Chapter 348 Shocked Yang Jing!
"Boss, I won't say much about the blue chips in the New York stock market, whether it's Amex or General Electric or IBM, it's not interesting for me to introduce you to those stocks, you must know a lot about these stocks, right?" asked David Anderson.
Yang Jing waved his hand and said, "You don't need to talk about these stocks, my understanding of these stocks should be no worse than yours." I just wanted to hear what your plans are when you come to KY Fund. ”
"Of course there's a plan!" David Anderson put his hands together on the table, "Actually, I had been thinking about these things at home before I came here, and now I'm very interested in two companies that have just gone public. ”
"Tell me about it. Yang Jing encouraged.
To Yang Jing's surprise, the first company name David Anderson said was the famous Microsoft in the future.
Of course, Yang Jing knows the name of Microsoft, and he also knows very well that William Henry Gates III, who is only 31 years old, finally became a world-famous rich man by virtue of the Microsoft he founded, and has been re-elected on the throne of the richest man in the world for 13 consecutive years, and even on the throne of the richest man in the United States for 20 consecutive years!
Bill Gates has become a big figure in the world with Microsoft, and Microsoft has become a giant with Bill Gates.
It's just that Microsoft, which just went public last year, is still very immature, and the "Windows" system that swept the world in later generations has not yet been seen.
"One of the reasons why I chose Microsoft is that the company's stock performed very well in the second half of last year, and the most important point is that I think Microsoft should have a lot of growth in the next few years. ”
"Why?"
"Boss, I think you've probably paid attention to this company as well. You should know that the reason for Microsoft's rapid development, there is a presence behind it that no one can ignore, BM's personal PC has now swept the United States, and swept the world, this new type of personal computer breaks the tradition, and is extremely sought after by users, so IBM's performance has grown rapidly in the past two years. And Microsoft, which provides operating systems for IBM's personal PCs, is backed by the towering tree of IBM, so how can it not grow? At that time, Wang An had become the fifth richest man in the United States by virtue of Wang An's computer, and I personally believe that IBM's personal PC, in any respect, has far more vitality than Wang An's computer, so if I had to choose, I would choose IBM. ”
"Of course, it's just my choice, but I'm sure the vast majority of people will choose the same way I do. And Microsoft is backed by the big tree of IBM, and its rise is inevitable. It's just that I can't see exactly how far Microsoft can grow right now, but what I know for sure is that Microsoft is definitely not simple. ”
This can be seen from the trading volume in the ten months since Microsoft went public. Microsoft went public on March 13 last year, and until today, January 13, 1987, for a full ten months, Microsoft's turnover rate is frighteningly low, and the daily turnover is also very low. What does this mean? This shows that people who hold Microsoft shares are very optimistic about Microsoft's prospects, and they are reluctant to sell their Microsoft shares. This just proves that Microsoft is a new company with great growth potential. ”
Hearing this, Yang Jing nodded slightly, and gave David Anderson a thumbs up in his heart.
Yang Jing is sure that David Anderson is not a time-traveling person, so David Anderson will never know how powerful Microsoft will be in the future. But he can now judge Microsoft's future by its performance, even if it's only for a few years, which is quite remarkable.
This is also a testament to the fact that David Anderson is truly gifted in investing.
"The second company is a company called Oracle. This Oracle company is also a software company. It is worth mentioning that this company received an angel round from Sequoia Capital in 1984. Being favored by Sequoia Capital is enough to show the potential of this company. And after going public last year, the company's performance has grown very fast, and Cisco's performance in the stock market is similar to Microsoft's, so I am also very optimistic about this company. ”
Yang Jing couldn't help but secretly sigh at this point, this David Anderson is really not simple, if you don't say it, it's amazing! Before he could do anything, he threw out two of the three giants of the computer and Internet era in the United States in the 90s! The third giant was Cisco, but at this time Cisco had not yet been listed, and it would not be listed until three years later, in 1990.
"Boss, these are the two companies I've felt the best in a while, and if I had to invest, they would be my first choice. In addition to these two companies, I am more optimistic about another company, which is a semiconductor chip manufacturer, and I think you should also know the name of this company, and the name of this company is Intel. ”
In fact, starting with Wang An's computer, IBM has been involved in personal PCs on a large scale, Intel has continuously developed chips suitable for personal PCs, and then to the birth of software companies such as Microsoft and Oracle, as well as the emergence of new computer companies such as Dell, which is enough to prove one thing, that is, the advent of a new information age. So boss, I think we should think more about this aspect in the future investment direction. ”
What he said really shocked Yang Jing, and he couldn't help but give David Anderson a thumbs up.
