057 All-out war
The problem that Ankang is facing now is to compete head-on with Wu Mo.
What kind of opponent is his opponent Wu Mo? She is a graduate of the Wharton School of the University of Pennsylvania. Before returning to China, he was awarded the title of Excellent Analyst at the headquarters of Bristal Towers Investment Company, and managed several well-sized projects. After returning to China, Wu Mo was the first employee of Bristal Tower Investment China, and he was also the second largest figure after general manager Zheng Lichen. Both ability and professionalism are handful.
And Ankang is just a turtle who graduated from a domestic university, and he is a newcomer who has not been in the company for a long time.
Now Ankang, the newcomer, has questioned the company's oldest and most powerful investment manager, much to everyone's amazement.
Through Ankang's analysis, both Wu Mo and everyone in the company are very clear about the risks. But everyone believes in Wu Mo's judgment very much, and also thinks that she can't make a mistake on this issue.
No matter how much Ankang stresses the reasonableness of his risk analysis, he is only asking a question of probability. What is possible may not be a commercial reality, nor will it necessarily lead to a crisis in the company.
If there is a high probability that a project will go wrong and you don't invest in it, then don't invest in anything at all.
To take an extreme example, the Earth that humans live on cannot exist in this universe forever, and the probability of its destruction is 100%. But we must not worry that sooner or later the earth will one day be destroyed.
The problems that people are worried about will happen one day, but we don't need to worry about them all day.
Ankang is indeed talking about a question of probability, but the core of this problem is a problem of fraud. Counterfeiting may not make a company perish, but it will bury a hidden danger for the company's development.
Maybe this business model can continue, maybe the company can still make money, but as long as any investor questions the problem in the future, the investment value of this company will be greatly affected.
And no one can predict when other analysts or investment managers other than Ankang will show up who are questioning the company.
In other words, even if the time bomb tied to this company is locked in 10,000 years, as long as it is detonated in advance, then all the glory and prosperity will be instantly turned to ashes.
The Anmo controversy is one-sided. Even Zheng Lichen and Ye Qi have talked to Ankang. Zheng Lichen said very tactfully, hoping that Ankang would not use this project to retaliate against Wu Mo.
Ye Qi's words were much more straightforward: "Ankang, I think it's too risky for you to find fault with Stella in this issue." Is it because you don't have anything to do with Stella on other projects, and only this project you can get involved in, so hurry up and use this project to hit her? I think you're in a bit of a hurry. ”
Ankang said: "My doubts about the Stella project really have nothing to do with the dispute between me and her, but her project is really very risky. I didn't want to retaliate against her for this, but I really wanted to help her, because if the project failed, the impact on Stella would be very significant. ”
Ye Qi smiled and said: "You better forget it, Wu Mo doesn't worry about herself, you still worry about her safety, isn't that the emperor not in a hurry, the eunuch is in a hurry?" ”
Ankang was about to speak, when suddenly the phone rang. An Kang felt comforted when he saw that the caller ID was Professor He's name. In Wu Mo's project, it can be said that everyone is betraying Ankang, and the only supporter at this time is the professor of his alma mater.
"Ankang, I have an idea. Didn't we think there was something wrong with the company you were talking about through data analysis? How about let's go to the field and investigate? ”
"Great! Professor Ho. You ......" Ankang suddenly realized that Ye Qi was by his side and it was inconvenient to speak, so he said, "It's a little noisy here, I'll go out and tell you." ”
Walking outside the bar, Ankang continued, "Thank you so much for helping me investigate this project. It's just that this is a chain retail company, and we may not have enough people if we investigate. ”
"You don't have to worry about that. That's what I thought, let's just make this a teaching case. I took my students with me. It doesn't matter if you don't have enough people, I have dozens of students. Some of them went with me to do field research, some of them worked with information and data, and some of them wrote reports. Are you still afraid of fewer people? ”
Ankang said excitedly: "This ...... I really don't know what to say. Thank you so much. ”
"You don't have to thank me. I would like to thank you for giving me a great project to work on. In this way, you will be the project manager of the research project, and I will be your assistant. ”
"Don't, don't. You are the teacher and I am just your student. ”
Professor He said on the other end of the phone, "That's not right. Is there still a level for the project team set up by your investment company? Isn't it true that no matter what level or seniority the project members have, they have to listen to the project manager? ”
Hearing this, An Kang felt a little ashamed.
Back at the bar, Ankang was in a good mood.
Ye Qi asked, "Girlfriend's phone?" Why is the mood so good? ”
"Even if it's a girlfriend's call, it's impossible to be in such a good mood."
Ankang was just in a good mood, he had a kind of excitement and excitement before the big war.
He has found a strong backup and can now finally go to full-scale war.
The next day, Ankang went to Fudan University and met with Professor He. Professor He pointed to the two students in the office and said, "These two are your juniors. They have also been exposed to this project of yours in the early stage and are familiar with it. If there's anything you need to do, you just send them a job. They divide the task again. ”
An Kang greeted the two students with a smile and said, "Then I might as well be respectful." This is a work plan I wrote yesterday. Professor Ho, please criticize and advise. ”
Professor He took the work plan and looked at it, this plan not only has the decomposition of tasks and the calculation of workload, but also arranges matching resources, and marks them with different colors, which is very clear.
After reading it, Professor He handed the work plan to the two students and said, "Look at why your senior brother is so good, you can see from these details." ”
An Kang had no choice but to be humble and explain the contents of this plan to Professor He and the two juniors.
The schedule is mainly divided into: data collection, field research, investigation of related parties, investigation of suppliers, investigation of customers, investigation of competitors, consultation with experts, revaluation and other main tasks.
The amount of time and effort it takes to get each job done is staggering, so only the critical parts can be taken.
The work of data collection has been done well. There are detailed information about the financial reports, official websites and media reports of those companies. But these are not enough, and someone needs to deal with this information.
Because all information and data cannot exist in isolation, it must be related to related things. If a company is fake, it needs the company to make up a seamless lie, otherwise there must be a loophole.
The so-called "one lie needs countless lies to cover up" is such a truth. And those lies that cover up lies require an infinite number of lies to cover up. Therefore, it is extremely difficult to concoct a flawless lie.
Therefore, data collection and analysis is the first step in conducting an investigation of a company. From this step, a general impression of where the problem might arise can be derived. Then you can touch the melon along the vine.