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Willihammer

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Everything posted by Willihammer

  1. Willihammer
    Jaysus
  2. Willihammer
    Nice turn by Edwahdo
  3. Willihammer
    Would one of the mods please re-label this thread "Tracking Mauer?" K thx.
  4. Willihammer
    "Florimon is our shortstop" "Sano is our RF" "TR is our GM" I'm guessing the new GM fires Molly halfway into 2017.
  5. Willihammer
    Yes, unless dropping Mauer in the order caused him to become a better batter. Its probably a long shot but players are territorial about those things. Dropping a veteran in the lineup could be a challenge, one that might resonate with a veteran player like Mauer.
  6. Willihammer
    It is possible to win with athletic, high OBP low Slg 1B, see the early 00s teams with Dougie M. on the team. But I'm not sure its possible to win it all that way. I'd like to see Molitor man up and pare down Mauer's playing time, and drop him in the order. I wonder how Mauer would react. Maybe he would respond positively.
  7. Willihammer
    I'll wait and see like most people but its hard not to be cynical about the Pohlads willinghness to look for outside help. BTW If you were wondering why Joe Pohlad's name has been involved with the TR firing. https://www.minnpost.com/sports/2016/07/why-terry-ryan-had-go?utm_content=buffer76062&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer
  8. Willihammer
    That rabbit hole has been gone down before a million times on these boards, I won't go down there here. I will just say, even if TR inherited a rebuild in his 2nd stint, he did so with the benefit of a brand new ballpark, and annual payrolls 25-30m greater than the A's. Isolating the years 1998-2007, Beane still outperformed TR by a .548 winning percentage to .507. He's the better GM any way you slice it, which says more about Beane than it does TR IMO. I think TR was fine in his first stint, his second stint has been a disaster, I don't care what situation he inherited. TR has only made it worse.
  9. Willihammer
    Beane's record as GM, 1998-2015: 1552-1362 (.533) TR's record as GM, 1994-2007 & 2011-2016: 1394-1544 (.474) Almost 10 wins/season difference.
  10. Willihammer
    *Except the four 90+ loss teams in the 90s, again under Ryan.
  11. Willihammer
    Giving Ryan another season to turn the ship around would be extending an already unprecedented level of patience for a GM. No other owner in baseball history has suffered 4 straight 90+ loss seasons from a GM before. TR would have been gone after 2014 in any other market.
  12. Willihammer
    As for the timing, maybe it was the three games this weekend. Starting pitching got outpitched in all three games. Sano forced to sit due to butchering 3B Santana forced to CF due to Buxton struggles Losing 2/3 at home, in ugly fashion, when the team is supposed to be turning a corner. And if you caught Inside Twins before Sunday's game, TR was asked about Sano's glove, Buxton, the offense, trade deadline, and he kind of shrugged at all the questions. Didn't seem to have an answer for any of it. http://minnesota.twins.mlb.com/fan_forum/podcasts/index.jsp?c_id=min Maybe Jim just said enough is enough and made the move.
  13. Willihammer
    Found Chief! http://i.dailymail.co.uk/i/pix/2014/07/15/article-2693149-1FA9D7C000000578-572_634x562.jpg
  14. Willihammer
    What a sleeper
  15. Willihammer
    Haha remember this guy
  16. Willihammer
    Chief? http://i.imgur.com/PcLBjAh.jpg
  17. Willihammer
    Excellent color man. He and Provus have a great rapport IMO.
  18. Willihammer
    I love Santana but it sure looks like its shaping up to be a seller's market.
  19. Willihammer
    Well the last $40b would have been better in a zero-interest bank account, because its buybacks have been at $97/share on up to $128. Today the price sits at $96. I'm sure there's a lot of shareholder demand for buybacks / dividends, but that is an alarming amount of waste IMO.
  20. Willihammer
    OK but what the hell are they doing with the buybacks? I agree they should remain profitable but I am losing confidence in their ability to smartly reinvest those profits. They've already spent $117b on itself, buying at as high as $128/share. And they're gonna buy another $58b worth of Apple stock over the next two years. Profits are one thing, but that's wasteful. And its certainly not the behavior of a growth company, is it?
  21. Willihammer
    The thing with Apple is it has a mountain of cash yeah, and most times when it dips into it, its to buyback shares. $40b in buybacks since 2014 but the stock price has... stayed flat. And now margins on its phones are shrinking, sales are slowing. Seems like Apple has to find a more profitable way to invest that cash than itself, because itself isn't as profitable as it used to be.
  22. Willihammer
    I have lost a lot of (unrealized) value in China too, because I'm not a disciplined buyer and bought at the height of the bubble. I really need to take my own advice and stick to the CAPE guide more closely. Should probably sell some US stocks while I'm at it, which for me is a mostly VDE, Apple, and VBK.
  23. Willihammer
    Something to keep in mind. http://www.starcapital.de/research/stockmarketvaluation This page updates quarterly. RSX, FXI, EWZ, might be good buys right now.
  24. Willihammer
    That's awesome you've gotten that kind of return but a 5-year sample size for one portfolio is way too small to judge someone smarter than the market. Most research on the topic suggests on average you will underperform the broader market after expenses, on any kind of meaningful sample size (25+ years) with an advisor. Even a guy like Warren Buffet, its debatable whether he possesses any actual skill or is just the anomaly way out on the bell curve who has gotten extremely lucky for the last 50+ years.
  25. Willihammer
    Kintzler, Nunez, and Grossman were mentioned as under the radar possibilities on MLBTR today. http://www.mlbtraderumors.com/2016/07/ten-under-the-radar-trade-candidates.html
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