Un tipo devolvió 50 % anual durante diez años seguidos.
No un año. Diez.
Se llamaba Joel Greenblatt. Gestionaba Gotham Capital entre 1985 y 1994. En 1995 devolvió todo el capital de los inversores, se quedó solo con el suyo y un día de 2005 se sentó en un pupitre de Columbia Business School y explicó el método completo a 30 alumnos gratis.
Nadie lo promocionó.
Ni un banco, ni un fondo, ni la propia escuela.
La primera clase no habla de ratios ni de pantallas.
Habla de los rincones del mercado donde alguien está obligado a vender, da igual el precio: spin offs, reestructuraciones, acciones que salen de un índice y los fondos tienen que liquidar sí o sí.
No enseña una fórmula.
Enseña por qué esos rincones siguen existiendo aunque todo el mundo los conozca.
Y luego dice lo incómodo: él no diversificaba.
Muy pocas posiciones.
Exactamente lo contrario de lo que enseñan dos pisos más abajo, donde la matrícula cuesta 80.000 dólares al año.
Hoy cualquier screener es gratis.
Cualquier filing se busca en segundos.
El problema nunca fue la información.
El problema siempre fue saber qué información ignorar.
La grabación es casera: cámara desde el fondo, audio irregular, alumnos tapando la imagen.
Le dio el método de 50 % anual a treinta personas.
Casi nadie operó con él.
Una sola aula.
Una sola cámara.
La clase completa está libre.
Está en el vídeo.
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I’ve heard the saying that “God gives his toughest battles to his toughest soldiers.” But when I see the disciples that Jesus chose and suffered for His name sake, I don’t see Him choosing the “toughest soldiers”, as I learn about men and women in the past and even today who have laid down their lives for Jesus, once again I don’t see God choosing His “toughest soldiers.” But I see a strong and mighty God choosing weak men and woman, and empowering them by His Holy Spirit to face some of the toughest battles and be used for His glory.
I once thought I was a “tough soldier” until I met Jesus, I then realized that I’m so weak without Him, and apart from Jesus I can’t do anything. I need Jesus daily. The only way that I can truly become who God wants me to be and truly do what God wants me to do, is not by my power not by my might, but only by The Spirit of The Living God. Thank you Jesus.
Did you know that when an inmate on death row is euthanized by lethal injection they use potassium chloride but they also use an anesthetic and paralyzing agent to ease the pain of the potassium chloride. If they didn’t do that the person would feel themselves being burned alive from the inside…so it is a bit of mercy.
Abortionists also use potassium Chloride directly into the hearts of babies they m*rder except they do not also use a paralyzing agent and anesthetic.
The death row murderer is shown more mercy than a little tiny *innocent* baby.
To the Americans:
I've travelled all over the world. I've familiarized myself with many places, and met many people. And I'm a Canadian, although I’m privileged to reside once again in the States.
And here's something I've noticed, and it’s a key element of America's continuing greatness:
You bloody Americans value success, and you believe in its existence.
This is something that doesn't really happen anywhere else in the world. Even in other free democracies—the United Kingdom; Finland, Sweden, and Norway; Australia, New Zealand and Canada; Germany, France, and the Netherlands (great countries all)—a counterproductive cynicism too often reigns.
Success is equated with exploitation.
Ambition is looked upon with contempt.
This happens sometimes in the United States too—particularly among the miserable progressives, who confuse their resentment, ingratitude and unearned skepticism with wisdom.
But in your great country, by and large, striving is admired and success celebrated.
This means that more people strive and succeed in the US than anywhere else. And it's increasingly obvious. You remain stunningly more innovative and productive than any people anywhere else on the planet.
And so I say, as all should who are fortunate enough to live in the western world, let alone America:
Thank God for the United States.
Thank God for the wisdom of its founders.
Thank God for its faith in the free market and in the natural rights of man.
Happy birthday, you damn Yankees and Southerners.
Long may your admirable country dominate the world.
Long may your freedom and hope provide an example to those suffering everywhere at the hands of their malevolent states.
May your two and a half centuries of unparallelled success be just the beginning.
Your country is the light of the world, and the city on the hill.
Thank God for the USA.
Happy 250th.
Dr. Jordan B. Peterson
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