Chapter 627: A Call from Brazil
Chapter 627: A Call from Brazil
……
"It seems that when my confidence is shaken in the future, I should come to you in time to learn from you!" After a pause, "and in terms of housing loans, we will be 'fools' in the eyes of others for a few years!"
"As long as you can make money in the end, even if you are a fool for a few years?... How much do we have now in our hands for CDOs and CDSs?"
"CDOs have reached $65.3 billion, accounting for 18.54% of the total real estate CDOs issued in the United States; CDS has reached $23.73 billion, accounting for 75.84% of the total issuance of CDS in the U.S. real estate category!"
"It seems that we are buying the credit default swap products of real estate subprime loans!" Guo Shouyun said.
"Now that U.S. real estate is in the ascendant and the market is hot, who would 'bet' that U.S. real estate will be finished in five years except for crazy and fools like us!" Stephen Bryan shrugged his shoulders and complained.
"It seems that these two things make you very depressed!" Guo Shouyun said with a smile.
"When you're always being pointed at at a banquet, or even ridiculed in private, no matter how calm your mind is, you can't hold it back!" Stephen Bryan said with a wry smile.
"If you want to grab the most abundant fruit, how can it be smooth sailing. Compared to the weird clouds in the financial market, cynicism is relatively better to bear!" After patting him on the shoulder, "I believe you, as one of the greatest helmsmen in the Wall Street financial industry, some pressure is nothing to you!"
"I don't seem to have much to say now but nod in agreement!" laughs Stephen Bryan.
"It's good if you understand! However, if you really feel depressed, you might as well stay in Huaxia for a while, and you should be able to relax!"
Now that Seymour has acquired the First Bank of Chicago, its strength has grown greatly; Citi is not to be outdone and is actively expanding into emerging Asian markets; after Bank of America acquired Futura Boston, it has begun to secretly contact the world's largest independent credit card issuer, 'Credit Bank,' Washington Mutual Bank is making great strides in real estate mortgage lending; and Wells Fargo, the most conservative of all, is also constantly merging community banks and expanding its banking branches. If we don't work hard to expand our business, when this round of bank consolidation is over, we may not have our name among the top ten banks in the United States!"
Guo Shouyun nodded.
"In that case, I won't keep you any longer, and when this negotiation with the four major banks has an eyebrow, you can go back by plane with me!"
"You're going back to the United States?"
"Now I'm a trapeze, flying back and forth between San Francisco and the Magic City!"
Having said that, Guo Shouyun still stayed in the magic capital for a longer time. After all, the sisters of the Ji family have just given birth, and they must be more concerned.
Stephen Bryan nodded. He is not a fool, he is also a man, he understands Guo Shouyun's current situation. But it was someone else's housework, and he didn't say much.
……
After sending Stephen Bryan away, Guo Shouyun originally thought that the leaders of the four major banks would come to the door first. But I didn't get a call from Brazil.
"Hello, Mr. Guo. Remember me?"
"Mr. Lehman?" Guo Shouyun said in surprise.
"Yes!"
"It's a real honor to receive a call from Mr. Lehman. However, your Excellency is not calling just for greetings, is it?"
Lehman of 3G Capital is a well-known workaholic!
"Greetings to Mr. Guo are only one thing. If you don't mind, I hope we can meet and talk in person!"
"Of course it's okay to talk. But I'm more concerned about what we're going to talk about!"
"Let's talk about what Mr. Guo mentioned last time when he was in Brazil!"
"I'm very interested in that, but I'm in Huaxia now, I'm afraid we will have to delay meeting for a while!"
"Coincidentally. Mr. Guo, I'm also in Huaxia, and I'm in the magic capital!"
Guo Shouyun raised his eyebrows, "I think it shouldn't be a coincidence, right?"
"We came to China for a trip this time, and we originally planned to go to the Western Regions and then return to China from the magic capital. But after knowing that Mr. Guo was here, he deliberately stayed for a few days!"
"I see, where do you live now?"
"Hilton!"
Guo Shouyun said, "I'll send a car to pick you up in a while, I'll be the east in the evening, invite Mr. Lehman to dinner, and we'll talk while eating!"
"Yes!"
After hanging up the phone, Guo Shouyun pondered for a moment and put away his mobile phone.
"Interestingly, 3G Capital is ready to do it... Wang Jue. ”
"Boss!"
"Let's check, what are the shares of American Beverage and Interblue held by Thunder and Phoenix?"
The investment in beverages in the Americas was two or three years ago. The last time he went to Brazil, after visiting the three giants of 3G capital, Guo Shouyun specially explained that Thunder and Phoenix had increased their equity investment in American Beverage and Interblue. As can be seen from Lehman's previous phone call, the harvest time is coming.
