Wall Street Legend

  Chapter 299 Cash Cow

  Ye Dongqing has a clear understanding of the environment she is in, and the steelyard in her heart has been weighing the pros and cons.

In his view, the development potential of Skype in the short term is not great, especially after Telemex took the lead in blocking it, it is better to cash out part of it and invest in other places. It is the first company that has been picked by him. return.

   It's just a tricky little thing.

Looking at Silicon Valley, since Fidelity Investment Group suddenly intervened, the confrontation between Ye Dongqing and the board of directors has been broken. Mr. Tim Cook successfully took over the position of Apple’s interim CEO, and the real nominal CEO Steve · Jobs, recently entered the Stanford University Medical Center, surgery is in preparation, does not seem to have started yet.

   I plan to take time to visit him in California, but I can't get away for the time being. There are some matters in New York that Ye Dongqing needs to deal with personally.

The secret development plan that was originally discussed with Jobs is now being implemented under the leadership of Mr. Cook, and the already insufficient funds have been continuously invested in it, so that the financial report for the first quarter of this year is a bit embarrassing, that is because of mergers and acquisitions The reason for the five companies is that they all belong to the upstream enterprises of the industrial chain of mobile smart products, including battery technology, microprocessor technology, touch LCD panel technology, etc., which cost a lot of money.

In fact, Apple's performance this year is very good. With the support of the App-Store, the PC-end products have enriched the user's operating experience and fun. The program developed by the three parties has led to a rare increase in sales, an increase of 43.8% compared with the same period last year, and the revenue is very good.

Another flagship product, the iPod, has the support of iTunes, can download and delete songs in the Windows operating system, and with the increased battery life, sales are quite good. The shipments in the first quarter of this year have already exceeded the total in the second half of last year. In terms of sales, major cities in the United States are building Apple directly-operated flagship stores, which are both stores and fixed advertising spaces. They are mainly concentrated in major business districts, and there are already two on Fifth Avenue.

  It is true that it has made money, but the investment is also large. It only said that it is developing an epoch-making product in an attempt to stabilize other investors and prevent the stock price from being affected.

Now Ye Dongqing has mastered more than two-fifths of the company's shares, and it is impossible to increase it significantly. He is trying to get Apple to issue new shares, but Cook is still undecided. The continuous rise in the stock price of the company means that even if it decides to issue new shares, the price it needs to pay will increase.

In general, it is enough. While having the right to speak, it also has the right to make decisions. Now it depends on whether Apple can develop a successful mobile terminal smartphone like in the previous life. At least the current research and development direction is no problem, Ye Dongqing Occasionally find the energy to stare in person...

  While maintaining success, he also has to open up new battlefields. The reason why he feels that he should stay in New York is mainly because he hopes to use the Danshui Investment Group to invest the idle funds on the company's books and exchange them for shares.

The acquisition of land is temporarily deadlocked. It is true that there is an impulse to build the building, but it has not yet reached the point where it must be implemented this year. The temporary stalemate depends on whether the real estate company is willing to lower the price. Ye Dongqing was quite patient when it came to the huge amount of hundreds of millions of dollars. In the next two weeks, he had been in constant contact with representatives of different institutions and the CEO of the company.

Take Green Mountain Coffee as an example. This company has little to do with Blue Mountain Coffee. It has agreed to accept Ye Dongqing's strategic investment of 230 million US dollars, allowing him to hold 64% of the shares. The negotiation process is still ongoing. It went well, the other party lacked funds for expansion, and Ye Dongqing was optimistic about its development model, so the two sides hit it off, the investment memorandum was signed, and they just had to wait for some formalities to be completed, and then directly delisted from NASDAQ.

  Green Mountain Coffee Company was established in the United States and headquartered in Vermont. It was founded in 1981 and went public in 1993. Until recently, it has not performed well in the stock market because it has embarked on a wrong development model.

Having seen the future, Ye Dongqing knows how to sell coffee and tea well. If Starbucks is suitable for shopping or buying a cup at work, then Green Mountain Coffee is more suitable for home use, and is more suitable for companies or retailers. .

The model is like the razor and blade of Geely's razor. The former is cheap and doesn't make much money. The real money is the blade and foam. He plans to develop a new coffee machine through Green Mountain Coffee, and then through the cheap " K Cup" to make money.

The so-called "K cup" refers to a patented design that ensures the maximum coffee aroma. It looks like a paper cup, and there is a smaller paper cup-shaped permeation device inside, which can only penetrate liquid. It is filled with coffee or tea and sealed with an aluminum foil cover. , to ensure that the aroma of coffee will not be emitted.

Put the K cup into a special coffee machine, press the button, the pressurized water injection pipe will penetrate the aluminum foil cover and enter the filter cup, inject hot water, and a cup of hot coffee or hot tea is ready. Compared with Starbucks or A cup of coffee costs three or four dollars, four or five dollars in fast-selling beverage stores such as Costa, and this thing can be done for only a few tens of cents. It can be described as a model of success through small profits but quick turnover.

  He has recently become obsessed with commercial projects that can change people's lifestyles through himself. These projects that penetrate people's lives often mean more secure, long-term, and abundant cash flow.

If it wasn't for the lack of suitable people at hand, Ye Dongqing would even plan to develop several e-cigarettes, including the heated iQOS. Smokers are already smokers. These e-cigarettes are harmful, but the ones he plans to develop are definitely better than traditional combustion-type ones. Tobacco is slightly better, which is barely a good thing, and it can make money, which can be said to kill two birds with one stone.

It's definitely not in his interest to only get in and out, and now he has to pay a lot of interest every day when he opens his eyes, so he is trying to cultivate some cash cows to improve his financial situation, and realize a diversified business development model, just right If you have cash in your account, you can't just lie in the account and pay interest for nothing.

Judging from the value-added speed of those Internet companies, it won’t be long before the bonds and currencies bought by Danshui Investment Group will be unfrozen. If the assets are far greater than the liabilities, the Securities and Exchange Commission will have no excuse to continue to force the Danshui Investment Group to purchase these Low-risk assets, and a lot of cash will be available at that time, Ye Dongqing is really not short of money recently...

  (end of this chapter)