"Brother! Why are you here? You didn't say you were coming to attend the investor conference?"
Cao Mo, Ge Jun, and Chen Feng were standing in the aisle outside the venue talking, but they didn't know when Jiaying would arrive for the event. He saw her walking excitedly from a distance, followed by Wu Ruifang, the only two remaining generals under his command.
, Cheng Xin, had the guest card of the event venue hanging around his neck.
"I came over temporarily to experience the atmosphere of the event," Cao Mo asked curiously, "Did you just come here or what happened? Why didn't I see you at the venue just now?"
"We were in another hall just now. It's not like there was only one sub-venue today. You were listening to the speech in this hall just now? Ge Jun from Dongjiang Securities is very powerful. At the beginning of the year, he published many comment articles saying that after A-shares hit record highs, the adjustment time will be
It was relatively long, and he also pointed out that it should be analyzed in conjunction with the international financial and economic situation. Now it seems that his predictions are correct." Cao Jiaying jumped over, grabbed Cao Mo's arm, looked into the venue, and pointed
The promotional portrait of Ge Jun erected in front of them said, "I originally wanted to listen to Ge Jun's speech, but I had a small meeting at the company in the morning and unknowingly missed the time. We rushed to the conference center and Ge Jun's speech
After the results were all over, we heard a group of second-rate experts beeping blindly on the stage. We stood at the door for a while and then ran to other halls, without even noticing that you were there..."
It wasn't until Wu Ruifang stretched out her hand to pull her sleeve that Cao Jiaying suddenly noticed that the person standing in the aisle talking to Cao Mo was Ge Jun, and was shocked: "You are Ge Jun from Dongjiang Securities. Hey, call me this brain, Sister Chen Chang is in Dongjiang
I work in the securities investment department, why didn’t I recognize you? You won’t blame me, right? I’m a little short-sighted. I rushed to the venue in a hurry and even forgot to wear contact lenses.”
In Cao Jiaying's mind, it was obvious that Ge Jun was more admirable than her brother Cao Mo, and she was afraid that she had just said something wrong.
Cao Mo put his arms around Jiaying's shoulders and introduced to Ge Jun and Chen Feng, "My sister Cao Jiaying is still studying at East China University of Finance and Economics. She will be a junior in college next year. She founded a very inconspicuous small investment company. The only
The outstanding record is that the account funds went from a maximum of 110 million to less than 60 million in more than half a year!"
"Why don't you tell me, just give me 20 million principal!" Jiaying muttered dissatisfied, and happily greeted Chen Chang, "Sister Chen Chang, were you dragged here to work by Dongjiang Securities?"
"..." Chen Chang spread his hands, indicating that he was here to do odd jobs.
Chen Chang had long known that Cao Jiaying had tried to engage in investment more than a year ago, but she, like everyone else, had thought that the capital for Jiaying's investment and the Cao family's establishment of Muxiang B&B came from Chen Rong, and she did not know that Jiaying was engaged in investment.
How much money was he playing with in his hands? However, he didn't know until yesterday that Cao Mo had already accumulated wealth that far exceeded that of Chen Rong.
"It's almost lunch time, why don't you just eat something here today?" Ge Jun asked Cao Mo.
"Of course it's good if you have something to eat!" Cao Mo said with a casual smile.
He has not brought Jiaying to meet well-known figures in the investment industry such as Ge Jun before, but he still hopes that she can independently explore, learn, summarize, and accumulate the most direct experience and lessons, so as to avoid the halo of figures like Ge Jun from distracting their original intentions.
A path that can be taken.
However, when we met today, Jiaying, Wu Ruifang, and Cheng Xin all admired Ge Jun. Naturally, Cao Mo wanted to
Create opportunities for them to ask for advice.
"Xiao Chen, call the catering department to see if there are any private rooms..." Ge Jun ordered Chen Chang.
Chen Chang walked aside and made a phone call first. After a while, he came over and said: "The banquet hall here in the conference center is all booked, and the E Xiangqing opposite is also fully booked. We may have to take a car out..."
"We can just eat at the buffet here, what else do we need to pay attention to!" Cao Mo said.
The buffet lunch provided by the organizer of the event to the invited guests at the International Conference Center will not be very rich. Really well-known scholars and senior practitioners will take advantage of this rare opportunity to socialize and communicate. Only the attendees who are really ignored will
Then I went to the buffet with the staff.
However, everyone had work on hand in the afternoon and couldn't get drunk at noon. Cao Mo didn't think it was necessary to spend time taking the car to eat somewhere else.
Seeing that it was past eleven o'clock, he thought that he would have a buffet at the conference center and have more time to communicate.
After Cao Mo said this, everyone naturally followed suit and walked directly to the cafeteria in the conference center.
The buffet officially started at 11:30, so Cao Mo took Jiaying and the others and accompanied Ge Jun to sit down in the corner of the restaurant near the window and chat first.
Muxiang Capital settled in early July, and after that, Cao Jiaying took Lily, Wu Ruifang, Cheng Xin and the others, with the sponsorship of Cao Mo, to travel around Western Europe, North America and other places to experience the increasingly fierce epidemic in Europe and America up close.
