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Detroit Lions Offseason Review

My first time doing this - thanks for reading!
Lions logo link just so that the thumbnail to this post isn't Logan Stenberg's website
I'll start first with the draft picks.
Entered the draft with 3, 35, 67, 85, 109, 149, 166, 182, 235
Draft Day Trades
Trade Partner Given Away Received
Indianapolis 85, 149, 182 75, 197
Las Vegas 109 121, 172
1st Round
With the 3rd Overall Pick in the 2020 NFL Draft, the Detroit Lions Select Jeff Okudah, Cornerback, Ohio State University.
Okudah here is the obvious choice. He is not quite a Jalen Ramsey caliber prospect, but close, and hopefully he will fill the gaping hole left by Darius Slay’s regression and departure. Okudah is a technician, he has incredible work ethic, an Energizer Bunny-like drive to get better, and reportedly has a thirst for learning that included him showing up at his defensive coordinator’s house on an off day to watch film. The best way I have seen it put – he is a disciple of his position, completely devoted to becoming better. Not all disciples become masters, but all masters were once disciples. I think Okudah was the obvious choice here, and I’m just glad we didn’t take Derrick Brown this high. Grade: A+
2nd Round
With the 35th Overall Pick in the 2020 NFL Draft, the Detroit Lions select D’Andre Swift, Running Back, University of Georgia.
This came as no surprise to me. I was watching the draft via Pat McAfee’s stream, and when he erroneously reported the Dolphins selected Swift with their final 1st Rounder, I was heartbroken. Swift fills the biggest offensive need for the Lions – a stud running back capable of handling bellcow snap counts. I’m not sold on Kerryon Johnson. I’ve not given up on him either. He has spurts of brilliance, followed by mediocrity, and capped off by injury. He has missed 14 of 32 games. At worst, Kerryon was overdrafted by a wide margin. At best, the lighter workload will allow him to stay healthy and thrive in a run-first offense. Swift can be an immediate contributor on offense, he can help keep Kerryon healthy, and if Kerryon goes down – Swift can handle being RB1 without issue. The only thing I would rather have seen in this situation is AJ Epenesa, but I knew it wasn’t going to happen with the Patriots’ scheme. Grade: A-
3rd Round
With the 67th Overall Pick of the 2020 NFL Draft, the Detroit Lions select Julian Okwara, Defensive End, University of Notre Dame.
I’m in love with this pick. Okwara was considered a first round talent after his 2018 season. He fell to the third because of an injury, and if he can get healed up properly then the Lions got an absolute steal here. It is also cool to see because Julian’s brother Romeo is currently a Lion. I was surprised to see the coverage-creates-sacks New Engla- I mean, Detroit front office spend a third on a pass rusher, but I’m choosing to not question a good thing. The risk of “he’s not been the same since the injury” is absolutely worth the possible reward of a dominant DE here. Grade: A+
With the 75th Overall Pick of the 2020 NFL Draft, the Detroit Lions select Jonah Jackson, Offensive Guard, Ohio State University.
I like, but don’t love, this pick. I’m not sure Jackson is ready to start, but the Lions moved up to get him. Still, it’s the third round. I think he can develop into a starter, he lacks as a pass protector, and I think he will be the weak link on the O-Line if he is forced into a starting role as a rookie. I would be higher on this pick if we didn’t spend extra draft capital moving up. Grade: B
4th Round
With the 121st Overall Pick of the 2020 NFL Draft, the Detroit Lions select Logan Stenberg, Offensive Guard, University of Kentucky.
OHHHH YEAHHHHH! THE KOOLAID MAN’S FILTHY BROTHER, MR. NASTY IS IN TOWN, AND HE’S READY TO RRRRRRRUMMMMBLE.
Stenberg is a Kool-Aid machine, for sure. His nickname is Mr. Nasty and you can even buy his Mr. Nasty merch. Logan if you read this I will gladly accept a sponsorship I myself will be buying a custom Lions jersey with his number and make the name on the back “Mr. Nasty.” He is a monster in the run blocking game, he jumps out and flat out assaults defenders like they owe him money. But, as with any 4th rounder, there is a downside to him – he lacks the agile footwork required of an NFL O-Lineman, which will make him a penalty risk unless he can fix that. He is also unproven as a pass protector, since Kentucky just doesn’t really throw the ball much. This is another high-upside guy who has the tools to develop into a great starter, the biggest drawback I see, and the reason I’m down on this pick, is that the front office essentially drafted what I would consider “project” players back-to-back for the exact same position. If the immediate previous pick wasn’t spent on Jonah Jackson, I’d have given this a much higher grade. Grade: C+
