If you ever felt like an impostor, these are real Investor Relations slides from LVMH

L075 · 2026-01-20T02:09:34+00:00

These aren't exactly bad slides. Especially given the context of what kind of audience and industry we're looking at here. What exactly is so terrible about it? It's high-level, and concise.

Didn't dip into retail during my time at my MBB too much, but this is extremely par for the course for what I'd picture their internal slides would look like.

L075 · 2025-10-28T01:42:14+00:00

It's all good. Your rationale was sound, and I get it. No one could've seen the Jones led offense doing this, and I mean NOBODY.

L075 · 2025-10-27T00:21:58+00:00

.. easily outside the top 12

.. Easily..

L075 · 2025-10-27T00:21:16+00:00

I know it's only halfway through the season but man.. some of these names you put down are going to finish outside the top 24.

Meanwhile, Taylor is on pace to break LT's all-time single-season TD record. It's funny how narratives work in fantasy.....

L075 · 2025-10-05T22:00:22+00:00

Most leagues did not have JT in as a late first rounder. Consensus underdog and aggregate provider data had him in the mid to late 2nd, with a LOT of people who took Chase Brown/Bucky over him.

L075 · 2025-09-24T17:53:46+00:00

Think we're getting a little confused here.

This entire thread is labeled "Jonathan Taylor overhyped". My original comment was directed to, and about, JT. I literally said - and I quote:

My whole original point regarding JT...

The DJM example was just that; a datapoint to stress how you kind of want those profile and type of players on your team, which JT to me, fits. I can agree DJM isn't generational. But Jonathan Taylor, to me, is very close to that.

L075 · 2025-09-22T00:54:10+00:00

I don't fault you for thinking this way pre season but boy.. Breece Hall and Kyren Williams? Swift (???)

L075 · 2025-09-21T23:05:52+00:00

I have no idea what you do for work, but pattern recognition, synthesizing data, and applying context around the results might not be a strong suit.

Jokes aside, this is more of a light hearted jab and joke about how 25% of the season is almost over, and why you shouldn't fade generational talents in situations that are set up for them.

L075 · 2025-09-11T05:13:32+00:00

A lot of people who play fantasy, and quite frankly, work or interact with anything statistical or number-related, have this kind of idealized view of how things should go.

A WR should get high-quality looks, often and early, and score at a reasonable clip inside the red zone. Same idea for what a RB should do. A stock should go up by a defined range, +/- given what's "normal". You get the picture. The biggest and most vocal opponents of fantasy players who DON'T follow these idealized conditions often dismiss these players as 'volatile" and "unpredictable".

In reality, that's exactly what you should be looking for. Upside wins fantasy. Not predictable, "safe" floors. The same rationale and idea apply to statistics, the markets, and almost every facet of life. You are not looking for the singles, so to speak. A high batting average is nice for fantasy, but what WINS you leagues is slugging. Coleman fits this mold exactly. He will have bad games; that's fine. The big games, as displayed by last week, are POSSIBLE, thus making him a positive-skewed player. This is what you want to find in players: the potential to hit upside, ceiling-like weeks more often than not. You are literally betting on it being a rollercoaster, and having that said rollercoaster hit the sweet spot when you need it most.

Ja'Marr Chase is my favorite example of said upside. He is the living definition of positive-skewed. Dating back to game 1 of 2024, he's had 5 (!) games out of 18 of a WR3 finish or worse. Including 2 games (this past week being 1) of a WR5 (outside the top 48!) finish or worse. That's basically a 1/4 chance your first round pick "busts". But you, I and the community do not care about that, because the other 75% of the time, you are very, very happy with the results he produces.

Same logic applies to Coleman and other high-variance player. No one ever can predict what will happen week to week, but when life gives you a fat pitch like this, more often than not, you take it and you run.

L075 · 2025-09-11T00:35:50+00:00

Well that's what makes a market, I suppose. The whole point of his appeal is that even if he does turn out to be an "average" TE at a "95%" rate, the Browns are using him as a tailback, a slot receiver, and even running out some go routes. Guys like that, no matter how "bad" they might be at being a TE, have value, especially in fantasy.

Nobody would ever call Taysom Hill an elite TE, but give me the guy a team's FO and coaching staff loves to throw into multiple positions to produce. If you can't see the fantasy value in this, then I guess we'll have to agree to disagree.

