Chip McDoom

Finance, Politics, Fishing and College Football

[Chip McDoom @davebaker]

@beta_rank_fb Did any of the old numbers get restated? How far back can you go, just last year?

[Andrew Percival @PDawg206]

Welcome to #NorthernDominanceDay

Since 2023, in NC-relevant postseason games versus out-of-region opponents, the North is ...

10-1 SUP
3-0 as AP underdog
3-0 if AP gap is 1
5-0 if AP gap is 1-3
10-1 ATS

The North combines the Northeast & Midwest into a unified region.

[WestCoastCFB @WestCoastCFB]

Mark Cuban might win a national title after 1 year of investing in what was the worst program in CFB.

Phil Knight has to be sick.

[Matt Zenitz @mzenitz]

Despite the developments of the last couple days, Washington would still welcome Demond Williams back to the team and is still hoping for him to remain with the program, sources tell @CBSSports

[Chip McDoom @davebaker]

@PDawg206 Southern dominance day is dead

[Jeff Fuller @jjfuller72]

In retrospect, over the last two years, maybe, just maybe, the fact that Vandy has become very competitive in the SEC is less about the Commodores becoming amazing all of the sudden, and more about the general weakening of the conference across the board.

Sure they’ve better, and give Pavia his flowers, but these same Vandy teams aren’t pulling huge upsets and challenging for a CCG spot in the SEC of 5-20 years ago.

The talent spreading around via NIL/TP does raise the profile of many programs quite a bit, but really pulls down the system of stacking the best of the 4/5⭐️ talent 3-4 deep at just a few program.

[Chip McDoom @davebaker]

@PDawg206 @GabyUrrutia247 If you still include select schools from Florida then, yes, the boundaries are arbitrary.

[Chip McDoom @davebaker]

@PDawg206 @Tequilla_UW The better critique is whether this game actually has any bearing on the national championship. Dubious. But I suppose if they lose to a non-southern school you'll be updating the table again.

[Chip McDoom @davebaker]

@PDawg206 Yeesh. That's a reach. You don't have to try so hard to data mine. You can play transitive with UW and Ole Miss vs WSU in 2025. At least that is the same season.

[Chip McDoom @davebaker]

@beta_rank_fb I think we know the next TV deal is unlikely to be what is hoped. Maybe the B1G is savvy for getting debt at equity terms for that eventuality. Sell high. Buy back low. Again, need to see it.

[Chip McDoom @davebaker]

@beta_rank_fb And I agree for the most part. I think the details of the exit terms are important. My guess is a portion is restructured as explicit debt for the final 5 years (or extended) after some conference repurchase ideally.

[Chip McDoom @davebaker]

@beta_rank_fb I'm familiar with Sukuk bonds (typically repurchased at face by borrower) but "baked in interest" is true of any investment. Also, a PE LP investment has a stated term of up to 15yrs but the underlying risk isn't debt.

[Chip McDoom @davebaker]

@beta_rank_fb I'll quibble or at least clarify because I haven't seen the deal. While investment structure is a spectrum, if there is no explicit guarantee of principal, no dividends in arrears, not sure why you're calling that debt. The use of proceeds is irrelevant. Has anyone seen the deal?

[Chip McDoom @davebaker]

@Softykjr We all want to know who put his name in the hat for these jobs...

[Chip McDoom @davebaker]

@beta_rank_fb In my own viewing habits I watch my team and spend the rest of the time bouncing between good/close games like a college RedZone unless there is only 1 thing on. I thought everybody did that.

[Chip McDoom @davebaker]

@beta_rank_fb Do you have any insight into the massive viewership delta between ABC and CBS/FOX? It just seems too big.

[Chip McDoom @davebaker]

@PDawg206 The margins here are so small. It could be worth as much as half a game in this metric

[Chip McDoom @davebaker]

@ChristianCaple Do you have a guess as to what it means if they win/lose this week? 12:30 if loss 4ish if win?

[Chip McDoom @davebaker]

@HuskyFanPodBDTW Depth/talent/conditioning was bad but snaps for Bandes (450) and Valdez (558) weren't unusual. Valdez played almost the same snaps per game as Ty Hamilton, Zane Durant, Jay Toia, Aaron Graves and Derrick Harmon each of whom played for a strong B1G defense.