Chapter 788: Mr. Li's way of investing
Thursday, December 15th.
Jingzhou, Fuhui Capital.
Xue Zhebin came to the door of the reception room, knocked lightly on the door and entered.
"Mr. Li, what's so urgent?" Xue Zhebin sat down on the sofa, still a little confused.
The weather was good today, and Xue Zhebin was driving his convertible sports car around the suburbs, but Li Shi called him over with a phone call, and it seemed that he had something urgent.
Xue Zhebin didn't ask much, and drove directly to the downstairs of Fuhui Capital.
Li Shi poured a cup of tea for Xue Zhebin: "The money that I was going to invest in the cold-faced girl before, wait and see, don't vote yet!" ”
Xue Zhebin was stunned for a moment, a little dazed: "Mr. Li, haven't you been researching for a long time?" What's going on? ”
Xue Zhebin has been following Li Shixue to invest, and in the recent period, the cold-faced girl is the key project they pay attention to.
Before, Xue Zhebin and Li Shi also made a special trip to the imperial capital, went to the cold noodle girl's store to take a look, ate various meals in person, and looked at the situation of the store.
Then, Meng Chang began to speed up the speed of burning money, opening new stores and giving speeches, and in the case of frantically increasing exposure, the popularity of the cold-faced girl became higher and higher.
Two days ago, after Li Shi thought about it repeatedly, he finally decided to invest in the cold noodle girl.
On the one hand, it is because the cold-faced girl is really impressive, both the popularity and the media evaluation are good, and the store is also decent, and it does seem to be a high-quality investment project with no shortcomings;
On the other hand, it is because, Li Shi guessed that Meng Chang must have gotten money from an investor to speed up the burning of money, but with Meng Chang's character, he did not publicize it with great fanfare, which shows that the source of funds is likely to be from Mr. Pei's side.
Mr. Pei invested twice before and after, and Tengda also sent finance to the cold-faced girl, which greatly improved the reliability of the cold-faced girl in Li Shi's eyes.
Therefore, Li Shi decided to invest a little money after the inspection, although it is not too early to enter the market at this time, it is not too late, and it should be no problem to make a little money.
Li Shi is not a greedy investor, what he pursues is to make a small profit from each project, and it is also a very considerable number over time.
And Xue Zhebin naturally plans to follow Li Shi to symbolically invest two or three million, it doesn't matter how much he earns, as long as he doesn't lose all his money, even if he has a good investment experience.
Li Shi took a sip of tea and said to Xue Zhebin: "The situation has changed. ”
"According to the latest information, Mr. Pei is selling the shares of the cold-faced girl, and it is a large number of sales, leaving no money!"
"Moreover, the price offered by Mr. Pei is significantly lower than the current valuation of the cold-faced girl, and she is selling at a low price."
This does confirm that Mr. Pei has chased the cold-faced girl, and he also holds a lot of shares, but now Mr. Pei sells his shares...... is a very red flag! ”
"We definitely can't go against Mr. Pei."
Xue Zhebin was a little surprised: "Huh? Mr. Pei's operation, I don't understand it. From investment, to chasing, to withdrawal, this action is inevitably too fast, right? Doesn't it mean that investment should not look at the short-term, but look at the long-term? ”
Li Shi smiled: "Don't look at the short-term investment, look at the long-term, that's for ordinary people." Because the average person has limited information and cannot predict the short-term, looking at the short-term is equivalent to trying luck. ”
"But, is Mr. Pei an ordinary person?"
"Mr. Pei will definitely be able to see the information that we can't see, and understand some of the inside information of the cold-faced girl, whether it is investment or leaving, it must be a decision made after mastering enough information."
"At least this time, Mr. Pei's sale of the shares of the cold noodle girl conveyed a very clear message to us, that is, the shares of the cold noodle girl are not suitable for long-term holding, and even problems will be exposed within a period of time!"
"Otherwise, why would Mr. Pei sell in such a hurry?"
Xue Zhebin nodded: "Well, it makes sense!" So how is the sale now? ”
Li Shi took a sip of tea and said slowly: "The transaction should have been completed, and the time is very short, but the situation of this matter is more complicated, and investors have different reactions. ”
"If it is a person like us who believes in Mr. Pei's investment myth, he will definitely not buy these shares as a receiver, but choose to wait and see for a while."
"But the store of the cold-faced girl is in the imperial capital, and Meng Chang himself has been active in the imperial capital. There are many investors in the imperial capital who will not believe in Mr. Pei like us, they think that the cold-faced girl is a good investment project, and they just take this opportunity to start at a low price. ”
"Of course, there are many people who question the cold-faced girl and decide to continue to wait and see."
"This is also Meng Chang's own doing."
"When the brand of cold noodle girl was first established, he kept advocating that this was a project invested by Tengda Pei, because the success rate of Pei's total investment in the project was extremely high, so he forcibly tied it up like this, which could create a feeling of 'Mr. Pei invested so the success rate of this project is very high'."
"But Meng Chang probably didn't expect that Mr. Pei would suddenly be so resolute and ruthless to sell all the shares."
