Reborn Capital Empire

Chapter 217 Centaur Fund

The level of the job is not attractive to me. The potential of corporate exhibitions is what I really value. As far as the vast majority of hedge funds in the world are concerned, Mr. Guo's Thunder Fund seems to me to have the most growth potential. I hope I can join it now, use my wisdom and at the same time use Mr. Guo's talent to bring myself a huge income and learn enough experience!

Looking at the man in front of him with strong desire and confidence in his eyes, Guo Shouyun thought for a moment and thanked Mr. John for his attention to Lei Ting. We also desperately need talented members like Mr. John to join us. However, considering the reality, I give you two options: First, enter the Thunder's "Solomon Group" and "Unicorn Group" as a financial analyst. The former invests in precious metal futures, while the latter invests in bonds and derivatives. Second, you should set up a group yourself, and you will raise the funds, and you will be responsible for the specific management. But your team must cooperate when I am in need of funding during a time of great opportunity. Of course, this usually happens once or twice a year.

The choice given by Guo Shouyun is obviously not a choice. Because it is obviously impossible for John Lusmi to continue to be subordinated to anyone other than Guo Shouyun. After all, he is now in his early forties and is already a prominent figure on Wall Street.

I choose the second one!

Guo Shouyun showed a smile on his face and stretched out his right hand towards the opponent, welcome to join Thunder!

Should I be called bss now?

Casual, I don't take this seriously!

Mr. Guo, it seems that you have already made the idea of ​​this pension in my hand! At this moment, old Lu Simi said with a wry smile on his face.

Mr. Lusmee, John's career has just begun, shouldn't you, a father, support him with some funds?

Looking at Guo Shouyun, who was smiling, and then looking at his son with longing in his eyes, old Lu Simi said helplessly: Well, I will invest 200 million US dollars. But John, if this fund loses more than 2o, I will withdraw it from the fund you manage.

Yes, Father! John Luthmi was calm and confident.

Old Lu Simie nodded, he still understood his son's abilities. If it weren't for his inherent risk-taking and low interest in Anshuo, which is less profitable for wealth management and asset management, he would definitely not sell the company to Phoenix Fund.

Of course, entrepreneurship is also a consideration. Before starting his own business, however, he would prefer to work as an intern at a hedge fund. As for why Lei Ting was chosen over other things, apart from An Shuo's transaction with Phoenix, the most important thing was Lei Ting's high yield on gold speculation, which made him curious.

As a father, I have given my son enough support. Should you, the boss, also support some funds?

Guo Shouyun knew that with the shrewdness of old Lu Simi, he would not let himself go. After Guo Shouyun, who had already had a draft, nodded, I could come up with a fund of 100 million US dollars. But John, you have to submit an investment plan that will convince me first!

John Luthmi nodded and took out a thick stack of documents from his briefcase.

It looks like you are ready!

Prepare in advance to increase the success of an event or plan. John Luthme said.

Mr. Lu Simie, it seems that you have an excellent son!

Hehe, John is my pride!

Guo Shouyun nodded and took the information from John Lu Simie. Opening it, eight investment plans were printed on the second page. They are long the American beverage Coca-Cola Starbucks Nestle McDonald's, short the Argentine national debt of Galicia Financial Corporation and the Argentine peso.

Clearly, John Luthmi chose stocks in the food and beverage industry with higher gross margins, stable returns, strong brands and channels, and ample cash flow to hedge risk. Even if he lost money betting against Argentina, he could have made it back from gains in the shares of five food and beverage companies.

Do you have information on American beverages? Guo Shouyun asked.

Galicia Financial Corporation is Argentina's largest private bank. Guo Shouyun, who often pays attention to Argentina's internal financial information, is naturally aware of this. But the name Beverages of the Americas is a bit unfamiliar to him, who doesn't usually follow the food and beverage industry.

Yes, the seventh page is!

Turning to the seventh page as John Lu Simey said, and after reading the first few hundred words carefully, Guo Shouyun's eyes showed a hint of surprise.

He finally knew the origin of American beverages.

Before his rebirth, the global food industry had a very low-key, but larger food empire than Coca-Cola Nestle. That is, with the world's largest brewer Anheuser-Busch InBev, the second largest brewer SABMiller, fast food giant Burger King, food and beverage giant Kraft and Heinz, coffee giant Tim Horton, with a total revenue of over ooo billion dollars, The investment giant '3g' with a total market value of over 35oo billion US dollars!

