Tigerflow
@tigerfl0w • 8,005 subscribers
Tiger mode. No panic. Just flow
Videos
A hedge fund returned 50% a year for ten years straight. In 2005 the man who ran it sat on a desk at Columbia and taught the entire method to 30 students for free. No bank, no fund, no business school has ever promoted the recording. His name is Joel Greenblatt. He ran Gotham Capital from 1985 to 1994. Almost nobody sustains 50% annually for a single year. He did it for ten. Then in 1995 he returned all outside capital, kept running his own money, and walked into a classroom. The first lecture is about corners of the market where the usual buyers are structurally forced to sell regardless of price. Spinoffs, restructurings, situations where an index fund must dump a stock the day it leaves the index. He does not teach a screener or a formula. He teaches why these corners exist at all, and why they keep existing after everybody knows about them. The uncomfortable part is what he says about diversification. He held very few positions. It runs directly against everything the business school teaches two floors down. Columbia charges $80K a year in tuition. The man upstairs gave away the method for free. Every screener is free now. Every filing is searchable. The constraint was never information. It was knowing which information to ignore. Filmed from the back row, audio uneven, students blocking the frame. He gave away 50% a year to a room of 30 people. Almost nobody traded on it. One classroom. One camera. The full lecture is free. It is in the video.
Tigerflow1,303,296 Aufrufe • vor 6 Tagen
CEO of a trillion-dollar company sat in a Stanford classroom in 2011 and explained exactly how he built it. No PR team, no prepared remarks, no investors in the room. No business school has ever added the recording to a syllabus. His name is Jensen Huang. He co-founded NVIDIA in 1993 with $40,000. By 2011 the company was worth $9 billion. Today it is worth over $3 trillion. He walked into the Stanford ASES Summit and gave away the entire playbook to a room of fifty students for free. The lecture is about when to bet everything on one technology before the market knows it exists. He did it with GPUs. Then with CUDA. Then with AI infrastructure. Three bets, same logic, same company, three different industries. The uncomfortable part is what he says about risk. He almost went bankrupt twice. What he did both times is the opposite of what every MBA program teaches. Business schools charge $200K in tuition to teach frameworks he rejected before his company was worth a billion. Every founder podcast repeats the same five lessons. Almost none of them mention what Huang actually did when the company was ninety days from dying. That part is in the lecture. It has been free for fifteen years. Filmed by a student with a handheld camera. Audio cuts in and out. He gave away the playbook of the most valuable company on Earth to fifty people. Almost nobody watched it. One classroom. One camera. The full lecture is free. It is in the video.
Tigerflow70,947 Aufrufe • vor 4 Tagen
A magician spent 10 years rigging card decks. then he became a Stanford professor and proved the market works the same way. he published the math for free. Wall Street still pretends nobody saw it. his name is Persi Diaconis. his quote: "I've spent my life on two tricks. making a rigged deck look random, and making a random one look rigged. the market is the first trick, and almost nobody catches it." the tilt is invisible to human intuition. a 50.75% edge buried inside what looks like pure chance. your gut reads a losing week as a broken system and a hot streak as skill. wrong both times. that's exactly why funds hand the decision to the math. it takes thousands of trades for a 51% edge to separate from luck. almost everyone quits before then. the ones who didn't quit manage the money now. Diaconis has taught this for decades. the probability goes back to 1713. the lecture is free. the patience to trust it past your own eyes is the edge.
Tigerflow96,289 Aufrufe • vor 7 Tagen
A codebreaker made $31 billion. he returned 66% a year for thirty years. Buffett averaged 20%. Soros averaged 30%. nobody came close. he gave one lecture about it at MIT. Wall Street has spent forty years trying to reverse-engineer what he said. he didn't hire traders. not one MBA. not one analyst. he hired physicists, astronomers, and Cold War cryptographers. he ran the fund from a strip mall on Long Island. his name is Jim Simons. the Medallion Fund made more money than Goldman Sachs most years. he never explained how. the part nobody talks about: the same pattern recognition he used to crack Soviet codes for the NSA is what he used to crack financial markets. he said it in this lecture. nobody in finance picked it up. a quant at a multi-billion dollar fund told me they play this for every new hire on day one. not a textbook. not a model. a 45-minute talk from a man who beat Buffett, Soros, Dalio, and every hedge fund alive. $31 billion. one formula. zero finance people. Goldman, JPMorgan, Citadel, Bridgewater. he beat all of them. from a strip mall. the lecture is free. he died the following year. it is in the video.
Tigerflow14,162 Aufrufe • vor 2 Tagen
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