[HN Gopher] The Gambler Who Cracked the Horse-Racing Code
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       The Gambler Who Cracked the Horse-Racing Code
        
       Author : sebg
       Score  : 28 points
       Date   : 2024-12-26 19:39 UTC (2 days ago)
        
 (HTM) web link (www.bloomberg.com)
 (TXT) w3m dump (www.bloomberg.com)
        
       | brudgers wrote:
       | Could survivor bias be a more likely explanation than a good
       | system? I mean among a large pool of people systematically
       | betting on horse racing, a few are likely to have winning
       | outcomes.
        
         | pakitan wrote:
         | You can't become a billionaire by betting on hundreds of
         | thousands of events via "survivorship bias". It's about as
         | likely as getting 1000 monkeys typing on typewriters and
         | producing Shakespeare's works in 10 years.
        
           | brudgers wrote:
           | You might win a billion USD in a single lottery draw.
           | 
           | https://www.nytimes.com/article/lottery-jackpot-record-
           | power...
        
             | pakitan wrote:
             | Yes, you can. Not sure how that's relevant to the
             | discussion though.
        
               | bryanrasmussen wrote:
               | it's a typical HN Gotcha of which I myself am often
               | guilty, given hundreds of different chances, and one of
               | those chances can make you a billionaire, then you can
               | become a billionaire by betting on hundreds of different
               | chances - but of course horse race gambling doesn't give
               | you that billion in one shot chance.
               | 
               | on edit - well I guess it technically does it give it,
               | but at such a high rate of investment it isn't really
               | that worthwhile either. The point about the lottery is
               | that a single ticket which costs little can return a
               | billion. A horse race that returned a billion probably
               | needs at least a 100 million to be bet, which is probably
               | not even possible.
        
         | nycdatasci wrote:
         | Definitely not luck. Bill runs with the same crowd that wrote
         | the bible on advantage play (James Grosjean, etc). They are
         | exceptionally talented.
        
           | skippyboxedhero wrote:
           | Bill originally worked with a team of people doing this in HK
           | (that later broke up, some of the people involved
           | were...characters). There was a whole group of people doing
           | this in the 90s (some of these teams also did Japan). I
           | believe he did stuff in casinos but parimutal obviously had a
           | lot more scale.
        
         | caminante wrote:
         | It's closer to a hedge fund finding asymmetries (e.g.,
         | under/over valued odds by bookmakers, bulk buying strategies
         | when phone buying is turned off, etc.) plus some structural
         | benefits (e.g., HK was a gambler's dream. Winnings were exempt
         | from taxation! And the "pit boss" for the horse-racing scene
         | wasn't kicking them out.)
         | 
         | These don't apply to all horse-racing scenes.
         | 
         | These advantages emerge, but get competed away.
         | 
         | Look at how the protagonists here were in black jack card
         | counting teams. They do make money until they get blacklisted.
        
       | patrickhogan1 wrote:
       | The title for Bloomberg says
       | 
       | "Bill Benter did the impossible: He wrote an algorithm that
       | couldn't lose at the track."
       | 
       | The article is more nuanced. He created an EV+ system. It
       | included tickets bought that did lose as part of the system he
       | used. In fact buying tickets that would lose was part of his
       | system. Along with other tickets that would win.
        
         | caminante wrote:
         | Clickbait tagline indeed.
         | 
         | Buying 50k individual tickets to win 13 million is great ROI,
         | but didn't see guaranteed ROI.
         | 
         | Also, the cover
         | 
         |  _> How to make $1 billion betting on horses_
         | 
         | is called into question as it's alleged that at best, the firm
         | may have made $1 billion, but not individuals. I guess a few
         | allegedly came close? Hard to verify.
        
