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Willihammer

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Everything posted by Willihammer

  1. Willihammer
    You would think so but from Panasonic's viewpoint, what if the demand for Tesla's cars isn't there? They have 1.6b on the line and another 2.4b they are willing to pledge. But it all hinges on demand for Tesla's cars, which hinges in part, on the cost of the model 3, which gets back to Panasonics markups on its batteries.
  2. Willihammer
    Panasonic is projective battery revenues to more than double by 2019, and account for a quarter of their overall revenues. I'm not sure how realistic that is owing to declining margins for lithium battery makers and also I'm not clear on the exact terms of their agreement with Tesla. Could they sell lithium batteries produced at the gigafactory to Volkswagen, for example?
  3. Willihammer
    I'm struggling to find another Buffett quote but it goes something like "imagine you have been dealt a hand of 20 cards and must burn up a card with each stock you buy." Basically saying that when you move, move big. More or less the opposite of the dollar-cost averaging method which says to buy on a regular schedule.
  4. Willihammer
    I'm looking at Panasonic as a safer alternative to Tesla. Panasonic appears to be the exclusive supplier of batteries for Tesla's cars, they have a $1.6b stake in the gigafactory. My concern is that the increased volume won't be enough to make up for slimmer margins. Thoughts?
  5. Willihammer
    Not sure who first coined the phrase but Buffett talks about the "circle of competence". Basically the theory is, stick to what you know. An interesting counter-argument to diversifying for the sake of diversifying I think.
  6. Willihammer
    Sano also threw a ball up the first base side on a play at the plate, giving JRM no chance to make a play. On that throw to Plouffe, his footwork was terrible. He didn't even pivot the right direction. Three mistakes in one game, that's not even his worst performance. Not even close. The guy's defense has been questionable from day 1. Its time to get serious about improving this club and that means putting guys where they play up and not trying to squeeze every penny of potential marginal value out of every position. Sano should be the first to move off his spot.
  7. Willihammer
    I dont k ow but he sure was determined to get 100 pitches out of Ranaudo today.
  8. Willihammer
    Buckkkkkkk What's gotten into him?
  9. Willihammer
    Polanco is not an mlb-caliber shortstop.
  10. Willihammer
    See the MN Twins mission statement: http://wish.org/about-us/our-story/our-mission
  11. Willihammer
    http://www.dcsportbikes.net/gallery/data/2451/MattFoley.png I can't see real good is that Beltre-Andrus on the left side of the infield?
  12. Willihammer
    Rosieeeeee
  13. Willihammer
    Hey, Morneau isn't playing today.
  14. Willihammer
    JHC
  15. Willihammer
    KC was a 72 win team when they traded for Shields and Davis. But you are right these trades aren't done very often. Not often enough IMO. From my view, it seems like teams are too attached to prospects whose speculative value is only limited by the imagination of the scout. How many top 100 prospects in the Twins system alone have we seen dwindle to zero or near-zero value? As I see it its up to the Twins to make hard decisions about who are going to be the next flops and deal them now for above average starting pitchers. They already have too many prospects to find playing time for. The other thing about using the MLB for tryouts- you do a lot of losing while you "figure out what you have." The Twins should have a better idea of how their talents will play at the MLB level before they arrive there. They know their farm players better than any other team, they should have the information edge on who is a player and who is fools gold. As for a specific trade, today, I'd look at the White Sox. Chris Sale or maybe a better bargain- Jose Quintana. What would it take to get him? That would be for the Twins to decide.
  16. Willihammer
    The Twins are certainly closer to the Reds-Braves side of the spectrum, than the KC, Houston, ChiC side. This to me suggests two things- poor talent evaluation, and/or poor roster management forcing rebalances that net out to a loss of overall talent. Its interesting that the majority of teams have lost out on talent. I wonder how much of that can be attributed to the BPA draft mindset.
  17. Willihammer
    That was painful.
  18. Willihammer
    2nd round pick this guy
  19. Willihammer
    "Honey my tattoo is done! Do you like!?"
  20. Willihammer
    So this split thing Light is throwing is a no-spin forkball. Interesting.
  21. Willihammer
    High drama that IBB
  22. Willihammer
    Hmmm catchable? Terrible jump regardless for Schafer.
  23. Willihammer
    Ackkkk Dozier. Such a see-saw game for him rn
  24. Willihammer
    Sox announcers are convinced Buxton looks like a different player at the plate.
  25. Willihammer
    I happened to catch RA on "Inside Twins" last Sunday and he said there was "one team in particular" that had claimed almost every player they put on waivers.
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