Just by virtue of these new industries that suddenly emerged in the market, he made a very accurate judgment, which is enough to show his acumen and long-term nature in investment.
Yang Jing from the future knows very well that from the 90s, the information industry will become such a huge industry, and this industry will become the fourth industry after agriculture, industry, and service industry!
In the future, this is a huge industry with trillions of dollars, and countless billionaires with a net worth of tens of billions of dollars have been born.
And now, this industry is just the beginning of Xiaohe, but it has been keenly grasped by David Anderson.
In fact, Yang Jing asked David Anderson today, not to assess him, but to take this opportunity to say his investment goals, but Yang Jing himself has not said it, David Anderson directly said what Yang Jing wants to say.
That's right, in January 1987, Yang Jing had already targeted companies such as Microsoft, Oracle, and Intel. Although the angel wheel can't catch up, even if he can occupy ten percent of the shares in these companies, Yang Jing can secretly have fun!
Since the semi-established loophole has been confirmed to exist, and Yang Jing has also consulted the Holy Ring, he is now shuttling as a Cypriot to invest in companies in developed countries in Europe and the United States and even China decades ago, will it cause a paradox of time and space, the Holy Ring gave a very positive answer, which is no problem, but there is one thing that must be noted, that is, the amount of investment cannot exceed 30 of these companies, otherwise quantitative changes will lead to qualitative changes, which will also cause a paradox of time and space.
It was with this affirmative answer that Yang Jing decided to let the seven offshore companies controlled by the Evil Dragon Fund come to the forefront. After all, to invest in these companies, you must have a suitable investment fund.
It is precisely for this reason that Yang Jing hired CEO, CIO, and CFO with great fanfare.
As a result, the newly hired CIO, David Anderson, is really powerful, and a short conversation proves his keen vision and long-term foresight.
This makes Yang Jing very relieved and glad that KY Fund has such a CIO in charge, at least in terms of traditional investment. Not to mention anything else, as long as David Anderson can absorb more shares of Microsoft, Oracle, and Intel from the stock market in the next two years, then the KY fund will be able to sit back and wait for the money.
However, in terms of the funds currently owned by the KY Fund, it is not enough to buy shares in these three companies. Now even Microsoft's market value is only more than $600 million, and both Bill Gates and Paul Allen cherish the stocks in their hands very much, they are not in the 90s, especially Gates, who began to reduce his stake in Microsoft every year after entering the 90s.
Now Gates and Allen are very precious about the stocks in their hands, and it is not easy to buy stocks from them.
However, this is not necessarily an impossible thing, and it is a big deal to buy at a premium. As long as it is guaranteed not to touch the core position of Gates, no one should refuse this kind of premium acquisition.
For a while, Yang Jing thought about a lot of things in his heart, and after muttering for a long time, Yang Jing said: "David, your plan is very good, I agree with it, in the recent period, you should invest according to your plan! I only have one request here, that is, before October this year, we must hold close to 5 shares in the stocks of the three companies you mentioned! I don't care what method you use, you must accomplish this goal." ”
After a pause, Yang Jing continued: "In addition to the three companies you mentioned, I also need you to pay attention to a company called Qualcomm in San Diego, California. This company was only established in July of the previous year, I don't know if I have accepted the angel round, I need you to control the minimum 20 shares of this company, and the maximum should not exceed 30. There is also a new company called Cisco in San Francisco, California, which has also just been established for a few years and has not yet been listed, and I need you to invest in this company, and the holding ratio is the same as that of Qualcomm, no more than 30! In addition, Walmart of the Walton family, you also pay attention to it, and there is an opportunity to acquire Wal-Mart shares in the market. Also, pay more attention to Warren Buffett's Berkshire Hathaway, and find a way to buy Berkshire Hathaway's shares, and collect as much as you want!"
"Berkshire Hathaway, boss, the stock of that company has risen to nearly $3,000 a share, are you sure we are going to buy the stock of this company at such a high price?"
"Yes, I'm sure!" Yang Jing said very firmly.
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