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OT: Stock and Investment Talk

We were young/early in our investing during the GFC, so we just bought all the way down and all the way back up. It worked like a dream. So many people that got out during the GFC were too scared to get back in. The stats on this were remarkable (in a bad way).
I had a front row seat on GFC. Went 100% cash in 2008 and bought it all back in 2009. Hope I would never have to do that again.
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Who of our guys goes earliest in Aprils draft

I have seen Pierce mocked as early as 3rd round. With the value of the position he plays, and his size, he is the most likely to be taken early if he shows scouts at the combine he can move.
I hope he does as it would do the program well to have a walkon OL get drafted in early rounds. My take on him is that he most likely goes in the 5th or later rounds. I see him as an NFL project. He has the size, has transformed himself and became a very good B1G OT. I just didn't see as much of the nastiness and dominance that early round OT often have.
I didn't mention KM myself on where I think he may go- it is so hard to tell with a RB. I love him and his style of play. He is going to remind a lot of team of IP. But, RB is not a premium and 3 years into a huge first 2 years for IP, even he is getting a bit forgotten in KC.

OT: Stock and Investment Talk

Just imagine you can time it right. I was lucky enough to do that during GFC. I don’t think this is anywhere near that. I do think it’s time to sit on cash and be patient.
We were young/early in our investing during the GFC, so we just bought all the way down and all the way back up. It worked like a dream. So many people that got out during the GFC were too scared to get back in. The stats on this were remarkable (in a bad way).

How many more years does Pike get a pass with no tournament?

the buyout makes it relevant
Buyout
  • 2023-24: $15 million
  • 2024-25: $13 million
  • 2025-26: $11 million
  • 2026-27: $9 million
  • 2027-28: $7 million
  • 2028-29: $5 million
  • 2029-30: $3 million
  • 2030-31: $1 million
Rutgers hates buyouts and usually tries to keep the HC until the end of contract unless they can find a so cause
The 2029-30 season is when, in my opinion, RU will be willing to pony up and dump Pike if the MBB program isn't doing too well
$9mil shouldn’t be prohibitive to a big ten program

OT: Stock and Investment Talk

That’s actually true, almost all investors start investing in their 401k account in their 20-40’s and then realize they accumulate quite a sum. Then in their 50’s they have more assets and start buying individual stocks and start trading. In 5-10 years, he will be trading his main account
I feel like that’s the exact opposite of what you should be doing. FOLM should kick in when you are closer to retirement.

Zach Martini - most impactful defensive player? Most important metric says so

RU Chop....

If we are looking at this in one game we can definitely write it off because of sample size or something that happened with the other 4 guys. When it has been 2/3 of the year and our opponents score so much less per possession when he in the game vs our players that would play over him it requires attention.

There are times when stats or metrics tell us a picture that our eyeballs don't see. Sometimes eyeballs are right and sometime eyeballs are wrong. I don't think this metric just gets dismissed.

I think your explanation, correct me if I am wrong, it just shows our D is better because Grant, Dortch and maybe Derkack isn't good on D. If that is the case I think the case is made.

The challenge with on/off is it doesn't really take into account who is coming on or off for a given player. Earlier in the year, you could have made a comparison at center, because Ogbole/Sommerville were pretty much splitting minutes. The on/off numbers would show, between those two players, how the team was doing.... but even that would be skewed, because Sommerville would mostly come on in rotations when one or both of Harper/Bailey came off, and didn't get to play alongside the two of them as much as Ogbole did.

You can (sort of) compare on/off numbers for two players at the same position, as long as they play with the same mix of players (they don't always, as with Sommerville)... but you can't rank a whole team that way. It is only a measure that shows the relative value of a player vs. the player they are replacing, not something you can compare between positions. Martini doesn't sub in for the point guard role, for instance, so comparing his on/off numbers to Harper or Davis is pretty much meaningless.

In recent games, the PF spot has been either Martini or Grant, though Martini has also had some minutes at the C spot behind Sommerville.... Martini is more defensively sound than either Sommerville/Grant, who are freshmen that have had several defensive lapses. That doesn't mean Martini's our "most impactful defensive player", though, especially since he's averaging just 15.2 min across 22 games (2 games he had 0 minutes). It just means the bigs we have behind him right now can be liabilities.

In a hypothetical situation, you could have two elite defenders who split a position 20/20, and their +/- would be pretty much identical to each other in the middle of the pack.... and at the same time, you could have another position where there was an average and a poor defender also splitting 20/20. That average defender is going to look much better in an on/off metric than the two elite defenders.

On/Off metrics have too many issues for me to take them seriously.

OT: Official 2025 PGA Tour thread


Always thought it was the shoes or the club. Someone is going to get a bonus check from TM.

Ball has always been the biggest game changer on tour.
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OT: Stock and Investment Talk

Have you been in the market? I know you moved out awhile ago.
Never completely out of equities. But have significantly reduced exposures, particularly to more vulnerable and over-valued segments. What remains mostly is large cap value. Did create a variety of Treasury (Note) ladders including TIPS. Holding on to I-Bonds but not accumulating; they serve as a reserve. And maintain short-term Ts via the likes of SGOV and VMFXX. Did exit gold with the recent run up. Expecting to rebalance some and move more into equities when the opportunity "seems" right.

Always get a kick out of following all the manuevering as posted in this thread....
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