5th Round
With the 166th Overall Pick of the 2020 NFL Draft, the Detroit Lions select Quintez Cephus, Wide Receiver, University of Wisconsin-Madison.
The Lions have two receivers on their roster that it’s time to start thinking about replacing – Marvin Jones Jr., who still has another 2-3 years of production left in him, and Danny Amendola, who is ancient by receiver standards. Cephus was used as a “big slot” role at Wisconsin. I’m not a big believer in the big slot guy being a wide receiver, if the game’s matchup dictates that a big man will work better in the slot then I much prefer putting a tight end in that role. That said, Okudah and many other Big 10 DBs said Cephus is the most difficult receiver to cover. His combine and pro day numbers don’t really match up, so I don’t know what to think there. My personal hope is that Cephus can develop into a receiver similar to Jones, though the consensus around Lions fans is that he will continue his slot role to become similar to Anquan Boldin. My fear is that his combine speed will be accurate, and the skills that made him difficult to cover in college won’t translate to the NFL. I can’t confidently judge this pick, but I will say he has all the downside and not nearly as much upside as the last three picks. Depending on his usage and development, his floor is Geronimo Allison and his ceiling is AJ Green. Grade: B
With the 172nd Overall Pick of the 2020 NFL Draft, the Detroit Lions select Jason Huntley, Running Back, New Mexico State University.
I’ve written about how I think Jason Huntley should be the chosen one to develop into a Slot WR. I believe his floor is JD McKissic and his ceiling is Randall Cobb. His build is much more that of a receiver, I honestly don’t think his body will be durable enough to handle full-time RB play in the NFL. If he is developed as a receiver, I am a huge fan of this pick. However, drafting Huntley cost the Lions a shot at Braden Mann. If Huntley is only used to replace Jamal Agnew as a returner and only contributes to the offense from deep on the depth chart, I would so much rather have drafted a generational talent at Punter. Grade: B
I will now take a moment to say I would have gladly given up the 6th and 7th rounders to trade up for Mann. Or skipped the trade-up for Jackson to keep #182. I’m not high enough on either of these next two guys to lose out on Mann.
6th Round
With the 197th Overall Pick in the 2020 NFL Draft, the Detroit Lions select John Penisini, Defensive Tackle, University of Utah.
The Lions were looking to improve their run defense, especially after losing Snacks Harrison. Penisini won’t do much for that, but he will be a half-decent backup nose tackle. He’s a 6th rounder for a reason – he is a backup at best, and has almost no pass rushing ability versus NFL caliber offensive lines. I’m okay with this pick this late in the draft, but I honestly believe he should’ve been a UDFA. Grade: D
7th Round
With the 235th Overall Pick in the 2020 NFL Draft, the Detroit Lions select Jashon Cornell, Defensive Tackle, Ohio State University.
After being disappointed by the 6th round, I am pleased with this 7th round pick. Jashon Cornell was graded by PFF as just slightly behind Derrick Brown. I’m not entirely sure why he fell to the 7th, but I assume it’s because he is 23 years old and leaves Ohio State as a 5th year senior. Cornell can be a rotational guy right away, and might be able to blossom into a starter on the D line. If not, it’s a 7th round pick. Grade: A+
Even though we got a lot of value in #235, still would’ve traded both Penisini and Cornell for Mann.
Remainder of post continued in comments. Links below
Coaching Changes and game-by-game schedule prediction
Free Agency and pre-draft day trades
Training Camp Battles
Excel Spreadsheet Download of my personal "armchair GM" 53 man roster (NOTE: This is not the roster I think the Lions will actually go with. Just a fun little experiment of how I'd build the team, especially given the new practice squad rules)
submitted by atlantis737 to nfl [link] [comments]

r/NFL Top 100 Players of the 2019 Season - #90-81

Welcome to the reveal for players ranked 90-81 for this year’s NFL Top 100 Players for the 2019 Season!

