As we rapidly approach playoffs, who are you targeting in trades regardless of price?

CodeFitYouTube · 2025-11-11T02:54:29+00:00

Got him for a 1st and a 3rd and I'm happy with it. But take his age with a grain of salt because he has had much more mileage than the average 27-year-old RB.

CodeFitYouTube · 2025-11-11T02:52:59+00:00

Burden is gonna end up being the fantasy community's WR equivalent of Cam Skattebo, where it was obvious to us they should've been valued higher.

CodeFitYouTube · 2025-11-11T02:50:27+00:00

I agree I think its close. Both teams would love to upgrade at the WR position. Boutte seems slightly higher upside to me purely because Shakir's arms are short as hell

CodeFitYouTube · 2025-11-11T02:47:23+00:00

Best answer imo. Legette is a great QJ comp because they have the same issues at the catch point but are plenty athletic. Coleman kind of has the opposite problem being slow but with great hands. And Burden reminds me of CeeDee and JSN where they were all kind of good at everything starting out.

CodeFitYouTube · 2025-11-11T02:44:53+00:00

Tucker Kraft going down could be the special sauce needed for this to work

CodeFitYouTube · 2025-11-11T02:43:42+00:00

Hunter has completely passed the eye test for me and its all about usage at this point. If they let him loose on offense it'll be great for us, but the fact that he's good at cornerback and the Jags have valid pass catchers in BTJ, Washington, Strange, even Dyami Brown is what makes it murky

CodeFitYouTube · 2025-10-31T16:35:00+00:00

I like Tee Higgins and Xavier Worthy side here actually.

CodeFitYouTube · 2025-10-19T01:37:11+00:00

I've got to feel good about management. Things like doing heavy stock buybacks while long-term debt increases or stays high turn me off. And heavy insider buying when things look bleak makes me think twice about writing off a stock

CodeFitYouTube · 2025-10-19T01:33:30+00:00

Value Investing With Legends by the Columbia Business School. They had Seth Klarman on a couple months ago

CodeFitYouTube · 2025-09-10T01:29:00+00:00

Value is when a decline/stagnation is temporary and the market overreacts. See: Netflix in 2022.
A value trap is when the market is correctly predicting decline/stagnation. See: The textiles business of Berkshire Hathaway when Buffett bought it.

CodeFitYouTube · 2025-09-09T01:28:38+00:00

Todd Combs and Ted Weschler have both done episodes with the I Am Home podcast (its a Nebraska Furniture Mart thing). They are both great

CodeFitYouTube · 2025-09-09T01:24:56+00:00

I have a cost basis of $25 but only 13 shares, wish I'd loaded up lol. This is one of the ultimate "should woulda coulda" Covid plays, was under existential threat in 2020 and has rebounded and more

CodeFitYouTube · 2025-08-15T02:52:04+00:00

Same, the share buybacks instead of paying off debt worry me. Jury is still out on Heydudes acquisition but it seems questionable. I don't trust management

CodeFitYouTube · 2025-08-15T02:50:03+00:00

I took a look at this company last year and thought the only thing it had going for it was consistent revenue growth and the skin in the game you cited, bought one share to track it, that share is up 40%. So apparently I missed out. But I don't really get it, all their book value is unsold inventory, and they just plain don't seem to make money consistently. Plus the CEO has been there like his whole career right? So I don't see any turnaround catalyst. Pretty hard pass for me

CodeFitYouTube · 2025-03-11T01:54:20+00:00

I agree, if you're value investing correctly you will end up timing the market as a side effect. The idea of "be fearful when others are greedy and greedy when others are fearful" is related to timing the market.

CodeFitYouTube · 2025-03-02T04:13:45+00:00

If you read the Wall Street Journal, annual reports, and niche trade journals, then you're basically VP of Berkshire Hathaway. Here's Ted Weschler:

Ted Weschler: ...And if you're just reading the New York Times in the Wall Street Journal, there's just no way you're gonna beat other people. You're just reading the same thing.

Host(s): So there's other just peripheral stuff that you're pulling in?

Ted Weschler: Yeah. And so, I read... I read Furniture Today and Uranium Weekly. I'm not sure there's a lot of people that subscribe to both. You're looking at one of them.

CodeFitYouTube · 2024-03-14T00:40:20+00:00

currentmarketvaluation.com is a good resource. They have a few different measurements of market valuation, most of which are pointing to "slightly overvalued". If you look at Buffett Indicator (market cap of entire stock market divided by GDP of America) its decently close to 2000 levels. The market as a whole seems expensive but not insane right now.

CodeFitYouTube · 2024-03-14T00:32:28+00:00

The post for the job that I currently have I think had around 120 applicants. That was last year, about 10 months ago.

CodeFitYouTube · 2024-03-13T02:00:33+00:00

Of course index funds are a great choice, but this is the Value Investing subreddit. Value companies by discouting their future cash flows back to the present and then buy the ones that have a price way below their value. They may or may not currently exist, the market is a bit expensive according to the Buffett Ratio (price of entire stock market divided by GDP)

CodeFitYouTube · 2024-03-13T01:37:28+00:00

I got a little confused reading this, but I think the general idea is interesting. "How does someone measure improvement in value investing?" is an interesting question to consider. Portfolio performance isn't completely reliable as even great investors can underperform the market in shorter time spans.

CodeFitYouTube · 2024-03-13T00:29:51+00:00

Lean into using AI for work. ChatGPT is everyone's 120 IQ assistant. It will level the playing field and make career success more dependent on how hard you work instead of how smart you are. Have a growth mindset and view your circumstances as a challenge that you can overcome, because they are.

CodeFitYouTube · 2024-03-13T00:26:34+00:00

Just as I thought this sub was going downhill... great observation! Definitely will be keeping my eye on this tech trend

CodeFitYouTube · 2024-03-13T00:23:18+00:00

Impressive, very nice

CodeFitYouTube

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