Hollywood Hunter

In the third week after the official listing, the market value of Daenerys Entertainment successfully broke the US$120 billion mark on July 13 due to the phenomenal sales of Forrest Gump.

Although the stock price has begun to slow down further, some Wall Street analysts who are extremely optimistic about the development momentum of Daenerys Entertainment have issued the argument that the company's stock price will rise to a high of $65 in the next year. According to Daenerys Entertainment Group's total equity calculation, the stock price reaches 65 US dollars, and the market value will exceed 150 billion US dollars.

Many industry media have recognized this.

Because even if the market value exceeds 150 billion US dollars, according to Daenerys Entertainment's recent earnings forecast, it is only equivalent to 57 times the price-earnings ratio.

If it is other corporate giants that have reached the ceiling of the industry, the P/E ratio of 57 times is obviously a bit exaggerated, but it is not too much for Daenerys Entertainment, which has repeatedly created business miracles.

Of course, there is not no opposition.

Bloomberg, a well-known financial information company on Wall Street, published a targeted review article, which analyzed in detail the status quo of Daenerys Entertainment Group, which seems to be still thriving and has reached the extreme of the industry.

In particular, Daenerys Entertainment Group’s core film business has already occupied half of Hollywood. Even if it always maintains its current strength, it has been lucky enough to break the shackles of industry uncertainty and produce explosive films. In fact, there is not much. upside potential.

On the contrary, as the engine of Daenerys Entertainment's diversified development, once the film business changes, it will inevitably lead to the decline of the entire company.

Therefore, although Daenerys Entertainment has no signs of prosperity and decline in the short term, and the global film industry is also in a period of rapid rise, this entertainment company that has reached its peak development momentum should have a reasonable price-earnings ratio of 20 to 30 times. between.

At this stage, it has broken through the 45 times price-earnings ratio, and has a market value of more than 100 billion US dollars.

Bloomberg analysts believe that this phenomenon is entirely due to the market’s blind admiration of the miracle of Simon Westero’s personal wealth. However, investment should not be blind, but must follow rationality.

Bloomberg's development is far from the peak in Simon's memory, but its influence is no less than that of any financial media.

As a result, when this article calling for investors to return to rationality was published on the morning of July 14, Daenerys Entertainment’s stock price fell by more than 1% after the opening, and it was in a volatile downward state throughout the day.

On the surface, Bloomberg's articles are just talking about facts, but from the recent news reviews of this financial information company, intuitive people can feel the hostility.

As for the reason, it lies in the AlphaBeta company established by Girl B.

Simon stayed in Ohio for a day on Monday. The main purpose of coming to New York on Tuesday was to participate in the internal evaluation meeting of AlphaBeta's financial information software Alia.

Although AlphaBeta's short-term customer development goals are concentrated on the underlying traders of large financial companies and small and medium-sized financial enterprise users, as the Westeros system continues to spread news of entering the financial information field, its development has been unique in recent years. Bloomberg clearly felt the threat.

In order to avoid disguised publicity for Alia, which will be released in October at the end of the year, Bloomberg has not made a public statement about this matter. However, the founder of Bloomberg, Michael Bloomberg, has stated more than once in private that Bloomberg will do whatever it takes in order to maintain its own patented business model and intellectual property rights.

The purpose of this statement is self-evident.

Established for more than ten years, Bloomberg has certainly not experienced competition. It's just that under Bloomberg's innovative information terminal model, past competitors are vulnerable.

This time it was obviously different.

Anyone who pays a little attention to AlphaBeta can find that Simon attaches great importance to this startup.

In order to support AlphaBeta, Simon personally came forward to select the top financial analysis and software development talents from Cersei Capital and Igreat, and has appeared in Manhattan financial circle with Girl B more than once in the past six months. Many social occasions.

With the software release approaching, a marketing team from Eaglet's software sales department has also quietly entered AlphaBeta. At the same time, Cersei Capital, Morgan Stanley and Goldman Sachs, three well-known Wall Street giants, have all signed official software procurement contracts in recent days after quietly participating in the testing of the Alia trial version.

There are millions of financial practitioners in the United States, and there are many more in the world. However, the current installed capacity of Bloomberg terminals with an annual fee of up to $15,000 can only exceed 20,000 units. Even Wall Street giants such as Cersei Capital, Morgan Stanley and Goldman Sachs cannot equip all traders with expensive The Bloomberg terminal, with relatively simple functions, provides services that far surpass the old-fashioned stock market display Alia financial information software. It is undoubtedly the best financial software suitable for large-scale deployment of ordinary employees.

The pricing determined by Alia is very clear, at US$150 per month and US$1,500 per year.

Not to mention major Wall Street clients such as Cersei Capital, even ordinary individual investors who are slightly interested in the stock market can easily afford this expenditure. In comparison, the Bloomberg terminal with an annual fee of up to 15,000 US dollars is very promising for most grassroots financial practitioners who can only earn tens of thousands of dollars a year.

At this stage, the number of Bloomberg terminals purchased by Wall Street giants is generally only a few hundred units. And this time, for Alia, the three companies signed a total of 1,500 purchase contracts at one time. This is not just due to Simon's personal influence.

Such a starting point is enough to make Bloomberg's initial stage beyond reach.

For the past six months, Simon has only provided limited suggestions for the development of Alia based on his knowledge of the field. The more support is financial and resource support. He can't see the quality of the software, but because Simon’s attention is also followed by Jenny. In particular, this software is great.

Moreover, judging from the behavior of Cersei Capital and other three companies directly signing procurement contracts after participating in the internal trial, this software has not been officially listed, it has already gained considerable recognition.

This cooperation of the three companies certainly has Simon's favor in it.

However, when it comes to investment of hundreds of millions of dollars, if the software itself is not qualified, Simon himself will not allow even the Cersei capital of the Westeros system to purchase it.

The affirmation of Cersei Capital and other three companies directly erected a golden sign for Alia.

After the official listing, only relying on the three Wall Street star customers that have reached cooperation as live advertisements, Alia's promotion will be twice the result with half the effort.

In order to further promote Alia, Girl B has also developed a plan to provide a free trial version to some universities in the United States.

This is something.

In modern society, there are very few unprovoked successes.

In fact, Bloomberg relied on the contacts of Michael Bloomberg who worked on Wall Street for many years to get a software development contract from Merrill Lynch in advance. When the contract was signed, the Bloomberg terminal was still in PPT status, even testing. No version of the product.

Subsequently, Merrill Lynch became a shareholder of Bloomberg and used its customer network on Wall Street to promote Bloomberg terminals, which largely contributed to the current success of Bloomberg.

Girl B does not have the personal connections that have worked on Wall Street for many years, but has a bigger backing of the Westeros system.

Therefore, even if the product has not been officially launched, even if it will not target the high-end customer base occupied by Bloomberg terminals for a long time in the future, this company still makes Bloomberg an enemy.

The Westeros system has proven its success in too many fields over the years, and the Bloomberg terminal is far from reaching the point where it will use its own data and information ecosystem to completely monopolize the market many years later. Bloomberg's commentary called on the market to look at the business miracle created by Simon in a rational manner. Michael Bloomberg was obviously not at all calm about the arrival of Alia.

AlphaBeta is headquartered in Greenwich, Connecticut, mainly for considerations such as saving operating costs and tax avoidance.

After finishing work in Manhattan on Thursday afternoon and returning to Greenwich, West Monte intends to come to AlphaBeta headquarters.

About the name change.

As the product enters the trial phase, both girls A and B feel that the name AlphaBeta is not as simple and easy to remember as Alia after all. It is still Simon's idea when he personally named the AlphaBeta product. It is a company and product that is easy to remember. , Has many potential advantages.

The new company name is also readily available.

Directly named after its product, Alia.

Simon actually understood the careful thinking of the two girls.

Once AlphaBeta changed its name to Alia, it became the fifth'woman' in the Westeros system after Daenerys, Melisandre, Igrett and Cersei, which will undoubtedly further increase the market’s interest in this. Confidence in the software.

Alia is a fairly common name, according to the business habits of Westerners, of course it will not fail to register in advance.

Girl B quietly operated for a period of time in advance, and only then did she buy or register the trademark of Alia in major countries such as the United States, Britain, Japan, Australia, etc., but this item of expenditure totaled more than 2.3 million US dollars, which was still operated through shell companies As a result, if purchased under the name of AlphaBeta, a subsidiary of the Westeros system, the price may directly increase tenfold.

Even if there is no plan to change the name, since Alia software is to be launched, it is imperative to acquire trademarks worldwide. Therefore, this expense cannot be avoided.

Counting such an expense on names, AlphaBeta has invested more than US$18 million in the past half a year. This is still the case where Girl B saves costs as much as possible. Girls A and B total US$20 million. The vase fund is also approaching depletion.

Simone has paid attention to this matter.

