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Brock Beauchamp

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Everything posted by Brock Beauchamp

  1. Brock Beauchamp
    The Royals made some good moves to open their window of contention but I hope to God the Twins aren't going to emulate their strategy. Sure, they won a WS and appeared in another but they had to go through an elimination game to get there once and barely skated out of the first round the second time. And that was their window. Two seasons. The ultimate outcome - a World Series championship - was great after the fact but looking only at results and ignoring how one bounce eliminates the Royals in both their postseason appearances puts me on edge. I'd like the Twins to have both a larger window of contention and be more dominant in at least one regular season. Theoretically, the Twins should have more money to play with than the Royals so there's less of a reason to trade the farm over plunging into free agency.
  2. Brock Beauchamp
    Neither is on the 40-man. That could be the reasoning but I hope it isn't. I hope it's a performance issue, as weird as that is to say.
  3. Brock Beauchamp
    Given how the rest of the relievers are performing, Burdi has to be at or near the top of the list.
  4. Brock Beauchamp
    Going into the season, the pitching staff getting older in April and May was a risk. It's one of the reasons why I wanted at least one good free agent reliever. We've been to this rodeo too many times in recent years; the young flamethrowing relievers sputter out and the Twins are forced to go with scrapheap guys far too early in the season. On the flipside of that coin, some of the relievers are nearing a promotion. Burdi has been good so that's one guy. Melotakis isn't lighting the world on fire but may only be a month or two away. This *should* be a temporary situation but we've been here too many times to say that with certainty. As for starters, Berrios is here and it's almost inevitable that Mejia will be back before the break. This pitching staff should only get younger from this point forward.
  5. Brock Beauchamp
    He was pretty good but not nearly as good as he is this season. He started hot in April (.845 OPS) but tailed off hard in May (.660 OPS). This season, he posted an .818 OPS in April and has been even better in May, posting a .934 OPS. We could be dealing with SSS here but I think it's more than that. Gordon is getting to the age where he's probably adding some muscle and hitting the ball with a bit more authority. We'll know more by the end of May, I suspect. Anyway, I didn't mean the team should promote him now, only that they should be thinking about how to get him reps in Rochester when the promotion season hits in late June or July.
  6. Brock Beauchamp
    So Berrios' first start will come on May 13th, 41 days after the season opener. It's been a frustrating couple of weeks to get to this point but a little perspective is needed. It's not the middle of July.
  7. Brock Beauchamp
    I don't want to see Max sit against all lefties but in the here and now, playing Rosario against LHP is probably the right call. Eddie never had a severe L/R split in the minors and his career MLB split OPS is only .030 apart (about .150 apart this season). Though Kepler needs to play against a fair amount of LHP in the long run or he'll never improve.
  8. Brock Beauchamp
    In a dome on artificial turf. Yeesh.
  9. Brock Beauchamp
    The team must be considering a timeline for Gordon to head to Rochester. The guy is dominating the Southern League. He needs to get some quality time in at the highest MiLB level before the season is complete.
  10. Brock Beauchamp
    Saw that the other day. I'm not convinced Shopify is the better buy today but a year ago it certainly was. Shopify has already seen substantial growth and I'm not sure how much it has left in it growth-wise, at least over the mid-term. Still not sure how Shopify flew so completely under my radar for so long.
  11. Brock Beauchamp
    The reason I'm so bullish on Square is because they're one of the tech companies that filled a hole I recognized as a problem: payment processing. Current payment processing tech is laughably bad; it's mired in thinking that prevailed through the 80s and 90s with virtually no movement spurred from within the industry. Any changes to processing has come from the user end with Apple/Android Pay. Setting up a payment processing system for a business was a painstaking, expensive process where they gouged you for thousands of dollars of hardware, put ridiculous limitations on how you receive/transfer the money, and then only paid you when they damned well felt like it (often 30 or 45 days). Square blew that up. You use a free dongle on a phone or tablet or "upgrade" to a wireless reader for a whopping $50. Then you just swipe any and all credit cards and Square drops the money in your bank the next day, minus the small 2.9% fee they take off the top. It's the type of service that when I see a small business using something other than Square, I wonder what the hell is wrong with them.
