In fact, Dong Qiangqiang doesn't need to persuade Duanmu to be clear about it. Whether the other party admits or denies it (it's an individual's investment) does not change the result, because he, Dong Qiangqiang and Chuanchuan are both vulnerable groups when facing the wealthy Anderson.

The day to decide whether he can make a lot of money at the end of the year is imminent, and he really has no time to worry about it.

Changing what can be changed and accepting what cannot be changed is the rule of conduct for adults.

Besides, although you suffer a loss due to mistakes, lack of experience is not a particularly serious sin. Some tuition fees are always paid by yourself, and some pitfalls are always jumped by yourself. Even parents cannot teach you everything step by step.

What's more, once the cicada cicada publishes a short sale report, it is necessary to ask Anderson to help find someone to provide promotion. If he is one of the beneficiaries, he will definitely be more attentive. Ah Q thought a little bit that the current situation is not the worst.

"Luckily, you are here this time," Duanmu praised with relief, and immediately changed the subject, "I plan to short 10 companies or more (companies). What do you think?"

"So many?" Duanmu's numbers surprised Dong Qiangqiang, "I remember last time you said you wanted to see 10 to 15 companies, and chose 6 to 8 companies from them, but now you said you wanted to build 10 companies. Which sentence is true?"

"One time, another time." Duanmu shrugged, "Everything is dynamically changing."

"But this is much more than what we said before. So how much material should we look at? And even if the materials can be read, it will be too late to adjust it..."

"I said that last time because I thought that each of the 10 problematic companies bought 100,000 euros put options, but now I think this is not stable enough. I want to buy all the companies that have rumors or any disturbances in the market, build active and passive positions, and control the amount of a single transaction."

Dong Qiangqiang had never heard of these two words: "What do these two warehouses mean?"

"Active position is a company that we have personally investigated, and passive position is a company that we have never done research but has been shorted by other well-known institutions on the market."

"Is this... reliable?" Dong Qiangqiang questioned.

"Our time and experience are too limited. It is better to follow those well-known short-selling institutions. For example, the United Capital company, which is suspected of financial fraud and fictitious profits, can follow 30,000 (Euros). The big guys are actually shorting, so we will stock up on put options. If they are counterattacked by bulls, we will watch the fire from the other side. Even if 30,000 is lost, our losses will be within an acceptable range. But if they bet, then we will win, and 30,000 euros may become 300,000 euros. In the meantime, we can also take advantage of the popularity and investment halo of these well-known institutions in the report and put gold on our faces. After all, we are small funds, and we cannot easily waste such good opportunities that are beneficial but not harmful. Do you understand what I mean?"

"It's just to choose a company that is empty by a well-known fund and a small group. I understand and have a big chance of winning." Although Duanmu's ideas emerge one after another, Dong Qiangqiang did not object. He had long seen that every time Duanmu adjusts his investment strategy, he seeks a delicate balance between risk and return.

"We value passive positions (to pay attention to quantity). If one invests 20,000 to 30,000 (Euros), the better. If the active positions are 50,000 to 100,000, bet a few big guys. I believe that under such circumstances, such a combination will not be lost by the end of the year." Duanmu looked confident.

"According to your investment method, many companies can consider it. Recently, the newspaper has been discussing again, saying that not only the aviation industry has been hit hard by 911, but also Munich Reinsurance (listed company), Swiss Reinsurance (listed company) and London Lloyd's Insurance Platform (non-listed company). Although these three companies have to pay the victims one-time money, the money paid to the injured is increasing every year, and the condition of many injured people will continue to worsen every year, which means that the money that insurance companies have to pay will never end. The three major international credit rating agencies have also lowered the credit ratings of Mu Zai and Rui Zai, and the capital market has also lowered their profit expectations this year..." As he said, a back that ran away suddenly flashed in front of Dong Qiangqiang's eyes. The back view went from clear to blur. He was stunned, half open his mouth, but he couldn't even say a word.

"That's what I mean!" Duanmu was extremely satisfied with Dong Qiangqiang's point, but he did not notice his strange expression. "I have been paying attention to Mu Ao. Its stock price is the lowest at 911, and it rebounded back to 300 (EUR/share) at the beginning of the year, and now it has fallen to around 250, which is only less than 10 euros higher than 911. As you said just now, we can indeed try to invest some, or even invest more. How much do you think?" Duanmu asked while staring at the ground.

A plane passed through the blue sky, and Dong Qiangqiang looked at the fuselage and was stunned.

"Old Dong? I'm asking you what you think?" Duanmu couldn't help but look up and asked again.

"Ah? What?" Dong Qiangqiang woke up like a dream.

"What do you think Mu Zai and Rui Zai's family invest 50,000 yuan?"

"It feels a bit too much...there is 30,000 yuan for a family."

"I will implement this on Monday. Are there anything like this?"

"In addition to companies whose expected profits will definitely drop, I suggest you also pay attention to the German blue chip index DAX30."

"Oh. What do you mean?" Duanmu's eyes lit up, and he liked to chat with Dong Qiangqiang more and more because he would get unexpected gains every time.

"Data from the German Federal Statistics Office shows that the total output of German industrial, construction and energy companies in the first four months of this year fell by nearly 18% year-on-year, the largest decline in the past three years. At the same time, the German Federal Ministry of Economic Affairs also stated that although the German economy showed signs of recovery in March, the data of the manufacturing, automobile industry, and export industry were still not ideal, and the unemployment rate in April showed signs of rising. These economic indicators are very important to the German capital market. In addition, global stock markets are affected by US stocks, and the trend of the German DAX index in the past six months is exactly the same as that of the Dow Jones, just like it was, and (DAX) has a certain lag. Now the Dow Jones, the Standard & Poor’s and the Nasdaq are all falling sharply. The German economy is unable to survive due to global integration and its own development. The result is very likely..." Dong Qiangqiang spread his hands.

"Will the DAX30 index fall sharply with the US stock market?" Duanmu couldn't wait to complete Dong Qiangqiang's words.

"No one can be sure it will fall, but I think it is worth our attention. You can also learn about the current put options in the Dow Jones, Nasdaq and DAX30 index on the market. If their prices rise, it means that there may be many institutions that are bearish on the US and German markets."

Duanmu pondered for a moment: "Let's put this aside first, I'll check the data before replying to you. Did you contact the lawyer I mentioned last time later? What did he say?"

"Secretary Friedric said he needed to communicate with you first before he could decide whether to accept the order from our company. But I have to say the ugly words before, he is not cheap."

"A good lawyer is not cheap." Duanmu waved his hand, "Just have the ability. Go and have dinner."

The two reviewed the breakfast recipes at the train station again. Duanmu once again expressed his confidence in Dong Qiangqiang, and at the same time urged him to complete the third draft of the Presbyterian shorting report as soon as possible, and not forget to attend regular environmental protection meetings.

After the meal, the two went their separate ways. Dong Qiangqiang went north to Hannover, while Duanmu continued to investigate the German representative offices of the Southern Health Company and several other listed US companies.

===
Chapter completed!