Hollywood Hunter

In the afternoon after Chen Qing left, Simon's work was still related to China.

Charlotte Brittany has some thoughts to conceal Chen Qing, and it is impossible for Chen Qing to be completely honest with Charlotte Brittany.

When returning from China this time, Chen Qing also brought Simon the latest batch of Cersei Capital Economic Research Team's research reports on major Chinese companies. Simon arranged this matter after the first trip to China last year. With a 15-person analyst team, after a year of continuous increase in dispatch and local recruitment, the Shanghai-based research team has expanded to more than 100 people.

Cersei Capital China Economic Research Institute was officially established.

For a year, Simon invested more than 20 million US dollars. The team traveled all over China and surveyed a total of more than 2,000 companies in various industries across the ocean. The information returned before and after was enough to fill a number. Ten PCs with G capacity.Although Chen Qing was responsible for bringing the information back, the laptop with the files on it was not even qualified for viewing by Chen Qing.

Even though the Internet at this stage can already be connected to the world, the manual transmission of many materials is still a tradition of the work team around Simon.

Mainly for confidentiality.

Of course, this does not mean that this team is involved in illegal operations such as commercial espionage. Cersei Capital China Economic Research Institute (Shanghai) is a very formal registered enterprise, and there are no shortage of institutions and enterprises of this type in China. However, the difference lies in the professionalism and research goals.

At this stage, China's official economic research institutions basically focus on macroeconomic research.

How is that, Simon is lazy to put his beak.

As for the private research team of the service company, the so-called research reports that various public data are pieced together and sold together are even more uncomfortable.

The first thing to do if you want to invest in a local market is to have a full understanding of the market. The more large companies pay more attention to this kind of basic research.If a super chaebol like the Westeros system is ignored, the result will be even more disastrous.

China does not have a mature consulting and research industry in the West, so it can only do it by itself.

In fact, many slightly ambitious international giants want to expand their operations in China, and they all do the same.

Unlike the skyrocketing of the official Chinese institutions and the patchwork of the private sector, the Cersei Capital Economics Research Institute team is very professional and has a strong purpose in focusing on the layout of the Westeros system in China.The Westeros system focuses on entertainment, fashion, technology, finance and other fields. This team has very deep research in China and focuses on the micro-field with strong reference. It directly targets actual companies in related industries, regardless of Good or bad.

It is for this reason that the team actually plays a subsidiary function of headhunting.

Simon wants to carry out a wide-ranging deployment in China, but the most scarce is actually talent. Therefore, while researching various companies in various fields, Cersei Capital Economics Institute has quietly established a number of corporate executive files and conducted follow-up assessments.

In the past few years, especially in the most recent year, Simon's investment in China has actually far surpassed Chen Qing's handful.

After returning from China last year, Simon asked all core companies in the Westeros system to send teams to China to carry out business. Daenerys Entertainment, Cersei Capital, Igreat, Melisandre, Cisco, the United States Online, Aaliyah, Tinkerbair, Verizon Telecom, etc., and a larger number of subsidiaries directly or indirectly controlled by these core companies.

Even for the model economic giant Elite, which he just won a few months ago, Simon has not forgotten to remind Grace.

Simon initially did not make a clear request for this task.

However, half a year later, Simon personally reviewed the business results of the teams stationed by these companies, rewarded them well, gave warnings in a hurry, and directly responded to the passive response with a knife. Several hundred people were expelled.

Overall, most of the core subsidiaries have established a foothold in China.

Some companies such as Daenerys Entertainment, Cersei Capital, Cisco, and Melisandre, which have already begun to deploy very early, are developing rapidly in China, and the related fields have already occupied a considerable market share.

Just recently, the Levison Group, controlled by the Westeros system, also successfully photographed a plot on the banks of the Huangpu River in Pudong New Area, Shanghai, and began planning the first large-scale real estate project in Westeros in China.Among them is the close support of Cersei Capital China Economic Research Institute, including the Chinese local partners selected by the Levison Group, the voting price of the land, the market positioning of the development properties and so on.

Without the support of a series of accurate and reliable industry information, even the layman Simon would not pretend to be involved in China's real estate industry.

The water is too deep.

There are too many pits.

If you don't pay attention, you may lose your money.

The accurate analysis of the development potential of Shanghai Pudong New Area in the relevant materials has made Simon, a latecomer, have to admire.Although it has been 5 years since China started the development of the Pudong New Area in Shanghai, there are still many people watching this plan. After all, at this stage most people's eyes are still on the Pearl River Delta, not the Yangtze River Delta.

