Hollywood Hunter

On Janet's birthday, the couple flew to Miami to spend together.

Taking advantage of the downturn in the US real estate industry, Janet bought a 6-hectare seafront land in North Palm Beach, Miami last year. The plot is located in a high-end affluent area, with a golf course in the north, a private beach in the east, and a place in the south. Forest Park is a prime location.

If it was not the cold winter of the real estate industry that caused the developer to cut the development plan, and the purchaser was Simon Westero, who could bring a lot of fame to the wealthy area, this plot enough to build seven or eight luxury houses is definitely not Will be packaged and sold.

Even so, only the transaction price of the 6 hectares of land has reached 10 million US dollars.

Janet plans to invest US$20 million to build a Linhai manor. The main villa was started last year, and the entire manor can be completed and moved in next year.

As a transition, Janet also bought a 1.5-acre mansion next to the manor. After the manor was completed, it was planned that the mansion of half a hectare would be directly incorporated into the manor.

Because the news that Simon bought a property in this rich area, only in the past year, the surrounding house prices have risen by 20%.

Several luxury homes around Simon’s Manor have become targets for many people to buy. The price even exceeds the average house price in the wealthy area. Smart developers also use the property around Simon’s Manor as a signboard and want to sell. Give more wealthy celebrities to further enhance the popularity of this wealthy area.

Go shopping, go fishing, go to parties... Janet has a colorful holiday schedule for three days from Friday to Sunday.

The couple returned to New York on Monday, the time is already March 16.

Sophia Facie has not left.

A detailed survey of CK has been done in advance. Sofia’s offer to CK on Saturday was US$50 million, of which US$40 million was used to purchase 55% of the shares of CK shareholders and US$10 million was injected into CK as a loan to alleviate this. Companies' cash flow pressure.

In addition, Sofia also promised that after the completion of the acquisition of CK, the Melisandre company and the entire Westero system will provide the company with resources in channels, legal affairs, marketing and other aspects to help CK quickly reverse this time. Facing difficulties and further development and growth.

In addition to family fighting, many of the problems facing CK at this time are similar to the original Gucci. Gucci's rapid rise is visible to everyone.

Although Sofia's price is low, it is not too harsh. It also reserves 45% of shares for other CK shareholders to be appreciated in the future.

Therefore, although only 24 hours of consideration are given, after several attempts to bargain, the founder of Calvin Klein and the company’s board of directors still accepted Melisandre at the last minute. Quote.

The news of the agreement reached the important section of the New York Times on Monday.

After Gucci, Latour Winery and Van Cleef & Arpels, Melisandre once again put a well-known luxury brand in the bag and continued to take a step toward the goal of a comprehensive luxury group.

CK is not a listed company.

However, with the announcement of the news, the bankruptcy haze over CK has been swept away, and all media have reported that even the sales of CK products have increased significantly.The attitude of the brand licensors who have been entangled with CK has also eased. Although they are even more reluctant to let go of the licenses in their hands, they also say that they can make corresponding concessions in terms of licensing costs.

Simon did not return to the West Coast this week, but joined Janet in Cersei Capital's next phase of development planning.

The first is Cersei Fund Management, a hedge fund.

After the completion of the oil market operation last year, Cersei Fund Management faced a problem of'transformation'.

In order to avoid possible targeting of the entire Westeros system, Cersei Fund Management will next try to minimize macro hedging that may affect a country’s economy.

In fact, when the Berlin Wall collapsed, analysts at Cersei Fund Management predicted that the European monetary system would experience a reshuffle.

In 1979, the eight European Community countries, led by Germany and France, established a European currency system to fight against the US dollar. This system established a relatively fixed exchange rate conversion mechanism according to the strength of each country at that time. It was announced in 1990.

That is two years ago.

However, after the merger of East and West Germany, Germany's economic strength has greatly increased, and maintaining the original exchange rate system is very unfair to Germany.In order to attract Britain, the exchange rate of the British pound was significantly overestimated when it joined the European monetary system two years ago, thus creating a strong imbalance that needs to be reshuffled.

Of course, the United Kingdom, which has taken the advantage, certainly does not want to reshuffle, which requires some external force to promote.

In the original space and time, Soros's quantum fund launched an attack on the pound in September 1992, and eventually ended with a sharp devaluation of European currencies such as the pound, Italian lira, and Spanish peseta.