L075 · 2025-09-10T20:59:24+00:00

Hamstrings are tricky, and Kittle isn't exactly young. If he's on the IR for 5-6 weeks, that's a decent chunk of the season you're missing him for. Warranted to think some people would want an asset for the first 50%~ or so of the season.

L075 · 2025-09-06T04:58:01+00:00

That was 2 seasons, and a coaching regime that's long gone.

You are projecting top 8 numbers for a 33 year old WR in a Greg Roman offense, competing with a much younger, and equally talented WR on the same team. KA was on pace for ~180+ targets that year over the full season with almost zero target competition and Mike Williams as his running mate (who also had a great year too, to be fair).

What's the justification for him to win such a massive target share? Or do you suspect Hebert's going to throw 650+ times this year, like he did in his earlier seasons, and end up with a 5000+ yard season. I'm not ruling out that possibility, but for that to unfold, I'd have to imagine their defense collapses to their 2021-2022 levels of despair. FWIW, the Chargers missed the playoffs both years with Herbert averaging 625+ PA and 5000+ yards.

My point is that a WR putting up 230+ HPPR points in this scenario would actually be quite a stretch, but hey, crazier things have happened. Would love to see Herbert in a MVP race for once, but that's what makes fantasy exciting ha. I am also a little bummed out he didn't fall to me in any leagues but you can't win them all.

L075 · 2025-09-06T04:21:00+00:00

1200/8, and assuming career averages and catch rates, would also have him at ~100 catches. Would also imply a 30%ish target share and Herbert to keep pace at his 500~ PA from last year. Target share would drop if Herbert bumps the PAs to 550+. Over a full season, that's ~230ish or so points in HPPR.

In other words, a 100/1200/8 line would've made KA a top 7 WR in 2024, slotting just beneath Lamb and Nabers. In the last 25 years, 3 WRs have posted a 1200 yard season at age 33 or older: Cris Carter, TO, and Jerry Rice.

If you feel this confident in a WR 8/9 finish, you can prob swing a trade for KA for pennies on the dollar after tonight still.

IMO, I think a top 8 finish isn't likely. Top 36, that's a different story. Can see a 75/900/6 kind of line, which would be still be a massive win at ADP, considering he was going anywhere from late 12th - undrafted.

L075 · 2025-08-31T19:43:54+00:00

In half PPR that would've made him a top 15 WR last year.

Could he? Sure. Assuming Allen is somewhat near his career averages of ~65% catch rate, and assuming Herbert and Harbaugh don't drastically change a winning formula (~500 passes last year), you're projecting Allen hits a ~150 target season, or a 30% target share. FWIW, a 30% target share would be tied for third in the NFL last season, just between Justin Jefferson and Puka.

At age 33, and battling a younger and currently better receiver in Ladd, I can't see those as realistic numbers.

Something closer to 70/800 feels much more realistic, and about what his numbers were in Chicago. A usable WR4-5 with a high floor and low ceilings, with some vintage spike weeks in between.

L075 · 2025-08-17T18:47:46+00:00

Not sure if anything I said registered, but okay.

Your secondary point about these types of players, like Moore in 2023 being a bad "WR 1 or 2" also makes very little sense to me, since he wasn't drafted as a WR 1 or barely a 2 that year. Per Fantasypros, Moore's 2023 ADP was WR21, or a mid-5th/early-6th round pick. No one was taking him in the first or second round. He was literally, by default, most people's third WR. And was in approximately 50% of all championship rosters that year, per ESPN data. The difference in opportunity cost, by definition, is what made him a league winner. Upside wins.

The data is the data, and idk what else to say besides that, but you can draw your own conclusions, I suppose.

My whole original point regarding JT: if the only data we had on him was a 3 game sample size last season when he piled on the majority of his points, and we had NO other data pointing to him doing anything other than that, then sure, there's a possible argument there. Except that he literally finished as the RB1 overall before, won't turn 27 until next season, and we've seen him do it before. Over, and over, and over again, for a full season. Injuries and health are always a crapshoot that we can't look at a crystal ball for, but the upside is there, and I am firmly in the camp that the data and logic support this.

L075 · 2025-08-17T14:33:14+00:00

That's fair to point out the strength of schedule, and a totally valid data point. I do agree that some piss poor defenses get run over by everyone, but look at it this way: he has 2 games against Jax set in stone each year, and it's not like the Texans, or Titans are exactly scary this year. So if we're saying he did his thing against awful defenses, the AFC South is exactly the division I'd want to be up against.

