Wall Street Legend

(I’ve actually received a lot of tweets, and I’ve been stuck in an endless loop recently. I’m in a similar state to when I was writing “Born in Chinatown” at the end of my career. I’m trying to figure out how to break through. I’m stuck and can’t write a chapter for two or three hours, but I can’t get up to speed. I’m sorry, thank you. Everyone’s support.)

Regret?

Before Ye Dongqing could be happy, he immediately said: "Sign the contract immediately, the sooner the better! Do you know why I suggested that Tencent's CEO take this company public? The only reason is to get more shares!"

Mr. McCord was stunned for a moment after hearing this, and then began to be surprised by the young boss's fascination with this company.

My brain works better and I guessed something instantly.

I have to say I admire it.

Since investing in Tencent, the company's market value has risen again and again. Since June this year, it has reached a small peak of 1.5 billion US dollars, and then fell to the current level of just over 1.3 billion US dollars. It has been sideways for two days. For a month, there was not much fluctuation.

According to the current situation of Internet development in the United States, Tencent's business direction does have potential, but the potential is just potential. Mr. McCord is unable to make a clear longer-term judgment.

At this time, he told Ye Dongqing in a helpless tone: "No wonder I am just a senior professional manager, and you have become the second richest man in the world at such a young age. Do you know what kind of company can develop?"

It's no wonder that Mr. McCord is curious. Compared with other heads of investment companies, Ye Dongqing seems more relaxed. He doesn't seem to have done much research, but he can often give very accurate suggestions.

Since last year, Tamsui Investment Group has successively invested nearly nine positions in the IT industry, successfully avoiding many "landmines". As a result, this year, as the market rose, even he, the CEO, found it unbelievable, especially In the past quarter, investments that seemed like a hammer in the East and a stick in the West have successfully brought Ye Dongqing a book wealth of US$6 to 7 billion, and the popularity has not subsided.

Take Green Mountain Coffee as an example. When Ye Dongqing didn’t invest, the stock price was as stable as a dog and fluctuated at a low level. But not long after Ye Dongqing took over the position of major shareholder, and after delisting, the business in the third quarter alone was The sales reached more than 4 billion US dollars, an increase of more than 50 times compared with the same period last year. If it were not for finding a foundry to expand production capacity, there would not even be enough coffee machines to sell!

A certain former shareholder of Green Mountain Coffee actually cried in front of reporters, crying that Ye Dongqing did not take them to make money together, which was very inhumane.

There is also Apple. Compared with when Tamsui Investment Group first started paying attention, its market value has increased by tens of billions of dollars, and it has successfully transformed from a sluggish second-tier brand to a cool company among young people.

Others don't know, but Mr. McCord spends more time with Ye Dongqing, and the more things he knows, the more powerless he feels. He realizes that he can still do business like this. At this moment, he is admiring Ye Dongqing's vicious eyes, like what? No good company can escape his eyes.

Ye Dongqing replied with a smile: "Others only focus on the immediate future, but I prefer to take a long-term view and find good companies that can meet people's needs. This way, the investment is more likely to succeed. Tencent is backed by a company with a strong It is a huge country with a population of more than one billion, and it almost monopolizes instant messaging technology. In addition, it is like the combination of Whatsapp and Facebook. In my opinion, it has great potential, and it may not take long to slowly grow."

This explanation is polite. After all, Mr. McCord is the nominal CEO of Freshwater Investment Group, so he should naturally know why the investment is made and what the potential is.

The decision was quickly finalized. If nothing unexpected happens, the contract can be signed within two days and the transaction will be carried out in the form of futures. At that time, Tencent set a six-month freeze period when it was listed on Nasdaq, which was equivalent to paying a deposit first and agreeing on the price. Buy it and deliver it when the time comes.

Ye Dongqing has been grasping this chess piece for a long time, because he discovered development bottlenecks from Tencent's financial reports, and it is estimated that it will be difficult to complete transformation and upgrades and find new projects in a short period of time.

That's why he encouraged Bonny Ma to go public quickly, mainly to create the illusion that the potential was squeezed out. The stock price was as stable as he expected, with no improvement. Recently, he asked Mr. McCord to contact MIH Group with the attitude of giving it a try. Unexpectedly, the other party actually agreed.

With an investment of about two thousand US dollars, a profit of more than 550 million US dollars was achieved in just a few years. It is indeed a good result from now on, but it goes without saying who will have the last laugh, at least in Ye Dongqing's case It seems that Tencent was quite healthy back then, but it just struggled to increase revenue and had not found the most suitable way for its development.

This is not difficult for Ye Dongqing. After signing the contract, he can call Boni to have a good talk...

The Internet industry in China has just entered the fast lane of development. Tamsui Investment China Branch has been helping Ye Dongqing find suitable investment targets. Recently, it has acquired several logistics and express companies to integrate resources to cooperate with Alibaba and Tencent online merchants. The idea of ​​expansion.

The advice given to Ye Dongqing by the consulting company is to refer to Bill Gates' waterfall investment, set up a family office to allow wealth to flow to multiple countries, and take root in the global economy like a banyan tree. In this way, it doesn't matter even if one root is cut off, as long as As human society still exists, he will no longer have to worry about money in this life.

Ye Dongqing thinks this suggestion makes sense, but he has not yet adopted his idea. The main reason is that apart from the current investment projects, it is difficult to find projects with such a high return rate. Currently, they are mainly concentrated on Nasdaq. , it’s not the best time to cash out yet.

The world's second-richest person in terms of total net worth.

Just thinking about this name makes people excited. There is still a gap of about 4 billion US dollars between Gates' total wealth. Even if it is not surpassed in the remaining two months of this year, it will reach the top of the list early next year.

It’s scary to say that this is still just the beginning. Apple’s iPhone series of smartphones are expected to be launched at the end of next year. They have recently made some breakthroughs in research and development. They have to go to the patent office to apply for new patents almost every day. Wait until then At that time, with the gradual completion of 3G infrastructure, a new wave of IT industry development would come. Even Ye Dongqing himself could not predict where it would go in the future.

From what he knew, the Android operating system had not yet been born, and the intersection between Andy Rubin, the father of Android, and the two founders of Google was not deep, and there was no inspiration to create a mobile operation like in the previous life. The system may have been fanned by Ye Dongqing's wings.

what does that mean?

This means that there will be no competitors for the iPhone when it is born. Ye Dongqing is trying to lower the price of iTouch, using this product to let people adapt to the iOS operating system in advance, trying to seize more markets in the future...