Top of the Great Era

Chapter 2219 Stay?impossible!
Zhou Buqi said that it was indeed so.

He had guessed a long time ago that with Carl Icahn's destructive character, it was impossible to treat Yahoo lightly.Yahoo is a big piece of fat. He has been operating for several years, but he hasn't even had a mouthful of soup. How can he be reconciled?

As Yang Zhiyuan resigned from all positions in Yahoo and left, the truth was revealed little by little.

Zhou Buqi sighed: "Is it necessary? We are friends in business. If you really do this...it will be even more difficult for you to invest in Silicon Valley in the future."

Carl Icahn said: "I don't want to, but this is the only solution. To be honest, if there are other options, I don't want to have such a deadlock with the founding team of Yahoo."

"If Yahoo's case cannot be resolved smoothly..." Zhou Buqi gave him a deep look, "Wall Street has a crushing IQ advantage in any industry, except Silicon Valley. If Yahoo's case cannot be resolved Well, you will have difficulty moving an inch in Silicon Valley. Although Yahoo is not as strong as in previous years, Yahoo is still Yahoo, and it is still an important banner in the Internet industry in Silicon Valley.”

Carl Icahn laughed, "Netflix?"

Zhou Buqi waved his hand, "Not only Netflix, I heard that you are interested in Dell's delisting?"

Carl Icahn fell silent.

The times have changed, and the PC giants who once shocked the world have all fallen behind.Technology companies like European and Japanese companies have basically given up the PC business.

This industry has been highly concentrated, forming an era of monopoly of the troika of HP, Dell, and Lenovo.

Although it is a troika, the impact of the times is also more miserable than the other.

Lenovo wants to transform into a smartphone, and has also become famous as the "China Cool Alliance" in China, but the current momentum is not even as good as Xiaomi, which has just been born for a year or two;
Hewlett-Packard spent more than 100 billion US dollars last year to buy a British software company in order to transform itself. After the transaction was completed, it was shocked to find that the software company made financial fraud and was not worth that much money at all...

HP was already in trouble, but this wave of operations directly vomited blood and killed half of his life.

Dell's life is just as difficult, and it has already released a signal of privatization and delisting.

Carl Icahn paid attention to Dell's delisting case.

He intends to join forces with the Blackstone Group to wrestle with the founder of Dell, Mr. Dell, at the capital level!
The delisting of a company is often tricky.

For example, Shanda delisted from the United States.

How to withdraw?

Of course, it is to find a way to make Shanda's book poor and worse, and make Shanda's stock price lower and lower.When the price falls to a certain level, the stocks scattered in the secondary market can be bought back at a very low price to complete the delisting.

There are too many Hong Kong stocks in the 80s and [-]s for similar operations.

For example, that rich man Liu who likes dating female stars and playing golf played this kind of routine on his way to fortune.His company went public, delisted, listed, and delisted four or five times successively...

Take out a beautiful financial report, and then go to the market.

Go to the market to raise a lot of money.

When the time was right, the company's financial report was very bad, and the stock plummeted. He bought back all the stocks he had sold at a very low price and completed the delisting.

After the delisting, the company was reorganized slightly, and the financial report was bright again, so it could go public again to collect money and make a lot of money.

Then the financial report was bad, and then it was delisted...

After a few operations, he became one of the top ten richest people on Hong Kong Island, and he could charge 1000 million Hong Kong dollars for a round of golf with a female star...he didn't take money as money at all.

Either that or Boss Ma is a conscientious entrepreneur.

Ali’s stock price in Hong Kong is only 6 Hong Kong dollars, and Ali is about to delist.

However, he did not delist according to the current stock price, but chose to complete the stock repurchase at an issue price of more than 13 Hong Kong dollars to delist.

How much money is sold, and how much money is bought back.

At least on a big scale.

Mr. Dell is also a leading entrepreneur in the technology field of a generation, but he is still a bit behind Boss Ma...Dell wants to transform its strategy and reorganize its business, and it can do it when it is listed. Why must it be delisted?In this process, there must be some things that cannot be seen.

Carl Icahn has the best nose for this sort of thing.

Just be sure to rush in.

If this case is completed, it will be more profitable than running Yahoo's case!
Yahoo has so many internal factions, and it is a listed company. The company's financial aspects must be open, transparent, and real. Whoever dares to play tricks will give the opposition a chance to take action.

Dell is different.

The founder, Mr. Dale, came out to rescue the scene, and he was all in one mind.Without the supervision and censorship of the opposition, if the top orders and the bottom is monopolized, it will definitely not be open and transparent, and there will definitely be tricks.

Where there is trickery, there is huge room for profit.

