Wang Tide: yy is not omnipotent can not completely replace the offline new Oriental

The disappearance of old dividend, the overflow of new dividend, the market expects reform to open the new economic pattern. Under the new Bureau of Reform, what are the growth points of the next round of the economy? Which industries will have greater investment opportunities in the future? On the afternoon of March 27, the Chairman and President of the Sino-Italian Capital Group, Wang-Bo, and the island live room, on the topic of "new opportunities for industrial investment" and the island's neighbors began to interact. Not only is China's first generation of Wall Street financiers, but also known as the most daring to "play" investors, as early as in 2005 he spent billions of dollars to the American Cup sailing race into China. "How do you combine your investment philosophy with the investors, advocates and models of sailing in China?" The problem, he said: "Sailing and investment, like the need to study climate and environment, but also need teamwork, a good captain like a good entrepreneur, master the good fate and direction of the enterprise." The following is a summary of the essence of Wang Tide and island live: 1, the future, online education is the trend, but can not completely replace the line of education in the new Oriental services, such as YY, Tencent, and so have a large number of users of the platform company has innate advantages, new online education companies, need a lot of input to form brand and scale, The letter has just invested in a vertical search company in the field of education. 2, environmental protection industry investment, the current biggest problem is the size of the target enterprise is too small, too regionalization, technical content is not enough, need to nurture. Mergers and acquisitions are a desirable way to integrate. The letter focuses on the areas of clean air, sewage treatment, solid waste and noise treatment, and is currently involved in water ecological soil remediation and landscaping. 3, for equity investment, if you can ask for gambling, the letter of the benefit will be taken on the gambling clause. But most VC projects do not have performance on the betting terms, but have milestone requirements. 4, to do the post management, the key is whether to provide good value-added services, and enterprises to establish enough trust to achieve the established goals. 5, now, private equity funds have been formally incorporated into the SFC's supervision, which is conducive to the industry's norms to avoid the national PE Yihongershang caused by the risk.