Chapter 217: Centaur Fund

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"There's no temptation for me to be in a position. The potential of the business is what I really value. As far as the vast majority of hedge funds in the world are concerned, Mr. Guo's Thunder Fund is the most growth-oriented in my opinion. I hope to be able to join it now, use my wisdom and at the same time use Mr. Guo's talent to bring myself a good income and learn enough experience!"

Looking at the man in front of him with strong desire and confidence in his eyes, Guo Shouyun thought for a moment in his heart, "Thank you, Mr. John, for the importance you attach to Thunder." We are also in great need of talented members like Mr. John. However, considering the reality of the situation, I give you two options: first, enter the Solomon Group and the Unicorn Group under the Thunder as a financial analyst. The former invests in precious metal futures, while the latter invests in bonds and derivatives. Second, you set up a group of your own, and you raise the funds and you are responsible for the specific management. But when I see a big opportunity in need of funding, your group has to cooperate. Of course, this usually happens once or twice a year. ”

The choice given by Guo Shouyun is obviously not a choice. Because it is obviously impossible for John Luxe to continue to be subservient to anyone but Guo Shouyun. After all, he is now in his early forties, and he is already a leading figure on Wall Street.

"I choose the second option"

Guo Shouyun had a smile on his face, and stretched out his right hand to the other party, "Welcome to join Thunder"

"Shouldn't I call the boss now?"

"Casually, I don't really value this"

"Mr. Guo, it seems that you have already made up the idea of this pension in my hand!" At this time, Old Lu Simi said with a wry smile.

"Mr. Lu Simi, John's career has just begun, shouldn't you, as a father, support him with some funds?"

Looking at Guo Shouyun who was smiling, and then looking at his son next to him with longing in his eyes, old Lu Simi said helplessly: "Okay, I'll invest 200 million US dollars." But John, if this money loses more than 20, I will withdraw it from the fund you manage. ”

"Yes, father!" said John Luxie, calm and confident.

Old Lu Simi nodded, he still knew about his son's ability. If it weren't for the fact that he was naturally adventurous and had little interest in iShares, which has low returns on wealth management and asset management, he would certainly not have sold the company to Phoenix Fund.

Of course, entrepreneurship is also a consideration. But before starting his own business, he prefers to intern at a hedge fund. As for why he chose Thunder and nothing else, in addition to the deal between ISHARES and Phoenix, the most important thing is that Thunder's high returns on gold speculation made him curious.

"I, as a father, have given enough support to my son. Shouldn't you, the boss, also support some funds?"

Guo Shouyun knew that with the shrewdness of old Lu Simi, he would not let himself go. Guo Shouyun, who had already made a draft about this, nodded, "I can come up with $100 million in funds." But John, you need to submit an investment plan that will convince me."

John Luxmi nodded, pulling out a thick stack of papers from his briefcase.

"Looks like you're prepared"

"Preparing ahead of time is the key to improving the success of something or planning. John Lust said.

"Mr. Lu Simi, it seems that you have an excellent son"

"Hehe, John is my pride!"

Guo Shouyun nodded and took the information from John Luxmy's hand. Flipping through it, there are eight investment plans printed on the second page. They are long American Beverages, Coca-Cola, Starbucks, Nestle, McDonald's, and short Galician Financial Corporation, Argentine Treasury bonds, and Argentine pesos.

Clearly, John Luxe chose stocks in the food and beverage sector with high gross margins, stable returns, strong brands and channels, and abundant liquidity to hedge risk. Even if he loses money on shorting Argentina, he can make a profit from the rise in the share prices of five food and beverage companies.

"Do you have any information on American drinks?" asked Guo Shouyun.

The Galician Finance Corporation is the largest private bank in Argentina, and Guo Shouyun, who often pays attention to Argentina's internal financial information, is naturally aware of this. But the name Beverage Americas is a bit unfamiliar to him who doesn't often pay attention to the food and beverage industry.

"Yes, page seven is!"

Turning to the seventh page according to what John Lu Simi said, and after carefully reading the first few hundred words, Guo Shouyun's eyes showed a hint of surprise.

He finally knew the origin of the drink in the Americas.

Before his rebirth, there was a very low-key food empire in the global food industry, but it was much larger than Coca-Cola, Nestle, etc. That is the investment giant 3G, which has AB InBev, the world's largest brewer, South Africa's Miller, the second largest brewer, Burger King, food and beverage giants Kraft and Heinz, and coffee giant Tim Horton, with a total revenue of more than $100 billion and a total market value of more than $350 billion!