Wang Jue's movements were fast, "Boss, it's been investigated." Phoenix holds 11.2% of the common stock of American Beverages and 6.17% of the common stock of Interblue. The Thunder holds 3.2% of American Beverage's common stock, 4.7% of preferred stock, and 2.6% of Interblue's common stock!"
After listening, Guo Shouyun silently calculated in his heart. At the current market value of both parties, the total value of these four shares combined is about $2.8 billion!
“… In addition, Thunder Fund has a long position of 9.8 million shares of American Beverages and a long position of 14.9 million shares of Interble. ”
The four hedge funds under the Thunder, in addition to the descendants of the capital managed by Michael Barry, the main business of Centaur, Unicorn and Solomon are high-risk futures and options. Therefore, after Guo Shouyun explained, they began to absorb the long options of the two companies. However, because the time is too short, and it is inevitably eye-catching, it is deliberately full of footsteps, so there are not too many positions.
"With this capital, I can talk to Lehman and them about the conditions!" After a pause, "Let Matthew come in!"
After handing over the matter of picking up Lehman to him, Guo Shouyun asked Wang Jue to book a place to meet at night.
Tang Pavilion!
Since the last time he ate here with Tang Wanxin and Zhou Ziqi, Guo Shouyun has been satisfied with the dishes and privacy here. So tonight he put the place where he met Lehman again.
Lehman, Marcel, Beto!
Originally, Guo Shouyun thought that there was one, but he never thought that the three giants had arrived.
"Mr. Guo!"
"Mr. Lehman, Mr. Marcel, Mr. Beto! It was a pleasure to see three of them again after a farewell in Brazil last year. Especially here!"
After several people shook hands in turn, Guo Shouyun smiled.
"We are also deeply honored to meet Mr. Guo again!"
After a few simple polite words, "Please take a seat!"
"Thank you!"
"This is the Chinese food I specially prepared for the three of you, I hope you can enjoy it!" Guo Shouyun waved his hand after sitting on the main seat.
"It has always been our desire to be able to enjoy the best food in the world. Marcel, in particular, his favorite thing is Chinese food!"
With a slender face, high cheekbones, and a slab size, Marcel has a classic 'gourd head' appearance, and when he laughs, his nasolabial folds are deep, which belongs to the category of 'ugly' in Chinese aesthetics, but this soul of 3G capital can not be judged by his appearance alone.
"If I eat too fast and lose my manners in a while, I hope Mr. Guo won't be surprised!" Marcel nodded.
"My favorite is a person with a sincere attitude! So how can I blame!" After a pause, "Since you like this food, why don't we eat it first?"
"I know a Chinese idiom: the guest is as good as the host. Therefore, we will focus on Mr. Guo's request today!"
"I didn't expect Mr. Lehman to also have research on Chinese culture!"
"Mr. Guo has won the award, but I occasionally heard it when I came to China this time, and I just took it to learn and use it!"
Guo Shouyun smiled and picked up the chopsticks, "If you are not used to chopsticks, there are knives and forks prepared next to you!"
"Except for Marcel here, I'm afraid Beto and I will have to use knives and forks!"
"Haha, no matter what you use, just be late in your mouth... Please!"
"Please!"
Under the premise that Guo Shouyun, the host, deliberately enlivens the atmosphere, a dinner can be regarded as a joy for the guests and hosts. In order not to affect the subsequent negotiations, Guo Shouyun did not eat too much. After feeling six points full, he took the initiative to put down his chopsticks.
Lehman, Marcel and Beto apparently have the same concerns!
If you eat too much, the blood will concentrate in the stomach to help digest the food. At this time, it is easy to faint in the case of head ischemia, which leads to unclear thinking. Usually, no one wants to make such a low-level mistake on a critical occasion.
After asking the waiter to remove the leftovers and replace them with tea, everyone realized that it was time to get down to business.
"Mr. Lehman, can you finish what you didn't say on the phone last time?"
Jorge Lehman nodded.
With Mr. Guo's intelligence, I believe I have already guessed it. American Beverages is preparing to merge with Interblue, and we hope that Mr. Guo can support it!"
We are all smart people, so there is no need to test each other. Getting straight to the point saves time and allows everyone to be honest with each other and make it easier to reach an agreement.
"Of course, there is no problem with support, but I would like to know the specific merger plan! and the depth of the merger negotiations between the two of you!"
The three of them looked at each other and made eye contact.
"I can say this, but I hope Mr. Guo can keep it a secret for us. After all, this matter has not been made public to the outside world!"
"Of course. If you're not at ease, we can sign a non-disclosure agreement now!"