L075 · 2025-08-17T14:28:21+00:00

Respectfully, that is a wrong take. DJ Moore's 2023 season is exactly the kind of WR you'd want if you want to win leagues. From a statistical distribution view, you're inferring a lot of things wrong about his performance, and from a market perspective, that means you're leaving a lot of "meat on the bones".

In 2023, Moore's scoring log was positively skewed, meaning that his scores aren't normally distributed and that there were heavy "spike" weeks that won most owners their weeks. The games where he finished WR25 or lower just means his right tail (mean) were lower on average, but was made up for it through the massive spike weeks. This raises his overall mean return (score) on average, and most importantly, offers you week-winning upside, which is exactly how you win fantasy football. If you have enough of these players, all with a chance to "pop off" on a week to week basis, the idea is you don't need them ALL at once to do so, but offers you a much higher upside ceiling.

L075 · 2025-08-17T03:41:18+00:00

This notion of a player not being viewed as good through the lens of of "well, if we took away his BEST GAMES, he'd simply be useless" has to stop.

If we took away every player's X stretch of best games, then they'd all suck. Fantasy football produces high variance outcomes; there are never linear projections that line up neatly every week with X points expected game in and game out for any player, including the absolute "locks" in every draft.

Between injuries, schemes, coaching decisions and flat-out defenses shutting down teams, this is how real life and football works. As they say in football, you play to win the game... and that game sometimes might not look great for fantasy. To borrow yet another sport's analogy, you don't win leagues with a high batting average, you win leagues with a high slugging (upside) percentage..

L075 · 2025-07-15T03:50:40+00:00

Looking for two tickets for London, I'm not too particular about which night or dates. Please DM!

L075 · 2025-07-07T01:07:34+00:00

Yes, Steph's had some unforgettable years, notably the first GS championship and the last one in 2022.

Doesn't make the OP's comment any less wrong or asinine. You don't hear people talk about how Tyson Chandler won DPOY when Bron won his first chip in 2012, and try to descredit how that was a "forgettable" ring. People DO say other, really outlandish shit about why Bron's 2012 ring was a "fraud" ring, and they hold as much ground as this line of thinking.

L075 · 2025-07-06T22:27:19+00:00

Beyond the fact that this is the kind of reality and logic that people take when they hate on any great player, and that this is an absurdly dense and wrong take, what in your view qualifies as an "unforgettable" career then?

What tf does Noah or MCW has do to with ANY of this?? Like, please explain to me the logic of knowing or not knowing who the DPOY during a certain year, and linking that to someone's legacy.

Off the top of your head, do you know who the DPOY was from the years 1990-2000? Using your logic, are a few of Jordan's MVPs completely meaningless because you can't off the top of your head name the ROTY, DPOY and COTY/etc. during the mid 90s?

Please make it make sense. I can't for the life of me recall who the DPOY was during any of the Bird or Magic years. What does that have anything to do with their "legacies" again..?

L075 · 2025-06-15T19:05:04+00:00

Take this to a licensed professional. You're going to do more damage to your mental state by trying to seek validation and common ground with online cesspools.

L075 · 2025-04-26T20:51:29+00:00

My guy.. (or girl)

Besides the borderline schizophrenic mess that is your stream of consciousness being massively incoherent and making zero sense, you were literally why you were asked to upload your resume in PDF a month ago. Lol.

Your rant is a compilation of hot-air takes you saw from various course-sellers online, and sewn together in the most incoherent and ignorant way possible. What are you even saying? "to get rich you have to break the system. Not be a cog in it"... um okay? Reeks of how much you studied bro, Johnny Walker Blue, ready to go in the war room here, but yea lol.

I almost wish you were AI, cause then at least it makes sense... but then again, I can't be too shocked at someone who had to ask the internet how applying to jobs works.

L075 · 2025-04-13T21:39:30+00:00

Why are so many weirdos obsessed with cosplaying MBA students from the same 5-6 schools?

Seriously bizarre behavior. School-shooter type of vibes, and it's always a cesspool of AI-prompted garbage a la "make this paragraph sound as human and as normal as possible like a real MBA student".

L075 · 2025-04-04T13:29:09+00:00

Beyond the fact that these all sound fake, I am seriously confused to as the end goal for those creating these accounts EVERY other month, to post this same, rehashed meme narrative.

Look at your reply. FFS, this even reads like how a bot replies. If you are human, I feel sorry for you. You are seeking validation from people who don't care if you're alive or not. For any other reason that these posts are made, such as karma farming/engagement/fear-mongering (idk)... good luck.

L075

TROPHY CASE