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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

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   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. 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.

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