3g Capital, and the 'Brazilian Three Musketeers' Jorge Paul Reman, Marcel Herman Telles and Carlos Alcuto Scupira who control it, are accompanied by a series of amazing Mergers and acquisitions, and their iron-handed management of these giants, as well as their personal relationship with investment tycoon Buffett, have become a highly regarded management guru in China's corporate world more than a decade later. Guo Shouyun once wrote a post about 3G. Although a long time has passed, he still remembers '3g Capital' and the memorable name of Jorge Paul Lehmann.

Too bad I have reborn memories. Otherwise, handing over the money to them for management will increase the value quickly!

Shaking his head slightly, after erasing this unnecessary thought, Guo Shouyun took out a pen from his pocket and 'swish' a few times. Except for American beverages, Starbucks, McDonald's, Coca-Cola and Nestle were all crossed out by him!

Concentrate all of the funds to be long in these four companies in Americas Beverages, and increase the leverage five times. Eight times the leverage to short Argentina!

Seeing Guo Shouyun looking straight and simply flipping over the investment plan he had made after a few months of abandonment changed beyond recognition, John Lu Simie's face naturally wouldn't look good. However, his restraint did not make him angry.

I want to know why?

The reason is actually very simple. After September, the U.S. stock market will have a bear market for nearly a year. At this time, it will undoubtedly lose money. And whether it is McDonald's, KFC, or Starbucks and Nestle, as blue-chip stocks, their share prices are stable and suitable for long-term holding, but they will not have high returns.

In contrast, American Beverages are different. With his merger with Interbrew Brewery, the stock price will undoubtedly have a period of rapid rise, followed by larger expansion moves such as the acquisition of Budweiser, which will be very important for the stock price. All are good.

Shorting Argentina and adding leverage is naturally based on his understanding of Argentina's financial crisis.

However, these analyses based on the advantages of Guo Shouyun's rebirth cannot be said to Lu Simie and his son. Of course, it is not difficult to explain.

The reason is very simple, your investment plan is too profitable! Guo Shouyun said indifferently.

How can you be sure of something that hasn't happened yet?

John Luthmi obviously did not accept such a rhetoric.

Looking at the stubborn guy who frowned tightly in front of him, Guo Shouyun smiled, John, why don't we make a bet?

bet?

That's right! It is limited to half a year. If the half-year return of my investment plan is more than double the return of yours, then I will win. Conversely, if my investment plan returns lower than yours, then I lose!

How did you lose? What if you win? After nodding, John Lusmi asked immediately.

If I lose, I will add an additional $200 million in capital to the investment group you manage. If you lose!

Old Lu Simie waved his hand quickly, don't look at me, this is a problem between the two of you, and it has nothing to do with me.

Although he tried his best to get rid of the greedy little **** on the opposite side~www.wuxiaspot.com~, Guo Shouyun was obviously not the one who gave up so easily.

Mr. Lu Simie, don't rush to refuse. My request is not excessive, I just need you as an intermediary to introduce me to Mr. Greenspan!

Look at him, look at his son, old Lu Simie sighed, knowing that he would not bring John along!

It's too late to regret it now! After a pause, Guo Shouyun turned to John Lusmi, how about it, John. Do you agree to such a gamble?

Gambling is fine. But before making the bet, which scenario should the $300 million I'm managing be invested in?

Of course it's mine!

Seeing Guo Shouyun's reluctance to back down, John Lu Simi sighed in his heart. After all, the other party is the boss and he is the employee.

One more thing: if you follow my investment plan, you and your team members can only share it as a bonus. If it is your own investment, you can share o! One more thing, we are a hedge fund, if you can't get your group's annual revenue above that, then you don't have a bonus!

Although he wanted to win over the Ruthmi father and son, especially their relationship, he was not a philanthropist, and since John Ruthmi was going to work under him, he had to abide by his rules.

I believe that my team members and I can get enough prize money!

Great, I like your confidence! After a pause, yes, from now on your group will be called 'Centaurus', and externally it will be called 'Centaur Fund'. But it must pass the audit of the head office!

John Luthmi nodded.

The rest of the time passed quickly in the communication between the two, and finally the three of them chatted about their views on the financial crisis in Argentina and then dispersed.

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