3G Capital, along with the Brazilian trio of Musketeers Jorge Paul Lehman, Marcel Hermann Telles and Carlos Alcup Toscupira in control of it, has become a highly regarded management guru in the Chinese corporate world after a series of astonishing mergers and acquisitions, as well as an iron-fisted operation of these giants, as well as their personal relationship with investment tycoon Warren Buffett. Guo Shouyun once wrote a post about 3G. Although a long time has passed, he still remembers 3G Capital, as well as the memorable name of Jorge Paolo Lehman.

"It's a pity that I have memories of being born again. Otherwise, if you leave the money to them to manage, you can increase the value quickly!"

Shaking his head slightly, after wiping away this superfluous thought, Guo Shouyun took out a pen from his pocket and smacked it a few times, except for American drinks, Starbucks, McDonald's, Coca-Cola and Nestle were all crossed out by him!

"Concentrate all the funds of these four companies in the Americas and increase the leverage by five times. Short Argentina with eight times more leverage!"

Seeing Guo Shouyun look directly at it and simply flip it over, and change the investment plan he had wasted a few months to make beyond recognition, John Lu Simi's face naturally did not look good. However, his self-cultivation did not make him angry.

"I want to know why?"

The reason is actually very simple, after 911, the U.S. stock market will have a bear market for nearly a year, and it is undoubtedly a loss to go long at this time. And whether it's McDonald's, or KFC, or Starbucks and Nestle, as blue chips, their stock prices are stable and suitable for long-term holding, but they will not have high returns.

In contrast, American Beverages will undoubtedly have a period of rapid growth with his merger with Interblue Brewery, followed by bigger expansions such as the acquisition of Budweiser, which is good for the stock price.

Shorting Argentina to increase leverage is naturally based on his understanding of the Argentine financial crisis.

However, these analyses based on Guo Shouyun's rebirth advantages cannot be said to Lu Simi's father and son. Of course, it's not difficult to explain.

"The reason is very simple, the profitability of your investment plan is too low," Guo Shouyun said indifferently.

"How can you be sure that something hasn't happened yet?"

John Lust apparently did not accept such a statement.

Looking at the stubborn guy frowning in front of him, Guo Shouyun smiled, "John, why don't we make a bet?"

"Bet?"

"That's right, it's half a year. If the half-year return of my investment plan is more than double the return of yours, then I win. On the other hand, if my investment plan returns lower than yours, then I lose!"

"What if you lose, what if you win?" asked John Luxe after nodding.

"If I lose, I'll add $200 million to the investment team you manage. If you lose..."

Old Lu Simi hurriedly waved his hand, "Don't look at me, this is a problem between the two of you, and it has nothing to do with me." ”

Although he tried his best to get rid of the insatiable little bastard on the other side, Guo Shouyun was obviously not the master who gave up so easily.

"Mr. Lu Simi, don't be in a hurry to refuse. I don't ask too much, I just need you to act as an intermediary and introduce me to Mr. Greensfan."

Look at him, and then look at his son, old Lu Simi sighed, "I knew I wouldn't have brought John with me."

"It's too late to regret it now!" After a pause, Guo Shouyun turned to John Lu Simi, "How about it, John." Will you agree to such a gamble?"

"It's okay to gamble. But before I bet, what should I do with the $300 million I managed?"

"Of course it's mine!"

Looking at Guo Shouyun's unyielding eyes, John Lu Simi sighed in his heart. In the end, the other party is the boss, he is the employee.

"One more thing: if you follow my investment plan, you and your group members can only share 1 of them as a bonus. If it's your own investment, you can share 10! Another thing, we're a hedge fund, if you can't get your group's annual revenue above 18, then you don't have a bonus."

Although he wanted to win over the Lu Simi father and son, especially their network. But he was not a philanthropist, and since John Lust intended to work under him, he had to follow his rules.

"I'm sure my group and I will be able to get enough prize money!"

"Very good, I like your self-confidence!" After a pause, "by the way, in the future, your group will be called Centaurs, and externally it will be called the Centaur Fund, and the group's finances will be appointed by the head office, and the rest of the personnel will be recruited by yourself." But it must be approved by the head office!"

John Luxe nodded.

The rest of the time passed quickly in the communication between the two, and finally the three of them talked about some views on the crisis in the Argentine financial community, and then dispersed.