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OT: Stock and Investment Talk

One of the greatest investors (Warren Buffet) of all time says hello. He largely buys and sells based on fundamentals. I agree 100% that you can’t always just base purchases on fundamentals, but to say you wouldn’t buy anything is ridiculously absurd. There have been many great companies that I have purchased based on fundamentals that have made me a lot of money (and I still own them) while I have lost my shirt on several when I strayed from looking at fundamentals.
It’s way before my time, but it’s my understanding WB got his start when information was power and hard to get. Unless you had a Bloomberg terminal or access to inside info, you were stuck reading stale stock charts and analyst opinions in trade journals or the Finance sections of newspapers. By the time social media and the internet changed investing forever WB was already sitting pretty.

OT: Stock and Investment Talk

One of the greatest investors (Warren Buffet) of all time says hello. He largely buys and sells based on fundamentals. I agree 100% that you can’t always just base purchases on fundamentals, but to say you wouldn’t buy anything is ridiculously absurd. There have been many great companies that I have purchased based on fundamentals that have made me a lot of money (and I still own them) while I have lost my shirt on several when I strayed from looking at fundamentals.
Not exactly. Buffett was purely a fundamental investor early on when data and knowledge was scarce. Munger got him to adapt and modernize this POV because it wasn’t working anymore. His largest position ever was much more about growth and potential versus valuation.

When information is readily available to all, companies with traditionally attractive fundamentals are mostly value traps that get crushed by the S&P 500 let alone the more growthy sectors.
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GAME 27 WASHINGTON: Late Knight recap

Suprised FIG is still watching this version of RU bball with how absolutely terrible the defense has been

We just let teams stroll through the lane for easy layups like 10 times a game

Defense last possession was excellent though!

Dylan and Ace now have experience and are healthy. Hopefully they want to finish the season on a high note and give us some magic to remember in the B1GT

Still hoping for Vegas Crown glory

Freshman on the road......

That’s why if we can keep our core group of freshmen going forward and that to me includes Somerville which I don’t understand because as you say he had and still has a lot of learning to do and people still want to compare him to Cliff but he is light years better than Cliff offensively and that is the 5th year Cliff!!
Give him an offseason of strength and conditioning and I think he will be very good next year
Your opinion Hawk? Which unlike many others I really respect
Thanks
Most important point here
Freshman Somerville is a better offensive center than a 5th year Cliff

And some fans want to ignore that and actually want him to leave
Unbelievable

Everyone is complaining about the offense, but ….

Most go gaga over the ability to score. I want to keep him too, but I wouldn't spend half of our payroll on him to do it.
I honestly thought EO was playing better than him when he got hurt. It wouldn't surprise me if we go into next year with the EO / Lathan combo at center again. We need multiple guard/wings from the portal, not sure we can realistically get three or more actual players. I'd rather two good over three mediocre.

If we do that, Pike deserves to be fired. And I’m a Pike fan. We will not have Dylan and Ace so our offensive fire power will drop off significantly by default unless it comes from our D. We will not have a run and gun offense. We don’t even have ur with Ace and Dylan so folks need to erase that from the realm.

The D needs a revamp back to Pike’s roots to compete. Offense created from defense. Rim protection is the nucleus to the blueprint for making that happen. No rim protection will mean a losing record with certainty.

It’s not so much about the cost of keeping Lathan in terms of what we pay him. The bigger variable are the terms. If a precondition from him is we don’t bring in a 5 then Pike is signing his own pink slip by keeping him in my opinion. I don’t care how much he can score. He can’t defend the rim well enough for us to have a good D.

Everyone is complaining about the offense, but ….

If a rim protector is brought in - its likely not to be a bench player.
What's the point then?
You want them on the court and not the bench.

If you can't play both then not sure the future role Lathan will have.
Will he satisfied going back to a bench role?
Even pre-injury it was 1a and 1b with Ogbole.

This would likely be more #1 and #2.
Off the bench for scoring would be his role.

Everyone is complaining about the offense, but ….

Most go gaga over the ability to score. I want to keep him too, but I wouldn't spend half of our payroll on him to do it.
I honestly thought EO was playing better than him when he got hurt. It wouldn't surprise me if we go into next year with the EO / Lathan combo at center again. We need multiple guard/wings from the portal, not sure we can realistically get three or more actual players. I'd rather two good over three mediocre.
Latham is a tweener, really a guard in a big’s body due to a late growth spurt. No way he can defend well away from the basket and not a great outside shooter.

Dylan Grant though is the type of 4 lots here have wanted for a long time. Think he’s going to be real good by year 3.

If they get an above the rim big, I could live with Lathan as the other big. Ogbole isn’t an above the rim type unfortunately which is disappointing given his size.

Everyone is complaining about the offense, but ….

So many of our fans think we need to prioritize keeping him. The problem is, if we don’t prioritize bringing in a rim protector we will be far worse next season. With or without Lathan. And Lathan apparently didn’t even want to come this year if we brought in another BIG so….

If a rim protector is brought in - its likely not to be a bench player.
What's the point then?
You want them on the court and not the bench.

If you can't play both then not sure the future role Lathan will have.
Will he satisfied going back to a bench role?
Even pre-injury it was 1a and 1b with Ogbole.

This would likely be more #1 and #2.

Everyone is complaining about the offense, but ….

Just wondering, I've seen it repeated a few times. I don't remember what it was and it matters very little if it was 99 or 10%, it was a few years ago and means nothing to anyone not on this board.
It was actually 95% based on what Bac said at the time. 99 or 95 is splitting hairs, the whole bracketology community was dumbfounded by the snub.

OT: Stock and Investment Talk

It’s always been that way. If you just went with fundamentals, you would never buy anything,
One of the greatest investors (Warren Buffet) of all time says hello. He largely buys and sells based on fundamentals. I agree 100% that you can’t always just base purchases on fundamentals, but to say you wouldn’t buy anything is ridiculously absurd. There have been many great companies that I have purchased based on fundamentals that have made me a lot of money (and I still own them) while I have lost my shirt on several when I strayed from looking at fundamentals.
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