Wall Street Legend

If Ye Dongqing wanted to play hedging, Mr. McCord would never be so excited. Even if he lost three to five billion US dollars, it would be a small problem based on the current total scale of wealth, and it would still be far from breaking his bones.

But from what he expressed, it was obvious that his little boss wanted to enter the market with a full position to see long crude oil futures prices as before. He joined the Freshwater Investment Group relatively late. Mr. McCord specially found the information at that time and studied it. Ye Dongqing's investment history made him admire him to the point of admiration, but this time he really didn't have confidence. After all, the price of crude oil futures has risen a lot recently, and in his opinion, it may rebound at any time.

If the position is full and the leverage is increased, once a loss is incurred, it is likely to mean a loss of more than 2 billion US dollars. This is not a small number. He feels that it is necessary for Ye Dongqing to be more secure. He is worried that because of his previous success, he has been eroded by the victory. Confused.

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

"Don't worry, even if the investment fails, I won't blame you. If you want to say who has the best grasp of the situation, it must be me.

If you don’t have confidence, I will never be so aggressive. Just do what I want. The stop loss point is 2 billion US dollars. With FB shares as a guarantee, there is not much risk even if you lose everything. Now you should have Desperate determination. "

Having made up his mind, Ye Dongqing made the decision directly. He couldn't say that it would definitely make money, but this kind of good business that he had an impression of had a low risk of failure, so it was worth adding more chips to take a gamble.

Mr. McCord’s worries are normal. He, like ordinary people, cannot see the road ahead clearly, so he feels uneasy. He continued to persuade: “As the person in charge, I have the right to make suggestions. Gambling on this scale may Let the company suffer.”

"I'm not worried, so what are you worried about? As I said, it doesn't matter even if you lose everything, just follow my wishes."

The shares of Tamsui 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 more. He sighed sadly and said, "Okay. I'll ask someone to make arrangements. 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 was not impulsive. I made this decision after thinking about it for a long time..."

…

It cannot be said that McCord is not bold enough. It is true that the scale of Tamsui Investment Group is not yet large enough to afford tens of billions of dollars in chips. Being ambitious is sometimes a good thing, but Ye Dongqing's appetite is too big. A little bit, and succeeded in frightening Mr. McCord.

In the past, when playing futures, the scale was controlled at about one billion U.S. dollars. This time, the amount was tens of billions of U.S. dollars. Many small countries did not dare to play like this. Once there is a collapse, it is not easy to find a takeover, and it is likely to fall into his hands. But the good thing is that as long as the price is right, the contract in your hand will never be unsold, but it will take some time to digest, and even opening a position is not easy.

After playing the game last time, I got to know some middlemen. After Ye Dongqing took the initiative to contact them, he expressed his intention to make a big bet. He wanted to meet with these people to talk in person and try to reduce the handling fee by part of it, so as not to spend too much money. , talk together in person, and cooperate more with whoever bids the lowest. As long as you can make money, you are not afraid that they will not take the bait.

***********

New year and new atmosphere.

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

The value of some companies was previously undervalued, but they are making up for their gains recently. Netflix and Amazon are the first to bear the brunt. Their increases this year have reached more than 10%. We can clearly see signs of recovery. This is also related to the decrease in circulating shares. It was Ye Dongqing, the shareholder, who helped carry out the repurchase and pushed up the stock price.

The price-to-earnings ratio is still very high, generally above 40, but these companies cannot be viewed from an ordinary perspective. 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 it is very good without losing money. , acquisitions, market expansion, subsidies, etc., all cost money. Relatively speaking, Apple's stock price is more normal, because profits rose a lot last year, and the stock price rose slightly.

Ye Dongqing is getting richer and richer. He has seized opportunities that should have belonged to other people, such as those stock warrants. Many companies feel deeply hurt and regret doing business with him in the first place and agree to sell their shares. The shares, Tamsui Investment Group is now buying back the shares from them in batches at the agreed price.

He must have made money. If the advantage was so obvious and he still couldn't make money, then he might as well just jump off the Empire State Building, so as not to live in disgrace. Judging from the distribution of assets, as long as there was no major accident, he would only be able to make money in the future. will become richer.

In the Internet industry, the reshuffle has become more and more obvious recently. 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, it has also set its sights on a company with numerous micro-central processor patents. R\u0026D institutions are trying to contact them and talk about acquisitions.

Steve Jobs was stunned. Now he is frantically trying to develop those mobile terminal products. He is constantly recruiting all kinds of high-end R\u0026D technicians, including software engineers and hardware engineers. He has set up three secret R\u0026D departments alone. More than a dozen operating systems codenamed "IOS" are under development. From time to time, I will call Ye Dongqing to communicate. If the project was not too expensive, the profit last year would have been higher. I am holding back my energy and preparing for a big move. Woolen cloth.

There is no intention of stopping here. In the new year, Ye Dongqing is also preparing to complete the next round of investment layout, which mainly involves the field of 3G communication transmission technology, supporting supply chains for mobile terminals, medium and large Internet companies with potential, etc., still focusing on In the IT industry, the main reason is that the risks are low and the returns are high. You can't just deposit all your money in the bank. Since you still have some idle funds, you must invest them.

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