Chapter 634: Investment, Brother Pony's Sense of Crisis (2-in-1)
As soon as the ball game ended, Liu Yun took Zhang Xiaolong and left the Oracle Arena first.
As soon as he got into the car, he made a phone call to Liu Yueru.
"I suddenly thought of a good investment. Liu Yun said straight to the point.
"Which new Internet company are you eyeing again?" asked Liu Yueru with a smile.
"Not an internet company. Liu Yun denied it, "It is a sports brand enterprise." ”
"Sports, similar to Adi and Nike?"
"That's pretty much it. ”
"Your investment experience is getting wider and wider. ”
"I didn't stipulate that the target of Yunyue's investment could only be Internet companies. ”
"Tell me, you see the name of the company. ”
Liu Yun glanced at the Oracle Arena through the car window and said, "This sports brand company is called Under Armour." We can invest appropriately. ”
On the other end of the phone, Liu Yueru silently recited these three words, her face full of doubt.
"I don't think I've heard of this brand. ”
"It's a company that's only been around for 10 years, and it's not a long time for an industrial company. ”
"For sports brands, Adi and Nike almost monopolize most of the market share, and the domestically produced Li Ning and Anta have also gradually grown, do you really think this is a suitable investment opportunity. ”
Liu Yun replied confidently: "Of course, I can even be optimistic that the story of Jordan and Nike will be repeated." ”
The idea of investing in Under Armour came to him when he was watching a game at Oracle Arena.
When he was chatting with the CEO of Google Sergey Brin just now, he talked about the legendary business path of the flying Jordan and the rise of Nike.
History sometimes bears striking parallels, with Adidas and Converse ignoring Jordan, letting Nike sign him and then starting their rise, and now Nike, which has been promoted to a giant company, seems to have made a similar mistake.
They also ignored Curry, who is also a rookie, and did not pay enough attention to the other party in the negotiation of the endorsement contract, and even wrote the wrong name.
Nike's arrogant behavior angered Curry, who turned around and signed directly with Ammad, and even took the other party's equity.
Under Armour, like Nike more than 30 years ago, seized the opportunity and became the new giant of the sports brand.
Zhang Xiaolong, who was on the side, listened to this conversation in its entirety, and after seeing the boss hang up his mobile phone, he said: "Mr. Liu, did you have the idea of investing in a sports brand after watching a ball game?"
Liu Yun didn't deny it, and said: "Almost, I suddenly had such an idea because of this ball game. So it's worth it!"
Sports are inherently competitive, motivating, and have a sunny side, which is very similar to the purpose of Yoyo.
Taking Curry means that Yoyo Mobile does not need to think about a new spokesperson in the next ten years.
This is a guy who can eat all the North American region and the Greater China region.
After that ten years, who will be the new spokesperson, Liu Yun really doesn't want to find Wu XX who is full of skr~skr~, or Cai XX who likes to scratch his head while dribbling, although many domestic mobile phone brands do this.
"Shall we go back to China now?"
"Let's go home. ”
Zhang Xiaolong hesitated for a moment and said: "When I came to the United States, I really wanted to meet Mark Zuckerberg, the founder of Facebook who is the same name as you. ”
Liu Yun shrugged his shoulders calmly and said, "I will definitely have a chance to see it in the future, but not now." ”
A few hours later, the two were on a plane from Los Angeles to Shanghai.
……
In October 2009, China had just celebrated its 60th anniversary, and the whole country was immersed in an atmosphere of joy.
In the past 60 years, the country has completed the transformation from an agricultural country to an industrial powerhouse, and in the computer and information technology revolution, known as the third industrial revolution, these IT companies in China have begun to play an increasingly important role on the world stage.
Today's Youyou, of course, is the leader among Huaxia Internet companies.
They're changing the world in their own way, and they're changing the habits of their users.
Just after the National Day, Youku, a subsidiary of Yoyo, announced that they have won the exclusive online video rights of the next three editions, namely the 2010, 2014, and 2018 World Cup football matches in China.
