Dong Qiangqiang's Story of Leaving Germany

Chapter 750

In fact, there is no need for Dong Qiangqiang to persuade Duanmu to be clear about Yemener. No matter whether the other party admits or denies (it is a personal shareholding), it will not change the result, because he, Dong Qiangqiang and Cicada are all vulnerable groups when facing the wealthy Anderson.

The day to decide whether he can make a lot of money at the end of the year is imminent, and he really has no time to worry about it.

Change what can be changed and accept what cannot be changed. This is the rule of conduct that adults should have.

Besides, although he suffered from being dumb because of his mistakes, lack of experience is not a particularly big sin.Some tuition fees have to be paid by yourself, and some pitfalls have to be jumped by yourself. Even your parents may not be able to teach you everything.

What's more, once Cicada releases a short-selling report, it is necessary to ask Anderson to help find someone to find an organization to promote. If he is one of the beneficiaries, he will definitely be more attentive.Ah Q thought for a while that the present situation was not the worst.

"Fortunately, I have you this time," Duanmu praised with relief, and immediately changed the subject, "I plan to short 10 or more (companies), what do you think?"

"So many?" Dong Qiangqiang was really surprised by Duanmu's figure, "I remember last time you said you wanted to see 10 to 15 companies and chose 6 to 8 companies, but now you say you want to do 10 companies, which one is that?" real?"

"One moment and another moment." Duanmu shrugged, "Everything is changing dynamically."

"But this is a lot more than what I said before. How much material do we have to read? And even if we can finish reading the material, it's too late to make adjustments..."

"Last time I said that because I wanted to buy 10 euros of put options for each of the 10 problem companies, but now I feel that this is not stable enough. I want to buy all the companies that are rumored or have any signs of trouble in the market. Active positions and passive positions, while controlling the amount of a single transaction."

Dong Qiangqiang has never heard these two words: "What do these two warehouses mean?"

"Active positions are companies that we have personally researched, and passive positions are companies that we have never done research on but have been shorted by other well-known institutions in the market."

"Is this...reliable?" Dong Qiangqiang questioned.

"Both of us have limited time and experience, so why not follow those well-known short-selling institutions, such as United Capital, which is suspected of financial fraud and fictitious profits by Einhoff of Greenlight Capital, we can follow 3 (Euro) The big guys are really shorting, so we will stock up on put options. If they are counterattacked by the bulls, we will sit on the sidelines. Even if we lose all 3, our loss is within an acceptable range. But if they win, then We won, and maybe 3 euros will become 30 euros. In the meantime, we can also use the popularity and investment halo of these well-known institutions in the report to put gold on our face. After all, we are a small fund and cannot easily Waste of such a good opportunity that has so much benefit and no harm. Do you understand what I mean?"

"I just choose a company that has been shorted by a well-known fund to make a small order. I understand, and the chances of winning are great." Although Duanmu's ideas emerge in endlessly, Dong Qiangqiang has no objection. He has long seen that Duanmu adjusts his investment strategy every time. Find a delicate balance between.

"We pay attention to the quantity (value) of passive positions. It is enough for a family to invest 2 to 3 (Euros), and the more the better. In active positions, we focus on quality, and we bet 5 to 10 on a few big guys. I believe that in this situation, such a combination has arrived. There will be no harvest at the end of the year." Duanmu was full of confidence.

"According to your investment method, many companies can be considered. Recently, the newspaper has been discussing that not only the aviation industry was hit hard by 911/[-], but also Munich Reinsurance Company (listed company), Swiss Reinsurance Company (listed company) and London Lloyd's insurance platform (a non-listed company), although the three insurance companies have to pay one-off money to the victims, the money to the injured is increasing every year, and many injured people will continue to suffer from illness every year. This means that insurance companies will have to pay endlessly. The three major international credit rating agencies have also downgraded the credit ratings of Munich Re and Swiss Re, and the capital market has also lowered their profit expectations for this year... "As he was talking, Dong Qiangqiang suddenly flashed a figure running into the distance in front of his eyes. The figure changed from clear to blurred.

