Chapter 249 Netflix Listing (Part II)

……

Second question, do you think the U.S. economy can get out of the trough this year?"

"No! Moreover, I don't think the U.S. economy has really reached the bottom after the NASDAQ crisis!" Guo Shouyun said.

"You mean that the Nasdaq and Dow Jones will continue to fall?"

"If I answer you this question, you won't have a chance to ask a third question. So, are you sure you want to know my answer?" said Guo Shouyun with a smile.

"Can't you answer me one more question?" said Jack Braverman.

Looking at his expectant eyes, Guo Shouyun said indifferently: "If you want to become a successful investor, you should understand that you can't easily repent of what you have decided. Otherwise, you won't achieve much in this high-stakes business!"

Jack Braverman's body shook, and after taking a deep breath, "Thank you for teaching. Now my third question is: If you had to choose one company to invest in, which one would it be?"

"Berkshire Hathaway!"

Guo Shouyun said without hesitation.

"Why not LinkedIn, Google, Kuo, or any of your other companies?"

"Because you're talking about investing, and from an investment perspective, I'd choose companies that can beat the market and make consistent long-term returns! ”

"Are you a value investor?"

"If you look at it purely from an investment point of view... Yes!"

"But judging from your operation of the Thunder Fund, you are clearly an opportunist!"

Guo Shouyun smiled, "When the opportunity comes, I don't mind taking a risk. But before I do that, I must know two things: first, what is the maximum loss I can afford to lose, and second, what is the expected profit that I desire to get?

"Taught!"

After a half-thought, Jack Braverman nodded.

"What's the name of your hedge fund?" Guo Shouyun asked.

"The Braverman Fund currently has an initial funding of $450,000, but I'm sure I can be a successful investor like you!" says Jack Braverman confidently.

Guo Shouyun nodded, "I hope you can do it." In addition, if you can get your initial capital to achieve a 60% after-tax increase this year, I can take out 5 million to subscribe for your fund share!"

"Really?"

Jack Braverman was pleasantly surprised.

If Guo Shouyun really invests, then with his reputation and status, the management scale of his fund will definitely achieve explosive growth.

"I never tell a lie about it anymore. ”

"Thank you for your generosity, I'll be seeing you in San Francisco in a year!" Jack Braverman enthused.

"I'm looking forward to your arrival!"

After the two shook hands, Jack Braverman turned away.

"The boss is optimistic about him?"

Michael Moretz asked, looking at the other person's back.

"It's too early to say it's bullish. This guy does have a bit of a lot of fun, though. After a pause, "Alright, let's go ahead." Otherwise, it would be a great pity not to come to the stock market and not to ring the bell!"

Michael Moretz nodded, and the group followed Guo Shouyun and walked to the front. Looking at the Netflix executives who were standing in the most high-profile position of the entire exchange under the leadership of Reid Hastings, receiving cheers, applause and streamers, and the excitement was overflowing, Michael Moretz suddenly turned his head and asked, "Is the boss interested in standing in that position?"

"No one doesn't like the feeling of being noticed and envied by others, and I am the same! However, the criterion for the success of running a business is not necessarily to go public!" Guo Shouyun said with a smile after a little thought.

"You're as wise as ever. But whether you want to or not, when LinkedIn or Google goes public, you'll have to stand there and get the attention of global investors!"

Guo Shouyun nodded, "Why did you suddenly ask this?"

"I have a feeling for a while!" After a pause, Michael Moretz glanced at the big boss next to him, "Do you think that Phoenix Capital is developing too slowly!"

Guo Shouyun said with a strange face: "You also plan to merge?"

"Phoenix Fund acquired ISHARES, and now it is one of the top 20 asset management companies in the United States, Phoenix Trust is a special situation, so it will not be considered for the time being, and Thunder Fund is the world's first in terms of return on investment. Only Phoenix Capital, although it has developed rapidly, has never been able to compare with other brother companies. It is necessary to strengthen itself through mergers and acquisitions. "Michael Moretz is serious.

Hearing this, Guo Shouyun shook his head slightly.

"I really regret telling you about the thunder, and now everyone wants to fight the autumn wind from me!"

Michael Moretz laughed: "At the last regular meeting, you took it upon yourself to balance the financial structure of Phoenix with acquisitions. Phoenix Capital is also a member of Phoenix Company, you can't favor one over the other and only care about Phoenix Fund!"

"Well, who do you have a crush on?"