As soon as this news was announced, it became the focus of discussion on the Internet.
Some netizens said: We finally don't have to endure the relief of the CCTV host's eight-strand style.
Some netizens also commented: The TV at home has not been turned on for a long time, and it would be great if the World Cup could also be watched through the Internet.
Some netizens swore that "Youku shouldn't have to charge, right?" or I'll curse them to become the next Tiansheng!"
In 2007, Tiansheng spent $50 million to buy the exclusive copyright of the Premier League in China, of course, what is more memorable is that it was this company that opened the curtain of live sports broadcasting in China, which also made countless fans beat the keyboard and angrily denounce each other, and said that they would unite to resist this unscrupulous company.
These fans don't look so fanatical, but it's not easy to get them to pay for it, except for buying tickets on the spot, they have already developed the habit of free viewing.
Tiansheng overestimated the spending power of these Premier League fans, and as a result, this all-or-nothing gamble was an unexpected rout, and their paying users have been in a very low state, with serious losses, and declared bankruptcy a few years later.
No matter how much the public complains about CCTV, at least in the broadcast of these major sporting events, free broadcast signals are always available.
In the face of the surging pressure of public opinion, Liu Yun expressed his opinion on his personal Weibo for the first time: Fans, please rest assured, the next three World Cups, whether it is the group stage, the knockout round, or the final, as long as it is broadcast on Youku, as long as you have a Yoyo pass, you can watch it for free.
After this Weibo was issued, it immediately appeared on the hot search.
Many netizens praised Liu Yun's decision: "After all, Yoyo's grade is several times higher than that Tiansheng who has never heard of it." ”
……
A business building in Yanjing.
Brother Pony also got the news from the boiling Internet,
At this moment, he had just finished attending a meeting of a well-known entrepreneur in Yanjing, and he also specially met with Liu Qiaodong from JD.com.
"You've been writing a lot. In a tea room, Brother Xiao Ma and Liu Qiaodong sat opposite each other, and said helplessly, "We are ready to launch Tencent Video next year, but the steps are too fast!"
"First, the hit drama "Snail House" continued to break the click records of online videos, and then successively acquired the copyrights of various film and television programs, and now it has won the hottest sports event - the World Cup football match in such a high profile. Youku's advantages in the video website have become more and more obvious. ”
In Dongge's ears, Brother Xiao Ma was not so much complaining as he was talking. After all, the pressure on the penguins is too great.
Both companies are taking the route of diversification and attacking on multiple fronts.
"Mr. Ma, the pace of Youyou this year is indeed expanding rapidly. Liu Qidong thought for a while and said, "We Jingdong are based on the field of e-commerce, and Yoyo, they only invest in e-commerce and do not intervene, but in addition to e-commerce, they have not let go of everything they can be involved in, and even involve the smartphone industry." ”
"Mr. Liu, there is something more surprising to you. Brother Ma smiled and continued, "Youyou and the Chinese Academy of Sciences quietly established a mobile phone chip manufacturing company in Shanghai. ”
"It's a money-burning thing. Liu Qidong was slightly stunned, "The companies that can have the ability to develop this kind of mobile phone chip are all technology companies with deep heritage." ”
The cooperation between the Chinese Academy of Sciences and Youyou does seem to be easy to bluff and very lofty.
But if you want to support such a technical team, you have to keep throwing money at it.
"As long as you have money, what technology patents, the R&D team is not a problem. Xiao Ma said nonchalantly, "Many Chinese companies spend money on technology overseas to achieve corner overtaking." ”
"That's right, Yoyo is not short of money. You see their annual profitability, even in R&D chips are so high. ”
"They invest about one billion dollars in R&D every year. ”
"So much? They have a lot of money. ”
"They have the financial strength, but they also have a lot of debt. No, I just borrowed 5 billion from the bank last year and promised to pay it off in full within 3 years. ”
Liu Qidong was a little puzzled and said: "With the current speed of expansion and money burning, the 5 billion loan plus interest is not so easy to repay." Even though...... , Yoyo has a new cash cow, just like in World of Warcraft, and the pressure is also high. ”
"No, they have a chance!" Little Pony clenched his fists in some anger, with a hint of remorse in his tone.