Soros personally made a net worth of 1 billion US dollars in this currency sniper and became famous in one battle.Quantum funds and other hedge funds involved in sniping at European currencies have also made a lot of money.

On the other hand, the result was that the United Kingdom withdrew from the European monetary system after the pound crisis, the European Community suffered heavy losses, and the dollar’s ​​position was further consolidated.

Not to mention the deep-level power game involved, if you want, with Simon's prophetic advantage, Cersei Capital can now lay out European currencies in advance, and slowly establish currency shorts that must fall, such as the pound sterling and the lira.

However, the Westeros system is not as pure as the Quantum Fund. Once this is done, Cersei Capital may be able to make a fortune, but the entire Westeros system will definitely encounter hostility and targeting from various European countries in the future. Don't think about doing business in all aspects.

Therefore, after reading the relevant reports of Cersei Capital analysts, Simon personally spoke to prohibit Cersei Capital from participating in this operation, and no penny was allowed.

With the big heads of quantum funds in front, Cersei Capital doesn’t seem to attract much attention even if it makes a fortune from small and medium-sized ones, but there is absolutely no need to soak up oil for some remaining soup.

Of course, the most important thing is that Cersei Fund Management has a more suitable goal.

Technology stocks!

The wave of new technologies with the Internet as the core has already emerged in advance. New technology companies such as Microsoft, Intel, Oracle, Cisco, and AOL have seen their stock prices rise rapidly in the past two years. However, according to the information in memory, Simon is very clear that now 'S share price is far from reaching the craziest moment.

Therefore, at this moment, it is definitely the best time to enter the US market for long US technology stocks.

Originally in space and time, in 1997, the Tiger Fund, which followed the Quantum Fund to kill the Quartet in Southeast Asia, was liquidated by betting on short technology stocks in the following two years, and tens of billions of dollars of funds lost more than 80% in just two years. Hedge funds are a zero-sum game. The winding-up of tiger funds actually proved from the opposite direction how profitable the hedge funds in the multi-technology stock market were.

It may be a few years from the craziest period of technology stocks, but with the overall trend of the Nasdaq market, it is now starting to enter the market and the profits will still be very rich.

More importantly, to be long in technology stocks, there is no strong political risk that is necessary for speculation of such macro hedging as a national currency.The overall market value of the NASDAQ technology stock market is trillions of US dollars, which is enough for Cersei Fund Management Company to ride freely.

Inside an apartment on Fifth Avenue.

The time is Wednesday, March 18.

Simon and Janet came home from get off work at Cersei Capital's headquarters in Midtown, and Sofia also came to visit, and talked about some of CK while staying for dinner.

Although both parties have reached a basic agreement and formally signed the acquisition contract, Melisandre also needs a more detailed operational and financial audit of CK to ensure that there are no unexpected debts and legal risks.If all goes well, this acquisition can be completed at the beginning of next month at the latest.

"After the completion of the acquisition, CK's main energy will be concentrated on the three product lines of men's and women's high fashion, jeans and underwear. Although high fashion will form a certain competition with Gucci, it can still enrich the diversity of Melisandre's fashion business. Sex. The two major businesses of jeans and underwear are more important, which is also the original intention of my acquisition of CK, because these two product lines are areas that Gucci has not set foot in."

In the restaurant, Simon listened to the introduction of Sofia and asked: "At the last party, Klein said that CK's perfume products are also selling well?"

Sofia shook her head and said: "Perfume business only accounts for about 5% of CK's total sales, and it is difficult to compete with brands such as Dior and Chanel. This product line will not be canceled, but it will not invest more. We have recently The focus of the past few years is to develop Gucci's perfume business."

Janet, who is habitually sitting next to Simon, asked, "What about brand licensing?"

Sophia said: "This aspect is a bit complicated. In the 1980s, CK granted many product categories such as pajamas, swimwear, glasses, socks, shoes, and household items. It is very difficult to retrieve all of them now, especially Melisandre After the company enters the CK. However, these authorizations will expire within five years at the latest. My goal is to cancel some authorizations through negotiation as much as possible. It is really impossible to recover them, and we must ensure the quality of the authorized products to the greatest extent so as not to affect them. CK's brand image."

