The world is full of faces, looking forward to it, and finally having to dance with yourself!”
This sentence comes from the poem "Poetry and Ink Rhyme Half-Character Song" by the financial pretty girl "Minzi", in the thousands of faces of the bustling financial street, on the vast Internet, her personal information is very little.
I don't know when she was born, but in the summer of 2023, when she died, I was touched by this 17-character poem.
In 2023, the first year of liberalization after three years of new crown, it is also the first year for "Deep Chat Investors" to test the waters.
Some of them are ** managers in charge of tens of billions, some are Internet celebrity private equity with many followers, some are small people in the financial circle who are obscured in the world, and some are ordinary ** holders.
But in the eyes of "Deep Chat Investors", they are "not different", perhaps, they are in a prominent and sensitive time, and it is often inconvenient to speak as a voice, but "Under the suit and leather shoes, there is a "** soul".
In the impetuous era, information is overloaded, we have seen a lot of red tape and insincerity, and we hope to see the real people's kind words and the underlying human nature after peeling off the cocoon.
Based on this, this number adheres to a philosophy:It is better not to write than to write about people who go against your heart and to speak exaggeratedly
Up to now, "Deep Chat Investor" has created a total of 138 original articles this year, nearly half of which are related to "** manager". In this issue, let's first sort out the 30 ** manager faces recorded in 2023.
1. The deceased is like a husband, a "** old man" who comes and goes in a hurry
Du Haitao and I have never known each other in our lives, but when I think of being with him in the Bank of Beijing Building (** reported on the 6th floor, ICBC was on more than 10 floors, and then moved away), there should be many times to pass by, and there have been many times in the canteen, thinking of this, my heart is still a little sad and sad......
We are all hurried passers-by in this panicked world, we are busy, seeking up and down, painfully pursuing, painfully parting, unable to let go of obsessions, a hundred years later, who can remember that we have been here?”
On December 14, "49-year-old Du Haitao passed away, and there is one less "value faction" in the world
On Teacher's Day 3 years ago, I took a picture of the above ** in an office building with excellent vision and feng shui in the Asian Games Village, the new office of Botong Assets in Beijing.
In the evening, Lu Yang came back and brought two boxes of dim sum bought from Huguo Temple to taste for me, and the two of us chatted casually about investment while eating dim sum.
After two hours of in-depth chat, I was deeply impressed by this private equity CEO, a Northeast native with an accent similar to director Dapeng, who is accustomed to using the most popular language to explain his understanding of investment. ”
On June 17, "The Old Man" Lu Yang: In addition to life and death, there are all bruises!》
In the same financial circle, I have never known her from Hunan in my life. It's just that when "Yan Min" began to attract attention, I searched for her bits and pieces on the vast Internet.
Unfortunately, there is very little publicly available information. Luckily, I found a few short poems that I suspected she had written.
In her self-introduction, she said this-"Minzi, whose real name is Yan Min, studied science and engineering and devoted himself to insurance. In his spare time, he often flies lightly in the dance, flies in the poetry cluster, and snickers silly with the heart of art. I just want to be a pretty girl and smile as before. ”
On July 8, "Financial "Pretty Girl" Yan Min: Thousands of Faces in the World, I Have to Dance with Myself in the End".
2. The "back" of a generation of ** managers, there are only legends left in the rivers and lakes
They are all masters of investment (playing), one is enlightened, and the other is a farewell to the world. Both of them were born in 1985 and belong to the ox, and they are the most favorite signs of investors.
Cai Songsong, a 38-year-old Shandong native, gave the best 6 years to Nuo'an**, from 32 to 38 years old, he and Nuo'an achieved each other and parted ways;Guan Shanxiang, a 38-year-old native of Foshan, was originally a hardware salesman, but he fell in love with **, and now his "resignation" wishes there was no transaction in heaven.
September 30 "Value and Disillusionment, 38-year-old Cai Songsong and Guan Shanxiang".
In the past few years, I have been in close contact with several ** managers and family members who died unexpectedly, and I have had a deep conversation with them in the depths of their souls.