Simon is clear that after more than ten years, due to various reasons, the economic volume of the Yangtze River Delta will be far removed from the Pearl River Delta, which has a variety of superior conditions at this time.

Cersei Capital’s Chinese research team does not have Simon’s prophetic advantage, but made similar judgments based on survey information from various sources. This is what convinced Simon that the more than 20 million dollars he burned in the past year were worth the money. .So Simon has decided to continue to increase the budget of this team.

Because there will be no commercial services available to the outside world, the research team will not be able to obtain direct revenue, and Simon will not allow the research results of this team to be shared with outsiders.However, according to the results of the team's research, the potential benefits of investing in various fields in China will definitely far exceed the cost of this department.

In the afternoon of the same day, Simon also issued another directive to Cersei Capital China Research Institute on the proposal of Charlotte Brinet: to investigate the general situation of China's private education industry.

Charlotte Brunita initiated the international student business is still second.

Simon mainly thought of the vocational training schools that started in China in the 1990s. The advertisements of the vocational schools in my memory are all brainwashing. In retrospect, in fact, we can also glimpse the huge market scale of China's vocational training.

As various companies in the Westeros system have set up factories in China, Simon has recently created a plan to support a group of professional foundries. Professional things are handed over to professional people to outsource low-end and complicated production links. , Which can optimize the asset structure of Nokia, Tinkerbair and other companies.

On the other hand, Simon also knows the importance of the production link. Even if Nokia and other companies let go of outsourcing, he does not intend to fake his hands. Fostering outsourcing companies directly controlled by the Westeros system is the wisest choice. .

This program can be combined with investment vocational training.

After all, attending vocational training always requires work, and outsourcing companies happen to have large-scale worker needs.

After a week of work, after the weekend, the new week is already December 11.

It gradually came to an end in 1995.

On Monday, December 11, an SEC filing information quickly appeared in major newspapers and online media platforms.

Westeros announced that it will reduce its 20 million shares of Daenerys Entertainment Group in the near future due to investment needs.

On the opening day of Monday, the share price of Daenerys Entertainment was $97.25, with a total market value of $252.7 billion. A large number of Wall Street analysts and major financial media in North America generally predicted that the market value of Daenerys Entertainment Group will exceed 3000 within a quarter. The billion-dollar mark, so the recent trading of Daenerys Entertainment stocks has been extremely active.

Unexpectedly, we suddenly ushered in a shareholding reduction of the largest shareholder that we did not want to see.

20 million shares, according to the opening share price on Monday, the total value is actually only 1.975 billion US dollars. This part of the stock is only equivalent to 6 thousandths of the total share capital of 2.599 billion shares in Daenerys Entertainment. If other institutional holders insist, as long as the operation Properly, it will not cause market fluctuations.

But it was Simon Westero's shot reduction.

So, does a super tycoon realize that the market has peaked and may turn at any time?

If you can know some of the inside of the Westeros system, you will actually find that three months ago, Cersei Capital’s hedge-focused Cersei Fund management team has reduced the short position to less than $5 billion, and it is generally Only two to three times the ultra-low leverage.

In the past three months, the Cersei Fund Management Company team has been banned from establishing any short positions on the US stock market.

The two measures are, on the one hand, to minimize their own losses, and on the other, to avoid potential legal risks.

However, because of the strict confidentiality of Cersei Fund Management Company, there are not many people who really understand the inside information. Even if some information is inevitably leaked, the people who get the inside information will not be stupid to publicize. Of course, they are dumbfounded. Big fortune.

So, when the news was announced, many people were caught off guard.

Simon's phone and the team around him never stopped ringing on Monday.

The market feedback is even more direct.

One day on Monday, because of Westeros's reduction announcement, Daenerys Entertainment's share price fell 5.1%, and the single-day market value evaporated by 12.8 billion US dollars, which is more than six times the amount of Simon's announcement of reductions.

The resulting chain reaction is even more intense.

All the "Westeros concept stocks" fell across the board on that day, and the stock prices of several companies including Igret, Cisco, and AOL fell by more than 5%.Affected by this, the NASDAQ market also fell from a high of 2796 points to 2687 points, a drop of 3.9%.According to the current total market value of the entire Nasdaq market of 3.6 trillion, only this day, the market value of the entire evaporation of the Nasdaq stock market reached 140 billion US dollars.

More than two months after Igrid was listed, the continued strong trend of the Nasdaq market has already made many bears return, and most hedge funds have to turn to do more to make up for the losses.

No one expected that Simon Westero would suddenly play this trick.

Is this going to kill everyone?

