Dong Qiangqiang's Story of Leaving Germany

The train made a regular "clang" sound on the rails. Dong Qiangqiang wrote down everything he saw and thought during the day in his notebook. When he stopped writing, the moon was full outside the window.

The excitement brought by the record has not completely faded from his mind. He is not tired and wants to continue reading. However, the people on the upper bunk and across from him have rested for a long time. He is embarrassed to continue lighting the lamp and boiling oil, so he picks up his teeth. I took the bath, picked up a towel, took the book I wanted to read, and went straight to the toilet.

It was late at night, and he thought the other passengers had fallen asleep, but when he left the private room, he discovered that there were many people whispering in the narrow corridor.

Dong Qiangqiang put on his mask and walked sideways past them. Some people would immediately become silent and continue talking in low voices after he passed by, while others didn't care.

What surprised him a little was that he not only heard passengers’ discussions about love and speculation about the future, but also heard a lot of discussions about business and travel experiences, which reminded him of what the supermarket salesperson had said before. : Life must go on after all.

There was someone in the toilet, so he had to stand in the aisle next to him and wait patiently.

The smell in the aisle was a bit suffocating. He wanted to roll down the window and take a breath of fresh air, but the window handle had long since disappeared.

He endured the smell and opened the book and started reading slowly. Just after reading a few pages, the phone in his trouser pocket started buzzing and vibrating. Seeing Duanmu's name on the phone, Dong Qiangqiang knew that Duanmu had received his email.

The toilet door happened to open at this time. Just as Dong Qiangqiang was about to go in with his book, mobile phone and toothbrush, something came out of the diagonal stab. Dong Qiangqiang was squeezed open like a black whirlwind, and he crashed into the toilet door, almost At the same time, Dong Qiangqiang heard the sharp sound of locking the door.

He stepped back helplessly and heard Duanmu ask on the phone: "How was the investigation? Did you find anything?"

Dong Qiangqiang told everything he saw during the day in a steady voice: In addition to the strong support of the Volkswagen Group in research and development, there will also be support from the test track in the second half of the year. Although there are annoying incidents in production, judging from what we have learned, the three factories in Anting have strict epidemic prevention measures. Doormen, drivers and employees wear masks uniformly. Visual inspection shows that production is orderly and there are no incidents of abuse for the time being. Affect. In terms of sales, although the market competition is becoming increasingly fierce and the invisible price war is surging, Volkswagen has many models and there are capable protagonists at different price points. The number of trains entering and exiting the station he saw at Hongqiao Station conveyed another message. Railway logistics, which accounts for a relatively high proportion of long-distance car sales, is currently normal. In terms of market share, the taxis in the airport are almost all Volkswagen. At the busy intersections in six prosperous urban areas, the number of Volkswagen vehicles passing through is also far ahead of other car companies. Various factors can indicate that people should continue to remain optimistic about the market competitiveness of domestic Volkswagen and its domestic market sales in 2003.

Dong Qiangqiang's explanation made Duanmu quite satisfied, and he continued to ask: "Then what do you think of the situation over there? Is it particularly serious?"

"(The situation) here is completely different from that over in BJ. The shopping malls and shopping malls in the city are all normal, and there are quite a few (people) shopping, although they all wear masks. There are also many cars on the road, and people Traveling is normal, and the Bund in HP area is full of tourists from all over the world. Duanmu, you know? The moment I saw the Bund, I had a very strange feeling. I think SARS may not have changed the upward trend of our economy after joining the WTO. ” ˆ ˆ “It seems that every city is different. In the end, you have to go back and see it with your own eyes.” Duanmu said depressedly, “Old Dong, you don’t know, the TV here shows the domestic situation every day. The Germans They also talk a lot of weird things, which makes me tired of reading them. Sometimes after listening too much, I wonder if we have developed too well and too fast in the past few years, and they are jealous and don't want to see us doing well, so they talk That’s why it sounds so ugly.”

"Maybe, but didn't they say they would send a medical team to support us?"

"It seems it didn't happen. I said it was rejected, but I don't know whether it's true or not." Duanmu muttered, "By the way, when will you come back? Can you write a draft before you come back? I want to send it out early."

"Tomorrow...oh, no, it's today. I'll wait until I go to FAW-Volkswagen to read it." Dong Qiangqiang glanced at the time on his phone and replied.

"Row."

"There's something I want to confirm with you. I've basically read the short-selling reports on Wall Street that you sent me before, and read some of them several times. Looking back now, I can't say that their predictions were wrong. But there are not a few investment institutions that make wrong predictions, and even well-known institutions are also wrong. So can I understand this? It doesn’t matter whether an investment institution’s prediction is accurate or not. What’s important is whether it has its own logic. Even if it predicts The result is wrong, but as long as its logic is rigorous and reasonable, there is no problem, right? The most important thing is to find a way to make other investors recognize your prediction logic."

"Genau (completely correct)." Duanmu praised, "You finally got it, that's all."

"Then I still have a question. Even if investors don't care whether our predictions are accurate, what about us? We have to spend real money to get in. Have you ever thought about it? We may have been lucky last year. If this Being long to the public for the first time may still be just a word of 'brave', but in the end it will still be a risk-taking and luck-taking, which has nothing to do with investment analysis."

"Old Director, I have always believed that nothing can be done without hard work. Without proper due diligence and investment discipline, nothing good will happen. Sometimes people have to take risks because the rewards are immeasurable. Isn't that the old saying? ? Find wealth and wealth in insurance. Risk-taking and guarantee are two parallel lines that will never touch each other, so we cannot invest without any risk and with 100% guarantee. All we can do is maintain advanced market awareness and due diligence analysis at any time, isn’t our advantage the courage to break through conventional thinking, take risks, and transform concepts into reality? Otherwise, wouldn’t our advantage still be just money?”

"You said one thing after another. To put it bluntly, don't you dare to gamble?" Dong Qiangqiang was amused by Duanmu's theory.

"Mathematically speaking, well, forget it, you don't understand either. Let's put it this way, many conventional investments are actually quite boring. The investment strategy of catching cicada is either to short-sell fraudulent listed companies, or to go long without being rigid. Companies that have been and are shaping the future. In addition to the automotive sector, these exciting companies are also in healthcare, energy and finance. They have the opportunity to shake up the old order and impact the world at the same time, and should be our focus."