Chapter 16 — The Former General's Ex-Wife Was a Genius Advisor

The moment I stood on the podium, I saw Co Ngon Chu in the third row below. The spot next to him was empty. To Mien Nguyet did not come. I didn't look at him anymore, opened the slide show and started.

"The pricing logic of the consumer segment is completely different from the technology segment. Technology is based on technical barriers, while consumption is based on brand premium. But the prerequisite for brand value -— is that the brand must be real."

Some people in the stands began to exchange glances.

“In recent years, some consumer brands have been seriously undervalued, the core reasons have three points:

First, excessively packaging the image of the founder (founder IP). The founder's personal story is infinitely exaggerated, but the story is not equivalent to the business model. Second, reporting financial data is selective. Only expose growth data, not cash flow. Only talk about GMV (Gross Merchandise Value), not about repurchase rate. Third —— and the most dangerous —— The source of capital is not transparent. When a brand's early-stage funds are not traceable, its entire pricing system is built on sand.” Speaking of this, I noticed that Co Ngon Chu's face had changed. He frowned, his eyes locked on me. I continued: "As investors, our responsibility is not to embellish flowers on brocade, but to clear the air. The market does not need pleasant stories, what is needed is clean data and verifiable commercial logic." After the speech ended, enthusiastic applause rang out. There were many industry colleagues who came to exchange business cards.

"Boss Lam —— oh sorry, it's Specialist Lam. Can you share a copy of this presentation slide with me?"

“Of course.”

Te Vien Minh stood backstage, giving a thumbs up in praise. When I stepped off the stage, Co Ngon Chu stopped me.

“Who are you talking about in your speech today?”

“Talk about a general phenomenon in the industry.”

“Lam Van Tinh.” He lowered his voice as low as possible. "Do you know that down there there are at least 5 investors who are in contact with Mien Nguyet? What you just said is like cutting off her lifeline."

“If her path has to rely on false valuations and lack of financial transparency to get going, sooner or later it will end.”

Co Ngon Chu's jaw tensed: "Do you hate her that much?" I smiled. A very faint smile.

"Co Ngon Chu, I don't hate her. I'm just doing my job as an analyst. The more you try to cover up for her, the more miserable she will be when she collapses."

He didn't say anything, but his chest rose and fell slightly. I passed him.

"You can tell her, so if you have to worry about the audit, add any documents that need to be supplemented. Don't rely on personal attacks on me to distract public opinion anymore."

* Stepping out of the hall, I stood at the door waiting for Tran Niem to pick me up. In less than ten minutes, a hot search appeared on the phone: [Dinh Huy's female analyst hinted at a famous designer in the forum.] To Mien Nguyet's working speed is really fast. Someone commented under the hot search topic:

"Is it Lam Van Tinh again? Yes Is she too obsessed with To Mien Nguyet?

“The ex-wife oppresses the new lover, this script is old.”

“But what she said sounds reasonable…”

"If it's reasonable, you shouldn't say that publicly, it's obvious you want revenge."

Public opinion is divided into two camps. But the number of people cursing me is clearly larger. Because To Mien Nguyet's PR team acted too quickly. She posted a post on Weibo just 20 minutes after the hot search: