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Willihammer

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Everything posted by Willihammer

  1. Willihammer
    Yeah DIS does own HULU and now bought a 33% stake in BAMTech (MLBAM parent co), so it would seem to be somewhat hedged going forward. It did cost 1 $Bil to get the 1/3 slice of BAMtech. Also saw that they just opened a new Disney park in China that they expect to be a cash cow.
  2. Willihammer
    Are they silly though? I mean, after googling a bit, it looks like cable network revenue accounts for about 1/3 of ESPN revenue. It seems reasonable that as subscribers fall and ESPN is forced to stream cheaper content its margins will fall and so will its growth opportunities, at least in that segment of its opps. Similarly with apple people saw phones reaching saturation and started scratching their heads and asking "where is the growth going to come from?" But, so far it looks like neither company's top or bottom lines have been hard hit, so I'm gonna take a closer look. (I already own enough APPL).
  3. Willihammer
    Interesting. It has beaten consensus earnings expectations in 3 of last 4 quarters, meanwhile the stock is down 8%. That's all because people are worried about cord cutters?
  4. Willihammer
    Didn't you also suggest Disney? No, NVDA has done really well since Jan. Really, really well, good pick. What do you like about Shopify?
  5. Willihammer
    Take a page out of the Earl Weaver playbook- on road games bat Grossman 1st or 2nd to get on base in the top of the first, then sub in Rosario for his defense in the bottom half of the inning.
  6. Willihammer
    Molitor absolutely must devote 100% of the rest of 2016 to figuring out if he can deal with Sano's glove over the entire 2017 season. The Twins can tender / non-tender Plouffe with confidence that way, and figure out a plan to deal with the surplus 1B/DH players if necessary. But the worst thing Molitor could do is split up 3B PT the rest of the way and go into 2017 still uncertain about Sano's glove. Non-tendering Plouffe only to find out midway through 2017 that Sano's glove won't cut it, opens up a bunch of PT to Escobar or another futility player.
  7. Willihammer
    A little?
  8. Willihammer
    Remember when everyone touted Monitor as this tremendous base running guru who would gain us all kinds of runs on the bases as a manager? Those were the days.
  9. Willihammer
    Gattis looks looks like he should swing an axe bat too
  10. Willihammer
    Closed circuit to Duff: shed the necklace
  11. Willihammer
    Please don't make polanco bunt
  12. Willihammer
    With Gomez the Twins and Gardy had a preconceived idea that since was fast, he should be a slap hitter. But that's not who he was. Read the Dozier article on fangraphs. Finding out who you are as a hitter is important. Its still not clear to me what kind of hitter Buxton is, I doubt he knows. I suspect he is more of a slugger than a Revere, Willy Mays Hayes type, but less than Gomez. Right now the Twins seem to be molding him into a power/speed combo with a long swing and a lot of bunting, and neither of them is working.
  13. Willihammer
    Any recommendations for market podcasts? I listen to Learning Markets, which is great, but they're only ~15 mins each.
  14. Willihammer
    SEND HIM DOWN I CAN'T TAKE IT ANYMORE
  15. Willihammer
    Eh hem. What if a well below average looking male made that association? http://media3.giphy.com/media/RytO3f9CSqL2U/giphy.gif
  16. Willihammer
    Thank god we sac bunted the runner over first.
  17. Willihammer
    Buxton has to feel about 2 foot tall about now.
  18. Willihammer
    Haha the Rays giveaway to kids 14 and under... I always wanted one of these when I was a lad
  19. Willihammer
    What do we think, TD. Does this Snell kid have a future?
  20. Willihammer
    Late on the fastball, hopeless against the breaking ball. Would someone, anyone, coach this kid.
  21. Willihammer
    IIRC Sano had a sure HR taken away by the catwalk earlier this year.
  22. Willihammer
    How do you get Dozier out anymore?
  23. Willihammer
    Im gonna buy a Rays Jersey so I can look 17 again.
  24. Willihammer
    Mainly I was pointing out that Ricky's pitched for some lousy defensive teams. Since defense and BABIP are related it seems logical that some proportion of his ERA-xFIP gap would be explained by defense.
  25. Willihammer
    The difference in DEF scores in that frame is 139.5. I don't know what a statistically significant variation would be for the number of IP. Maybe a quarter run isn't enough to come to any conclusions.
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