投行风云（2020）

以及该地区其他一些股票想法
among with some other equity ideas in the region.
我们持有一段时间了 是啊 你和所有人一样
We've been buy and hold for some time. Yeah, you and everyone else.
尽管作为股市宠儿 谢谢你 也有其自身的挑战
Although being a stock market darling, thank you, comes with its own challenges.
我是说 我想他们必须照顾你
I mean, I guess they must look after you,
期望你在离家这么远的地方扎根
expecting you to put roots down so far away from home?
他们不能把这工作交给本地人吗
Couldn't they have given the job to a local?
你介意详细说明一下你迁移用户的计划吗
Would you mind fleshing out your plan to migrate users
从支付处理方收♥购♥系列到新应用
from the payment processor acquisition suite to the new app?
其实 我只是想要更细化的信息
Actually, I would just love more granularity
关于你们本地的收♥购♥
on your local acquisitions,
因为它们的多样性真的引起了我的兴趣
'cause the diversity of them really piqued my interest.
支付处理方 短♥信♥支付 预付卡
Payment processors, text-to-pay, prepaid cards.
统一的原理是什么
What's the unifying principle there?
你在该地区还关注哪些股票机会
What other equity opportunities were you looking at in the region?
你说过你还有其他在当地盘旋准备投资的想法
You said you had other ideas that you were circling locally to invest in.
风扇牛奶
Fan Milk.
消费品 MTN集团
Consumer goods. MTN.
哇 真无聊
Wow. That's dull.
防御性 透明的收入来源 我们不喜欢风险
Defensive, transparent revenue streams. We don't like risk.
很好 嗯 如果你想要城市游览或交通
Great. Well, if you want a tour or transport out of the city,
请一定告诉我 有很多可看的 非常感谢你抽时间
do let me know. There's much to see. Thank you so much for your time.
你知道 你可以 你可以打电♥话♥给我
You know, you can just... You can call me...
如果你愿意 如果你只是想聊聊
if you like. If you just feel like talking.
我感觉没人问过他很多问题
I get the feeling nobody's asked him many questions.
我反向图片搜索了那张纪念支票照片
I reverse-image searched that novelty check pic
它链接到一篇关于斯威夫特支付收♥购♥的文章
and it links to an article about SwiftGC's acquisition.
关于谁做的 这是个有趣的细节
It's a curious detail about who did it.
一家本地精品投行 不 斯威夫特支付聘请了一位律师
A local boutique investment bank? No, SwiftGC instructed a lawyer.
那有那么奇怪吗 我猜这里经常发生
Is that that curious? I assume that happens a lot here.
嗯 这有多奇怪
Well, how curious it is
取决于相关交易的规模
depends on the size of the deal in question
以及法律业务的规模 不是吗
and the size of the legal operation, does it not?
我已经和律师预约了 并告诉他我们为并购市场工作
I've booked an appointment with the lawyer and told him that we work for MergerMarket
我们正在见该地区参与并购交易的任何人
and we're meeting anyone involved in M&A deals in the territory.
抱歉
Sorry...
塞缪尔斯先生 对吗 叫我律师
Mr. Samuels, is it? Call me Lawyer.
我的名字就叫律师
My name is Lawyer.
在这里不罕见
It's not uncommon here.
虽然我不确定那种名字决定论有多经常应验
Although I'm not sure how often that kind of nominative determinism works out.
举个例子 我被取名叫操狗者·班纳曼
By example, I was christened "DogFucker" Bannerman.
我可以问你是如何确定斯威夫特支付估值的吗
May I ask how you divined SwiftGC's valuation?
斯威夫特支付是一家高增长公♥司♥
SwiftGC is a high-growth company.
可比公♥司♥
It's not uncommon for comparables
估值达到收入十倍甚至二十倍并不罕见
to be valued at ten, even 20 times revenue.
移♥动♥支付行业蓬勃发展
The mobile pay sector has boomed
自从加纳银行放松监管环境以来
since the Bank of Ghana relaxed the regulatory environment.
你有很多其他经验吗
Do you have much other experience
在五千万美元的并购交易中 我有个会计师
in 50-million-dollar M&A deals? I have an accountant.
而且正如我所说
And, as I said,
一位我合作了30年的专家估值顾问
an expert valuation advisor I've worked with for 30 years.
监管顾问 税务人员
A regulatory advisor. A tax guy.
我还能继续说 费用结构是怎样的
I could go on. And how did the fee structure work?
抱歉 你是怎么收费的
Excuse me? How were you paid?
我一直很有礼貌 这不是个礼貌的问题
I have been nothing but polite. That is not a polite question.
这跟你们的数据库有什么关系
And how is it relevant to your database?
你知道 你没必要对他那么粗鲁
You know, you didn't need to be rude to him
就因为他直接挡开了你所有问题
just 'cause he straight-batted all your questions.
那个人和他的业务与交易的规模完全不相称
Nothing about that guy and his operation was commensurate with the size of the deal
腾德与斯威夫特支付的那笔交易
that Tender did with SwiftGC.
你是在告诉自己这些 来歪曲事实
You're telling yourself that to bend the facts
以符合你想要的真♥相♥ 好吗 我是说 他自己也说了 这是非洲
to what you want to be true, all right? I mean, he said it himself. It's Africa.
仅仅因为不同 并不代表它是错的
Just 'cause it's different doesn't make it wrong.
让我他妈尽可能委婉地说
Let me put this as delicately as I fucking can.
