Baseball for the Thinking Fan

Login | Register | Feedback

btf_logo
You are here > Home > Baseball Newsstand > Baseball Primer Newsblog > Discussion
Baseball Primer Newsblog
— The Best News Links from the Baseball Newsstand

Monday, August 04, 2014

Kapler: In Rays We Trust

Mike Francesa hasn’t heard of Warren Buffett either.

The perception that the Rays received a paltry haul is based on the precedent set by the 2012 deal in which they acquired Wil Myers, Jake Odorizzi, Mike Montgomery and Patrick Leonard from the Royals. We are now two years down the road, and prospects are overvalued by the industry.

My grandfather remembers when he could buy a bottle of Pepsi for a nickel. He’s still pissed off about the price hike. Regardless of how he feels about it, when he walks into a 7-Eleven, he will leave thirsty if he’s not willing to pony up a buck fifty. When he does crack, everyone his age points and yells “How could you spend six quarters on soda!”

Now, back to the future. ...

Let’s step back from baseball for a moment. When elite companies - like Apple or Annie’s Natural Foods - release less than stellar earnings reports or unsavory news, as investors, we have a choice. We can panic and sell our positions at a loss or we can examine why the landscape seems less fruitful than before. Stepping back from the ledge, we should trust the history of the company and remember why we invested in the first place. Sometimes, taking a small step back is needed for bigger steps forward.

Historically, exceptional companies are built by the actions of stellar executives and employees. We learn to trust them based on their body of work. We aren’t necessarily privy to their proprietary information, but we know their job is to be smarter than us when it comes to their strategies. I’m not advocating blind faith. We should always question and challenge the process. However, I am suggesting that we display some level of confidence in the men and women steering the ship if they’ve continually given us reason to. ...

As an investor, blind faith is never worthy of applause, but paying attention to the companies Warren Buffett is buying and selling is an exercise with merit. When he makes a move that doesn’t immediately hit home, I don’t throw my hands up in frustration, I lean in and pay attention.

I haven’t seen Willy Adames play yet, but I just bought a bunch of shares.

JE (Jason) Posted: August 04, 2014 at 11:39 AM | 16 comment(s) Login to Bookmark
  Tags: david price, rays, trade deadline, trade value

Reader Comments and Retorts

Go to end of page

Statements posted here are those of our readers and do not represent the BaseballThinkFactory. Names are provided by the poster and are not verified. We ask that posters follow our submission policy. Please report any inappropriate comments.

   1. valuearbitrageur Posted: August 04, 2014 at 04:07 PM (#4764172)
Article one is this is written by a former player he is a lifesaver metric terms as well as any and symmetric analyst would check in.biz when I first read it I wanted like a pepperhead a picture of a black man in his basket
   2. valuearbitrageur Posted: August 04, 2014 at 04:08 PM (#4764176)
Was going to correct my dictated post, decided Siri's version was probably better and Gabe definitely needs to lay off the tanning
   3. Batman Posted: August 04, 2014 at 04:30 PM (#4764189)
Siri's version was probably better
It is quite spectacular.
   4. Lance Reddick! Lance him! Posted: August 04, 2014 at 04:38 PM (#4764193)
The perception that the Rays received a paltry haul is based on the precedent set by the 2012 deal in which they acquired Wil Myers, Jake Odorizzi, Mike Montgomery and Patrick Leonard from the Royals. We are now two years down the road, and prospects are overvalued by the industry.

Chicago's haul *this very July* was a collective hallucination.
   5. Jim (jimmuscomp) Posted: August 04, 2014 at 04:38 PM (#4764195)
KT - that is unbelievably good. So much awkward and nonsensical verbiage in two "sentences". Kudos to you. And Siri.
   6. A big pile of nonsense (gef the talking mongoose) Posted: August 04, 2014 at 04:47 PM (#4764198)
And Mike Crudale.
   7. Crispix reaches boiling point with lackluster play Posted: August 04, 2014 at 04:50 PM (#4764203)
I wanted like a pepperhead a picture of a black man in his basket


Will this do?
   8. The District Attorney Posted: August 04, 2014 at 05:03 PM (#4764206)
Is Siri set to "Alan Tudyk in 42"?
   9. What did Billy Ripken have against ElRoy Face? Posted: August 04, 2014 at 05:24 PM (#4764222)
This just in: Gabe Kapler's grandfather does crack.
   10. Ulysses S. Fairsmith Posted: August 04, 2014 at 06:17 PM (#4764253)
Was going to correct my dictated post, decided Siri's version was probably better and Gabe definitely needs to lay off the tanning