"In this way, the content he promoted before has completely become counterproductive, and the attention that has been pulled by Mr. Pei will instantly backlash when Mr. Pei exits, which can be said to be a cocoon."
"So, the situation became confusing. Although Mr. Pei sold at a lower price, he still made money, but the current situation of the cold-faced girl is not very optimistic. ”
Xue Zhebin nodded, and said with some emotion: "At first, I thought it was just an ordinary investment project, but now it seems that it is getting more and more exciting?" ”
The development of the cold noodle girl has been good, and if it continues to develop according to such a script, and with a few more rounds of financing, it may soon expand rapidly and become a wealth myth of Chinese fast food.
As a result, no one expected that Mr. Pei would suddenly come out like this when the cold-faced girl seemed to be very good.
Meng Chang had been rubbing Tengda's popularity before, but now something happened.
However, even so, there are many investors in the imperial capital who do not believe in Mr. Pei's investment myth and feel that this is a good opportunity to enter the market at a low price.
Xue Zhebin asked again: "So, Meng Chang's current situation is not very good?" ”
Li Shi nodded: "Very bad." ”
"Mr. Pei sells all the shares in hand, and if the selling price is lower, he will definitely find someone to take over, but the problem is that the money can't reach Meng Chang."
"In other words, according to the current rate of burning money by the cold-faced girl, Meng Chang still has to continue to find a way to find money."
But the problem is: those who don't believe in Mr. Pei and want to invest in the cold-faced girl will choose to buy shares from Mr. Pei, after all, it is cheap and cost-effective; And those who believe in Mr. Pei will not invest at this juncture. ”
That is to say...... For a long time in the future, no investor will directly hand over the money to Meng Chang, and the cold-faced girl is likely to not be able to raise money, and there may be problems in terms of liquidity. ”
"Of course, this is just my speculation, if Meng Chang can really get the money through other channels, then Mr. Pei's withdrawal will not have much impact."
"If the cold noodle girl store has really achieved profitability, Meng Chang can also choose to tighten his belt and reduce expenses, as long as he doesn't spend so much marketing expenses, he should be able to survive......"
Li Shi briefly told Xue Zhebin about the current situation.
Mr. Pei's sudden withdrawal will obviously cause a lot of trouble to Meng Chang, but as long as the cold-faced girl is strong, Meng Chang should still be able to hold on.
Xue Zhebin asked: "Then, Mr. Li, do we still want to vote?" Since Mr. Pei is not optimistic about the cold-faced girl, let's stop throwing money into it, right? ”
Li Shi took a sip of tea and shook his head slightly: "Mr. Pei sold all the shares, and he may not enter the market again." ”
"Do you remember the incident when Xueba came to the APP before?"
"Mr. Pei ostensibly wanted to leave the market and sold his shares, but after the education group took over at a high price and Xueba came to the app collapsed, Mr. Pei entered the market strongly, took over at a low price, and then completely transformed Xueba's ......"
Xue Zhebin's eyes lit up: "Mr. Li, are you saying that Mr. Pei is likely to be a false shot?" Is it possible to re-dip again? ”
Li Shi nodded: "I don't rule out the possibility of Mr. Pei's old tricks repeated." ”
"If Mr. Pei wants to re-enter the market after the cold-faced girl encounters a crisis, then it is the best time for us to follow Mr. Pei to chase after him!"
Xue Zhebin nodded suddenly: "Mr. Li, I kind of understand your investment method......
……
At the same time, Dream Ventures.
He Desheng is reporting the current situation to Pei Qian.
"Mr. Pei, the shares of the cold-faced girl have found a suitable buyer, and the price after all the sales is 15 million, although the return on investment is not as high as before, but after all, it is sold in a hurry, and it is not bad to get such a price......"
Pei Qian almost spurted out a mouthful of old blood when he heard this.
You call it a good thing?
Invested 8 million and earned 15 million!
This cold-noodle girl has only been on for a few days, huh? That's all you earned?
Fortunately, I run fast, if I run slower, I won't be able to earn more in the future?
Although it was sold in a hurry this time, and the price was lowered a lot, it was too early to invest in Dream Venture Capital, and it took a lot of shares, so even if it was sold in a hurry and the price was lowered, it still made Pei Qian feel a little unbearable.
Pei Qian felt that his heart was dripping blood, and asked, "What is Meng Chang's reaction?" ”
He Desheng thought for a while: "He didn't react too violently, and he was still confident and high-spirited in front of investors, otherwise this transaction would not have been concluded so smoothly." ”
Pei Qian nodded, sure enough, Meng Chang was very confident in the cold-faced girl, and it was right to withdraw quickly.
He Desheng asked, "Mr. Pei, what should I do with this money?" Do you want to continue to invest in the companies that are waiting to invest in the future? ”
Pei Qian sighed silently.
yes, what about the money?
It stands to reason that there are a lot of places to spend money now, but Pei Qian feels that his luck is really a bit back.
"Wait, I'll think about it." Pei Qian looked at the date, "If there is no new situation at the end of the month, then continue to invest in the companies that are queuing behind Dream Ventures." ”
He Desheng nodded: "Okay, Mr. Pei." ”