Chapter 267: Thunder Mid-Year Meeting (Part I)

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"Send a letter to the telecom giants in the United States and even Europe to see if any of them are interested in Southern Telecom, and then ask for their offer, and sell it if it is suitable!" Guo Shouyun said after thinking about it.

Although he wants to wait until the telecom market improves, Southern Telecom's assets are too large and it takes too much effort to integrate. Therefore, if he can get rid of it earlier, Guo Shouyun doesn't mind making less money.

"Yes!"

"How's the strike going?"

"The unions feel that a 5% wage increase is too low, and they want us to raise it by 20%!"

"20%? they're going to open their mouths!" he snorted, "and let people put out the news and say that we have raised our wages, and that the union's asking price is too high to prevent the matter from being resolved." In addition, we will formally recruit workers from outside the country, and we will not be afraid that they will not comply!"

"Boss, the workers are more emotional right now. If we take coercive measures, in case of an accident...?"

Guo Shouyun also knows that Jonathan Weil's concerns are not unfounded. There are too many possibilities for mass events to break out. Especially when these guys are encouraged by someone with a heart, their brains are hot and they can do anything. Therefore, it is also necessary to take precautions in advance.

In this way, the previous decision remains unchanged. Plus, you get the Buffalo police to increase their presence to keep the factory safe, and spend some money if necessary. Also, find a few old workers from the factory who are familiar with the situation, and ask them to find those who are easy to persuade for us, and then have Steve organize a few secret teams from the personnel of the headquarters to divide the workers from the inside with higher wages. … Don't let anyone from the former New York Gas Company know about this action!"

"Understood!"

"Okay, is there anything else? If it's okay, let's stop here for today!"

"Boss, is the company's merger and acquisition action still continuing?"

"Let's stop for a moment. When will it continue, wait for me to inform!" After thinking for a while, Guo Shouyun said.

It was now approaching the end of July, and a little more than a month was the opportunity he had been waiting for. Now is also the time to start fundraising.

"I'm fine!"

Nodding and saying goodbye, Guo Shouyun hung up the phone.

After standing up and stretching, he sighed with relief as he looked at the beautiful scenery outside the window. With the end of California's energy crisis, most of the pressure on his heart has finally been lifted. On the added side, he finally won bets against Goldman Sachs, Morgan, Citigroup and Bank of America.

"So far, the Hound Project has completely failed! However, judging from the clues collected so far, Oliver Balin seems to have made a new move!"

Thinking of this, Guo Shouyun's brows unconsciously furrowed again.

"No matter what, the soldiers will block the water and cover the earth, as long as I have sufficient cash flow in my hands, no matter what kind of conspiracy they use, I can be invincible!"

"Knock...!"

There was a sudden knock on the door.

"Come in!"

"Boss, they're coming!"

Wendy pushed the door open and entered.

"Okay, I'll go down right away!"

Nodding, Guo Shouyun took some information from the table, and turned around and went downstairs accompanied by Wendy. After passing through the long corridor, we came to the small conference room inside the 'Shanglin Garden' manor in New York.

"Boss, boss!"

When they saw him come in, all the people who were waiting in it stood up.

nodded, strode to the middle of the crowd, and quickly swept his eyes over Zhang Shaoling, who represented Solomon's group, John Lu Simi, who represented the centaur group, Qin Zhicheng, who represented the unicorn group, and Michael Barry, who represented Sun Zi Capital, and the core members behind them, Guo Shouyun waved his hand.

"Let's all sit down... Today is the most gathering time for our Thunder Fund! And the reason why I brought you all here this time is not only to let you know each other, but also to let you all know about our company's performance in the past six months, as well as the focus of work in the next six months!"

After a pause, "I'm done, do you have anything to say?"

After several people looked at each other, Qin Zhicheng raised his right hand, "Boss, how long is today's meeting?"

"What's going on?"

"Enron has defaulted on a 2B grade bond, and I'm still waiting to go to AIG's financial products department to collect the money later!" Qin Zhicheng said with a smile.

"Don't worry, it won't delay you in making money! Okay, who else has anything to say?"

This time no one raised their hand again.

"In that case, let's get down to business! Michael, how about you start first?"

Meeting Guo Shouyun's eyes, under the gaze of the rest of the people around him, Michael Barry nodded.

