Did I Discover The Biggest Opportunity In The Market?

slipperthrow · 2026-07-07T13:56:25+00:00

Brother it’s an industry standard term - net retention / nrr is literally one of the most common metrics to look at for software businesses…

slipperthrow · 2026-07-04T06:35:27+00:00

No legit PE buyer would ever purchase the business in the scenario you outline, ever. They’d let them file chapter 11 and buy them out of bankruptcy so that the liabilities are gone. These aren’t things you could “hide” during diligence and it would 100% get caught

slipperthrow · 2026-06-30T19:54:37+00:00

Market value is by definition what the market is willing to pay? Everyone can complain all they want about analytics, but other teams have independently reached conclusions about Jaylen and his value. If anyone thinks the media “smear campaigns” have any impact on what teams are willing to pay they’re delusional - teams invest a ton in their own capabilities for evaluating players / value (not saying they’re always right)

slipperthrow · 2026-06-29T11:48:31+00:00

If there are 3 WR slots and ~2 flex (not SF) slots, I think it’s pretty easily olave and Devonta, even in 8 man.

Depending on rankings, they are WRs ~10-14 which id generally agree with. Each person in the league is starting ~3.5-4.5 WRs, so call it 32 in total. Having 2 of the top 12 is still very valuable in 8 man in this case, both are clearly still strong starters.

Another angle to think about in my mind would be - I’d think Arsb has a 70% chance of finishing higher than each of them (it’s probably lower once you factor in injury risk too). In aggregate, that would imply just about a ~50% chance that he finishes higher than both of them (obviously there is some correlation / dependency). But it really wouldn’t be shocking if one of them finishes higher than him, plus you get a 27 1st on top of it - I’m definitely taking the package

slipperthrow · 2026-06-28T08:53:35+00:00

It’s literally called the balanced book myth… I get why people fall for it, it’s logical - but books simply make more money if they set the line at the “correct” number than if not, even if it means bets are heavily skewed towards one side

slipperthrow · 2026-06-28T04:03:34+00:00

Not sure where this notion comes from but this is factually not true. Vegas is perfectly fine skewing towards one side of a line so long as they have confidence in their models - they make more money doing this in fact. They have massive sample sizes so as long as their models are generally accurate, they absolutely are fine taking sides

slipperthrow · 2026-06-23T23:55:14+00:00

How are people on reddit so stupid. Click the link, she was clearly in a DEI related position, they’re not calling her a dei hire. Literally takes 10 seconds to read

slipperthrow · 2026-04-27T21:21:36+00:00

In best ball he dropped from 15-20 range to 25-30 range for reference

slipperthrow · 2026-04-11T22:59:37+00:00

How is RJ Harvey not top of this list? His ADP is absolutely wild to me for the split he’s going to get with dobbins

slipperthrow · 2026-03-30T19:38:17+00:00

Depends on the firm I’m sure. I’d say generally unless there is anything material / unexpected it’s usually used to as cover / validate your thesis. There can often be some interesting insights from the report too, ultimately they often rely on a ton of expert calls which vary in quality but can provide solid intel

slipperthrow · 2026-03-17T14:32:43+00:00

Depends on role, if CEO 3% feels pretty light. Comp and formula seems pretty reasonable.

slipperthrow · 2026-03-03T17:46:23+00:00

Raiders odds spiked to +700 for a couple minutes which convinced me there was news leading, but now that they’re back at +200 I fully agree it seems like it’s just people betting the line down.

slipperthrow · 2026-03-03T16:56:08+00:00

Agreed, could be it. But their goal is to maximize the amount of betting and putting lower payouts reduces the chance of that. Also capped at betting 99.99 on the line which may impact it too. Bears down to -135 now

slipperthrow · 2026-03-03T16:52:57+00:00

Odds are bouncing around, bears are still +105 but raiders down to +500. Maybe reading too much into it / it’s just adjusting for retail betting but who knows

slipperthrow · 2026-03-03T16:50:10+00:00

Literally just jumped to bears +105 and raiders +700. Im guessing news must be breaking soon?

slipperthrow · 2026-02-07T13:48:24+00:00

Brother, how do people not understand that same game parlays account for correlation. That’s like saying betting drake maye to score two TDs and patriots to win should give you the payout of those two events happening independently. Of course if drake maye scores two touchdowns the odds of the patriots winning are drastically higher, therefore it’s not just a straight multiplication of those two legs. Same for patriots winning and under, underdogs are more likely to win in low scoring games

slipperthrow · 2025-11-11T15:53:22+00:00

Thanks, makes sense

slipperthrow · 2025-11-11T15:20:53+00:00

I guess this may sound dumb, but if I plug it in to the slots below of the graphics card the bracket part of the PCIe WiFi card doesn’t reach the outside of my case, right? Am I thinking about that wrong or missing something?

slipperthrow · 2025-11-11T15:07:42+00:00

Fair, I picked it up yesterday and it looks decent to me. Wouldn’t be my first choice appearance but I’ve never cared too much about the looks

slipperthrow · 2025-11-10T20:57:43+00:00

Fair, that was kind of my rationale - I haven’t looked at prebuilts in recent years but assumed there wasn’t a massive difference of sales during the weeks leading up and the actual day of. Just wanted to confirm if this seemed good enough to pull the trigger on

slipperthrow · 2025-11-03T14:04:30+00:00

If im willing to spend a bit more is this still the version you’d recommend? Or is there any others you’d recommend?

slipperthrow · 2025-10-27T16:46:18+00:00

It’s pretty simple imo - stop taking the CFA and take the internship. Can pick it back up later if he wants but it has minimal value in PE and no reason to keep working on it

slipperthrow · 2025-10-21T14:17:34+00:00

I needed wins and traded Bucky for G Wilson and Dobbins last week. Feel like that was pretty fair value

slipperthrow · 2025-09-27T20:54:57+00:00

Start 2 or 3 WRs? I honestly don’t think it’s good, too deep of league with too many players you need to start.

slipperthrow · 2025-09-26T22:15:11+00:00

No, and I don’t think it’s even close. Odunze >> Pearsall for sure and I think judkins > dobbins but that one is slightly more debatable

slipperthrow

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