After getting the exact news of the collapse of the Thai baht, Gu Kun did not act like other investors, and was overjoyed because he had made the right bet.

He pretended to be calm and pretended to be for two or three days, until he noticed that the market had changed and took the initiative to mention it to him.

It was August 26th, Tuesday, and there was still one week left for Lin Ying's summer vacation. Early in the morning, the couple went to the Ocean Park in Xiangjiang to play.

In fact, they have been to Ocean Park twice, but the summer vacation is almost over, and Lin Ying will not think of coming to Xiangjiang in the future, so they will play again before leaving.

Halfway through watching the dolphin show, Lin Ying was eating popcorn and suddenly asked, "I heard that the Thai baht has plummeted? Didn't you buy a lot of options to short the Thai baht? That should have made a lot of money, right?"

In 97, most of the Internet was popularized in Europe and the United States, and only Koreans in Asia were accustomed to watching news on the Internet, and they didn't even use it themselves. Therefore, people who do not have the habit of watching TV news and newspapers do not react quickly to foreign news that has no vital interests.

If you change to a heartless little girl, you may have to plummet the Thai baht for a week before you know about it, and maybe you have to ask what currency the Thai baht is first.

Lin Ying is already a quick response, after all, she is a female college student, and she vaguely knows that her boyfriend is involved in this business, so she cares about the news on Monday.

"It did fall, it fell 18% on Friday, and then it stabilized for two days over the weekend, not breaking the 20% mark. But it fell again on Monday, accumulating to 22%, and today it is 25%. It is estimated that it will be able to stabilize a little for a few days later. It's not convenient to talk about this here, let's talk about it later. ”

Gu Kun casually spoke like a treasure.

Lin Ying knew that her wealth was not exposed, even though the two of them were sitting in VIP positions and there was no one next to her, she still lowered her voice and asked in her ear: "How much did you make in total?" Tell me about it. ”

Gu Kun: "500 million, US dollars - 300 million 5 is mine, 100 million 5 is the royal family." ”

On the first day of the aforementioned collapse of the Thai baht, Gu Kun earned 3.5 billion US dollars with five times leverage, which was for all the funds he invested, that is, the principal of 400 million US dollars.

However, as mentioned earlier, only 200 million 800 million li of the 400 million li were his own, and the rest was entrusted to him by Grand Duke Zhu Youdong. So after earning it, he had to open it proportionally, and the net profit that belonged to him at that time was only 245 million.

It wasn't until today that the Thai baht exchange rate fell to 25% compared with last Thursday, and Gu Kun really managed to earn 3.5 billion yuan in his own share.

When Lin Ying heard this, her pupils instantly dimmed a few times, and then she stared wide, and hurriedly covered her mouth so that she didn't scream.

Is her boyfriend so rebellious?

After a long time, she reminded in a low voice with shortness of breath: "With so much money, why are you still like a nobody? Then what are you going to do now, sell it immediately and get the money? Let's stop looking, let's go back, we've seen it twice anyway." ”

Where did Lin Ying still have the heart to watch the dolphin show at this time.

Gu Kun: "What's the hurry, calm down." I have my own arrangement, it's not time to sell, when I first opened a position, it was at least three months to clear the position, we are doing value investment, long-term investment, pay attention to the appearance!"

Lin Ying doesn't know how to invest, so she doesn't know what "value investment" and "flock investment" are, but she is used to Gu Kun Zhizhu in her hands.

Every time she sees her husband so sure, she is like holding the Dinghai God Needle, she has a backbone in her heart, and she also has an inexplicable pride.

"I'll listen to you anyway, but I guess you won't need me. Lin Ying sighed sneeringly and snuggled into her arms very meekly.

Gu Kun patted her on the back: "Calm down, it's good to come out to play." I believe that soon the media will know that I have made a lot of money, and then they will want to find someone to interview. ”

The gossip media in this place in Xiangjiang, in addition to interviewing entertainment news, also likes to interview those financial investment rookies.

After all, the mainland media do not like to promote any "stock gods" in the official media, because the mainland feels that such values are unhealthy. And Xiangjiang has no such concerns, but if anyone suddenly makes money and points to the country, there will be a rush to seek after it.

However, if you don't want to be famous, you are afraid of attracting hatred, and you have to be an invisible rich man to cover up your investment performance, it is also possible to do it.

Even when the Thai baht storm broke out in history, even Soros himself was relatively low-key, and he didn't want to make a fortune in silence if he didn't want to pull hatred. Later, it was too tragic for Soros to deal with it publicly.

But Gu Kun obviously wants to go the opposite of Soros on the question of how to deal with the media.

In this way, he can both make money and draw a line with Soros. I made the table word and set it up to the archway.

This kind of idea, in the eyes of normal people, may be incredible, but Gu Kun has a plan to ensure that it is realized.

......

When Gu Kun took Lin Ying to Ocean Park, the inside information about "which investment giants in Southeast Asia have benefited from the Thai baht crisis" basically circulated among several top financial media in Xiangjiang.

The first to spread the news were those fast-in and fast-out follower giants, because these people's operations were too hasty, and they didn't think about concealment at all, basically on weekends, they were known to the world as soon as they made money.

"Mr. Xiao Li urgently opened a position on the 22nd and made 300 million!"

"Zheng Gongzi also followed an order, a little slower, and received 80 million!"

"Alas, a rich man is a rich man, with a lot of resources and a wide range of news, even if there is no warning before, wait for the market to follow the trend, chase the rise and kill the fall, you can make so much money. No wonder the rich are getting richer and the poor are getting poorer.