  12. Brock Beauchamp
    Are you comparing quarter-over-quarter or year-over-year? I believe their YoY growth was over 20%. Quarter over quarter doesn't really work for them, as they process payments. The holiday quarter is always going to be out of line with other quarters. Anyway, I expect Square to be something of a slow burn. Payment processing isn't the type of market that is going to radically shift in a few quarters. What I'm looking for with Square is profitability, which I expect in the coming year. That alone should jump the stock price quite a bit, as many questioned if they would ever be profitable.
  13. Brock Beauchamp
    I'm in on GM and Tesla. GM for the dividends, Tesla because, as you said, they do more than cars. The reason I'm suggesting Square is because their last two quarters have shown me that they're going to be profitable unless the economy tanks. I think they're relatively low risk right now. Something would have to go disastrously wrong for them to fade and I can't really think of anything they could do to cause that disaster themselves. I think the stigma of Jack Dorsey is hurting the company simply because Twitter is floundering. That doesn't really matter to me, as the two businesses couldn't be more different and Twitter's own business model is the problem, not Dorsey (and there's no easy way to fix Twitter's problems, as they're baked into what makes it appealing to some people).
  14. Brock Beauchamp
    If you want something relatively conservative that I think will show substantial growth, I still recommend Square. It wouldn't surprise me in the least to see their shares over $30, maybe even $40, at this time next year. I thought they'd stall out a bit after the holiday quarter (-$.04 per share) but they held steady in the first quarter (-$.03 per share). In my mind, that shows impressive growth from a company that deals in payment processing. I expect the 2017 holiday quarter to put them in the black, which should cause the stock to skyrocket (currently sitting around $19.50). I got into them around $12/share and then doubled down when they dipped to $10/share awhile back.
  15. Brock Beauchamp
    I don't get the Wilk move. At all. But I'll wait to see how long he's on the roster before getting too upset about it. The Twins had bullpen options in Rochester and Chattanooga (why they didn't call one is beyond me) and they don't need a fifth starter for over a week (again). We know Wilk isn't going to start so why he's here is even more baffling. Not that I want Wilk to start a game for the Twins. God, no, I don't want that to happen. This is all very confusing.
  16. Brock Beauchamp
    I like Brian Dozier. I like him a lot. If the Twins magically spring into contention and acquire an arm without trading Brian, even better. You just keep the guy and let him walk if it helps you win baseball games and reach the postseason through 2018. But extend him? No, man.
  17. Brock Beauchamp
    "He’s making soft contact at a rate of 1.7%. Read that again. That’s absolute nonsense." LOL
  18. Brock Beauchamp
    Not really. Berrios needs to stay down for 8-ish weeks longer to gain a year of service and Mejia would have to stay down until next season, I believe.
  19. Brock Beauchamp
    That's fair. Grossman's line drive rate is decent but his exit velocity is pretty low. Still don't know if he's a .700 or .800 OPS player.
  20. Brock Beauchamp
    Yeah, that move seemed nonsensical until you look at the pitcher's career splits. It makes more sense after that point. Still not sure I would have gone that direction but the decision was defensible.
  21. Brock Beauchamp
    Nor does it magically make those people disappear from the earth.
  22. Brock Beauchamp
    Same here. The response to Trump has taken my already sour view of conservatives and moved it into dumpster fire status. They're no longer conservatives. They're authoritarians. Blatant, unabashed ****ing authoritarians. Though we should have seen it coming. The GOP's movement from governance to opposition party showed signs of this happening. They've moved from wanting to roll back change to refusing to budge on any issue to believing that no matter how they get there, the ends justify the means. Which is basically authoritarianism. They don't care how they win, they just want to win. Voter ID, gerrymandering, and now the court fiascos have shown their true objective.
  23. Brock Beauchamp
    Yeah, Buxton's all-out play is something to consider. I don't believe the Twins should tell the guy to reel it in but the way he runs into things, injuries are always a concern.
  24. Brock Beauchamp
    What happens if Buxton ends the season with a .750 or better OPS? Who do you prioritize this offseason? And no, you can't say both. It's possible the Twins could lock up both but who do you target first and most aggressively?
  25. Brock Beauchamp
    I'm cautiously optimistic about Buxton. He started taking good plate appearances and minimized his weakness against hard inside pitches a bit. Pitchers are now forced to face him straight-up instead of throwing him junk and allowing Byron to get himself out. He stopped swinging, which forced pitchers to throw him strikes and now he's hitting said strikes. It's likely he will see some success until the next adjustment comes. At that point, I'm not sure what happens. Hopefully the worst is well behind us.
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