@dougie_fresh055@TheHerd@colincowherd Wagler
Burries
Lendeborg
Mullins
Koa Peat
Morez Johnson
Aday Mara
Karaban
Krivas
Reed
J Bradley
11 dudes who all have first round potential further boosted if their team cut down the nets
@John_Fanta Sure we can blame portal / NIL chaos - but it’s really the analytics. There’s been drastic misseeding over the decades which contributed to the madness. Now the brackets more efficient = more chalk
@BoringBiz_ Sure, but Ontario Teacher’s announced CY25 returns. Took a realized loss on their first PE position since 2009. Buyout book was down 5+ points. How do we know equity marks are still solid? Especially when institutional portfolio performance hasn’t been released broadly?
@NoEscalators have to go to bed but mention in MHB’s spaces a key concern for us being Bray’s passes into the post. Always a dump off over the top never bounce passes into the block. Feel like if he started bounce passing it in to Tarris could chance the game for us