       | yawnxyz wrote:
       | Great article, very well-written narrative, but seems to leave
       | some things out.
       | 
       | From 2018 (please add tag)
        
       | vajrabum wrote:
       | Here are two papers referenced in the article. This one inspired
       | Bill Benter
       | 
       | https://gwern.net/doc/statistics/decision/1986-bolton.pdf
       | 
       | And Bill Benter wrote this one in 1995 describing his system
       | 
       | https://gwern.net/doc/statistics/decision/1994-benter.pdf
        
       | leptons wrote:
       | This story really hits me hard. I did a similar thing back in the
       | early 1990s (but without the millions of dollars). I had one of
       | the first Apple laptops, a PowerBook 170. I had Microsoft Excel
       | on it. I had a girlfriend at the time that liked going to the
       | races and spending what little money she had on it. A few times
       | she won, but mostly she lost. After a few months of going to the
       | races with her I decided to see what I could do to figure
       | something out about it all. In the daily race program they
       | include all kinds of information about the horses, which horse is
       | next to which horse in the starting gates, which jockeys are
       | riding which horse - there was a lot of info. I created a
       | spreadsheet in Excel that was close to how the racing program
       | looked, so I could input all the data as easily as possible. I
       | was giving weights to things like what medication/drugs the
       | horses were given, the gender of the horses, the gender of the
       | horse on either side of it in the starting gate, track
       | conditions, win history of the jockey, and so much more. I was
       | trying to think like a race horse might think. Once I got the
       | data all input into the spreadsheet, it took Excel quite a while
       | to crunch the numbers, it was a slow 25MHz laptop after all. So
       | eventually I was ready to take the laptop to the track and see
       | what I could do with it. I got the race program and started to
       | input data. Unfortunately it was so slow that the race would
       | finish before the laptop would finish calculating. I was just
       | testing it out anyway, I wasn't going to place any bets that day,
       | nor could I because of the slowness of the laptop. Well, I got
       | home and analyzed the horses that won, and I found that my
       | spreadsheet had predicted the winning trifecta (1st, 2nd, 3rd, in
       | that order) for every race that day. If I had bet the minimum bet
       | on the first race on the trifecta, which was like 3 dollars
       | minimum per race, and place the winnings on the next race's
       | trifecta, I would have left the track that day with over $22,000
       | in winnings. I was euphoric at that point. I knew I could tweak
       | the spreadsheet or codify my algorithms into something faster. I
       | started on it that night, but all of a sudden the hard drive
       | crashed. The click of death. There was no getting it back, the
       | laptop never booted again, and that was the last time I ever went
       | to the horse races. From then on I just dropped my girlfriend off
       | at the track and then went and did something else for a couple of
       | hours. There's no way I could reproduce the algorithms from
       | memory, it was far too complex, and I gave up on it. Reading this
       | story makes me think I wasted some of my potential, but I also
       | wasn't really interested in gambling as a profession, nor was I
       | interested in what happens when people found out how I was
       | winning the races.
        
       | dtkirby wrote:
       | https://archive.is/g32Da
        
       | mrandish wrote:
       | British magician Darren Brown aired a TV special called "The
       | System" revealing a foolproof method which allowed him to provide
       | the name of the winning horse to a lucky person who randomly
       | responded to his newspaper advertisement in time for that person
       | to bet on the race and win. He continued doing this with that
       | person for six more races over six consecutive weeks - with that
       | person betting and winning each time, ultimately amounting to a
       | large sum. The bets were real, legally placed in advance on
       | televised races at regulated betting parlors and the person
       | really randomly responded to the ad without knowing Brown
       | beforehand. For the last race Brown and the person met at the
       | race track but for all the prior races Brown didn't even know
       | when or where the person would place their bet. He really had no
       | involvement other than providing the name of the horse to bet on
       | via email.
       | 
       | Of course, it's (sort of) a very clever trick. All is revealed in
       | the show (now on Brown's YouTube channel at
       | https://www.youtube.com/watch?v=jR970Y10WNw). I showed it to my
       | kid who had recently asked me about a state lottery billboard
       | claiming "Someone has to win!" and it proved to be an
       | entertainingly effective answer as well as providing some good
       | ways to think critically about gambling propositions.
        
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