Muyuan Shares and Ryanair

These two are essentially cryptocurrency trading companies
Ryanair is the one that had a feud with Elon Musk
Europe’s largest low-cost airline
Damn it, domestic train tickets are often 100 euros
But the flight to the UK costs only 15 euros
From 2023 to 2025, Ryanair
Uses forward swaps and cash flow hedging
To lock in their oil price costs
at 67-77 USD
Now oil prices have already risen to 130-180
On this
They make a killing, earning 1-2 billion USD every year
Muyuan Shares itself is a pig farming company
They understand the pig cycle better than anyone
Now domestic pork is even cheaper than chicken
At 7-8 yuan per jin
Muyuan has been arranging hedges since before the pandemic
Corn, soybean meal, live pigs
Over the years, after years of hedging, even all the way to now, they still make several hundred million yuan in profit every year
Not to mention some bosses in China
Like Berkshire Hathaway in the very early days
Although it’s a real company
But one of the most important sources of income is the boss’s investments
Qipilang invested and earned 374 million this year
And it’s also heavily positioned and bottom-fishing Tencent and Alibaba to profit
Not to mention the real Chinese Berkshire, Yageo
They’ve already earned hundreds of billions of RMB from investments
Japan’s KOEI game company
Its female president, Keiko Kinokawa, is also of this type of person
Using a $1 billion principal, going all-in
Especially since the pandemic, catching the period of huge liquidity injections
Every year, more than 100 million USD comes in
The mobile adaptation progress of Romance of the Three Kingdoms is not up to expectations
Their galgame IPs also aren’t operated very well
In fact, it’s also just that the boss has become free to trade stocks
The strikingly similar thing is that
They only buy high-quality companies
Or they’re companies whose main business is hedging
Patience + capital makes them an evergreen company
On the other hand, the companies that tried to win big by fighting small have all died