你到底对非洲了解多少
How much do you actually know about Africa?
你可以停止这种 浪子回头 的把戏了
You can stop with this, like, prodigal son gimmick.
答案大概是酒精 带iPhone充电器的初代iPhone
The answer's probably alcohol. Original iPhone with iPhone charger.
如果这些家伙底层是歪的 而我们证明了它
What, materially, changes in the world if at the bottom of the barrel,
世界会发生什么实质改变
these guys are bent and we prove it?
我是说 世界会变得更好吗
I mean, does the world improve?
你知道 像你这样油嘴滑舌其实毫无魅力
You know, being as glib as you are is actually charmless.
你以为这很有魅力 但其实没有
You think it is charming, but it is charmless.
我已经投入了我他妈的全部注意力
I have given this my full fucking attention,
而那是有限资源 这就是为什么结果很重要
and that is a finite resource. That is why the outcome matters.
谁一直在喝我的饮料 这是健力士 不是耶稣的血
Who keeps drinking my drink? This is Guinness, not the blood of Jesus.
我是说 是 是 我猜你大概是对的
I mean, yeah, yeah. I guess you're probably right.
这可能就像一个大大的他妈干扰
This is probably just like a big old fucking distraction
像是他妈浪费我的时间 哦 别这样 别这么说
and like a fucking waste of my time. Oh, come on. Don't say that.
听着 我只是说我们或许应该告诉某人
Look, I'm just saying we should probably tell someone
如果我们即将永久消除所有金融欺诈
if we're on the verge of eliminating all financial fraud in perpetuity
并为所有人带来公平的经济结果
and delivering equitable economic outcomes for all.
该你了
Your turn!
嗯 我们之间说 我需要这次做空成功
Well, between us, I need this short to work.
在我接受哈珀的Offer前 我在多处面试过
Before I took Harper's offer, I interviewed at multiple places.
我找不到工作 你可以想象原因
I couldn't get a job. You can imagine why.
是啊 那件事很难堪
Yeah, that was a tough thing to happen.
继续前进
Keep moving forward.
让我和那件事之间的距离拉开
Let the distance grow between me and the event,
就让时间发挥作用
and just let time do the work.
当我想到那些
When I think of those
粉脸肥脖的失败者嘲笑我
pink-faced, fat-neck losers laughing at me...
天啊 这么不尊重你的观众
God, so much disrespect for your audience.
你应该去经营电影工作室
You should run a movie studio.
嗯 那个曝光我的人 他以一种迂回的方式得到了报应
Well, the guy who outed me, he got his in a sort of roundabout way.
以迂回的方式
"In a roundabout way"?
里希 你知道是他
Rishi? You know it was him?
我认为生活中的某些事自有其道理
I think certain things in life make sense.
你的直觉可能是对的 区分理论和事实
And your stomach is probably right, separating theory and fact.
你的家人知道吗
Do your family know?
他们怎么看
What did they make of it?
嗯 我以为我和我妈妈很亲近
Well, I thought I was close to my mum.
我是 我是 我是 比如 她是我的知己 你知道
I was. I mean, I am. I am. Like, she's my confidante, you know?
然后这件事发生了 她也知道
And then this happened, and she knows about it,
但她只是假装没发生过
and she just pretends like it didn't.
比如 我等啊等
And, like, I'm waiting and waiting
等她对此说点什么 但她就是不说
for her to say something about it, and she just doesn't.
比如 是啊 那就像 伤了我的心
And, like, yeah, that just, like, broke my heart.
嘿 来吧
Hey! Come on!
你说你会来的 来选下一首歌♥
You said you'd come! Come pick the next song.
好吧 我要把这事说得严重点 好吗
All right, I'm gonna lay this shit on thick, okay?
给我开个盘 猜猜多少这些顾客会滚蛋
Make me a market on how many of these punters fuck off
当我开始唱歌♥时
when I start singing.
来和我们一起唱 快点 赶快
Come and sing with us! Come on! Hurry up!
一秒 一秒 我就来
One second, one second, I'm coming.
来吧 抱住我
Come on and hold me
就像你告诉我的那样
Just like you told me...
你好 戈莱特利小姐 嗨
Hello, Miss Golightly. Hi.
你几乎和你的名字一样令人难忘
You're almost as memorable as your name.
告诉我 你是个惯骗 还是这次是特例
Tell me, are you a compulsive liar, or was this a one-off?
进入夜色 进入夜色
Into the night Into the night
我知道这不对 我知道这不对
I know it ain't right I know it ain't right
为何说谎
Why did you lie?
我在FCA注册簿上查了你 然后打电♥话♥给你的前雇主
I looked you up on the FCA register and then I called your former employer.
你这样的人一定知道 有一小部分人强烈认为
A man in your position must know that there is a vocal minority
腾德的股价是一种幻觉
who believe Tender's share price to be an illusion.
我不知道你是否意识到媒体越来越多的猜测
I don't know if you're aware of the growing speculation in the press.
你是说《金融快讯》的吉姆·戴克
You mean Jim Dycker at FinDigest?
他给我发过电报 是的 他 是的 他本应来拜访我们
He Telegrammed me. Yeah, he was... Yeah, he was supposed to visit us.
让你正式表态
To get you on the record?
嗯 如果他从未兑现 我怎么会知道他的意图
Well, how should I know his intention if he never followed through?
你和他的编辑伯吉斯先生有联♥系♥吗
Were you in contact with his editor, Mr. Burgess?