occupy the pot while eating, old Dong, you are a talent ..."

"She and I are nodding acquaintances, not familiar at all." Dong Qiangqiang changed the topic angrily, "Besides, you don't need to know other opposite sexes since you both have girlfriends, so hurry up and talk."

"What's this called? Don't you also have a girlfriend? Oh, you are allowed to meet other people of the opposite sex after having a girlfriend, but I'm not allowed to. Is there no reason for that?"

"Xu! Xu! I have no objection even if you marry her." Dong Qiangqiang pushed him to the seat while talking, "I'll introduce you to each other immediately after finishing the business."

"Where did you just say?" Duanmu returned to his seat resentfully, with Qin Youbo's voice and smile still in his mind.He reluctantly glanced in the direction of the water bar, and turned his head back when he saw nothing.

"You said that we lack the experience of investing large amounts of money, and you also said that shorting stocks directly is risky, and it is more appropriate to choose American options that can be exercised at any time." Dong Qiangqiang's ability to outline key points has grown as he extensively read and intensively read various short-selling reports And it is increasing day by day, "in this way, our capital utilization efficiency can also be improved, and the risk of a sudden stock price rebound in the short term after shorting stocks can also be avoided, which is relatively safer and more controllable for us."

"Well, the summary is good." Duanmu nodded approvingly, "Our first step is to clarify the product, and then choose the right company. Different financial institutions will provide different put option products even for the same listed company. Our main focus is on option prices, exercise conditions and final expiration dates."

"Do you have a general plan for which companies to empty?" After Dong Qiangqiang asked, he suddenly remembered the conversation that happened in Louis's office that day. "That day Louis asked how much money our fund has in total, and I was asked."

"Heibao paid 50 (Euro) to the account, including what you gave me before and what I have here. If you add up to 45, you can probably get another 100 (Euro). 6 million (Europe).” Duanmu took another gulp and put down his beer, “There is a saying in the stock market that ‘you can’t put all your eggs in one basket’, and we certainly can’t spend all our money on one company, so I I plan to buy put options on 8 to [-] listed companies to diversify my investment, of course there must be Vivendi here, the detailed list will be discussed after we return to Germany.”

"6 to 8?" Dong Qiangqiang picked up the juice and asked worriedly, "Will it be too much?"

"This is only a tentative figure. In the end, we still have to make a decision based on the information in hand. Investing in option products is the most suitable for a start-up investment company like us. Either lose all the money for buying options, or double it or even more Give it a go, a bicycle can be turned into a motorcycle." Duanmu smiled and sipped his beer, "We also said at the road show last time that we are not doing something that no one has done before. There are already many successful people on Wall Street. The company gave us a sample, and as long as we do the basic homework, we can follow suit."

"I would like to add one more point, which is also the inspiration I got from many short-selling cases on Wall Street recently, that is, many investment funds on Wall Street eat two fish at the same time. They release short-selling reports on the front foot, earn money from the rise of put options after the stock price falls, and are caught in the back foot. The stocks that have been dropped will eat the money from the future stock price rebound." Dong Qiangqiang said, "We can also learn from this strategy."

"There is indeed such a situation as you said. If the company is really okay, then the stock price will naturally rise back, but we need to do our homework first whether this rise is a flashback or bottomed out. What we are essentially doing is still small. For big things, we are not afraid of losing money on individual options, as long as there are 2 or 3 options that double, we will have a good time this year.”

"I'm afraid knowing is easier than doing." Dong Qiangqiang couldn't help but sigh with emotion.

Duanmu put the beer bottle in his hand aside: "It must be easy to understand but difficult to do. Whether you can do well depends on your personal efforts first, and then on luck. You have studied Vivendi's annual report before, and you have also visited the company's headquarters and Almost all of its waste treatment plants have also had a dialogue with the person in charge of the investor relations department. Although the results are satisfactory, this is an indispensable means of field research. Of course, although you have completed these tasks, But this is not enough, you have to do a lot of things next. First of all, you have to attend as many industry conferences related to waste disposal and environmental protection as possible within the time limit, get to know as many experts as possible, talk to them Get together, even if you can’t get along, at least enrich your industry knowledge. For example, there are regular conferences related to garbage recycling in Germany. Some are free, and some need to be paid. It doesn’t matter, the money can be paid by the company, as long as you You can gain something. You also need to use all available channels to contact current or former employees of Vivendi, and even communicate with government regulatory agencies on waste disposal to demonstrate the authenticity and operating performance of the company from multiple aspects. Collect as much valuable information as possible for us to make decisions. If we want to short 6 to 8 companies, we must have at least 10 to 15 alternative problem companies. Fortunately, from now until the end of the year There are still 8 months to go. Of course, these are only the second steps you have to do."