I was going to suggest that you lay off the James Joyce.
   11. Zach Posted: August 04, 2014 at 06:45 PM (#4764292)
The great thing about #1 is that it starts off fine. Somewhere around "lifesaver metric," you start losing track of the sentence, and by the end you're totally confused. I imagine that's what it would be like to have a stroke while reading a comment thread.
   12. JJ1986 Posted: August 04, 2014 at 07:13 PM (#4764320)
In 2012 everyone was talking about how prospects were now overvalued by the industry. The Trevor Cahill trade wasn't actually much worse than the Dan Haren (to Arizona) one, the game had just changed.
   13. Brian White Posted: August 04, 2014 at 10:04 PM (#4764420)
I read the first comment without looking at the name of the commenter. I was stunned to find out the author wasn't Jack Keefe.
   14. Lassus Posted: August 04, 2014 at 10:09 PM (#4764422)
The great thing about #1 is that it starts off fine.

I dunno. The "Article one..." intro was a little concerning.
   15. Jeff R., P***y Mainlander Posted: August 05, 2014 at 08:43 AM (#4764513)
I'm not sure why Drew Smyly isn't considered to have more value--he's got a 3 to 1 strikeout-to-walk ratio, has pitched well everywhere he's been, and is cheap. He looks exactly like the kind of pitcher who could go Max Scherzer on the league in a couple of years.
   16. Random Transaction Generator Posted: August 05, 2014 at 08:55 AM (#4764517)
#15
I can't figure it out, either. He's got the profile to break out (like Kluber) real soon.

You must be Registered and Logged In to post comments.

 

 

<< Back to main

BBTF Partner

Support BBTF

donate

Thanks to
A triple short of the cycle
for his generous support.

Bookmarks

You must be logged in to view your Bookmarks.

Hot Topics

NewsblogOTP Politics November 2014: Mets Deny Bias in Ticket Official’s Firing
(4235 - 12:03am, Nov 24)
Last: JE (Jason)

NewsblogOT: Wrestling Thread November 2014
(56 - 12:00am, Nov 24)
Last: Chokeland Bill

NewsblogOT: NFL/NHL thread
(8650 - 11:54pm, Nov 23)
Last: Random Transaction Generator

NewsblogRed Sox trying for mega-free agent double play: Panda and Hanley - CBSSports.com
(16 - 11:35pm, Nov 23)
Last: DanO

NewsblogAstros interested in Robertson: source | New York Post
(18 - 11:31pm, Nov 23)
Last: RMc is a fine piece of cheese

NewsblogKemp drawing interest, raising chance he's the Dodgers OF dealt - CBSSports.com
(29 - 11:24pm, Nov 23)
Last: Pops Freshenmeyer

NewsblogBraves shopping Justin Upton at a steep price | New York Post
(36 - 11:16pm, Nov 23)
Last: spike

NewsblogOT: Monthly NBA Thread - November 2014
(995 - 11:04pm, Nov 23)
Last: steagles

NewsblogMatthews: Cashman sleeps on the street, says all is quiet on the free-agent front
(24 - 10:50pm, Nov 23)
Last: JE (Jason)

NewsblogPirates DFA Ike Davis, clear path for Pedro Alvarez - Pittsburgh Post-Gazette
(21 - 10:13pm, Nov 23)
Last: zonk

Hall of MeritMost Meritorious Player: 2014 Ballot
(10 - 9:09pm, Nov 23)
Last: MrC

NewsblogPablo Sandoval leaning toward Red Sox, to decide next week — Padres have highest offer, all offers on table (including SF Giants’) - John Shea
(32 - 9:04pm, Nov 23)
Last: the Hugh Jorgan returns

NewsblogMike Schmidt: Marlins' Stanton too rich too early? | www.palmbeachpost.com
(31 - 6:53pm, Nov 23)
Last: cardsfanboy

NewsblogOT:  Soccer (the Round, True Football), November 2014
(451 - 6:43pm, Nov 23)
Last: JuanGone..except1game

NewsblogCashman in wait-and-see mode on retooling Yanks | yankees.com
(22 - 6:14pm, Nov 23)
Last: ReggieThomasLives

Page rendered in 0.2582 seconds
52 querie(s) executed