Chapter 267: Increase in holdings (1/4)
"We tried to contact a few companies, the price is generally relatively high, I think it is better for you to talk to them in person, Apple's stock price has risen in the past six months, the premium of 30% to 35% is enough to attract them to sell, theoretically Apple's board of directors simply can't get enough votes against it, and it is more expensive to forcibly remove those independent directors who oppose you, so it is better to divide them directly from the inside and kick out the core people first.
However, I know that you have an extraordinary obsession with Apple, and increasing your stake should be something you planned, right, I have a rough idea of Apple's next development direction, and in fact, I am more optimistic about the company's development prospects. ”
Mr. McCord is a smart person, maybe not as long-term as Ye Dongqing, but he can manage the freshwater investment group in an orderly manner, which is enough, development strategy planning or something is Ye Dongqing's consideration, he just wants a company with internal stability and managers who unconditionally follow their wishes.
At the beginning, Ms. Vigo was obviously a little worse, just achieved a little bit and began to be half-hearted, I heard that the fund company she founded with others did not succeed, lost a lot of money, I believe she has begun to regret her original choice, gave up a stable and high-paying job, and failed to start a business, it is not easy to find a suitable job at her age, and she is still a woman.
It is not uncommon to hear people say that women's rights have risen to new heights in the 21st century, but that height is only relative to their previous status, especially in the financial sector, and it is still male employees who are more popular.
Ye Dongqing acquiesced to these words, and did not intend to defend anything, he was ready to make a fuss through this dispute, and then launch a new round of forced acquisitions again, until the shareholding exceeds 51%, until the shareholding exceeds 51%, at that time, no one in the company can challenge his authority, and he can also get more when he makes money, which is a kind of high-growth asset that is more suitable for long-term holding, and getting rid of those independent directors is just a matter of convenience.
He and them are at different heights, probably the difference between a wage earner and a boss, there is no need to really make a big deal about it, as a businessman, the starting point of doing things and thinking about problems is mainly interests.
He said to Mr. McCord, "If you're right, why should I talk to them personally?"
"The small and medium-sized shareholders who now hold Apple's shares are those who are more optimistic about Apple's prospects, if they are not optimistic, they have been bought by us last time, you can talk to them about the conflict with the board of directors, create the illusion that Apple will cause turmoil because of the power struggle, and express the impulse, so that those people feel that they can take the opportunity to make a profit on the basis of your offer, so that the probability of successful buying is higher, at least better than the people under them to negotiate." ”
Mr. McCord added, "Waiting until others hear about this and then having the rest of the company talk to them should do a good job." ”
"Well, give me a list, and I'll take the time to talk to them personally, preferably the kind of investment firm that is right here in New York. Ye Dongqing readily agreed.
"Okay, it is estimated that this SoftBank Group will not work, even the most professional venture capital company, there is only about a 10% probability of not losing money, the goal of successfully making money through investment is less than 3 percent, and the probability of investing in super potential stocks such as Google and Amazon at the beginning is even less than 1 percent, you should know how many Internet startups there are in the world.
According to my understanding, Masayoshi Son has earned ten times the original investment amount by investing in Alibaba, and this company has just begun to develop, and has achieved good results, even I am optimistic about its market potential, how can a venture capital predator like him not see, the more we contact him, the more unlikely it is for Masayoshi Son to sell to us, unless he is given a high price that he can't refuse, it may have to be about double the premium, which is not cost-effective. ”
Venture capital is not so easy to do, except for Ye Dongqing, no one knows what the future world will be like, and no one can be sure which company will become popular in the future, so in the case of no shortage of money, venture capitalists like to hold on tightly after investing in a good company, and will not consider changing hands until all the potential is squeezed out.
"Then forget it, I'm talking to the founder of Alibaba Group about a new round of financing, don't just stare at SoftBank Group, and there is also MIH Group, I don't seem to see the negotiation record with it, is it possible to get more Tencent shares from them at a premium?"
These are the key matters that Ye Dongqing is concerned about, Mr. McCord has been staring at it personally, and told with a smile: "We are still talking, but it should be successful, but unfortunately the price will be very expensive, they are much easier to deal with than Son Masayoshi, you know, I am naturally shrewd, and I almost won the United States economically." ”
"How much will it cost?"
"It's a premium of between 30 and 35 percent on the basis of a valuation of $400 million, and I'm still talking to the people of the MIH Group, who just changed their CEO, and it doesn't seem like they're going to pay attention to the Internet industry, and they're in their fifties. McCord pointed to his head: "The concept is more old, more important to the immediate interests, and the chips we give are quite considerable." ”
The valuation of $400 million means that since Ye Dongqing invested in Tencent Group last year, its valuation has nearly doubled, and the growth rate is considerable.
For the time being, there is no intention to let this company go public, in his opinion, most of the first IPO will be Facebook, but before the situation comes to the point of necessity, there is still no idea of listing these companies prematurely, Tencent is short of money, Ye Dongqing would rather give low-interest loans than let him go public, the current market value is only so little, dilute the shares early, and there will definitely be a big loss in the future.
According to Poni, the co-founders around him have different views on this matter, and the MIH Group also hopes to go public as soon as possible, but because the loan has been received, it has been temporarily suppressed by him, and the two just communicated by phone yesterday.
"This number is not bad, times are changing, I don't know when we will become old antiques in other people's mouths, or we should continue to learn and keep up with the times."
I forgot to tell you something, the next thing is to buy two helicopters in the name of Freshwater Investment Group, and build a tall building, help me ask Mayor Bloomberg where he is, I want to make an appointment to meet him today, and now go and help me choose a good piece of land with a relatively large area, preferably on this side of Midtown, or near Central Park......"