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Willihammer

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Everything posted by Willihammer

  1. Willihammer
    Let me re-phrase that. Why should bitcoin outperform stocks, bonds or other yielding assets? Mike threw out a 20% number. Based on what?
  2. Willihammer
    What makes bitcoin different?
  3. Willihammer
    You need risk to realize gains. Everybody has a different tolerance but that's a required component. But there's no risk OR reward with a currency over a long timeline. Its a pointless investment for a retirement portfolio.
  4. Willihammer
    If I had $15k lying around I'd split 50/50 into TSLA and BRK/B. High risk / reward hedged with a value stock. I would not get into the currency game, esp. for a retirement portfolio. Currencies are non-yielding assets.
  5. Willihammer
    Don't the top players/agents have a pretty good idea of where they're going to sign before the draft starts based on conversations that take place before the draft? Or is it more up in the air than that.
  6. Willihammer
    I just wonder about the "two-way" pitcher helium. After all, Jake Arrieta had the highest wRC+ among pitchers last year with a 91. Whereas at catcher- the next "easiest" position to be a two-way player, 14 guys had wRC+'s above 91. In other words, its relatively hard to be a two-way catcher, compared to a two way pitcher. People talk about Greene like he has a safety in his bat if the pitching doesn't work out. Well, depends where he is on the diamond. If he can stick at SS, then yeah maybe there is a real net there. If he's gotta play 3rd or OF, how much of a net does he really have?
  7. Willihammer
    What are the chances Greene sticks at SS? A two-way SS / closer would be cool.
  8. Willihammer
    Buffett's annual statement to shareholders is up. Worth a read even if you aren't a shareholder. http://www.berkshirehathaway.com/letters/2016ltr.pdf
  9. Willihammer
    Bump Gonsalves to AAA, Romero to AA, and drop one of the non-roster guys at AAA?
  10. Willihammer
    According to Seth's organizational depth chart Chattanooga is lining up something like: Stephen Gonsalves (22), Felix Jorge (23), Tyler Jay (22), Kohl Stewart (22), Randy Rosario (22), Keaton Steele (25) Jorge and Rosario are the only 2 on the 40 man. And in AAA: Jason Wheeler (26), Adalberto Mejia (23), Aaron Slegers (24), Nick Tepesch (28), David Hurlbut(27), Drew Rucinski (28), Nick Greenwood (29), Yohan Pino (33) Mejia is the only one there on the 40 man.
  11. Willihammer
    They have to start him in Chattanooga right?
  12. Willihammer
    The spin rate, to me is why Gonsalves is such an intriguing prospect. The backspin on his fastball has induced some incredibly weak contact. For example he allowed 190 fly ball outs last year, of which 42 were pop ups (22.1%). Compared to just 3 homers. He must have crazy rise on the pitch. How much batted ball regression can you expect from a guy like that? If anything, with our outfield defense, maybe it goes the other way once he reaches MLB (at least the WHIP portion).
  13. Willihammer
    How would a re-draft look? Maybe 1. Rodon 2. Turner 3. Conforto 4. Finnegan 5. Gordon? 6. Pentecost?
  14. Willihammer
    Gordon's .346 BA in the AFL came in 81 PAs that included no homers, 2 triples, 4 doubles and 22 singles. His IsoP was less than .100. Compared to the rest of his minor league career it looks like he probably got a good number of lucky base hits.
  15. Willihammer
    Turner's moving back to SS no? With Eaton going to CF?
  16. Willihammer
    Is Vielma's D as good as everyone thinks? Or are people applying Nichols law of catcher defense to the shortstop? Looked it up- Vielma has a .952 FP in 3000+ innings with a 4.70 RF/9. Gordon: .960 FP in 2300 innings with a 4.60 RF/9 About a wash I'd say.
  17. Willihammer
    I think this is a fair analysis. "Solid, not spectacular" glove seems about right, based on his fielding / range numbers. One quibble I would have is that a .300 BA is kind of a tall order these days. BA has been falling for a few years leaguewide. I don't see him improving from a .285 into a .300 hitter between A ball and MLB unless he shaves that k-rate down to nothing. So what I'd like to see personally are more walks, and more homers.
  18. Willihammer
    Thanks for the write up Seth. Definitely an intriguing talent.
  19. Willihammer
    Interesting comments mlhouse.
  20. Willihammer
    Yeah now that I think about it the tax bill would probably offset any discount. I'm not planning on selling any other stocks for losses to offset the gain. I'll just squeeze my arse and keep holding.
  21. Willihammer
    Well after a really nice run TSLA seems to have hit resistance at $285. Earnings next week, have to think the market is pricing in a solid beat at this point. Can't help but feel like if I sold now, took the short term gains, I could get back in at a 10-15% discount in a couple weeks.
  22. Willihammer
    At the expense of MLB spring training, which, how much difference is there really between ST and WBC practice / games?
  23. Willihammer
    The Twins "coaching" by committee did a number on Berrios last year. Maybe some good will come from his time in the WBC.
  24. Willihammer
    FWIW Ricky Bones will be pitching coach of team PR, whose day job is bullpen coach for the Mets.
  25. Willihammer
    I think (hope) Santiago is going to surprise a few people. He has decent stuff.
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