Dong Qiangqiang listened attentively, for fear of missing a single word.After Duanmu finished speaking, he asked: "It shouldn't be difficult to attend an industry conference, but you can find out the current and ex-employees of the other party. What should I do? This is not as difficult as looking for a garbage transportation company before. , at least I can use a search engine to find the address and contact number of the transportation company on the Internet, and I have no clue where to find an employee of the designated company in such a vast sea of ​​people."

"Don't worry, if I can draw a path for you, I won't just talk about it." Duanmu picked up the meat on the plate and stuffed it into his mouth. "It is said that cats have cat paths, and mice have rat paths. Find People are really not your strong point, but you can pay professional people to do professional things.”

"Professional people? Who does this professionally?" Dong Qiangqiang didn't understand.

"Of course we use private detectives to find someone. Although it is expensive, we can ask for result-oriented. If the detective finds a former employee who is unwilling to communicate, we don't need to pay. The person who pays must be willing to communicate with us. .And outsourcing will not take up your energy, you will investigate your side, and when the detective finds someone, let’s talk about it.”

"Is this easy to find?" Dong Qiangqiang was very skeptical.

"Don't worry, there are employees who are dissatisfied with the company everywhere, especially those who are hard-working and hard-working but are inexplicably laid off by the company. If you can find such people, you will definitely hear a lot of unknown secrets."

While chatting and laughing, several plates were swept away by Duanmu.

"This is the skill you learned in the United States last time?" Dong Qiangqiang suddenly realized, "Wall Street still does this?"

"Hey, are you a layman? This is all drizzle. Wall Street investment funds will find someone to tell the fortune of the top executive of the short-shorted company before shorting a certain stock, and there are a lot of dollar funds that specially ask Taiwanese Feng Shui masters to help them decorate their companies." Let's see if the Feng Shui in the office is good, if you don't see it with your own eyes, you won't believe it at all."

"It sounds like the Arabian Nights," Dong Qiangqiang heard for the first time that there was such a thing, "Lao Mei still believes this or that?"

"Believe it better than you and I. I've seen a fund that posted 'sometimes in life, never force it' in the CEO's office. It can only be said that the world is full of wonders." Duanmu waved his hand, " Speaking of which, I have something to tell you, I made a decision when I saw this banner."

"What decision?"

"When you first told me about Vivendi's problems, I began to pay attention to its stock price. At the beginning of April, Vivendi's stock price was still fluctuating around 4 euros per share. By early April, it was already 45 euros per share. , that is, the period when you found out that there might be a problem with its accounts payable. I checked specifically, and there is no negative information about it in the market. Only a few institutions analyzed that its media performance in the first quarter may shrink below expectations. .In order to avoid long nights and dreams, I bought some when the stock price rebounded to 4 euros per share without discussing with you."

Dong Qiangqiang had just taken a sip of the juice, and when he heard the words "I got some", he almost sprayed the juice on Duanmu's face.

"You already bought it?" Dong Qiangqiang didn't expect Duanmu's hands to be so fast, "But I haven't done all the research yet? How much did you buy?"

"I bought a put option with a strike price of 30 euros per share that expires in two years, and each option is less than 2 euros." Duanmu admitted with a smile, without a trace of guilt on his face, "you continue to investigate yours, If we find more problems, we can chase after investment.”

The option time is long enough, Dong Qiangqiang breathed a sigh of relief: "That is to say, the stock price must be 30 Euros or lower than 30 Euros to exercise the options?"

"That's right, the good news is that I bought it at 40 euros/share, and now the stock price has fallen to 35 euros/share. We already have a floating profit, and you should thank me." The day when the power can be exercised will not be too far away."

Hearing the word "Fuying", Dong Qiangqiang's nerves relaxed again: "Then you...how much did you buy?"

Duanmu stretched out his right index finger.

"1 (Europe)?" Dong Qiangqiang asked.

Duanmu shook his head and said softly: "10 (Europe)."

Dong Qiangqiang felt his eyes darkened, and almost fell off the chair.

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(End of this chapter)