What’s Next for the Twins Following the Jorge Polanco Trade?

[Fatbat]

1 hour ago, Major League Ready said:

Let's look at it this way.  The hypothesis is pretty straight forward given the argument is that keeping the payroll around 2023 levels would result in a higher valuation of the team.  How are we going to prove this specific assertion.  We would have to find enough data points of this specific set of circumstances.  Plus, we would have to have valid examples of valuation.  We don't have actual sales of organizations which would be the best indicator.  We have valuations based on partial information.  A valid valuation would at a minimum require a very accurate accounting of profitability.  The people producing those valuations certainly do not have this information.

Valuations are primarily driven by net profitability and the certainty of future profits.  The premise that investing those profits in personnel will drive up the valuation contradicts the fundamentals of valuation.   If the only way fans are satisfied is by the team investing all of their profits in personnel, the team has virtually no value when they are successful on the field.  The only time they would be profitable is when they were losing.   Of course, we can make a case for an investment in a single year which is an entirely different argument.  I think we would all like to see them eat it this year and that might have happened if not for what happened in 2020-21

Investing in personnel is akin to hiring another salesman or accountant. Hiring a ballplayer that wins a cy young is night and day different. Joe blow accountant doesn't sell a million jerseys with his name on the back. He doesn’t increase attendance. No one buys a season streaming pass to watch him count the beans. 
as a business, if you are used to having a 10% profit margin on X thats .1X profit.  If you change what you invest in and that leads to 2x value over time while maintaining 10% profit margin year over year, absolutely no one but the Pohlads would say no. 

[Doctor Wu]

On 1/31/2024 at 10:54 PM, stringer bell said:

I don't see the Twins as having the pieces to acquire a top starter at this time. I don't like it, but that's what I see. 

You are right: Kepler alone won't net us a top starter. For that we will need to give up one of our top prospects like Brooks Lee or E-Rodriguez. But unless we want another early playoff exit (assuming we even make the playoffs) we absolutely need another quality starter for the rotation. This guy we picked up from Seattle is certainly not the answer. We have some good young arms, but I'm not sure how far they will carry us. 

[Major League Ready]

11 hours ago, Linus said:

Is that you Joe Pohlad?

Generally speaking, people with a BA in communications are not inclined to believe they are experts on how business valuations are derived with the exception of internet forums of course.

[MGM4706]

Julien made HUGE improvements at 2nd? Really? Not many saw that. His range left and right is limited. His footwork on the DP remains lousy. Plus his strikeout rate the last 6 weeks after the league figured him out sky-rocketed!! Almost Sano-Like!