The figures mentioned in the grapevine are all denominated in Hong Kong dollars, so they are not much when converted into US dollars.

The sons and daughters of these big families generally take the family's money and wait until the Thai baht has fallen by 18%, or even 20% compared with last Thursday, before opening a position. Really calculated, they can only earn 5 to 7 percentage points without leverage, and Gu Kun, who has earned 25 points, of course, cannot be compared.

The ones who really made a lot of money were all opened before Thursday. And Gu Kun is not the only person like this.

At any time, there will always be someone who is bullish and someone who is bearish, and every trade is a 50% probability, and there must be someone who bets on the right one by chance. It's just that these people's previous position building operations were much more hidden, and the exposure was slower than that of the wealthy sons who were fast in and out.

On Monday, the day before Gu Kun was exposed, another piece of news about a wealthy man in the city was also exposed, and it quickly spread, making countless people blush.

According to the routine of Hong Kong films, the higher the coffee rank, the later the person will always appear. In the investment circle, the more people earn, the later they will be exposed.

"Have you heard of it, Boss Kong, a tycoon in the luxury industry, has earned a full 1 billion yuan this time! Hong Kong dollars! He is really lucky this time, his total family property is estimated to be between 5 billion and 10 billion, and he has won more than 10 billion yuan just by betting on Thai baht, and in just a few days, the total family property has risen by one and a half percent!"

It turned out that the boss Kong mentioned in this gossip message was named Kong Shangzhong, a well-known tycoon in the luxury industry, jewelry industry, and cultural tourism industry in Xiangjiang, and he usually paid more attention to investment.

The reason why he also looked down on the Thai baht in advance this time was because he had been optimistic about the potential of Thailand's tourism development and Thailand's ability to earn foreign exchange, so he had already built a part of the short Thai baht.

He opened a position even earlier than Gu Kun, which is a normal investment. Unexpectedly, he bumped into Gu Kun and Soros, who were also shorting the Thai baht, so he was lucky enough to step on the point and earn more than expected, even he didn't dare to imagine it.

It's a pity that because he didn't expect to earn so much, he didn't dare to press all his net worth, and even the leverage was only slightly doubled.

So this time, although I earned 25% of the investment amount, and multiplied by twice the leverage, I only earned more than 1 billion Hong Kong dollars, which is just over 150 million US dollars.

However, before Gu Kun's results were not exposed, Boss Kong's investment performance was already enough to laugh at Xiangjiang, and he was frantically sought after and interviewed by the financial media, which really made him feel high-spirited.

It's a pity that this kind of scenery only lasted for one day, because today, that is, Tuesday, Gu Kun's investment results were finally discovered by the media, so soon no one cared about Boss Kong, and instead flocked to interview Gu Kun.

Gu Kun was holding Lin Ying in his arms and surrounded by bodyguards far behind him, but he was blocked by people from the financial media at the elevator entrance to the presidential suite of the Peninsula Hotel.

"Gu Sheng, I heard that you have earned a full 4 billion Hong Kong dollars from your investment this time, which is three or four times more than the second place in the city, is this true?"

"Do you have anything to say about your success? You have always appeared as a world superstar and a big player in the entertainment industry, why do you have such a deep understanding of foreign exchange investment?"

"Are you the main trader in this Thai baht crisis?

A series of questions frightened Lin Ying, and she shrank beside Gu Kun in a hurry, not daring to speak out like a kitten.

Gu Kun cleared his throat: "Don't believe the rumors, I don't want to say much about the amount of profits, and it's not all my money, some of it is just an investment on behalf of the Lan Fang royal family." As for the investment philosophy, there is no stipulation that world superstars cannot understand investment. The ruler is short, and the inch is long.

Because I have seen the long-term development prospects of the cultural and tourism industry of my counterparts in various countries more thoroughly, I feel that the Thai baht has a certain inflated price, and the previous practice of the Thai baht forcibly binding the exchange rate to the US dollar is irresponsible, and it does not reflect its true value, so I should be short. ”

The reporter of "Dagong Bao" came out of the crowd and stretched the microphone to Gu Kun's mouth: "Then may I ask, what data do you use to judge the downward pressure of the Thai baht? Do you think this wave of market has been fully released?" ”

Gu Kun smiled: "How can I say this, investment is risky, I won't make quantitative judgments, it's not rigorous, and it's also suspected of disrupting the market." I can only show you a few simple figures: Thailand's export growth rate was 18% the year before, while last year it was almost zero. But currency exchange rates do not reflect these recessions.

In the same way, last year, Thailand's minimum wage standard was raised by 23% compared with the previous year, and the rise in tourism costs and the decline in the scale of international tourism caused by the rise in labor costs were also unable to be reflected in the exchange rate because of the previous forced binding to the US dollar.

Therefore, now that it has fallen by more than two percent, I think it is reasonable to repay the debts that were forcibly bound to historical debts before. Whether it will fall more, I don't judge, as far as I am concerned, I am a value investor, I just hope to make my share of the innocent and deserved money from the process of the baht reflecting its true value. ”

Gu Kun is very careful with the wording, emphasizing himself as a "value investor" who earns the benefits of real value return.

In this way, we can gradually draw a line with Soros.

After all, not everyone who is bearish on the Thai baht is unscrupulous.

You're really inflated, I think you're going to come back, so buy a little short, it's always reasonable, right?

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