In the online memorial hall of a well-known ** manager, in the flower list of relatives and friends, I accidentally found another familiar ** manager's name.
They were probably friends before their deaths, and they also sympathized with each other's circumstances, but due to social influence, he could not publicly express his grief for the deceased, and could only silently spend flowers for his former colleagues in a network domain that was rarely paid attention to.
Later, he also stepped down as the ** manager and chose to leave the scene gloomily.
On October 1, "The post-85 wave of "Mesozoic Generation", life is enlightened?》
Liu Jiang and I have never known each other in my life, but he is the most impressive manager of China Universal Wealth.
The reason for all this has to start from June 2021, his article"Amazing ** circle".The Manchu essay talks about ......
value grows in the cracks of timeline fission".
In the capital market, the only thing that is certain is that there will be accidents."
As a Tsinghua scholar, he manages a scale of 50 billion +, and soon, "Liu Jiang" quickly swiped the screen because of this "full score essay" and successfully got out of the circle.
On November 24, "Hui Tianfu Liu Jiang stepped down, "insisting on long-term strength" became a joke?》
3. Under the "suit and leather shoes", there is a "** soul".
A few years ago, in the last ** family, the investment director of the next room and I often went downstairs to smoke.
He came to the company a year after me, has a doctorate degree from across the ocean, and has a foundation in derivatives investment.
A year later, the company's senior management changed and the structure was adjusted, and he, like several other directors who joined the company in the same year, chose to leave by agreement and joined a joint venture company in Shanghai.
* Managers, most of them are from science and engineering, wearing suits and leather shoes, sitting in a precarious position, and smiling informally, but on the other side of life, most of them are also like ordinary people, with a rich and changeable inner ocean, as well as seven emotions and six desires of human redundancy.
On September 27, "** Manager, under the suit and leather shoes, there is a "** soul".
It is not an easy task to extract the "character brilliance" and "investment essence" of this Mesozoic ** manager from the fragmented scenes of Li Yan's span of 10 years and the vast volume of tens of thousands of words.
A few days ago, a senior in the financial circle who had a very good relationship with me heard that I was writing about Li Yan, and she couldn't hold back her joy and said to me: "I know him, and now I still have his ** in my hand!."”
Li Yan under the spotlight has left too many "cookie-cutter" marks to the outside world. Today, I try to put the manager in the ebb and flow of the tide and the wind and clouds for 10 years, perhaps to provide the market with a different kind of "depth" and "dimension".
On March 23, "Huaxia ** Li Yan, the four-dimensional personality of a post-85 ** manager".
Sitting in the office of the Shenzhen headquarters of Nuoan **, Han Dongyan connected with "Deep Chat Investors". In the picture, she is wearing a black coat, and after two hours of communication, she is as low-key, peaceful, calm, and specul......ative as ever
What kind of belief has driven you to stick to the public offering for nearly 20 years?I asked her.
She said: It's a "sense of mission"!
What is a "sense of purpose"?This is not a "rhetoric" in the field of investment, but a philosophical proposition about the relationship between "people and the world".
On December 20, "Dismantling the "Fundamentals" of Sino Analytica, 20 Years of Four Time and Space Interlacers".
Throughout the rise and fall of the development of human society and the ebb and flow of the capital market, most people go with the flow and are destined to do nothing in their lives, while only a few people dare to see hope in adversity, break through themselves, and complete the counterattack of life and investment.
CEIBS** Xu Wenxing's description of "contrarian investment" - "We have all seen short-term uncertainty, as if the whole market is dark under the dark clouds. But don't ignore that every dark cloud is also bordered by a ring of hopeful gold. ”
What is "contrarian investing"?The answer given by Xu Wenxing is: avoid crowded transactions and look for mispricing. That is, when the market valuation is sluggish, carefully identify permanent risks, take the initiative to bear controllable short-term fluctuations, and actively carry out medium and long-term investment layout for the future.
On November 9, "What kind of emotion type are you?".Investment Revelations for a Cartoon".
4, the "star manager" who abdicated from the rivers and lakes was just confused at that time
From 2020 to 2023, 1096 days, it is like a world away.
