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Brock Beauchamp

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Everything posted by Brock Beauchamp

  1. Brock Beauchamp
    He will hit between 7 and 84 home runs in 2016. Book it.
  2. Brock Beauchamp
    It's possible but I refuse to turn bearish on Dozier until he actually underperforms. Some have been predicting the fall of Brian Dozier for 1500 PAs but the guy just keeps hitting. He's approaching 2000 PAs of well above average offense. I can't fully buy into "pitchers have figured him out" because if it was that easy, they would have figured him out over 1000 PAs ago. In today's game, it doesn't take long to assemble a strategy to face a hitter, particularly one who turned high-profile almost overnight. it's not as if Dozier was able to fly under the radar of opposing pitchers because the mighty Twins offense made him an afterthought in past seasons; shut down Brian Dozier in 2013-2014 and you do a pretty good job of shutting down the Twins offense. I'm not dismissing his lackluster second half performances, just pointing out that I think it's more complicated than pitchers finally building a book on the guy. One thing rarely discussed about Dozier's 2015 fade is his BABIP of .209/.260/.222 in July/Aug/Sept. What does that mean? Not sure but it could easily be chalked up to some pretty bad luck. His K rate didn't change appreciably during those months, nor did his walk rate.
  3. Brock Beauchamp
    Oh yeah, I get that part. I agree, teams that are expected to be terrible can easily skew the curve.
  4. Brock Beauchamp
    True, but part of that could be a chicken and egg situation. If you run through more than six starters without org depth, it's hard to compete.
  5. Brock Beauchamp
    I wonder what the average number of starts missed from >6 starters are for MLB. I'd imagine it's higher than 10-ish. I don't think it's really fair to remove Santana from the Twins' number. He missed 16-ish starts and if not for the Twins' relatively deep farm system, that would have been quite a blow to the season. Which is why depth matters (as you pointed out with Berrios). Without Duffey, the Twins fade from the postseason picture in July, maybe August, at the latest.
  6. Brock Beauchamp
    Agreed. He's an interesting flyer in that there's a little upside in that bat if you squint really hard. But, at the very least, he's solid behind the plate and that's what is really important in a third catcher.
  7. Brock Beauchamp
    Given the make-up of the 40 man, I view this as a swap of Pinto for Hicks. Given how both struggled mightily in 2015, I'll take the safety net of Hicks' defense over the potential bat of Pinto. Herrmann and Fryer are irrelevant, IMO. Those guys are readily available every offseason and I like the small upside of Hicks if he gets the bat going.
  8. Brock Beauchamp
    First post wins the thread.
  9. Brock Beauchamp
    Can Kurt Suzuki turn things around? Sure. Will Kurt Suzuki turn things around? Nah, probably not. Boy, I really hope Murphy works out.
  10. Brock Beauchamp
    Heheh, I'm in it for the long haul with NFLX. Going into the stock, I fully expected a bumpy ride because they're aggressively expanding and a lot of money is going out the door while not enough is coming back in. I'm already way into the black on the stock and a bit of regression in the short- or even mid-term doesn't bother me. I learned some time ago that I'm not clever enough nor do I pay enough attention to market ebbs and flows to "game" a stock. I pick companies that I believe in and, by and large, I stick with them for a long time.
  11. Brock Beauchamp
    I only buy into those stocks when I plan to hold onto them for a looooooong time because I believe in the business model's long term viability. Like 20 years long. I mean a long time.
  12. Brock Beauchamp
    Laudner killed it. I laughed when so few "sabermatriciansians" raised their hands (even though when called on, I was off on Blyleven's total strikeouts by 200).
  13. Brock Beauchamp
    Gaming is getting bigger but I don't think it's in ways that will benefit Nvidia in a positive way. The companies that stand to profit the most from gaming expansion are Google and Apple, provided they get their **** together. Smartphones destroyed the handheld gaming market and at the rate SoC chips are advancing, the same could happen to the console market in the next half decade. I predict the future of gaming is to be found on $150 set-top boxes, not dedicated consoles and PCs where Nvidia makes most of their money. Not only are consoles closed and expensive, developers who can use the power found within are becoming fewer and fewer by the day. In a market where it takes $10m to produce a game that draws customer attention, the risk of failure is too high for independent studios. Hell, even the big studios are tightening their belts because one big failure could cripple their business. Nvidia themselves see this wave - which is why they created Shield in the first place - but I suspect they're going to become just one more option in an increasingly crowded Android space while Google rakes in money hand over fist.
