Chapter 913: Looking, Hearing, and Asking
The New Year is getting closer and closer, and Li Yadong is definitely going to rush back to the capital for the New Year, so he is destined to not be able to stay in the magic capital for a long time, but before leaving, there are still a few things to deal with.
On the day of meeting Xiong Xiaoge, I don't know if the sky is beautiful or not, and the magic capital has snowflakes, which makes many people feel excited, such as Jack and Gong Ling, who have lived in Hong Kong since childhood, and they have only seen a handful of snowflakes in their lives.
But for the Qi brothers, including people like Li Yadong who live in the north, it is really not rare, and even boring.
When traveling in snow, there is a white expanse everywhere, and the road is wet and slippery, which is inconvenient.
The meeting place is a mutton hot pot restaurant, in the cold winter wax moon, snowflakes fluttering, nothing can beat a hot pot.
Li Yadong is fond of this, and in his opinion, hot pot is the culmination of Chinese cuisine - everything can be cooked, and it is easy to turn complexity into a unique taste.
It's a pity that the types of hot pot in this era are far less diverse than twenty years later, and the four-hot pot has not swept the world.
If someone invites a guest to dinner and says that they go out to eat mutton shabu together, it is definitely a face-saving thing.
Let's not mention anything else, let's just make the mutton into a hollow roll shape and pile it up in a beautiful porcelain plate, which looks very high-end and atmospheric.
Therefore, business talks, conducted in shabu mutton hot pot restaurants, are not inconsistent at all in this era, and are even very popular.
The box was booked by Jack, he has lived in the magic capital for a few years, and he is already half a local pass, and the business in the store is very hot, and the taste should be good, but the only drawback is that the boss is more tendonous.
Looking at the 8 plates of mutton shabu neatly placed on the table, Li Yadong couldn't help but feel a little dizzy - faint mutton.
Do you dare to add something else to the menu?
Speaking of mutton shabu, is there really only one dish of mutton shabu?
It's hard to do business with such a tendon.
"Drink?" Li Yadong smiled lightly and looked at the slightly chubby young man opposite.
He was wearing a down jacket, and he didn't take it off when he entered the box, he seemed to be very afraid of the cold, and his appearance was not handsome, but he was very attractive, but he didn't have any special temperament, and people on the street would never think that he was such an ordinary young man, but he was the first venture capital manager in China.
"Drink some, then, but I'm not strong enough to drink. Xiong Xiaoge also smiled and replied, very communicative.
Li Yadong nodded, and asked Jack to go back to the car and get a bottle of Moutai - it's not that he looks down on this store, there must be no authentic Feitian Moutai here. As for other wines, Li Yadong doesn't like to drink them.
It's not picking, it's being afraid.
Let's take a very simple example, everyone will understand, "Qinchi Wine", I don't know how many people still remember it after 20 years, it is this little-known brand that has won the standard king of CCTV for two consecutive years.
In the current liquor industry, the momentum is unparalleled for a while, and even Moutai has to stand aside.
If anyone can bring out a bottle of Qinchi wine on the table of the Chinese New Year's Eve dinner, then this year will be considered decent, and the blessings of relatives and friends will be more than in previous years.
However, it was this domineering liquor brand that smashed the CCTV standard king at a high price of hundreds of millions of yuan a year, but two years later, it was exposed by the media to a blending wine scandal......
Therefore, in this era of savage growth, even a diamond-level brand that is guaranteed by CCTV and broadcasts advertisements 5 seconds before the news broadcast is unreliable.
There were only three people in the group, although the Qi brothers came, they did not enter the box, and when outsiders were there, they always paid attention to their identities.
Although there are not many people, the atmosphere is harmonious with mutton and wine.
"What does Mr. Xiong think of the current domestic venture capital market?"
Xiong Xiaoge's name Li Yadong has also been famous for a long time, he only knows that he is a cattle man, and he has successfully invested in many enterprises, but there is no measure of how good it is.
"The bamboo shoots are buried in the soil, and they accumulate thick and thin. ”
"Oh?" Li Yadong's eyes couldn't help but light up, and said, "I want to hear about it." ”
"Li Dong's eyes are like torches, how can he not see this situation clearly?" Xiong Xiaoge said with a smile, "At present, China's private enterprises are springing up like mushrooms after a rain, and their scale and rapid development are rare. Of course, not all of these bamboo shoots will survive, some will inevitably die in the soil, and some will be poached by diners. But if the bamboo shoots break through the shackles of the soil, the growth will be quite gratifying. ”
He paused when he said this, and after glancing at Li Yadong, the smile on his face was very strong, "The key is that the base is large! Even if only one of the 10,000 spring bamboo shoots can grow into bamboo, then the business opportunities in this market in China are almost endless." ”
Li Yadong nodded thoughtfully, then smiled, and said, "Ask a question that may be taboo, of course, if Mr. Xiong doesn't want to answer, he doesn't have to answer." As you just said, since there are so many bamboo shoots, how should you judge which bamboo shoot will eventually grow into bamboo?"
"There's nothing taboo about that. Xiong Xiaoge smiled and waved his hand: "People who do venture capital have their own set of risk assessment methods, which are applicable to me, and they are not necessarily applicable to others, and my method is very simple, just four words - look and hear and ask." ”
"Four diagnoses of traditional Chinese medicine?" Li Yadong was dumbfounded.
"Yes. Xiong Xiaoge nodded with a smile and said, "Don't you think that doing venture capital to evaluate a company is actually very similar to treating people with traditional Chinese medicine?"
Li Yadong brushed it in his mind as he said, don't say it, it's really similar.
"What is 'hope'?"
"When Chinese medicine talks about 'hope', it is to look at its complexion. My 'hope' is to see if it grows, whether the nourishment is sufficient, and whether the foundation is strong. ”
Li Yadong nodded subconsciously and asked, "What is 'smell'?"
"When Chinese medicine talks about 'smelling', it is to smell its sound. And my 'smell' is to hear its reputation, whether it is recognized by the industry, and whether it is welcomed by the market. ”
"So what does it mean to ask?"
"When Chinese medicine talks about 'asking', it is to ask about the symptoms. My 'question' is to ask whether the ideal and goal are long-term and whether the plan is pragmatic. ”
"The last one, what is 'cut'?"
"In traditional Chinese medicine, we talk about 'cutting', which is to cut the pulse. And my 'cut' is to check its health, whether the report is true, and whether the data is good. ”
Li Yadong smiled, laughing, "What a look!"
It is said that as soon as an expert makes a move, he will know if there is one. At the beginning of the communication with Xiong Xiaoge, I knew that he was indeed a rare talent.
His so-called "looking, hearing, and asking" made Jack, who is not deeply involved in Chinese culture, confused, but Li Yadong understood everything.
It seems to be very mysterious, and it even feels a little unreliable, but it is actually very particular and practical.
If you follow this set of methods to study a company, first inquire about its details, find out its background, and then through the feedback of the industry and the market, to find out its audience, and then find the person in charge of the enterprise to talk about ideals, to see if he has a pragmatic and grand blueprint in mind, and finally comprehensively investigate the company's financial statements and various operating data, to find out its real business conditions.
Then, for a person with vision, the trend of this company in a certain period of time in the future may be able to speculate.
Sure enough, there is no vanity under the fame. Li Yadong thought to himself, this person is going to be decided.