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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
    I'm just wondering what might have been if Correa had fallen, that's all. Maybe there's a 50% chance in that alternate reality we take him instead of Buxton.
  4. 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?
  5. Willihammer
    Appel was the consensus #1 pick in that draft. For whatever reason (signing bonus issues IIRC) he fell and they took Correa instead.
  6. Willihammer
    Its hard not to watch Correa and think about what could have been.
  7. Willihammer
    Sounds like the reason the Twins haven't played Sano at 3rd is because of "mild elbow pain." http://www.1500espn.com/twins-2/2016/08/mild-elbow-pain-has-twins-backing-off-sano-at-third-base-for-now/
  8. Willihammer
    Wow, I got the exact opposite. The LH swing is a bit longer but he's a slugger, he should be loading low and finishing high. He should be uppercutting and pivoting over his front heel, his weight back. Thome did it, Sano does it, Ortiz does it. That's the swing I'd like to see more of. Only red flag is that he doesnt' get his foot down til well after the ball's released. Might need to tone down the leg kick or else get it down sooner if it causes him to be late on heaters. On the right side, he starts with his hands up by his ears and finishes at about armpit level. Its the tomahawk stroke. He was able to get this one in the air but that doesn't look like a great way to get lift. And, he finished with his weight over his front foot. You can see his ankle buckle even (granted it was an offspeed ptich). Much less of a slugger's stroke IMO.
  9. 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?
  10. Willihammer
    Pretty shocking. He used to be such an ironman. Evidently the Rangers have said the neck isn't related to his weight either.
  11. 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.
  12. Willihammer
    Um, Plouffe ROE...
  13. Willihammer
    Radio broke or suthin?
  14. Willihammer
    Umpire's call isnt it?
  15. Willihammer
    Looks like we might get clipped. http://www.accuweather.com/en/us/st-cloud-mn/56303/weather-radar/948
  16. Willihammer
    I really hope they claim him if he falls to us. Give him the red carpet treatment and try to get the inside track on re-signing him for 2017 on a make good contract. The time it would buy us to keep Buxton in AAA, Rosario in a corner and DanSan on the bench would be so worth it.
  17. Willihammer
    Q: What if Sano's defense doesn't improve? Molitor/Antony: ¯\_(ツ)_/¯
  18. Willihammer
    Just switching over to the Olympics for a sec...
  19. Willihammer
    Trevor waits for team workouts to wrap up before tackling the troublesome intercostal.
  20. Willihammer
    Trevor Plouffes head of steam loses a little steam rounding third
  21. Willihammer
    Twins fans sudde ly and painfully lose all hope for the latest trade acquisition
  22. Willihammer
    MRW I'm trying a get admitted into TF but I don't have any $$
  23. 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.
  24. Willihammer
    A little?
  25. 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.
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