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第73章 业余爱好(第1页)

章节目录保存书签

兰亭暄说的时候,卫东言就在那儿童画板上写字。他的个子太高,那儿童画板支架调到最高,也只到他胸口,因此他的胳膊放得很低,写字的时候速度不太快,但是腰背依然笔直。白色画板上,一条直线从上而下,把画板分为左右两边。兰亭暄刚才的叙述,被卫东言写在左面,标题为:《兰述》。下面一二三四,列举了兰亭暄对两个操盘手a、b的归纳总结。操盘手a:1谨慎,自负,只投加密货币。2投资频率:一季度一次。3直觉投资,不用金融数据分析。4八年翻十六番,年回报率百分之一百四十四。十六年前本金只有十万美金,到崩盘之前已经涨到六十五亿美金。5失败:错用后继操盘手,六十五亿美金赔到只剩十万本金。虽然这些数字都是兰亭暄根据离岸基金的历史交易数据算出来的,但是看见这些统计数据,她还是有些失神。“……这人真是投资界的天才……”她喃喃地说。卫东言心平气和地评价:“……如果不是八年前赔到只剩本金,这人比股神巴菲特牛叉多了。”股神巴菲特的平均年收益率也不过百分之二十多。兰亭暄点点头,“这就是鼹鼠的厉害之处吗?他这么厉害,何必……”“何必给梅里特风投打工?”卫东言把她没有说出来的补充完整。兰亭暄再次点头,“你看梅里特风投十六年前,给这个专投加密货币的离岸基金本金不过十万。这笔钱,一个普通的工薪阶层存几年钱也能拿出来。”“这个鼹鼠本人既然有这么大能耐,在没进梅里特风投之前肯定不差钱。所以他有这么大能耐,为什么不自己单干?非要去给梅里特风投添砖加瓦?”这是兰亭暄想不明白的。卫东言抱着胳膊,不动声色地看着兰亭暄,眼底却流露出些许的欣赏和赞誉。他没有回答兰亭暄这个问题,而是转身又把兰亭暄归纳总结的操盘手b写在白色画板上。操盘手b:1谨慎,只投加密货币。2投资频率:一季度一次。3不靠直觉,注重金融数据分析。4八年翻十番,平均年回报率百分之九十。现在的基金,已经从八年前赔到只剩十万本金,涨到十亿美金。5至今没有出错,涨势均匀,大大高于加密货币市场的增长率。兰亭暄抱起胳膊,平静第客观评价:“这个操盘手b,也非常厉害了。据我所知,我们公司投资部的那‘四大天王’,加上‘王母娘娘’段潇薇,都没有这么好的业绩。”卫东言没有回头,继续在画板的另一边写下两个字:《言述》,说:“那你的意思是,这个操盘手b,不可能是段潇薇?”兰亭暄摇了摇头,“不太像。”她没有说的潜台词是,如果段潇薇真的有这业绩,就不可能是王建材坐上首席执行总裁的位置。这种风投公司,业绩是最重要的。股东和董事会的人不管怎么私下徇私舞弊,但对于赚钱,那是他们的底线。谁能赚钱,谁就是爹。卫东言在他那边的画板上,写下“鼹鼠”两个字。他一边写,一边说出鼹鼠的投资风格和行事特征。“第一,鼹鼠的投资风格也是非常谨慎,在投资之前,会用极少量货币测试市场,确信无误之后,才会大笔投入。一旦他大笔投入的投资,都会回报丰厚。”“第二,鼹鼠不贪。每做完一次大单,他都会停止一段时间。他很狂,说不能‘涸泽而渔’,要给韭菜恢复生长的时间。如果他赚得太多,会把韭菜割没。因此他的投资频率也是一季度一次。”“第三,鼹鼠的投资风格很专一,他只投加密货币,从来不碰别的投资产品。”“第四,鼹鼠也是直觉投资,号称他的眼睛就是标杆,不:()兰言之约

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