Due to the loan crisis, I didn’t return to China until a few days ago.
During this period, the Shanghai Stock Exchange Index fell again, closing at the lowest at 2,380 points last weekend. Countless investors were deceived. Most small and medium investors even repaid the money they made during the bull market.
not enough.
For Muxiang Capital, fortunately, the settlement was completed in early July. After that, Cao Jiaying, Wu Ruifang, Cheng Xin and others closed their trading and went out to travel to relax.
Otherwise, Muxiang Capital would have made tens of millions more profits based on its position in early July.
At present, not only macroeconomists are pessimistic about the development of the subprime mortgage crisis, but in the securities market, whether they are trend investors or value investors, they also basically believe that the indexes of the Shanghai and Shenzhen stock markets will have room to fall further, and the extent of the decline may be
It will be very tragic; pessimists even predict that the Shanghai stock index will fall below the low set in 2005.
However, from 2005 to the present, the domestic stock market has experienced a complete cycle of bull and bear markets. The so-called trend investment, value investment, left-side trading, right-side trading and other theories have been trampled to the point of being outrageous, leaving countless people who were confident
There are a lot of professional investors who are deeply mired in self-doubt.
Cao Jiaying, Wu Ruifang, and Cheng Xin, as newbies in this industry, were even more confused in their hearts, and even couldn't get out of it for a while. However, after spending nearly two months relaxing in Western Europe and North America, they felt relaxed and of course they would not give up.
Hand giving up wooden icon capital.
However, since they are determined to re-operate Muxiang Capital, they must formulate more detailed and accurate strategies for the next step of securities investment, and they must study and judge the development of the current economic industry and securities market situation.
Even though they are extremely talented in the field of securities investment, they are still immature in terms of experience, knowledge, understanding of macroeconomics, and even the specific operations of investment companies. Now there is an opportunity to catch them.
For an industry leader like Ge Jun, the most critical question is naturally to ask Ge Jun to judge when the turning point will come, and at what point there will be a real reversal, rather than a small-scale rebound that tempts the market to fall into a deeper pit.
"I really can't say when the turning point will occur."
Ge Jun saw that Cao Mo had spent 20 million yuan to train his sister from the beginning and accumulate investment experience. Naturally, he would not be too stingy at this time and was willing to share some of the core strategies within Dongjiang Securities with Cao Jiaying, Wu Ruifang,
Cheng Xin and others shared, saying,
"But there need to be at least two signs. First, the spread of the subprime mortgage crisis has been contained and the destructive influence on the real economy has been improved. Second, the high-quality targets in your stock pool have fallen below the true value line. I
If you think about it, you can boldly build a position... Of course, your brother has more ideas than I do about how to judge in advance whether the spread of the subprime mortgage crisis has been contained, so you should ask your brother for his opinion."
"I'm a layman on securities investment, and Jiaying won't ask for my opinion. It's better to communicate with colleagues like you." Cao Mo said with a smile.
"Securities investment, strategic and financial knowledge are not difficult to master, and tempering one's mind requires time and accumulation. But when it comes to judging the economic and industrial situation, and whether one has confidence in this country, how can one look at it more objectively?
There are some problems in development. I feel that the entire securities investment industry is not very active at present. You have heard so many people’s discussions at today’s event...” Ge Jun also expressed his views on the current status of the domestic investment community.
He was not very satisfied, and Cao Mo allowed Cao Jiaying and the others to explore and accumulate experience relatively independently in the early stage. It seemed a bit irresponsible, but he thought it was beneficial.
Cao Mo nodded. He also knew that the domestic securities market was far from standardized. Practitioners were exposed to too many dark sides, insider trading was common, and it was difficult for him to overcome his speculative psychology. Naturally, it was easier to breed negative emotions and be pessimistic about the future; he also
I really don’t want Jiaying to get too involved in such securities investment circles.
Ge Jun thought of something and asked Cao Mo: "Since Muxiang Investment has a fairly professional team, can your plan for Taihua Group be implemented under Muxiang Investment?"
Two months ago, Ge Jun predicted that the subprime mortgage crisis would spread further and suggested that Cao Mo wait and see the situation first and not rush to build a position in Taihua Group's stocks for the time being.
Now two months have passed. With the new round of adjustments in the Shanghai and Shenzhen market, most individual stocks have also hit a new low in the past year, and the market value of Taihua Group has further fallen to around 4 billion.
Cao Mo planned to build a position in Taihua Group, not to make money, but to suppress Taihua's stock price at the right time. Then there was no need to deliberately capture the lowest point of Taihua's stock price before building a position.
Ge Jun felt that it was enough for Cao Mo to spend money at this time to build a position in Taihua Group, keep lowering the stock price as the stock price fluctuated, wait for the last moment, and leave the operation to Muxiang Capital.
"Brother, what plan do you have, what plan?" Cao Jiaying immediately grabbed Cao Mo excitedly and asked, "You can leave anything to us. We are very professional after all, and we will definitely not mess it up for you.
.”
Seeing Zhou Han's look of anticipation, Cao Mo said to Jiaying, "If you don't have anything else to do this afternoon, you can talk about whether you can do this..."