"Brother, why are you here, you didn't say you were coming to the investor conference?"

Cao Mo was talking to Ge Jun and Chen Feng when they were standing in the aisle outside the venue, but they didn't know when Jiaying would also come to the event, so they saw her coming over excitedly from a distance, and behind her were the only two generals Wu Ruifang and Cheng Xin, both with guest cards from the event venue around their necks.

"I came here to feel the atmosphere of the event," Cao Mo asked curiously, "Did you just come here or what's the matter, why didn't I see you at the venue just now?"

"We were in another hall just now - today is not only a branch venue, you just listened to a speech in this hall? Ge Jun of Dongjiang Securities is very powerful, at the beginning of the year, he repeatedly published comment articles saying that the adjustment time will be relatively long after the A-share hit a record high, and also pointed out that it should be analyzed in combination with the international financial and economic situation, and now it seems that his predictions are all correct," Cao Jiaying jumped over, grabbed Cao Mo's arm and looked into the venue, pointed to the propaganda portrait of Ge Jun erected on them, and said, " I also wanted to listen to Ge Jun's speech, but I went to the company in the morning for a small meeting, and I missed the time before I knew it. We rushed to the conference center, and Ge Jun's speech was finished, and we heard a group of second-hand experts beeping blindly on the stage - we stood at the door for a while and then ran to other halls, not noticing that you were also ......"

It wasn't until Wu Ruifang reached out and tugged at her sleeve that Cao Jiaying suddenly noticed that the person standing in the aisle talking to Cao Mo was Ge Jun, and was startled: "You are Ge Jun of Dongjiang Securities-hey, call me this brain, Sister Chen Chang works in the investment department of Dongjiang Securities, why didn't I recognize you? You won't blame me, my eyes are a little short-sighted, and I hurried to the venue, and I forgot to wear contact lenses." ”

In Cao Jiaying's mind, it is obvious that Ge Jun is more worthy of admiration than her brother Cao Mo, and she is afraid that she will say something wrong just now.

Cao Mo took Jiaying's shoulders and introduced to Ge Jun and Chen Feng, "My sister Cao Jiaying, who is still studying at East China University of Finance, is about to be a junior in college, and founded a very inconspicuous small investment company, the only outstanding achievement is that the account capital has increased from a maximum of 110 million, and it will not be 60 million in more than half a year!"

"Why don't you say it, you will give me 20 million principal!" Jia Ying muttered dissatisfiedly, and happily greeted Chen Changyang, "Sister Chen Chang, you were pulled over by Dongjiang Securities to work?"

"......" Chen Chang spread his hands, indicating that he came to do chores.

Chen Chang had long known that Cao Jiaying had been trying to invest more than a year ago, but she, like everyone else, had thought that Jiaying's investment and the Cao family's capital for founding the Wooden Elephant Homestay came from Chen Rong, and she didn't know how much money Jiaying was playing with, but she didn't know until yesterday that Cao Mo had already accumulated wealth far beyond Chen Rong.

"It's almost time to eat, why don't you eat here today?" Ge Jun asked Cao Mo.

"Of course it's good to have a meal!" Cao Mo smiled casually.

He didn't take Jiaying to meet Ge Jun and other well-known figures in the investment industry before, but he still hoped that she could independently explore, learn, summarize and accumulate the most direct lessons and lessons, so as to avoid deviating the halo of Ge Jun and other figures from the path they could have taken.

However, today, Jiaying, Wu Ruifang, and Cheng Xin all admired Ge Jun a lot, and Cao Mo naturally wanted it

Create opportunities for them to ask for advice.

"Xiao Chen, you call the catering department to see if there is a private room...... Ge Jun instructed Chen Chang to say.

Chen Chang walked to the side and called first, and after a while, he came over and said, "The banquet hall here in the conference center is booked, and the Hubei nostalgia opposite is also fully booked, we may have to go out by car......"

"We can eat buffet directly here, what else do we need to pay attention to!" Cao Mo said.

The buffet lunch provided by the event organizer for the invited guests at the International Conference Center will not be very rich, and the real well-known scholars and senior practitioners will take advantage of this rare opportunity to socialize and communicate.

However, everyone still has work at hand in the afternoon, and they can't get drunk at noon, so Cao Mo doesn't think there is any need to take the time to take the bus to eat somewhere else.

He saw that it was past eleven o'clock, so he thought that he would have a buffet at the conference center and have time to communicate more.

Cao Mo said so, and everyone was naturally kind, so they walked directly to the cafeteria of the conference center.

The buffet didn't officially start until half past eleven, and Cao Mo pulled Jiaying and them and accompanied Ge Jun to sit down in the corner of the restaurant window and chat first.

At the beginning of July, Wood Elephant Capital settled, and then Cao Jiaying took Lili, Wu Ruifang, and Cheng Xin to Western Europe, North America and other places under the sponsorship of Cao Mo.

