Chapter 247: Netflix Goes Public (Part I)
Chapter 247 Netflix Listing (I)
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"Wendy, did you see the 'Brazilian Energy Market Survey Report' that I annotated yesterday?"
Guo Shouyun asked, flipping through the mountains of documents piled up on the table. In recent days, around Rebecca Mark's million-word report, Guo Shouyun has gathered more information to find out the feasibility of that report. Therefore, the documents piled up in Guo Shouyun's study are now comparable to the archives of a small company.
In most cases, it was Wendy who helped sort out the documents, so she was naturally much faster than Guo Shouyun to find them.
"I've already put you in the second cabinet, the third compartment in the special folder for the field of electricity distribution in Brazil. ”
Guo Shouyun, who answered, turned around and wanted to get it. But before he could take a step, he was stopped by Wendy.
"Boss, you're going to NASDAQ this morning and attend a Netflix reception in the afternoon, have you forgotten?"
Guo Shouyun, who suddenly remembered it, patted his forehead with a wry smile and sighed: "I really forgot." Alas, these days I've been busy researching a solution to the 'Enron dilemma'!"
Half a month has passed since the decision was made to work overtime with Jonathan Weil and William Chang. In the past half a month, except for occasionally returning to the UK to accompany Molly Bevan for prenatal checkups, he spent most of his time at the headquarters of Phoenix Company to study the 'Zheng Guoqu' project with everyone. For this reason, he turned down many unnecessary invitations from the outside world. But Netflix's invitation could not be pushed, after all, the company's listing is a major event, and his Phoenix Capital Fund No. 1 also holds nearly one-fifth of Netflix's shares, making it the company's second largest shareholder. In order to maintain a good cooperative relationship in the future, he must also attend this invitation.
"You've been so busy these days. It's a good time to take a break!" Wendy said.
Guo Shouyun nodded, "What time is it?"
"It's nine o'clock!"
"Let's go. Take a helicopter over so you don't be late!"
"It's ready for you!"
Guo Shouyun nodded, buttoned the notebook, put it in the briefcase, and walked towards the door. Although he can take a break today, he doesn't want to waste all his time socializing.
Wendy, who was carrying a briefcase, also hurriedly followed.
"Boss, this is the official price of London spot gold that I just got from Zhang!" After getting on the plane, Wendy took out a document and handed it to Guo Shouyun.
Regarding the news of gold futures and spot, Guo Shouyun reads it every morning and afternoon, which has almost become his habit.
"$278.32 an ounce, which is higher than what we were selling for!"
"In the past week, gold has fluctuated in a narrow range, Zhang speculated that the support below gold is insufficient, and the time for shorting has come!" Wendy said.
Guo Shouyun nodded, gold will naturally pull back after fluctuating at a high level for a period of time. It's just that he's not sure if the time for a pullback has come.
"Let Zhang Shaoling take control of it himself. This time, we entered the market at $266 per ounce. If there is no lower retracement within three days of this price, we will open a position aggressively. If there is a narrow range at this level and it does not change for a week, we will also open a position!"
"What about the high position?"
"$276! If you don't reach this price, stick to your position. Even if the price of gold reaches 275.99, it is the same!" Guo Shouyun said firmly.
Determining the buying and selling prices in advance can greatly avoid the psychological trap of 'short-sighted loss aversion'. Get a positive return that may not be the maximum, but it can definitely be profitable.
Guo Shouyun's answer was not unexpected by Wendy, the two have been together day and night for more than a year, and they have long understood each other's personalities.
"By the way, I just got the message. Kenneth Lee resigned from all his positions at Enron, and now Enron's chairman and CEO are both Jeffrey Jilin!"
Guo Shouyun took the document and looked at it, "This old guy is really much more shrewd than Jeffrey Jilin." Seeing that the situation was not good, he took the initiative to jump ship... By the way, he should have sold out of Enron's shares, right?"
"It's not too clear. However, he is no longer visible in the list of shareholders who hold more than 1 million shares of Enron!"
"Something to be expected. What is Enron's share price right now?"
"$56.23!"
Guo Shouyun was surprised: "I remember that there was still $57.12 at the close of trading yesterday? Why did it fall so much in less than half a day?"
