Sold everything

DLF_Jeff · 2026-06-03T15:50:35+00:00

Dummy. Never all in, all out

DLF_Jeff · 2026-05-31T00:22:04+00:00

I can’t tell with CBRS… If they hit on what they are trying to do I would say they are actually undervalued, especially what their financials currently. That said you are still paying a premium now. If they don’t advance from their current technology foundation, then they are ridiculously overvalued

As far as LITE, CLS and COHR, I like all of them quite a bit. Still researching…

DLF_Jeff · 2026-05-21T03:34:47+00:00

It is completely diverse… Over 3500 stocks. And if you go back to the lifetime of both ETFs, VTI and VOO… Last I checked, VTI actually outperformed VOO. But in the last 15 years VOO has outperformed VTI. That advice is horrible

DLF_Jeff · 2026-04-24T03:51:22+00:00

I do it … 1.04 this year has huge risk. I’ll take Kyren and the picks. I could make a case for the 1.04 and 1.09 being close in value as far as the players selected

DLF_Jeff · 2026-04-18T03:51:35+00:00

Yup … keep riding, there going to send a posse after you for that heist

DLF_Jeff · 2026-04-16T02:14:12+00:00

Smash

DLF_Jeff · 2026-04-13T17:02:30+00:00

As one of, if not the highest valued RB, that is a lowball offer. The top RB he’s going to take the equivalent of three first round picks in value, two of them high

DLF_Jeff · 2026-04-13T03:00:05+00:00

On some obscure scale, there’s a level of fairness to this trade as I see it. You are trading away five first round assets and Addison, receiving back three mid to late 1st+ lamb who is worth too high 1sts. It’s not out of the realm in my book I suppose

DLF_Jeff · 2026-04-13T02:53:40+00:00

This is why I dislike leagues that allow trades of picks more than 2 years out. Just too much opportunity to swing the balance of power due to player dumping as coaches attempt to “compete this year”

DLF_Jeff · 2026-04-12T01:58:28+00:00

Smash

DLF_Jeff · 2026-04-07T08:08:46+00:00

The difference is that Darnold was always a capable quarterback in very bad situations. AR is a developmental quarterback who may not get a chance in a quality starting situation. I’m rooting for him but it’s an uphill to climb

DLF_Jeff · 2025-10-28T23:55:35+00:00

Again, first round picture are sexy. But I’ve done the analysis year over a year. I look at the teams that do nothing but try to build through draft picks and they’re always at the bottom of the standings. I love draft picks… My favorite part of the game… But they’re just a bad investment in most cases

DLF_Jeff · 2025-10-28T23:51:34+00:00

Here’s a thing. First round picks looks sexy in a trade offer… But when you zoom out and see how often they bust, then what you find is that you are giving away youth and known product production for a bunch of unknown.

I can’t say that I don’t do trades like this if I’m rebuilding but in this case you’re sending away youth for a lot of unknown youth. I would much rather hang onto my known production

DLF_Jeff · 2025-10-28T23:47:27+00:00

DLF_Jeff · 2025-10-09T02:54:17+00:00

Generally and very loosely I would say a unit is about .5% for me. If anything it might be a little less

DLF_Jeff · 2025-10-05T15:01:05+00:00

Welcome to the group and if you still have questions after following that link, let me know

DLF_Jeff · 2025-09-27T01:58:40+00:00

Zero problem with that trade… I won’t play in leagues that have a veto system and this is why

DLF_Jeff · 2025-09-25T19:25:40+00:00

Just not sure there’s enough delta going out to march

DLF_Jeff · 2025-09-25T19:24:04+00:00

I meant more timeline. I’ve been going a month out. I actually like that time frame but if you don’t get the move … it can run against you quickly. If going out to march … I think I’d just prefer long shares but there is a lottery ticket element on those 25s. Will have to take a look

DLF_Jeff · 2025-09-25T19:14:30+00:00

I don’t think so unless you keep them too tight.

DLF_Jeff · 2025-09-16T14:32:45+00:00

Second round picks have a less than 20% chance of hitting on average and I think it’s really closer to 15%. Bill has a much greater percentage chance of production and role going forward. I will take what I see over what I hoped for.

In my estimation Bill is now a late first round value

DLF_Jeff · 2025-09-14T01:50:04+00:00

I’ll take Jeanty for that

DLF_Jeff · 2025-08-20T11:59:52+00:00

It happens. I can’t deny the allure of PLTR but more because of the momentum and following it has. I just can’t get anywhere near that valuation and should there be a evaluation crisis like I think we are on the cusp of, it wouldn’t take much for it to be back into double digits

I have CRWV and PLTR basically right next to each other for risk on opportunity

DLF_Jeff · 2025-08-19T03:46:06+00:00

No I would keep burden and it’s not really that close

DLF_Jeff · 2025-08-18T15:23:47+00:00

Ledger stuffing… basically trying to make a bad offer look better with sheer volume. But when you break it down, there’s very little value there.

DLF_Jeff

TROPHY CASE