"That's what I mean!" Duanmu was very satisfied with Dong Qiangqiang's point, but he didn't notice the strange expression on his face, "I have been paying attention to Muzai. Its stock price was the lowest at 911, and it bounced back to 300 at the beginning of the year (€/ shares), and now it has fallen to around 250, which is only less than 911 euros higher than that of 10. According to what you just said, we can indeed try to invest some, or even invest more. What do you think of 5 euros?" Duanmu Staring at the ground, he pondered and asked.

A plane flew across the blue sky, and Dong Qiangqiang stared at the fuselage in a daze.

"Old Dong? I asked you something, what do you think?" Duanmu didn't get an answer, so he couldn't help but raised his head and asked again.

"Ah? What?" Dong Qiangqiang woke up like a dream.

"What do you think of Munich Re and Rui Zai's investment of 5 yuan?"

"It feels a bit much... about 3 for a family."

"I'll implement it that Monday. Is there anything else like this?"

"In addition to companies whose profits are expected to decline, I suggest that you also pay attention to the German blue chip index DAX30."

"Oh. How do you say?" Duanmu's eyes lit up, and he liked chatting with Dong Qiangqiang more and more, because every time there would be unexpected gains for him.

"Data from the German Federal Statistical Office show that the total output of German industrial, construction and energy companies in the first four months of this year fell by nearly 4% year-on-year, the largest decline in nearly three years. At the same time, the German Federal Ministry of Economics also stated that the German economy, although There were signs of recovery in March, but the data of the manufacturing industry, the auto industry, and the export industry were still not satisfactory, and the unemployment rate in April showed signs of increasing. These economic indicators are very important to the German capital market. In addition, global stock markets are affected by US stocks , and the trend of the German DAX index in the past six months is exactly the same as that of the Dow Jones, just like stepping on it. The impact of global integration and its own development is difficult to avoid alone, and the result is likely to be..." Dong Qiangqiang spread his hands.

"Will the DAX30 plummet along with the U.S. stock market?" Duanmu couldn't wait to complete Dong Qiangqiang's words.

"No one can be sure that it will definitely fall, but I think it deserves our attention. You can also find out what the current market prices of put options on the Dow Jones Index, Nasdaq Index and DAX30 Index are. If their prices If they are all up, it means that there may be many institutions holding bearish views on the U.S. stock market and the German stock market.”

Duanmu pondered for a moment: "Let's put this aside for now. I'll check the data and reply to you. Did you contact the lawyer I mentioned last time? What did he say?"

"Lawyer Frederick said that he needs to communicate clearly with you before deciding whether to accept our company's order, but I have to say the ugly thing first, he is not cheap."

"Good lawyers are not cheap." Duanmu waved his hand, "As long as you have the ability. Let's go. Go to eat."

The two reviewed the breakfast menu at the train station. Duanmu once again expressed his confidence in Dong Qiangqiang, and at the same time urged him to complete the third draft of Vivendi's short-selling report as soon as possible, and don't forget to regularly attend environmental protection meetings.

After the meal, the two went their separate ways. Dong Qiangqiang went north and returned to Hannover, while Duanmu continued to investigate the Southern Healthcare Company in his hand and the German representative offices of several other US listed companies.

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　1. Thank you for the monthly ticket of Running with a Smile Y. 2. After 911/300, the share price of Munich Reinsurance Company continued to fall, starting from 2003 Euros, and did not stop the decline until April 4, when its share price was only one-fifth of its previous value.In addition to bringing great pain to the families of the victims, this kind of black swan event will also bring endless sorrow to many other industries.Munich Re at least survived, and many smaller insurance institutions went bankrupt directly.Although this is a complete tragedy, for practitioners in financial institutions, there is an opportunity to get rich.For example, Ax, the hero of "Billions", was the home of the 911/911 incident.Perhaps tragedies like 2020/2 will never happen again, but any black swan event is a serious blow to insurance companies. In February 280, Munich Re's stock price plummeted again, from 140 euros per share to 266 euros per share.As of today, when this text is posted, its stock price is [-] euros per share.Some people's tragedies are sometimes other people's opportunities to get rich, good or bad?

　　
　
(End of this chapter)