Ordinary people may still be timid and dare not walk such a tightrope. What is Carl Icahn afraid of?The helper he hired, the Blackstone Group, did not risk his life for the sake of making money, so he was not afraid at all.

That's why Carl Icahn is rushing to end the Yahoo case.

After Yahoo is done, he can spare his energy to attack Dell.

In contrast, the recent attacks on Netflix and Lionsgate are trivial matters.

Carl Icahn explained this, "Recently I bought a lot of Netflix stocks, which may have caused some misunderstandings. It really doesn't mean anything else, just for investment."

"Is it?"

Zhou Buqi smiled half-smile, and had some reservations about the authenticity of his words.

Carl Icahn said: "Really, I know Netflix is ​​your company, but we have common interests now, and I have no interest in holding Netflix stock for the long term."

Zhou Buqi nodded.

This is true.

Carl Icahn went on to say: "I am trying to get control of Lionsgate Films recently. The most important reason is that I want to split the film library of Lionsgate Films and sell it to Netflix. Once the deal is reached , Netflix’s stock price will rise sharply. This is my chance to quit Netflix. If it goes well, it will be over within a year. After the end, I will sell Netflix’s stock and quit, so you don’t have to worry about anything .”

Zhou Buqi was not so easy to fool, and said with a smile: "I heard that you are going to apply for an extraordinary general meeting of shareholders and want to join Netflix's board of directors?"

Carl Icahn said: "Yes, I need the right to know, and the right to speak appropriately."

Zhou Buqi shook his head and said flatly, "You know, this is impossible."

Carl Icahn knew it.

Whether he can enter Netflix's board of directors, the most critical point is the new richest man in the world in front of him.

So he was fighting hard, saying slowly: "This is my plan, it's not complicated at all. Get control of Lionsgate, and then sell Lionsgate's film library to Netflix. I To be on Netflix's board is to make sure Netflix will run the deal. There's risk here. I worked so hard to get control of Lionsgate and Netflix won't buy into Lionsgate library, the plan fails."

Zhou Buqi can actually understand him.

Quite touched.

I think this guy is really a super boss of capital operation!

It doesn't matter if you don't admire it.

Such a big event involving two listed companies is as simple as playing a house in his mouth.

The plan is certainly wonderful.

First, get the control of Lionsgate Films, and then spin off the high-quality assets of Lionsgate Films.Then he bought Netflix's stock in a big way, joined Netflix's board of directors, and promoted the cooperation between Netflix and Lionsgate.

Once the cooperation is reached, it will be great!
Lionsgate got the money, and the stock went up.

Netflix is ​​even more important here, and the increase is even greater.

Waiting for the transaction to be completed, Carl Icahn will withdraw from the two companies, cash out at a high position and leave the market... Made a lot of money, happy!
As for whether Lionsgate will live or die in the future, and what Netflix will develop into in the future, it has nothing to do with him.

Focus on short-term operations, fast in and fast out, capital games!

Zhou Buqi felt that the plan he said was extremely credible, because Netflix's power structure was very stable.

Netflix is ​​an AB stock, and the decision-making power rests with the entrepreneurial team led by Hastings; while Netflix’s largest shareholder is Zhou Buqi, who holds 46% of the shares, and has a decisive share advantage in the shareholders’ meeting.

Carl Icahn is unlikely to exert much influence on Netflix by any means.

But even so, he could not be allowed to join Netflix's board of directors.

This affects Netflix's "brand".

Zhou Buqi gave him a very clear response, "You can't join Netflix's board of directors, and you don't need to. Because I can give you a promise. As long as you get the control of Lionsgate and are willing to share the library assets Selling to Netflix... as long as the price is right, this deal will definitely work!"

Carl Icahn is a bit in a bind.

Empty talk.

Promise this thing, is there a fart?

This is the last thing on Wall Street.

Zhou Buqi smiled and said: "As long as it is beneficial to Netflix, why would I object? The cooperation between us is not this time. PayPal is too long-term and let's not talk about it. Let's talk about Yahoo now. I think We can decide something."

"Huh?" Carl Icahn was slightly taken aback, "Decided what?"

Zhou Buqi sighed and said: "As you said just now, the current CEO of Yahoo, Scott Thompson, is a very good CEO, better than the previous ones. With too much support, especially without financial support, Yahoo’s business has been stabilized, and the performance of several business segments has achieved good growth. Especially in the mobile business, he continued his previous work at PayPal When he was CEO, he attached great importance to the mobile Internet."

Carl Icahn was a little strange, "You sympathize with him?"

Zhou Buqi said: "It's not sympathy, but I think he is suitable to stay and continue to run Yahoo. For a big company like Yahoo, it is not easy to choose an excellent CEO."

"Stay?" Carl Icahn's complexion changed, and he said in a deep voice, "It's impossible!"

(End of this chapter)