Strictly speaking, although 80% of the shares of his descendants are in the hands of the Thunder Fund, it is not the core department of the Thunder Fund. However, since Guo Shouyun invited him to attend the mid-year summary meeting, Michael Barry did not refuse. In fact, he was also quite curious about how much money the miraculous Thunder Fund had made from the outside world.

"Since the establishment of Sun Gen Capital, the company has a capital under management of 378 million US dollars, a capital appreciation rate of 56.3 percent, and a total value of assets under management of 597 million US dollars! The main investment direction is in the stock market, and there are currently 13 stocks in the portfolio of Sun Zi Capital, and there are 4 heavy stocks, namely ARM, Qualcomm, Starbucks and Oracle! In the second half of the year, it will be adjusted according to the fundamentals of each company, but the entire portfolio will not change much. … I'm done!"

Guo Shouyun nodded. For Descendants Capital, when he first acquired it, he promised that he would not interfere with Michael Barry's business as long as he did not incur significant losses. And now, of course, too. Still, as the boss he can suggest!

"I've looked at your portfolio, and it's generally healthy, but I suggest you keep an eye on Moody's and Pixar, which I think have better returns than Qualcomm and Starbucks!"

"When I get back, I'll look into it. ”

Then, Guo Shouyun's eyes turned to John Lu Simi.

"John, next up is your centaur group!"

The latter nodded, "The Centaur team has a total of $437 million under management since its inception, and its current portfolio is one stock of Central American beverages, 17 bonds of Argentina, Uruguay and Chile, a short position in the Argentine peso, and a short position in the Argentine Stock Market 100 Index. These three investments currently account for 11%, 47%, 23% and 19% of Centaur AUM, respectively, and the portfolio has grown by 347.43%. ”

Speaking of this, John Lu Simi's eyes when he looked at Guo Shouyun revealed a trace of complex and stronger admiration.

Because, the profitability of the portfolio formulated by Guo Shouyun is more than three times the profitability of the portfolio he formulated himself.

There is no superiority without comparison, and this time John Lusmie is completely convinced.

"Now, the Argentine financial crisis still shows no sign of ending, so the main investment direction of our centaur group in the second half of the year is still bearish on the Argentine financial market!"

Guo Shouyun nodded, "It is true that the Argentine financial crisis is far from over, but for the financial community, this is no longer a secret that is difficult to judge. It is a well-known fact that the space for making excess profits is compressed. Therefore, it is possible to make money by continuing to be bearish on the Argentine market, but it is impossible to imagine that it will be several times as profitable as before!"

"What do you mean...?"

"Sell all your short positions, I need you to have all the funds in place by August 1st. ”

John Luxmi's eyes twinkled, "Do you have a new investment plan?"

"Of course!"

After answering, Guo Shouyun did not explain further, but turned his gaze to Qin Zhicheng on the side.

"Lao Qin, it's your turn!"

The latter nodded, "At present, the unicorn group has a total of $937 million in funds under management, and its assets are mainly divided into two parts: one is to hold a short position of $8.12 billion in Enron stock under 5 times margin leverage. The second is the $11.2 billion CDS bonds of Worldcom, Arthur Andersen, Enron, Tyco International and Alfedeya!"

Others who didn't know about the 'unicorn' group's portfolio, especially John Lust and Michael Barry, and their members looked surprised. Because the leverage it uses is so amazing! With less than a billion dollars, it leveraged nearly 20 billion dollars in assets!

In contrast, Zhang Shaoling's mentality is more stable. Although the Solomon department he oversaw did not use as much leverage in gold futures as that of unicorns, the funds operated by the traders were indeed several times or even more than ten times that of them.

"What is Enron's stock price now?" asked Guo Shouyun.

"$28.7 per share!"

After thinking for a while, Guo Shouyun continued: "Sell all the short positions in our hands!"

"Boss, Enron's stock price still has room to fall further, is it any longer?"

Even if Enron's stock price can still fall, the space is limited. Instead of wasting time earning this last 'dollar', it is better to invest the money in more profitable projects!" Guo Shouyun shook his head and said.

"Yes!"

"Shaoling, it's your turn!"

Zhang Shaoling nodded and took out the prepared materials, his eyes quickly swept over everyone, and said in a deep voice: "Since its establishment, the Solomon team has been making positions in gold futures. So far, it has managed a total of $9.37 billion in customer funds and a cumulative pre-tax profit of $14.23 billion!"

"Wow...!"

As soon as Zhang Shaoling's pre-tax profit came out, it quickly caused an exclamation in the entire conference room.

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