第193章 华尔街往事——对手与伙伴(上)
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型。”
“那个模型假设年均增长率是固定的。但我算过芝加哥钢铁过去十年的产能扩张周期,增长不是平滑的,是阶梯式的——每三年扩一次产能,扩产当年利润会被折旧吃掉,第二年才开始释放。你那两个百分点就差在这里。”
科恩看了片刻,点了点头。
“用你的数字。”
她把重新算过的数字写在旁边,科恩看了片刻,点了头。
“夫人,”科恩忍不住开口,“您这习惯是改不了了?”
“改不了。”于凤至头也没抬,“在帅府查账的时候落下的。民国六年我刚嫁进帅府,账房里的老管事欺我是新媳妇,把亏空藏在三年前的旧账里。我从头翻到尾,每一笔都重新算过,算出来亏空了八万大洋。从那以后,任何文件我都要逐字看完再签字。不是不信任人——是签了字就要认到底。认到底的前提,是自己心里有底。”
她翻到最后一页,拿起钢笔,在签名栏里写下了自己的名字。于凤至。字迹清瘦有力,跟十七年前在芝加哥钢铁的买入委托单上签的字一模一样。写完她把钢笔帽拧好,放在桌上,然后把合同推回给科恩。科恩也签了字,把合同折好放进西装内袋,然后端起酒杯。
窗外曼哈顿的夕阳光正打在对面大楼的玻璃幕墙上,反射出一片金色的光,落在白桌布上,落在银烛台上,也落在于凤至的旧手表上。手表表盘上的数字已经有些模糊了,但秒针还在稳稳当当地走——这只表她从奉天戴到纽约,从帅府戴到华尔街,表链换过三次,表芯修过两次,但从来没换过。
“夫人,”科恩放下酒杯,“我认识您快二十年了。从一九四一年您买进第一笔芝加哥钢铁开始,到现在——您做生意的风格始终如一。把每一个数字都拨到底,把每一个对手的习惯都记在人情账本上。您是我见过最守规矩的人,也是我见过最难对付的人。”
于凤至端起茶杯,杯沿在唇边停了一下。“科恩先生,您也是。”
科恩笑了,笑得很爽朗。笑完之后他靠在椅背上,看着天花板,像是在回忆什么。“其实我一开始是试探您的。那次法式餐厅,我问您怎么判断钢铁股的周期拐点——我承认,我当时不相信一个刚做完化疗的中国夫人能在芝加哥钢铁上赚到钱。我以为您是运气。后来您在餐巾纸上画了那条供应链,我才知道那不是运气。再后来您在布雷顿森林把黄金锁了,在苏伊士危机把欧洲炼油厂做空了,我每次都觉得这次应该到顶了——您总能让我意外。”
他端起酒杯喝了一口,然后看着于凤至,目光里没有了试探,没有了掂量,只有一种淡淡的光,像是在看一个认识了很久很久的人。“我习惯了。习惯了您打算盘的声音,习惯了您在合同上逐字逐句地翻。以后董事会开会,您带着算盘,我带着报表。您在算盘上拨珠子,我在旁边看数字。夫人,我说句实话——我做过很多比这更大的生意,但跟您合作的这些年,是我学到最多的。您那套三签制,我现在还在用。我的风控主管问我这套制度从哪里来的,我说跟一位中国夫人学的——她管过军需,每一颗子弹出库都要三个人签字。”
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