Compared with D’s and their partnership, Instagram can be launched with only one or two million dollars. If a financial information company wants to develop products, it needs to hire top professionals, build a huge corporate database, and design complex stock bonds. Analyze models, need to purchase data and information externally, etc.

18 million US dollars is already quite a saving.

More than ten years ago, Bloomberg developed the first Bloomberg terminal, which took eight months and invested more than US$4 million. The US$4 million in the early 1980s is basically equivalent to the current US$10 million.

Bloomberg has hardly encountered a threatening opponent for so many years. This is the key reason. Emerging start-ups usually can’t afford such companies that require a lot of top talent and huge capital to launch products at the beginning of their establishment. He ruthlessly smashed tens of millions of dollars in and developed a formal product, which may not be recognized by Wall Street. When it comes to the safety of large sums of money, no Wall Street financial company will rashly use a start-up product.

As for the well-established financial information companies such as Dow Jones or Reuters, because they have already formed a fixed business model, it will inevitably lead to the tendency to end up in big trouble. The development of products such as Bloomberg Terminal often threatens their core business model, so they have always Let Bloomberg develop.

In the end, Bloomberg became the unshakable overlord of the global financial information industry.

Now, Bloomberg has just over 20,000 customers instead of the 300,000 that has been completely monopolized many years later. Bloomberg’s data and social ecosystem are not completely stable. This is the opportunity of the Westeros system.

Simon sees the potential market size of tens of billions of dollars in the financial information industry in the future, and he has no shortage of funds and contacts. Unswervingly exploring this field will naturally pose a strong threat to Bloomberg.

In a conference room at AlphaBeta headquarters, I have seen several sets of design plans for the new company's logo quietly prepared by Lady B. We discussed and selected one of them, which basically finalized the change of AlphaBeta's name to Aaliyah.

"Cersei Capital’s three orders, including the natural increase in product revenue after Alia’s official release, are enough for you to maintain a self-sufficient operating state. Unless necessary, I will not give you more funds in the short term. Betsy, next you What we need to do is not to rush to expand our business, but to use feedback from three major customers to continuously optimize and update this software, and patiently settle for at least one year before launching a larger-scale promotion."

The meeting ended, it was already more than six o'clock in the evening.

Simon said to Girl B when he was about to leave.

The expansion of the Westeros system over the years is a miracle. However, Simon is not a quick success person in his bones. When he should be steady and steady, he must be patient.

Cersei Capital’s three companies signed 1,500 software orders in advance. Although they gave a 20% discount privately, the average annual fee for each software reached 12,000 US dollars. This can provide Aaliyah with a basic annual fee of 18 million US dollars. The income is equivalent to the investment of the Vase Fund for this company in the past half year.

The financial information company wants to improve various businesses, and no amount of money invested can be considered 100% sufficient.

Just like Bloomberg, this veteran financial information company now has a team of more than 500 journalists around the world. This alone is a huge expenditure. For the time being, Lady B’s company can only obtain financial information in the form of cooperation with other media. This is obviously not a long-term solution. However, the creation of its own information team cannot be accomplished overnight.

At this stage, if it is stable and stable, the revenue of 18 million US dollars, including the income from other customers after the software release, is enough for the company to maintain a certain degree of expansion while being self-sufficient.

The Aaliyah company, which is about to be renamed, has a shareholding structure of 15% for Girl B, 5% for Girl A, and another 10% to the company’s core executives. Westeros holds shares through the Vase Fund. Is 70%.

As long as the company can remain self-sufficient in the future, the equity of Lady B and others will not be diluted.

The equity share of Lady B and others does not seem to be much. For a company that needs to invest a large amount of money at the start-up stage, Simon's surrender of 30% of the equity is generous enough. According to the investment of the vase fund in the past year, the total value of the 30% equity is as high as 6 million US dollars.

Moreover, this is only the most primitive equity. As long as Aaliyah develops smoothly, in the future, these equity can make many people become billionaires.

Simon does not plan to inject funds into Aaliyah in the short term. In addition to letting Girl B settle down and avoid being impetuous, he actually has the good intention of not diluting their share of equity.

Many business owners always encourage their employees to become wolves, but they tend to selectively forget the fact that wolves eat meat. Feed your employees and hope that they will help you fight you like wolves. This is a hooliganism.

Narrow and stupid.

As a human being in two lives, he has seen too many world conditions, and Simon does not lack selfish instinct in his heart, but he often warns himself against such a narrow mindset.