brian merrins

Husband, Dad, Mets, Bills, Blue Devils fan. Investing in small, generally controversial situations. No advice being offered.

[brian merrins @bonefish4]

@ActAccordingly @tZERO How do you handicap the probability that the tokens get called in at $10 if this gains traction?

[brian merrins @bonefish4]

@AduenamCap His record running Peninsula is probably a better comparison here.

[brian merrins @bonefish4]

@orrdavid Agree with most of these - as a former allocator. IMO - the most successful funds are managed by investors who are unaffected by the staggering wealth they accumulate.

[brian merrins @bonefish4]

@GoodFundies He is in a class by himself among the 35+ players. Most of the rest (turner, gurriel, mccutchen) have had a decent season in the past 5 years. Verlander feels ancient though in terms of how long he has been in the league.

[brian merrins @bonefish4]

@rich_toad Is that called 3rd party marketing?

[brian merrins @bonefish4]

@evrgn11112231 @absreturnchaser Not enough duration to make that call - but fair

[brian merrins @bonefish4]

@absreturnchaser Chris is one of one - look at all that followed his footsteps (janchor, theleme, hengistbury, wind acre, et al). All good but not special. Also incredibly hard to remain motivated enough to get to that scale. Ted Weschler was one until he quit to go work for Buffett

[brian merrins @bonefish4]

@DKThomp Only legit solution is roster expansion - will dilute the product (which is already bad) but preserve the quality in the post season (only thing the league cares about besides $).

[brian merrins @bonefish4]

@lefttailguy @OnyxAurelius @bucketshopcap @BasedStatistic If you worked at TG or Lone Pine/Viking for any length of time, much less likely to blow up (or outperform) but even if you met no one along the way, allocators generally lined up to give you money. Trust is so under appreciated by those looking to raise money.

[brian merrins @bonefish4]

@RyanGarciaESM Amazing how bad the American League is. 5 teams with + run differential. Yankees should be able to put up big numbers across the board.

[brian merrins @bonefish4]

@bucketshopcap It’s more about the network than the investment strategy at this point. Allocators just want to be able to know and trust the person they are giving money. Give it enough time and they all put up similar returns.

[brian merrins @bonefish4]

@IcyClaxton @MetsRuinedJake @MyPhilliesHat Judge is two seasons from being a 35 year old DH, assuming he can stay healthy.

[brian merrins @bonefish4]

@Masterflip_ A young player this close to free agency would never sign an extension unless it was above market or they had a demonstrated desire to stay (see:Trout). This is just setting the floor for next offseason.

[brian merrins @bonefish4]

@SNY_Mets @SNYtv @sal_licata @AnthonyMcCarron @DaniWex @HannahRKeyser @Cadillac Soto has him blocked at 1st/DH in a few years and Pete is not going to be a platoon guy given his lack of versatility. So, even if he comes back and breaks some records, he’s going to be playing 1st for the white Sox, Angels, or Rockies in 3-4 years. Might as well move on now.

[brian merrins @bonefish4]

@jedimet1 As configured this is probably 3rd place in the east. No way this rotation outperforms two years in a row. Look at what the dodgers have dealt with in the rotation in terms of injuries.

[brian merrins @bonefish4]

@MetCastPod @tommyl88878_tl Was traded for an old Scherzer so giving him to get a legit ace is a no brainer.

[brian merrins @bonefish4]

@PSLToFlushing All teams are going to end up owned by corporations, or be useless.

[brian merrins @bonefish4]

@octoberstanton Yankees haven’t won anything since they lost financial dominance in 2009. It’s over.

[brian merrins @bonefish4]

@ZackScottSports @mlbtraderumors The end game here is the Blackstone Yankees vs the Amazon Red Sox…