  14. Brock Beauchamp
    True, there is that. I forgot they were into that market. Though I wonder how that market is going to play out once Google and Apple enter it in earnest (personally, I'm not in love with the idea of Apple entering that market at all, at least not from the manufacturing side of things and Apple is loathe to offer only a software solution for anything).
  15. Brock Beauchamp
    I'm surprised you guys like Nvidia. They've been under my radar because I don't like their long-term future (admittedly, at a glance). Third party GPUs are not going to be a long-term necessity as computing continues a slog toward SoC systems. They have a stake in SoC as well but I don't think it's a particularly strong presence against Qualcomm and Apple. I'm not sold on their hardware (Shield) or virtual reality, either (I think VR isn't going to pan out into much of a market, just as smartwatches aren't going to be a powerhouse market). But, again, this is at a glance. I haven't really examined their business in a long time.
  16. Brock Beauchamp
    I have a small stake in Disney partially because I wanted to increase my dividend stocks to balance my portfolio. I think we've seen the majority of Disney's growth in the short-term and whatever they're gaining in film, they're losing in ESPN. The stock is a mixed bag, IMO.
  17. Brock Beauchamp
    And that's fair. There is reason to be cautious with the stock. It's a super high-risk stock and will be for some time.
  18. Brock Beauchamp
    Prime is great but Amazon's video service is only available in a handful of countries and Amazon's ability to scale to those countries quickly is limited, as they offer *no* services to the overwhelming majority of the world. I like Amazon and I think they have a lot of potential but they're years behind Netflix and they can't scale quickly because they're a lot more than a streaming company. Before Video moves into a country (much less Prime itself), Amazon needs to lay the groundwork for shipping, books, and a host of other things. Netflix, on the other hand, has already started that expansion and they've done it aggressively. Prime might catch up in several years but there's a good chance it'll be too late to stop Netflix by that point (plus, Netflix's self-generated content is generally superior both in quality and quantity).
  19. Brock Beauchamp
    Interesting. I'm staying in Netflix because I like their long-term potential. They're well ahead of the game in the rest of the world and it's going to be tough for the rest of the industry to catch up to them outside the US. I think they'll continue to grow for quite some time (though their short-term losses will remain as they aggressively expand).
  20. Brock Beauchamp
    Yeah, their short-term valuation is bonkers. If I hadn't recently put money into high-risk shares of Fitbit (the market is needlessly down on them right now) and Square (they're a big risk but I like their 10+ year potential), I'd double-down on Apple. They seem to be a lock to gain back at least 10-15% once the market rights itself. My hope is Apple fights their recent downturn by upping their dividend yield. As someone who wants to move more to dividend stocks (I'm overly weighted in high-risk stocks right now), that'd be a lure to keep me in the stock long-term. God knows Apple has the profits and on-hand cash to do it.
  21. Brock Beauchamp
    This dip is nonsensical. Apple's financials are insanely strong. They have enough money in the bank to buy about 75% of the shares of Microsoft, for crying out loud. Their long term outlook has question marks but the market has been punishing them for a full year as Apple continues to break its own records quarter after quarter. It's as if investors are saying "you're no longer growing at a 15% rate YoY so now we're going to punish you as if that growth never happened at all". At some point people will pull their heads out of their asses and the stock will self-adjust.
  22. Brock Beauchamp
    I don't own Under Armor but Facebook had at really good day for me.
  23. Brock Beauchamp
    If you want a laugh, look what the market did to Amazon today. +$52 per share during trading -$82 per share after hours The market is silly and stupid.
  24. Brock Beauchamp
    They are. I'm not sure why you received an email using that wording.
  25. Brock Beauchamp
    Great article, Nick. I'm disappointed with the offseason thus far. When the Twins were a 66 win team, I didn't really care about payroll. Pick up a few scrapheap/reclamation guys and expect to be bad. Get that draft pick and wait for the farm to build the team into a legitimate contender. As the farm approaches maturation, pick up a guy here and there so you're ready to contend when the youngsters take the field. Well, I didn't agree with some of the ways the Twins chose to get to that point but they got there, posting an 83 win season in 2015. Well, good! But now is the time to start building a contender. The Twins don't have to go for broke and Park was an interesting acquisition. Not the one I would have lobbied for but an interesting acquisition. But come on, not addressing the bullpen in a meaningful fashion? Yuck. Now is the time to find role players and the Twins badly need a role player in the pen. Next season, Jepsen comes off the books so signing a bullpen arm for 2-3 years is no big deal. I don't need a $130m payroll but I expect the team to spend what it takes to stay on the gas. That includes at least a few million to acquire a legit bullpen arm.
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