Players whose average rank had them land in places 90-81 are on this portion of the list revealed today. Players are associated with the team they finished 2019 with.
Below you will see write-ups from rankers summarizing the players' 2019 season and why they were among the best in 2019. Stats for each player are from this season and are included below. Additionally, their previous ranks in this long running series are also available for all of you.
Methodology
LINK TO THE HUB POST WITH A MORE DETAILED DESCRIPTION OF THE METHODOLOGY
  1. A CALL FOR RANKERS just after the Super Bowl.
  2. Rankers for each team nominated players to rank. 10 Games Played Minimum Threshold. Players are associated with the team they finished the 2019 Season with.
  3. The Grind. Utilize ranking threads for individual rankers broken up by positional group. Users were tasked with ranking players within the following tiers based on their evaluation: T-25, T-50, T-100, T-125 based on 2019 regular season only. There were no individual case threads. There were no arbitrary position limit caps. Just questions and rankings.
  4. Users submitted their individual Top 125 list. Ranking out to 125 is new for this year.
  5. User lists were reviewed for outliers by me with assistance from two former rankers. Users were permitted to correct any mistakes found. Once complete, lists were locked.
  6. Reveal the list… right now.
So now, without further ado, here are the players ranked 90-81 in the NFL Top 100 Players of the 2019 Season!

#90 - Joe Haden - Cornerback - Pittsburgh Steelers

Previous Ranks
2012 2013 2014 2015 2016 2017 2018
65 29 52 N/R N/R N/R N/R
Written By: Astro63
Three years ago in 2017, a time when the Steelers were desperate for good cornerback play, Kevin Colbert made the decision to sign Browns castoff Joe Haden. While questioned at the time, this acquisition has continued to pay huge dividends for the Steelers defense, and could very easily be considered one of the Steelers best modern-day free agent signings. Joe Haden stepped into a big role since day one and he brings energy and confidence to a secondary that sorely needed it. Haden was instrumental in the Steelers’ recent efforts to shift from a zone-heavy defense to a man-heavy defense, as his sticky and aggressive playstyle became a focal point of the coverage scheme. Having a player that can be considered a true CB1 was something the Steelers had been lacking since Ike Taylor started his decline, and it cannot be overstated how important Haden is in that role.
The 2019 season was Joe Haden’s best in Pittsburgh yet. On a defense with multiple stars and breakout campaigns, Haden was quietly one of the most effective and most critical at performing his job. Haden is deployed at the Left CB in the Steelers scheme, a role that routinely has him matched up against opposing X-WRs. Having to man up against boundary WRs play after play is no easy task, but Haden rose to that challenge time after time. Statistically speaking, Haden was credited with 42 receptions for 468 yards on 79 targets against. When his yardage allowed numbers are broken down, Haden ranked 6th on a per snap basis, 5th on a per target basis, and 7th on a per game basis among nominated CBs. Haden only surrendered an impressive 70.0 pass rating when targeted, which ranks 8th among nominees. In a man-heavy scheme where he often covered top receivers, his coverage production is extremely impressive and deserves the attention it got. On top of that, Haden reeled in five interceptions and 10 PBUs, including having a hand in three game-ending plays. His aggressive style of the play really translated into big play ability this past season, a lot of which came during clutch moments when needed most.
Joe Haden’s time in Pittsburgh has been short, but Steeler Nation has nothing but praise for him as a person and as a player. We’re all really glad he rejuvenated his career in Pittsburgh and we cannot wait to see what’s to come from him and the rest of the secondary.