"Mr. Ma, I don't understand what you mean?" Liu Qidong found that the little brother in front of him suddenly had a little arrogant mood.
At this moment, Xiao Ma Ge showed his strategic vision as an Internet boss and said: "Maybe in the game market, we Tencent will always be pressed by Youyou." ”
"What do you mean?" Liu Qidong has little interest in online games, and he has not paid attention to the situation of the Chinese game market.
The online games he can name are nothing more than "World of Warcraft" and "Fantasy Journey to the West".
"Since the beginning of this year, Yoyo has been promoting a game called League of Legends on a large scale across the country. ”
"Is this game amazing?"
"It has officially landed in North America, and it will be officially open beta in China this month. In my judgment, it is very likely to replace the king of World of Warcraft!"
"Is that an exaggeration?"
"The game was developed and produced by Riot Studios, a company with core employees who were the backbone of former Blizzard. Since its launch in North America, it can be said to be very popular, and it can even be said to have led a huge revolution in the online game industry. ”
"Revolution in online gaming?"
"Yes, I have a hunch that this competitive online game will replace the original RPG online game and become the mainstream of this industry. Its revolution in online games may be more far-reaching than "World of Warcraft" 5 years ago. ”
Brother Xiao Ma felt a little dry mouth, took a sip of tea, and continued: "I have analyzed that Yoyo organized a large-scale game competition not long ago, which is actually foreshadowing for "League of Legends". I believe that by next year, Yoyo will inevitably launch the "League of Legends" series of game competitions, and the scope may not only be in China, but may be promoted to Asia, and even the world. ”
If Liu Yun was here, he would definitely open his mouth wide in surprise when he heard Xiao Ma's analysis.
This guy's analysis is so precise that he has calculated almost every step of his way.
This is why in the previous life, Tencent was able to stand out from many Internet companies and achieve an indestructible game empire.
"I was too careless!" Xiao Ma tapped on the table in annoyance, "Riot Studio was acquired by a company called Yunyue Investment, and I didn't think anything of it at first. Later, it was discovered that the owner of this investment company turned out to be Liu Yun. ”
Liu Qidong said abruptly: "In other words, Yoyo won the agency of "League of Legends", which is just a trick for Mr. Liu to change his left hand for his right hand. ”
Brother Xiao Ma showed a trace of memory: "Around the same time as Tencent and Shanda competed for the agency of "Aion", Liu Yun quietly took Riot Studios. When Tencent was also preparing to go to North America to acquire those potential studios, we found that it was a step late. That kid is always ahead of me. ”
"But they are not deeply involved in e-commerce. ”
Brother Xiao Ma sighed slightly, changed his words, and said: "Mr. Liu's Jingdong has also had a very good momentum recently, and the speed of business expansion is very gratifying. ”
Liu Qidong said with some pride: "Thanks to the generous injection of capital by Mr. Liu and Mr. Ma, Jingdong used to develop slowly and there was not enough money."
Now that I have a large amount of money, I can't go on the high-speed channel, that is, I Liu is not capable enough and has failed to live up to the trust of the two bosses. ”
Brother Xiao Ma said with a smile: "Mr. Liu, the last financing brought not only funds, but also the best promotion channels, so it is normal to have such a growth rate." ”
Liu Qidong showed a hint of admiration and said: "At the beginning, Mr. Liu pulled Mr. Ma and you to invest in JD.com, but I didn't expect this scene. After all, you're competitors. ”
Brother Pony said with some self-deprecation: "Maybe you think we are competitors, but in the eyes of others, I may just be a chess piece that can be used." ”
Liu Qidong smiled awkwardly, these two people are their own investors, and silence is the best answer.
"Mr. Liu, Liu Yun has great ambitions. Brother Xiao Ma lifted his frame and said seriously, "When one day, Yoyo is dominant in many businesses and is strong enough, he can't guarantee that he won't have thoughts about JD.com." ”