"The key reason is a report published by the Boston 'OS' securities analysis firm about it. According to the report, Enron's operating margin fell from 21.15 percent in 1996 to 6.22 percent in 2000. The profit margin was 2.08 per cent in the fourth quarter of 2000 and fell to less than 1 per cent in the second quarter of 2001. In addition, they believe Enron's second-quarter earnings came from manipulating the California energy crisis and complex transactions with two other affiliates, Marlin No. 2 Trust and Eagle Claw Trust. Enron raised $3.4 billion in debt through the two funds, but that debt was never disclosed in Enron's quarterly and annual reports. ”
Looking at the report handed over by Wendy, Guo Siyu had a happy smile on his face.
"Our long-running news war is finally starting to affect the financial markets!"
Wendy nodded, "OS Securities Analysis is an economic force independent of Wall Street, although they do not have the same worldwide influence as Goldman Sachs and Merrill Lynch, but in the American financial market, because of their relatively objective position, they have a very strong influence among institutional investors such as public funds and pension funds." The most important thing is that their voices have finally made the public opinion circle no longer a voice criticizing us. ”
At the beginning, when Guo Shouyun launched a public opinion war with Enron through LinkedIn News, more than 80% of the financial media in the entire United States were on Enron's side, believing that LinkedIn News lacked the sense of responsibility of journalists, had no factual basis, and was just a tool to act as a private mouthpiece. Do everything possible to undermine the credibility of LinkedIn News. Caught in such a whirlpool of public opinion, although it has won great attention for LinkedIn News, the wind rating is not high.
Now, after months of perseverance, the wind is finally starting to reverse!
"Enron is a leaky boat, although it looks gorgeous, but it can't change the fact that it is about to sink after all!" Guo Shouyun affirmed.
Another benefit of Rebecca Mark's study of the 'Enron Dilemma Solution' is to gain a deeper understanding of the difficulties faced by Enron. If in the past, Enron was judged to collapse only by memory, now Guo Shouyun judges that Enron will collapse 100% through factual evidence.
"In a few months, maybe we won't need any investment, just take the real balance sheet of Enron that we have collected, and we will be able to win Enron for a symbolic price of $1. Wendy was optimistic.
"Maybe, but even if Jeffrey Jilin is willing, I don't want to! $38 billion in debt is too heavy!"
While speaking, the helicopter began to descend, and after coming down the apron on the roof of the exchange where the NASDAQ was located, it took Wendy and the accompanying bodyguards and went down the stairs. As soon as I entered the hall, I felt a wave of heat rushing over my face.
Large, electronic trading screens scroll through the prices, amplitudes and return rates of each stock, with traders in brown bow ties or burgundy ties and black suits talking to each other or holding a few phone calls to talk to employers on the sidelines.
The hustle and bustle reminds people of the vegetable market. In some cases, everything in front of you is no different from a wet market. However, the vegetable market deals in vegetables and fruits, while here the trade is a piece of equity certificates, and it is also an electronic version.
"Call Michael and ask if he's here!"
Wendy nodded, pulled out the phone and called Michael Moretz. The latter, as the CEO of Phoenix Capital, was naturally invited to go public.
"Boss, Michael said they have a quarter of an hour to go!"
"Got it!"
"Bruce...!"
As soon as Guo Shouyun's voice fell, a familiar voice came from not far away.
Subconsciously looked in the direction where the voice came, only to see a man and a woman, with a hint of excitement in their expressions, pushing away the crowd and walking over.
"Keith Paris, why are you here?"
Keith Braischroeder and Paris Kianne, both fiancés and members of Guo Shouyun's Hanshan Villa, of course, are just ordinary members.
"You forget, we're also shareholders in Netflix. Keith Braischroeder said happily as he approached.
Guo Shouyun was stunned. When he was invited to join the Kratos Brotherhood, he refused. But he also told the other party about the investment goal of Netflix.
"So, you've also been invited?" said Guo Shouyun with a smile.
"Although our stake in Netflix can't be compared to yours, 1.47% is not a small amount. Paris Kiani laughed.
"Speaking of which, thank you, Bruce. If it weren't for your reminder, we wouldn't have invested in Netflix. Now, less than a year after the last investment, the net return on investment has exceeded the investment by nearly four times. ”
"If you can make money, you don't have to. Who made us friends!"
"Yes, yes, we are friends, close friends!" said Keith Braischroeder.
Compared with a year ago, the man standing in front of him now has improved much compared to the past, regardless of his status and status. Don't say it's him, it's just that the elders of the family are in front of each other, at most it's just an equal relationship.
"Cloth...!"
"Bruce?"
Keith Braitschroeder was about to continue when he was interrupted by another voice. Turning his head to look at the arrival, he wisely did not continue.
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