王晗與馬雲的合照。 相片:新浪網

2月14日情人節這天,一個名為王晗(Judy Wang)的女子發表了一篇網文,題為「那個從阿里離職的漂亮女高管從來不過情人節」。文中,她稱自己為一家創業公司的CEO,但是「兩年前的今天,我是阿里巴巴年薪數百萬、期權超千萬的女高管」。

她還曬出了和馬雲的工作照,稱「這次離職帶給我的期權損失,保守估計至少1,000萬元人民幣(147萬美元)」。

不知是否不滿她稱自己為阿里女高管,螞蟻金服的公關負責人陳亮在朋友圈怒回:「一般情況下,我很理解很多前同事在創業的時候稍微誇大一點點自己的職業經歷。但是吹牛要有個度吧,王晗你怎麽就成了阿里高管了?」

王晗也不示弱,16日凌晨再次發文,回應了陳亮的質疑,並曬出自己的股票期權記錄。

她所曬出的期權給了大家一個難得的機會窺探阿里員工的收入。她說,螞蟻金服期權離職時必須由公司回購,她離職時的公允價是195元。然後她計算:

「假設我沒有離職,3年後公允價翻到500元,那麽我的損失就是:1,950萬元(即39,000股 x 500元) – 629萬元(已行權部分,即32,250股 x 195元) = 1321萬元。」

可以看到,她一共持有螞蟻金服39,000股,離職時兌現了32,250股,合629萬元,放棄了6750股,合132萬元。

所謂「損失千萬」,是建立在一個假設上面,即螞蟻金服期權3年後公允價必須漲到500元。

2017年估值195,2019年初可能估值500嗎?顯然這是一個太激進的估值了。時間僅過去兩年,螞蟻的業務也沒什麽大的突破,繼續深陷與微信支付的纏鬥。如果我們給一個70%的增值可能還是合理的,最多翻倍到390元。500元純屬隨便說一個數。

但是她的做法很聰明,因為螞蟻金服不能反駁。螞蟻還沒有上市,不敢把估值增長速度放低,不能讓公關出來說並沒有漲那麽多,也不可能因為跟她爭吵就去公開螞蟻期權的內部估值。

更根本的是,她的損失其實應該以離職時的估值、而不是現在的估值計算。這樣計算就沒完了,為什麽不用十年後的估值算呢?所以,她的損失就是她當時放棄的132萬元,正好是她自己號稱的1321萬的十分之一。

無論如何,在阿里公關批駁她「不算高管」之後,王晗在文章裏推銷的面膜更加吸引到人們的關注,阿里反而配合她炒起了熱度。兩輪唇槍舌劍下來,「女高管」完勝。

撰文:金炎
相片:新浪網

Asia Times has relaunched on www.asiatimes.com. Download our brand new native App for a sweeping selection of geopolitical and business news from across Asia.

Join the Conversation

11 Comments

  1. The other day, while I was at work, my cousin stole my iphone and tested to see if it can survive a 30 foot drop, just so she can be a youtube sensation. My apple ipad is now destroyed and she has 83 views. I know this is entirely off topic but I had to share it with someone!

  2. I’ll right away snatch your rss feed as I can’t to find your email subscription hyperlink or newsletter service. Do you’ve any? Kindly let me recognize so that I may subscribe. Thanks.

  3. I do agree with all of the ideas you’ve presented in your post. They’re very convincing and will certainly work. Still, the posts are very short for newbies. Could you please extend them a little from next time? Thanks for the post.

  4. Hello.This article was really remarkable, especially since I was searching for thoughts on this issue last couple of days.

  5. Wow that was unusual. I just wrote an very long comment but after I clicked submit my comment didn’t show up. Grrrr… well I’m not writing all that over again. Anyways, just wanted to say wonderful blog!

  6. Interesting blog! Is your theme custom made or did you download it from somewhere? A design like yours with a few simple tweeks would really make my blog stand out. Please let me know where you got your design. Many thanks

Leave a comment

Your email address will not be published. Required fields are marked *