"Boss, this is analytical data from Lehman Brothers. All the listed data are exclusive information..."

If Andy looked at Michael Dior, the chief analyst of his think tank, meaningfully, nodded slightly, took the information and started reading it.

The basic lesson that a real analyst must first be an accountant, understand the company's financial statements (if you want to trade stocks, it is best to understand, which contains many secrets), understand the interest game behind various accounting treatments, and restore the company's real financial status.

Then you need to conduct on-site investigations on all aspects of the business's sales, management, etc. Awesome analysts should also have their own exclusive information source. The higher the level of the information source, the more valuable the information you get.

When Lehman launched his glamorous performance report and self-rescue plan, Michael Dior saw through the incredibly optimistic questions behind the performance report. Lehman was incredibly optimistic about the valuation of his own assets. Through in-depth investigation and information summary, it confirmed that Lehman had reached the end of his life.

Looking at these information, Andy looked at Michael with satisfaction. Although there are financial reporting and accounting processing manipulations in the market, accountants with rich experience will still be a touchstone for good companies and also have a significant role.

"That is to say, the secret work that Lehman is currently doing, the more than 30 billion assets that were injected from the book of the new company Rei, which was stripped from the head office and reorganized in various ways, are only 60%-65% of its value, or even less, and there are almost 10 billion holes they are planning to use to cheat people?"

Andy shook the information in his hand and looked at Michael Dior with a sneer. Now he understood why Paulson would rather watch Lehman go bankrupt than take action. Damn, this is going to cheat people to death. Whoever takes over will be in trouble!

"Yes, boss, what's more important is that the hole of more than 10 billion has nothing to do with the junk subprime mortgage, and has nothing to do with CDO, but related assets of commercial real estate!"

As Michael finished speaking, everyone in the think tank who had not read the report in Andy's hand changed their faces and took a deep breath. Damn, this is a "landmine", a landmine that can kill any force.

Commercial real estate is non-residential real estate such as office buildings, apartment buildings, hotels, industrial land, shopping malls/shopping centers.

If all of these assets belong to Lehman, it is okay to say that Lehman is dead when he discovered the subprime mortgage. With the idea of ​​buying the benefits of bottom-up, he acquired a real estate trust company in January 2007, raised $500 million, and used 44 times leverage to forcibly acquire the company worth $22.2 billion.

I want to make a fortune by using this company with 350 residential areas and 86,000 housing units across the United States and Germany, especially high-priced housing in major cities.

Touch the top at a high position!

This is a big death! What is the price of real estate now? It is completely a bargain. Even if the housing prices in places such as New York and Manhattan have not fallen, and there is even an upward trend, after all, there is only such a small area. The key is Lehman's loan of a total of 60 billion yuan. Only these real estates cannot be sold. Lehman's bankruptcy is a foregone conclusion.

Andy looked at the feasibility plan on the last page of the information and couldn't help but fall into deep thought. His right hand kept touching his chin, his eyes narrowed slightly, and a cold light flashed in a short while, and he made up his mind.

"I am not interested in these real estates now. Although they are very cheap, they are still not as good as forcing them to death. First hedge against Lehman's stock price, concentrate on shorting it, release news, and disperse the data on it, and first make all companies interested in Lehman's assets sweat!"

Andy's words shocked everyone in the conference room. His boss is going to detonate the landmines! If he says no, he will blow the entire Lehman up to the sky. If he is short, Lehman can't hold on and goes bankrupt, then he will get angry.

Al said with a serious expression: "Boss, these information is too violent for Lehman, who is now shaky, and it is easy to kill them directly. In order to maximize the profit, it is better to use rumors to operate it. And the time for short selling this time should be limited to one week, and we are always ready to leave the market, once Lehman goes bankrupt..."

Andy naturally knew what Al didn't say. Once Lehman went bankrupt, he would lose all his money. However, the reason why Andy chose to use violent means to play the shock game was that he hoped that before Lehman went bankrupt, he would finally squeeze out the last bit of oil and water from it, and then use this money to add it to the feast of dividing Lehman's assets to liquidate.

However, Al was right. He might be a little anxious, but the small-scale fight could no longer satisfy his current appetite. He knew that without his participation, Lehman might have gone bankrupt in mid-September, but he didn't want to follow others to have some soup.

He wanted to personally lead the rhythm of this gluttonous feast and control Lehman's destruction process. Only in this way can he get the biggest piece of cake.

When Al saw that the boss didn't say anything, he frowned slightly and said again: "Use half-true and half-false rumors to leave Lehman with the last chance to breathe, and give us plenty of time to quit. Boss, we don't have to take risks, and there is no reason to take risks!"

"call--"

Andy's heart trembled slightly, his face changed slightly, and finally he exhaled a heavy breath, shook his head and looked at Al with a wry smile and said, "I am really unwilling to accept it. Most of the assets of 300 billion can only be watched to evaporate. The part that can be intercepted must be shared with others..."

Everyone at the conference table had strange faces, and their heads were slightly lowered with convulsions. Otherwise, their expressions would be too obvious and when the boss saw them, everyone would complain about the boss's greed.

"Boss, at this time, half-true rumors and short selling are like aircraft carriers and nuclear warheads. Their power can easily erase a company that has existed for hundreds of years and has tens of thousands of employees.

What we need to do now is to seek profits in a steady manner and control our inner greed, because now and in the next year, many you will be placed in front of our boss.

In addition to real high-quality assets, we can use them to operate the rest. If we cannot quickly cash out, we cannot even buy them no matter how cheap it is, because there will definitely be many such assets. It is easy to say that they acquire one or two times, but if there are too many acquisitions, your cash advantage will be gone!”

Hearing Al's words, Andy could only shake his head and smile bitterly, nodded slightly and said, "Yes, there are really too many good things. How can I take them down? I'm still thinking about Starbucks and Amc Cinema... Okay, then prepare as you wish. Although I want to eat a bite, if I choke to death, it will be more than worth the loss."

When Al heard that the young boss was persuaded, he was relieved. His boss was good at everything, but he was too greedy. His pursuit of wealth was not weakened because he was already ranked 20th in the world, but instead became stronger.

As for whether anyone is worried that the US government will rescue Lehman, the answer is yes. Paulson will definitely not rescue Lehman. As mentioned earlier, the Goldman Sachs department hopes that Lehman will go bankrupt. What is important is that once Paulson officially takes over the two houses, he will never take action to rescue Lehman.

This not only puts Paulson in the face of moral risks, makes innocent Nashu people bear the consequences for their greedy humanity and failed business models, but also potentially encourages the creation of derivative tools that take huge risks to earn huge returns, because if the bet is lost, the government will come out to close the stall.

In order to avoid such a situation, Paulson will definitely find a person who will kill the chicken and warn the monkeys, pour cold water on Wall Street, so that the big guys can wake up and realize that the government will choose to let them fend for themselves.

Of course, this object may be Lehman or Aig Insurance Company, but who made Lehman the most arrogant, 213, the least popular? It just so happened that it also hit the right time, and who would not sacrifice it?
Chapter completed!