Wall Street Legend

  Chapter 212 Worry

  If Ye Dongqing wanted to play hedging, Mr. McCord would never be so excited. Even if he lost three to five billion U.S. dollars, it would be a small problem in terms of the total scale of wealth today, and it is far from being broken.

But judging from the expressed meaning, this small boss of mine obviously wants to be the same as before, entering the market with full positions to see more crude oil futures prices. He joined Danshui Investment Group relatively late. Mr. McCord specially found the information at that time and studied it Ye Dongqing's investment history can make him admire all over, but this time he is really not confident. After all, the price of crude oil futures has risen a lot recently, and in his opinion, it may rebound at any time.

If you add leverage to the full position, once you suffer a loss, it may mean a loss of more than two billion U.S. dollars. This is not a small number. He feels that it is necessary to make Ye Dongqing more secure, worried that because of the previous success, he has already been rushed by the victory dizzy.

Therefore, Mr. McCord looked worried and told: "Boss, for the sake of the company and you, I suggest that you invest less in the initial stage and wait and see the next market trend. Recently, the number of short positions has increased significantly, and the price of oil is almost close to that before the war broke out. The high point, I recommend taking a hedging approach to minimize risk."

   "Don't worry, even if the investment fails, I won't blame you for anything. If anyone has the best grasp of the situation, it must be me.

If I don’t have confidence, I will never be so radical, just do what I want, the stop loss point is 2 billion US dollars, with FB’s shares as a guarantee, even if it’s all lost, it’s not too risky, now you should have All-or-nothing determination. "

   Having made up his mind, Ye Dongqing made the decision directly. It cannot be said that he will definitely make money, but this kind of good business he has an impression of does not have a high risk of failure, so it is worth adding more chips to gamble.

Mr. McCord's worries are normal. Like ordinary people, he can't see the way in front of him clearly, so he will feel uneasy. He continued to persuade: "As the person in charge, I have the right to give advice. A gamble of this scale may Let the company suffer."

   "I'm not worried, what are you worried about? It's still the same sentence, even if it's all lost, it doesn't matter, just do what I want."

The shares of Danshui Investment Group are all in the hands of Ye Dongqing. He has made a decision, and no one can change it. After hearing this, Mr. McCord knew that it would be useless to talk too much. He sighed sadly and said, "Okay, I'll ask someone to arrange it, tomorrow is Saturday, I suggest you think about it for one more day, and give me an answer when the market opens on Sunday, is that okay?"

   "Okay, but you will only get the same answer from me. I am not impulsive. I made this decision after thinking for a long time..."

  …

It can't be said that McCord's courage is not big enough. It is really the scale of Danshui Investment Group. It has not yet reached the point where it can afford tens of billions of dollars in chips. Sometimes it is a good thing to be ambitious, but Ye Dongqing's appetite is too great a little, and succeeded in frightening Mr. McCord.

In the past, when playing futures, the scale was controlled at about one billion US dollars. This time, it is worth tens of billions of dollars. Many small countries dare not play like this. Once there is a crash, it is not easy to find a taker, and it is likely to fall into his hands. But the advantage is that as long as the price is right, the contract in hand will never be unsold, but it will take a while to digest, and even opening a position is not an easy task.

I played with them last time and got to know some middlemen. After contacting them, Ye Dongqing expressed the intention of trying to make a big bet. I wanted to have a face-to-face meeting with these people, trying to reduce the handling fee by a part, so as not to waste more money , talk face to face, and whoever bids the lowest will cooperate more with whoever makes money. I'm not afraid that they won't take the bait.

  **********

   New year, new weather.

  Nasdaq’s Internet sector has achieved eight consecutive gains this year, mainly due to the announcement of annual reports by various companies, and good news continues to come.

The value of some companies was underestimated before, and they are making up for the increase recently. Netflix and Amazon are the first to bear the brunt. This year, the increase has reached more than 10%. It can be clearly seen that there are signs of recovery. This also has a certain relationship with the reduction of outstanding shares. It means that Ye Dongqing, a shareholder, helped to carry out the repurchase, which drove up the stock price.

The price-to-earnings ratio is still very high, generally above 40, but these companies cannot be viewed with ordinary eyes. Growth is higher than profit performance, and they are more about investing in the future. As for actual profitability, it can only be said that no losses are already very good , Acquisitions, market expansion, subsidies, etc., all of which burn money. Relatively speaking, Apple’s stock price is more normal, because last year’s profit rose a lot, and the stock price rose slightly.

Ye Dongqing is getting richer and richer. He has seized opportunities that should belong to others, such as those warrants. Many companies are deeply distressed, regret doing business with him, and agree to sell their own Shares, now Danshui Investment Group is buying back the shares from them in batches according to the agreed price, at the originally agreed price.

If the advantage is so obvious and he still can't make money, then he might as well just jump off the Empire State Building, so as not to be ashamed of living. From the distribution of assets, as long as there are no major accidents, the future will only be will become richer.

In the Internet industry, the reshuffle scene has become more and more obvious recently. The companies that are the first to recover are merging and acquiring other companies. Apple has taken a fancy to a company with LCD panel production technology, and by the way, a company with many micro-central processing unit patents. The R&D organization is trying to contact them and talked about the acquisition.

Steve Jobs was bewildered, and now he was frantically trying to get those mobile terminal products out, constantly expanding the recruitment of various high-end R&D technicians, including software engineers and hardware engineers, and setting up three secret R&D departments alone. More than a dozen operating systems code-named "IOS" are under development, and they will call Ye Dongqing to communicate with each other from time to time. If the project is not too expensive, the profit last year could be even higher, and they are holding back their energy and preparing to make a big move Woolen cloth.

In the new year, Ye Dongqing is still preparing to complete the next round of investment layout, which mainly involves the field of 3G communication transmission technology, the supporting supply chain of mobile terminals, and potential medium and large Internet companies. In the IT industry, the main reason is that the risk is low and the return is high. It is impossible to deposit all the money in the bank. Since there are still some idle funds, they must be invested.

  In addition, he is most concerned about oil futures, but this kind of business is not difficult. After getting in, wait, and then wait and see the trend to decide when to reduce positions and when to increase positions...

  (end of this chapter)