On the eve of the National Day three years ago, the "closing battle" of the third quarter of the public offering, GF high-end manufacturing locked the champion in advance.
Three years later, at the same point in time, it was the same third quarter competition, and the ranking was already different.
And at the end of this ranking, GF high-end manufacturing, which was in the limelight in the past, has become the "bottom".
Fate always teases the world in a cynical way, people who are true to life.
On September 28, "Three Years of Ups and Downs, Two Boundless, ** "Frustrated People" in the Qualifying Tournament".
In a very small gathering, a track-type manager shared the embarrassing experience of driving a certain brand of pure electric car in his early years. On the other side of the coin, in his limited opportunities to communicate with the public, is a different image - sitting upright, cherishing words like gold.
You are so talented, why do you only have a few words in the semi-annual report?"Someone asked him. He paused, and immediately changed his serious tone and said: "Well, our company has compliance requirements, and it is not recommended that the ** manager have too many remarks in the quarterly report and annual report." ”
On September 13, "This year, why don't managers like to talk anymore?".》
* The manager is like a driver, on the potholes and complex roads, even the old driver may inevitably make mistakes, but if the mileage is long enough, whoever has a lower probability of violations and accidents is the master ......
For the best managers, their performance and reputation are like a long-distance run of hundreds of thousands of kilometers. The outside world is accustomed to a finer "granularity" of time to judge their fame and right and wrong, but does not have enough patience to wait and temper their growth and maturity.
This is a question of the soul, and it is also a question that is difficult to solve at the moment.
On August 26, "Under the cherry tree, I planted 12 ** managers, and ...... after a month》
5. The "Internet celebrity private placement" of thousands of fans, I will never understand your tenderness
Four hours ago, Li Bei, the female devil of private equity, posted an article "Writing to the Students of Management: My Story from the Last Bear Market".
At a time when the market is falling endlessly, Li Bei's article is full of emotion, recalling several bear markets experienced from her junior year to the decade of entrepreneurship.
There is a surplus of talents, too many people looking for jobs, in fact, many ** companies have "raised their appetites" in private, in the past, Fudan, Nankai, Jiaotong University, Zhongcai had no problem, but now only the limited internship positions can be left to the smartest Tsinghua Peking University students!
On September 20, "Private placement Li Bei's 5,000-word "Xiong Wen": Non-Qingbei, stand aside!》
5 hours ago, Lin Yuan was a guest on a live broadcast, and his tone was kind throughout the whole process, and he was a master of emotional control.
Two years ago, he drank two taels of Moutai and said unabashedly: "How can a rich person like me apologize to the poor?"”
From 2021 to 2023, Lin Yuan will be from 58 to 60 years old, that is, in just two years, the world has changed too much, the capital market has changed from frenzy to trough, and the fundraising pace of Lin Yuan Investment has slowed down a lot, and even since March this year, there has been no new product issuance ......
On September 25, "the new products in the past six months have been "out of harvest", and Lin Yuan's eyebrows and eyes are kind in the year of the sixtieth year".
A few years ago, a financial ** person went to a group company to serve as the general manager of its subsidiary. Later, the boss of the group was involved in Internet finance and was shut down, and he also followed the "squatting number".
Of course, there are also self-conscious people, and they have also encountered such a good thing, and after he parachuted into the general manager of the subsidiary, after enjoying a short period of "one person above, under a hundred people", he found that the subsidiary was dark and thunderous, and then found a reason to resign, there are no shortage of cases.
In a thousand words, there is no such thing as a free lunch – when a plate of fresh seafood is brought to you, you should first not salivate, but see if your appetite can digest it.
On November 14, "Tens of billions of private placements "stepping on thunder"?Blow up the "deep pit" of the transformation of the ** people".
(To be continued).
(Chen Junling, founder and chief writer of Shenliao Investor, has served as a senior reporter of Shanghai ** Daily, director of public offering ** sub-marketing planning, deputy editor-in-chief of Finance Associated Press, and the first ** supervisor of AMAC).