#89 - La’el Collins - Offensive Tackle - Dallas Cowboys

Previous Ranks
2012 2013 2014 2015 2016 2017 2018
N/A N/A N/A N/R N/R N/R N/R
Written By: slayer1791
In 2019 La’el Collins was the best tackle on the Dallas Cowboys. For a player who had a highly tumultuous start to his career which include falling from the 1st round to an UDFA and an extremely rocky transition to RT, many questioned why the Cowboys gave Collins a 5 year $50 million extension at the start of the season. As the season progressed, everyone saw what the Cowboys knew, Collins was ready for his coming out party and solidified himself as one of the promising young tackles in the league.
His stats overall were solid. In 1000 snaps he allowed 2 sacks, 4 qb hits and committed 3 penalties. He was able to enjoy so much success due to the vast improvement of his technique. One of the best examples of his improved technique is seen vs Philly where he was credited with 14 knockdowns against a very talented defensive line. In this thread you can see some great examples, specifically the play against Brandon Graham. In years past, Collins was too quick to punch with his right hand which allowed pass rushers to counter him more easily. To combat this, he utilizes a bait technique that makes the rusher think he is punching but quickly retracts his hand to throw them off balance. Here is another example of Collins going against Khalil Mack.
While Collins 2019 season did not earn him Pro Bowl or All-Pro recognition, it was still a great year. At the age of 26 Collins has set himself up to be very successful for years to come. Cowboys nation should be excited to see how Collins is able to build off his 2019 season.

#88 - Laremy Tunsil - Offensive Tackle - Houston Texans

Previous Ranks
2012 2013 2014 2015 2016 2017 2018
N/A N/A N/A N/A N/R N/R N/R
Written By: wrhslax1996
In August 2019 Laremy Tunsil was traded from the Miami Dolphins to the Houston Texans. Many gawked at the trade (Tunsil + Stills + 4th round pick for two 1st round picks + 2nd round pick + Johnson Bademosi + Julie'n Davenport) as being very lopsided in favor of the Miami Dolphins. Sure Tunsil is a very good LT but was he worth that price? I still do not know the answer but I can say with conviction that he was a very good LT for the Texans last season. As a pass protector, his pass sets are smooth, his movements are calculated/efficient, his anchor is strong, and his situational awareness/intelligence are always on display. In the run game he's strong, gives great effort, and fights beautifully up to the second level.
Now it's time for some quick clips so y'all know I'm not just tossing around a bunch of OL buzzwords. Here you can see him holding off Calais Campbell for upwards of 6 seconds while Deshaun Watson takes entirely too long to get rid of the ball. His balance and ability to fight off good hand use lets him stay strong in these prolonged blocking situations. He is rarely caught off-guard by pass rush moves. Here and here he uses the EDGE's inside momentum against him, carrying him across the play after the attempted inside move. Here he flushes the EDGE around the outside. Sure it was a sack but Tunsil did exactly what he needed to do here. Not his fault that Watson has momentary lapses in pocket management. Add to the fact that he has a very strong anchor vs the bull rush and you have a very complete pass-protecting offensive lineman.
In the run game he displayed great effort and feet along with some really nice power to open up some nice holes for Carlos Hyde's underrated 2019 season.
In closing, I also wanted to show the fact that he can be a bully when he wants to. He's exactly what everyone should want in their left tackle and he deserves his spot on this list.