“IDG！”

“IDG？”

"That's right. They have a lot of assets that I am very optimistic about, especially the international investment channels built by IDG, which is currently lacking in Phoenix Capital. By winning IDG's investment business, Phoenix Capital's tentacles will be able to penetrate into fast-growing emerging markets such as China, Vietnam, South Korea, and India. ”

"You're only planning to buy IDG's investment business?"

"Of course, Phoenix Capital is a private equity investment firm and is not interested in IDG's media business and information consulting business!" confirmed Michael Moretz.

Guo Shouyun nodded, if it was only IDG's investment business, the price of the acquisition would not be large.

"I agreed. But you'd better do your research before you do it!"

"Of course!"

"And. Try to put the acquisition in the last quarter of the year. ”

Thinking of Guo's expansion strategy for Pan Pacific Energy Group, Michael Moretz nodded. But what he didn't expect was that Guo Shouyun was not just thinking about the expansion of the Pan Pacific Energy Group, but about the once-in-a-lifetime opportunity of 9/11.

This is an even more rare opportunity than the Argentine financial crisis. Moreover, he has been long gold all along, and it is also to get this opportunity and avoid arousing suspicion because of it.

The two chatted while watching Netflix go public. After the bell rang time, Netflix's stock price soared as expected, rushing to $31.8 amid enthusiastic cheers. Based on Netflix's 100 million outstanding share capital, the nascent internet company has generated a market capitalization of $3.18 billion. Of course, this is not the final market value of Netflix, Guo Shouyun knows that Netflix, which has a clear profit model and sufficient profit support, will be more favored by capital in the Internet market. Of course, exaggerated price-to-earnings ratios and market capitalizations like those that preceded the Nasdaq crisis are almost impossible.

"Bruce, Mr. Moretz, congratulations. You've invested in a good company!" Stephen Bryan, who had always focused on Guo Shouyun, walked over and said.

"Thank you. I believe Goldman Sachs has also made a lot of money!" Guo Shouyun said.

"Several, why don't we go together. The Netflix feast is about to begin!" Bob Cunningham walked over and said.

A financier with unlimited potential like Guo Shouyun, as a representative of Merrill Lynch, will never look at Goldman Sachs, as a competitor, to gain an advantage.

Stephen Bryan frowned, this guy next to him is really annoying. Originally, he planned to see if he could find out from the chat whether Guo Shouyun's tone about the expansion of the Pan Pacific Group and the Enron strategy was discussed. But now with the addition of a Bob Cunningham, apparently the plan is not working.

After his gaze quickly swept over the faces of the two, Guo Shouyun smiled and nodded.

"It's an honor to be with both of you!

"Please!"

The Netflix luncheon takes place in the ballroom of the Hilton Hotel, not far from here, and it takes less than 15 minutes by car.

Of course, the Western-style lunch is not the form of everyone sitting in rows and table after table in China, but an open buffet, and you can take what you want to eat. Of course, there are tables on the side, but the seats are not fixed, so anyone can sit down and chat freely. Of course, the main line of the banquet is to expand your own network.

Stephen Bryan and Bob Cunningham, who came with Guo Shouyun, naturally sat with him. With Wendy, four people occupy a table. As for Michael Moretz, a rare opportunity like this, he would have gone to raise funds for Phoenix Capital a long time ago.

"What is Mr. Guo's view on the capital market trend in the second half of the year?" asked Bob Cunningham.

"Capital market?" Guo Shouyun smiled, "Merrill Lynch and Goldman Sachs have gathered the top analysts in the United States, and I believe that their judgment on the future of the capital market is definitely much more detailed and clear than mine." So, you're asking the wrong person this question. ”

"The truth is often in the hands of a few, and Mr. Guo is one of those few. Moreover, your operation in the capital market, especially precious metal futures, in the first half of the year has been a good illustration of this!"

"Bruce, we've all been friends for a long time. I don't think you will refuse to answer even this simple question!" Stephen Bryan, who was also curious about Guo Shouyun's answer, quickly chose to side with his former opponent.

Glancing at him, Guo Shouyun shrugged his shoulders, "Okay, since you want to know, then I'll briefly talk about my opinion." … Of course, I won't talk about too much data, because whether it's Goldman Sachs or Merrill Lynch, the data must be more detailed than I have here. After a pause, "According to the U.S. economic data released by the Federal Reserve for the second quarter, our GDP totaled $10.20 trillion, and the growth rate slipped from 1.3% in the first quarter to 0.2%! All major economic indices such as domestic consumption, non-resident investment, and exports of goods and services fell." ”