Simon added: "If it is confirmed that this company is not a big problem, the Oscar at the end of the month can arrange some exposure of the CK brand."

"I'm already in contact," Sophia nodded and looked at Janet again, asking: "How's the LTD acquisition case talking about?"

LTD is the commonly used abbreviated code of the parent company Limited Brands.

Janet said: "Recently KKR and Blackstone have become interested in LTD. There may be a bidding war. If the final price is too high, we can only withdraw."

KKR is the private equity firm that created the record-breaking Reynolds Nabisco merger a few years ago, not to mention Blackstone, the old owner of the Black Rock Asset Management Company that Lawrence Fink is now responsible for.

Both companies are top private placements on Wall Street that cannot be underestimated.

The acquisition negotiations were quietly started in February, and the two parties failed to reach an agreement after several contacts. Then, the news inevitably leaked.

Although the LTD firmly denied that it had leaked the news, the facts were obvious.

Affected by the leak of acquisition news, LTD's recent share price has also shown a significant increase, with a market value of more than 1.5 billion US dollars.

Neither KKR nor Heiyan has yet formally quoted prices, but it is clear that once the two companies make a bid, a bidding war will be inevitable, and the planned goodwill acquisition will not be discussed.

At Cersei Capital, the acquisition team of Apollo Management Company has readjusted the acquisition plan and raised the upper limit of the quotation for LTD to 2.5 billion US dollars, which is a substantial increase from the expected transaction price of 1.7 billion US dollars during the initial goodwill acquisition stage. 800 million US dollars.

In the context of the two competitors' eye-catching eyes, even this is not an aspiration.

However, the acquisition team has secretly absorbed 4.9% of the shares of the LTD group. Even if the acquisition really failed, Cersei Capital was not in vain after cashing out the stock in its hands.

In Simon's memory, the peak market value of the LTD Group once exceeded $20 billion.

Even if this company is bought with 2.5 billion US dollars now, according to the holding period of private equity companies usually about five years, with the upward trend of the US economy in the next five years and the development potential of LTD itself, Simon believes that after five years, the LTD group 'S share price can at least ensure a doubled growth of 100%.

Over a five-year period, the average annual return is 20%, which is not low for private equity.

Simon returned to Los Angeles the next day, and the time entered late March. The 64th Academy Awards on March 30 was approaching.

According to the voting process, the judges of various Oscar awards have recently sent their votes, and the results of the awards have basically settled.

Daenerys Entertainment’s two key nominations for this year’s “Piano Love” and “The End of the Wild Flower” are destined to only accompany, other best documentary films such as “Snow World”, and “The Red Lantern High” Nominations such as Jia Foreign Language Film did not put much effort into public relations.

This is destined to be a quite silent year for Daenerys Entertainment in the awards.

Calculated, out of 22 nominations under Daenerys Entertainment, the only one that is more secure is the heroine of "Piano Love" Holly Hunt.

Relying on the outstanding performances in "Piano Love", the actress's nomination for Best Actress is no surprise.Moreover, compared to several other candidates, Holly Hunt also has a deep network of accumulation in Hollywood, you know, this actress was once Spielberg's girlfriend.

Holly Hunter’s brokerage firm ICM has invested a lot of resources in public relations in order for Hunter to obtain a small gold man.

Easter in 1992 is April 19.

A month in advance, Daenerys Entertainment's key project for this year's Easter "Ninja Turtles 2" entered the sprint promotion stage.

Simon is quite satisfied with the effects of "Ninja Turtles 2", but in the original time and space, the sequel of several "Ninja Turtles" sequels released by the new line in the 1990s has plummeted at the box office, which also makes him sequel to this time. Box office performance is a bit worried.

If the budget cost of the sequel is only $30 million, and it also needs to cooperate with Blizzard Studio's "Ninja Turtles" series of games, Simon has considered canceling the production of the sequel like "Flying Over Childhood".

"Ninja Turtles" did not immediately release the sequel last year after the first song was released in 1990 because of Simon's concern.

In the final analysis, although the popularity of "Ninja Turtles" is very high, the IP image tends to be younger. It is easy for adult audiences to lose interest in the sequel after the initial freshness.For the children's audience, even if the film itself has achieved PG level, the lively Ninja Turtles, after all, are not as happy as the cartoons.