#87 - Carson Wentz - Quarterback - Philadelphia Eagles

Previous Ranks
2012 2013 2014 2015 2016 2017 2018
N/A N/A N/A N/A N/R 23 N/R
Written By: MikeTysonChicken
Debating and discussing QBs on Reddit and in real life can be an exhausting task; there are few at the position more hotly debated than Carson Wentz, even by Eagles fans themselves. When the Eagles win, good feelings about the team are all the talk. When they lose, popular sentiments often focus on why Wentz failed to lead the team to victory, ignoring what his actual performance looked like. This includes moments when receivers snatch defeat from the jaws of victory on perfect passes while getting drilled by Grady Jarrett. This isn't new for Philly, McNabb was often scapegoated in his time here. Few players in the league had as little margin for error as Wentz did in 2019, when even his best moments were nullified by his surroundings.
Wentz became the first QB in franchise history to pass for over 4000 yards in a single season. Wentz was also the first QB in league history to throw for over 4000 yards without a WR having over 500 yards in the process. This is both telling and misleading; the 2019 Eagles had arguably the worst WR room in the NFL last year, but they also have the best TE room in the league. What I think we should focus on when evaluating the performance of Wentz in 2019 is the inability for a receiver to step up and make a play for their QB. Too often Wentz was let down by his supporting cast in high leverage situations, requiring him to be flawless in execution or make ridiculous plays just to keep drives alive. Even when he perfectly executed basic throws, his supposed top receivers would inexplicably put the team in holes. Nothing was easy or routine for the Eagles in 2019; they continued to find ways to lose when the opportunity for success was right there.
While there are a lot of low-lights above, they simply serve as a reminder of what Wentz had to overcome in 2019. Even in games where his performance was suspect, such as Week 11 against New England, Wentz still put the team in position to tie/win and the opportunity was lost when plays couldn't be made around him. Who knew asking a WR to track a pass would be such a burden? Despite the negatives around him, Wentz still showed he has top QB ability on a regular basis. This TD pass to Goedert was a thing of beauty in a poor outing for Wentz. It was a great route concept to split the deep safety with Sanders underneath and Wentz used his eyes to manipulate him as well. Additionally, the pass was a beauty and positioned where only Goedert could make a play. Wentz's play making ability was on display in this Week 1 TD to Alshon as well. And when the Eagles receiving room was full of players who weren't on the team at the start of the season, Wentz was able to rise to the occasion and deliver. Younger, hungrier players were given a chance and stepped up. In the process, Wentz was still able to make unbelievable throws, tight window after tight window.
Wentz reminded everyone he is a top QB in the NFL in 2019. It wasn't perfect, his middle of the season struggles against Dallas, New England, and Seattle were a wake-up call for him to settle down a bit. But it's extremely rare for QBs not to have their ups and downs over the course of the season. When you have to consistently be flawless in the hopes your supporting cast can just make simple plays, you can understand why Wentz might press a bit. However, Wentz was able to overcome a multitude of obstacles to help lead the team back to the playoffs and it was no small feat. Sure, maybe the 2019 Eagles underachieved relative to expectations, but Wentz still proved (again) that he is among the best at his position.

#86 - Keenan Allen - Wide Receiver - Los Angeles Chargers

Previous Ranks
2012 2013 2014 2015 2016 2017 2018
N/A N/R N/R N/R N/R 39 82
Written By: milkchococurry Chargers
With the departure of Philip Rivers and an impending change in offensive philosophies, the Chargers are going to go into the next season, whenever it starts, with a much different offense than the one that they ended 2019 with. One thing that won’t change is the major role and impact that Keenan Allen has on the Chargers offense. Even on what would likely be considered a down year for the Chargers passing attack, Allen largely maintained a statistical presence comparable to past years. Allen hauled in 104 receptions for 1199 yards, good for T-3rd and 6th in the league, respectively, made 6 trips into the endzone and started all 16 games for the first time in his career. Allen finished the season with his third straight Pro Bowl appearance.
Some may wonder how Allen’s role and impact could change with new quarterbacks and a new system. These things are likely not to hamper Allen in any appreciable way for the near future, as the signature feature of his play is the ability to simply get open. Allen uses his superior route-running ability and impressive body control to find the gaps and make the tough catches. Allen can line up outside or in the slot, can exploit gaps and weaknesses in coverages and can therefore make plays pretty much anywhere on the field. It’s what he’s always been able to do throughout his career.
Allen has some serious incentive to perform for the coming season. He enters 2020 on the final year of a 4 year, $45M extension that he signed prior to entering the last year of his rookie contract. If Keenan Allen can continue to be the do-everything target for the new-look Chargers offense, they would have no choice but to do everything they can to keep Allen in the powder blue for the foreseeable future.

#85 - Josh Jacobs - Running Back - Las Vegas Raiders

Previous Ranks
2012 2013 2014 2015 2016 2017 2018
N/A N/A N/A N/A N/A N/A N/A
Written By: takeoson
The way I feel about Josh Jacobs is the way 13yo me looked at Tiffany Evans in the 8th grade: smitten by young love and constantly running through my head.
 
Josh Jacobs was the starting RB for the 2019 Oakland Raiders after being drafted with the 24th pick in the 2019 draft. He was selected after the RB cupboard ran bare with Marshawn Lynch’s second (and probably) final retirement. With the need for a 3 down back to lead the existing complementary ones, Josh was an easy and obvious selection for the silver and black. Despite being one of the better prospects, Jacobs was far from a blue chip recruit. At Alabama, he never rushed for more than 640 yards as a part of the RB committee for Saban. Measuring at 5’10” and 215lbs out of college, many people chose to temper their expectations for his rookie year.
 