However, the few shorts still struggling to persist in the market are ecstatic. When Simon Westero announced that he was insisting on the stock of Daenerys Entertainment, these people immediately launched all the forces they could use. Maximize the impact of this reduction.

The effect is very significant.

On the other hand, in the afternoon, even Mr. President called Simon to ask him what he wanted to do?

What does Simon want to do?

It's very simple.

Suppress the overheating of the capital market.

Although the heat of the new technology industry has reached a level that can burn people, in Simon's memory, the Nasdaq's 3000 point is an inflection point.After 3000 points, the market completely lost its mind and doubled in just less than a year, reaching the peak of 6000 points.

Then it crashed.

Seeing that the NASDAQ market is getting closer and closer to 3000 points, Simon had to advance the holdings reduction plan that will only start next year.

Can't wait until 3000 points to shoot.

That risk will definitely increase significantly.

Therefore, the reduction of Daenerys Entertainment stocks is just the beginning.

Daenerys Entertainment is listed on the New York Stock Exchange. It stands to reason that it will not affect the NASDAQ stock market. Actually, everyone is clear.

On the other hand, first choose Daenerys Entertainment, Simon also deliberately.

Daenerys Entertainment Group is the highest gold content company in the Westeros system at this stage. No matter its market position, revenue volume or profitability, it is very stable. Even if the market value is high, the foam component is very small. The stock of a company, in theory, will cause the smallest market volatility.

Of course, the same is theoretical.

Although Simon has made a lot of arrangements in advance, the risk of taking this first step is always the greatest, and even the black swan event that actually caused the market to collapse is not impossible.

However, some things have to be done.

As long as it is successful, this operation is expected to successfully delay the Nasdaq market peaking for one to two years, so it can also give the new technology field one to two years of development time, which is actually to West The Los Angeles system fights for time on its own.Because once the Nasdaq new technology bubble bursts, the market will inevitably enter a period of cold winter. The period of winter in memory is about two to three years. It may not seem long, but in fact it will hit a lot of originally expected rapid development. Of new technology companies, the Westeros system will undoubtedly be the one that suffers the most.

Now, by actively suppressing the overheating of the market and fighting for more time, the foundations of companies such as Igret, Cisco, and AOL can be deepened and their ability to resist risks will be poorer.

This is Simon's interpretation of Mr. President.

Of course, there are factors for Mr. President to consider. Simon has always been a good person.

If you do not suppress the overheating of the Nasdaq market at this time, you will immediately enter the 1996 election year. By then, Nasdaq is likely to collapse suddenly in the middle of Clinton's re-election campaign. In that case, the first term of the president will be four years. The main achievements will be cleared.

The Westeros system is actively sold to suppress the Nasdaq market under control. At least next year, the results of the information superhighway plan will still exist. The US economy will not decline and the unemployment rate will continue to decline. Mr. President The re-election is also a matter of course.

Clinton apparently did not fully follow Simon's fooling, and only asked a very sharp question: What if it fails?

What if it fails?

Simon’s reply also left Mr. President speechless: Do you want to see the Nasdaq market collapse immediately, and then spend a year to recover as much as possible, or at the key node of your re-election campaign, such as in November next year, see Nasdaq market collapsed, helpless?

What's more, if there is no certain confidence, Simon will not rashly launch.

Over the years, Simon also has a deeper understanding of Soros's reflexivity theory that "market participants will also affect market movements."

In the first few years, Simon was just a'participant'.

Now, Simon is already a participant who can have an'influence' on the market trend, a chess player.

The news of the reduction of shares announced the first day of market volatility, which is basically within Simon's expectations.

Starting at noon that day, due to proper arrangements in advance, the power of the entire Westeros system began to be launched, and they participated in the trend of stabilizing market sentiment together.Analysts at financial giants such as Goldman Sachs, Morgan Stanley, First Boston and others have issued opinions on stability maintenance. A series of newspapers closely related to the Westeros system have also begun to publish a variety of opinions that are stable or confused. Some cores also personally contacted the heads of major mutual funds and insurance funds, and lobbied each other not to follow suit.

It seems that in the blink of an eye, early in the morning of the next day, many people ushered in a 2.1% rebound in just one hour after the Nasdaq market opened in the morning.The shares of Daenerys Entertainment listed on the New York Stock Exchange also rebounded by 3.6%.

Next, there is the plan to boil the frog in warm water.

Starting with Daenerys Entertainment, we continue to reduce the stocks of core companies in the Westeros system. On the one hand, we draw a large amount of cash for Westeros system investment in other aspects, on the other hand, suppress the Nasdaq Technology stocks are going crazy as late as possible.