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DrDawkinstein

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Everything posted by DrDawkinstein

  1. The "NASCAR" package that the Giants used to beat the Pats in 07 👍
  2. Agreed. Fair to start assessing this year. Especially with having Rousseau and Basham to compare. Hopefully AJ is at the front of the young pack.
  3. With no rookie camp, no OTAs, no real camp, no preseason to get lots of reps in...
  4. "Take the widest stance you possible can. That's not bad, but check this out."
  5. I had an old boss who LOVED telling people "I'll get on that ASAP" to appease demanding customers/partners, and then kick back and smile and say "who knows when it will be possible though". 🤣
  6. "As Possible" are the often overlooked key words of the phrase "ASAP" Nix's first draft was 2010. Who should they have drafted in 2010 that they overlooked? 2010 QB Picks: Sam Bradford (picked before Bills) Tim Tebow Jimmy Clausen Colt McCoy Mike Kafka John Skelton Jonathan Crompton Rusty Smith Dan LeFevour Joe Webb Tony Pike Levi Brown (lol) Sean Canfield Zac Robinson UDFA Thad Lewis (double lol) Same can be said for 2011. We had no shot at Newton, and then it's a bunch of JAGs. Mayyybe Andy Dalton, but he's not great. Big miss was obviously in 2012 with trading up for TJ Graham over Russell Wilson in the 3rd. This is the defining moment of the Nix legacy, imo. Maybe Nick Foles or Cousins in that draft too. Those guys are just meh anyways, and our team at the time would have made them just another Trent Edwards. But now we're practically all the way back to 2013. So again, as soon "as possible".
  7. My man, you're making a bunch of arguments that I either agree with, or never said otherwise. My point this entire time (well, the last 3-5 posts at least) is that the ENTIRE market is way over valued, and propped up not only on cheap debt and cheap margin, but by a $1.5Trillion cash injection and even more retail cash being pumped into it. Whole thing seems very flimsy right now, like it's on the edge of a correcting crash any moment. That applies to AMC and Tesla, not either/or. And sure Tesla is more likely to survive given their business model vs AMC, but they are both equally at risk (if for different reasons).
  8. (Stealing most of what follows from other posts and articles) Tesla is also way overvalued, and isnt turning big profits like a lot of other well established companies. That is what prompted Michael Burry's $530M Tesla short. It isnt so much against the company, but knowing that when interest rates inevitably go up, Tesla will be one of many companies hit hard (at least in its stock value). Growth companies, however promising, have most of their expected profits in the future. Those profits have to be discounted by the interest rate to be turned into todays dollars. In other words, it doesn't matter how much money Tesla is going to make in the future if interest rates surge today. Well... it does matter... it's just worth a lot less. So how does this relate to the Burry bet? You just have to scroll down a few lines on his 13F filing. Burry has almost as many GOOG/FB calls as he does TSLA puts. Around ~$330MM of them. Why does this matter? These are big tech companies that are actually printing out metric *****-tons of profit today. Interest rates stay the same but big tech goes up? Break even. Big tech goes down? Break even. Interest rates rise? Burry makes more money in a year than all of your wives boyfriends combined.
  9. He went to Harvard?
  10. Go GME, Go!
  11. Coming into town for that game, just so I can watch Fitz throw yet another 4th quarter, game-killing pick. Love him, wish him all the success (other than that week). But he's still Fitz.
  12. Wasnt sure where else to put this except maybe my "Fitz for HoF" thread
  13. Dang, that is young for nowadays. RIP Classic:
  14. Exactly. All depends on who was asked to do what and run which route in practice. Tough to get up to 20MPH if you are just running short routes or something.
  15. Thanks, that's what I thought, but wasnt sure since there was zero context on the board.
  16. What is this a measure of? Time in a drill? MPH reached? Number of hot dogs eaten in 5 min?
  17. Word is it tanked because AMC announced it was selling off 10M shares first thing this morning. But imo, that shouldnt cause the price to drop since it means (just like GameStop did), they now get a big injection of cash to pay off debts and stay afloat. This move will only make them stronger as a corporation. Maybe it was just the volume that caused the dip? Not sure the ~$60 price is sustainable. As noted, that price makes AMC "worth" more than most companies in the S&P500. So much is so overvalued right now. Makes me nervous. (Looking at you, TESLA!)
  18. 20 hours later: OMG AMC part 2 - Nosedive Boogaloo
  19. Hell Yeah! I love this. I'm in my 40s and have memories of Mark at games from when I was a kid. Glad to see he is still there, and back in action. Dude is the best heckler too. My favorite is when he points at the batter and gets their attention, and then points at his armpit. It's so frickin perfect. The simplicity, and his flawless execution. Go Mark, Go Jays.
  20. Circling back on this IPO stuff... Funny enough, in the meantime since we posted this both SoFi Bank and Robinhood have added the feature of allowing users to buy-in at the IPO price.
  21. Back a few weeks ago, GME was back down around $150 and I thought "screw it, let's get in on the fun, even if it tanks", and bought a wopping ONE share for my daughter on her custodian account. Fast forward to today and she's outperforming my entire portfolio. That little jerk, lol.
  22. I was actually surprised a while back when I learned players are W2ed and not 1099ed. But that probably saves a lot of dumb players from big trouble every April. Can he catch passes that hit him in the hands? If so, he's an upgrade over Knox.
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