During this period, the Shanghai Composite Index fell again, closing at a minimum of 2,380 points at the end of last week, and countless investors were blinded, and most small and medium-sized investors even spit out the money they earned in the bull market was not enough.

On the side of Wood Elephant Capital, fortunately, the settlement was carried out in early July, and then Cao Jiaying took Wu Ruifang and Cheng Xin to travel and relax.

Otherwise, Wood Elephant Capital will spit out tens of millions of profits with its position in early July.

At present, not only are macroeconomists pessimistic about the development of the subprime mortgage crisis, but in the securities market, both trend investors and value investors are basically inclined to believe that the indices of the Shanghai and Shenzhen stock markets will have room for further decline, and the magnitude of the decline may be very tragic; pessimists even predict that the Shanghai index will fall below the low point created in 05.

However, from 05 to now, the domestic stock market has experienced a complete bull and bear market cycle, and the so-called trend investment, value investment, left-side trading, right-side trading and other theories have been trampled on, which has made countless professional investors who were once full of self-confidence fall into self-doubt.

Cao Jiaying, Wu Ruifang, and Cheng Xin, as newcomers to this industry, were more confused in their hearts, and they couldn't even get out for a while, but they went to Western Europe and North America for nearly two months, and their mood relaxed.

However, since they are determined to put Wood Elephant Capital back into operation, they must formulate a more detailed and accurate strategy for the next step of securities investment, and they must study and judge the current development of the economic industry and the securities market.

Even though they are extremely talented in the field of securities investment, they are still immature in terms of experience, knowledge, understanding of the macroeconomy, and even the specific operation of investment companies, and now they have the opportunity to catch them

The most critical question for an industry boss like Ge Jun is naturally to ask Ge Jun to judge when the inflection point will come, and at what point there will probably be a real reversal, rather than a small-scale rebound tempting to fall into a deeper mud pit.

"When exactly will there be an inflection point, I really can't say,"

Ge Jun saw that Cao Mo took out 20 million funds to his sister to practice and accumulate investment experience at the beginning, he was naturally not too stingy at this time, and was willing to share some of the core strategies within Dongjiang Securities with Cao Jiaying, Wu Ruifang, and Cheng Xin, saying,

"But there need to be at least two signs, one is that the spread of the subprime mortgage crisis has been contained, and the destructive impact on the real economy has been improved, and the other is that the high-quality targets in your stock pool have fallen below the real value line, and I think you should be able to boldly open positions...... Of course, how to judge in advance that the spread of the subprime mortgage crisis is contained, your brother has more ideas than me, and you should ask your brother's opinion. ”

"I'm a layman on securities investment, and Jiaying won't ask for my opinion, so it's better to communicate with your peers. Cao Mo smiled.

"Securities investment, strategic and financial knowledge, is not difficult to master, the tempering of the mind takes time to accumulate, but when it comes to the judgment of the economic and industrial situation, as well as whether there is confidence in the country, how to look at some problems in the development more objectively, I think the current securities investment industry is not too positive - today's event, so many people have heard the discussion...... Ge Jun is not very satisfied with the current situation of the domestic investment community, and Cao Mo asked Cao Jiaying and them to explore and accumulate experience relatively independently in the early stage, which seems a little irresponsible, but he thinks it is beneficial.

Cao Mo nodded, he also knew that the domestic securities market was far from being standardized, practitioners were exposed to too much dark side, insider trading was common, and it was difficult for them to overcome speculative psychology, so it was naturally easier to breed negative emotions and be pessimistic about the future;

Ge Jun thought of something and asked Cao Mo: "Since Wood Elephant Investment has a fairly professional team, your plan for Taihua Group can be implemented under Wood Elephant Investment?"

Two months ago, Ge Jun predicted that the subprime mortgage crisis would spread further, and suggested that Cao Mo wait and see the situation first, and not rush to open a position in the shares of Taihua Group for the time being.

Now two months have passed, and with the new round of adjustment of the Shanghai and Shenzhen markets, the vast majority of stocks have also hit a new low in the past year - the market value of Taihua Group has further fallen to about 4 billion.

Cao Mo plans to build a position on Taihua Group, but not to make money, but to suppress Taihua's stock price at the right time, so there is no need to deliberately capture the lowest point of Taihua's stock price before opening a position.

Ge Jun felt that Cao Mo took out the funds at this time, opened a position in Taihua Group, lowered the stock price when the stock price fluctuated, and waited for the last time to appear, and it was completely enough to hand over the operation to Wood Elephant Capital.

"Brother, what are your plans, what are your plans?" Cao Jiaying immediately grabbed Cao Mo excitedly and asked, "Anything can be left to us to do, we are very professional in the end, and we will definitely not mess you up." ”

Seeing that Zhou Han was even more expectant, Cao Mo said to Jiaying: "If you don't have anything else to do in the afternoon, you can talk about whether you can do this......