In 13 games, Jacobs ran for 1150yds and 7 TDs at a clip of 4.8 yds/att. Although not entirely impressive on its own, Jacobs 2019 play is exciting a lot of Raiders fans. Most of his yards actually came after contact. Jacobs had 73% (842 yards) of his yardage come after contact. He plays like a human bowling ball; there were always several times a game that I would watch him lean in hard to the DL or LB and put them on their butt grasping for his jersey. His yd/att after contact was even 3.4; meaning he could have run every single play, met a DL at the line of scrimmage, and guaranteed a first down every 3 plays. Jacobs even missed 3 games due to a shoulder injury: if he maintained his average production, he would have finished 16 games with 1415 yards with 8.5 TDs.
 
Looking back now, we can see that Jacob’s rookie season was a success. At only 22 years old, Joshie looks to have some of the best years ahead of him. What I think really made Jacobs really great as a rookie RB in 2019 was he forced the defense to be honest. With Jacobs, the Raiders finally can keep the offense on the field and play the tempo-style game Gruden wants to play. Carr was a huge recipient of focused attention on Jacobs and Jacobs adds so much to the offense beyond his bowling ball running style. I am super excited to have him; the last time we had a phenomenal RB was McFadden, and Josh Jacobs looks much more complete than that. Here’s to moving up in the rankings next year.

#84 - Amari Cooper - Wide Receiver - Dallas Cowboys

Previous Ranks
2012 2013 2014 2015 2016 2017 2018
N/A N/A N/A N/R N/R N/R N/R
Written By: slayer1791
2019 further solidified Amari Cooper as the key weapon that elevates the Cowboys offense to another level. With 79 catches, 1189 yards and 8 TDs Cooper delivered another WR1 season for the Cowboys.
The core reason Cooper is so successful is his route running. His precise route running allows him to get separation and make Dak’s job easier. Here is a good breakdown of his route running. While Cooper had a few too many drops, which caused his ranking to drop, he had many great plays. He was able to win matchups against DBs consistently, especially with double moves. When required, he was able to make difficult and contested catches.
After another strong pro-bowl season, Cooper is now one of the highest paid WRs in the league. Cowboys nation will have very high expectations for him and should expect him to make a leap up the top 100 charts next season.

#83 - Marcus Peters - Cornerback - Baltimore Ravens

Previous Ranks
2012 2013 2014 2015 2016 2017 2018
N/A N/A N/A N/R 69 78 N/R
Written By: UnbiasedBrownsFan
In a series of surprise trades from the Rams this season, Los Angeles sent Marcus Peters to the Ravens for a half-eaten ham sandwich and an avocado that looks like it had sex with an older, more disgusting avocado. This trade paid dividends for the Ravens as Marcus Peters displayed his career-long propensity for making game-changing plays. Marcus Peters earned First-Team All-Pro and Pro Bowl honors this season with 5 interceptions and 14 passes defended.
He also held the honor of the first man to intercept Russell Wilson during his beginning of the year teardown of the NFL, and, in true Marcus Peters fashion, he took it to the house. Marcus Peters leads the NFL in interceptions and defensive touchdowns since entering the league in 2015, greatly assisted of course by his pick-sixes against the Buccanneers, Bengals, and Seahawks this season. But I'm sure his favorite moment this season came back in L.A. when he got his sweet, sweet revenge.
After all, revenge is a dish best served by Jared Goff on a silver platter. While Peters' career has certainly been tumultuous, with its fair share of ups and downs, this season he showed his trademark brand of boom-or-bust and that fucking Marcus Peters boomed them. He was so good (x4). I'll be adding Marcus Peters to the list of players I'm pissed the Ravens keep adding to their roster.

#82 - Cooper Kupp - Wide Receiver - Los Angeles Rams

Previous Ranks
2012 2013 2014 2015 2016 2017 2018
N/A N/A N/A N/A N/A N/R N/R
Written By: Projinator
Cooper Kupp might end up the best route runner in Rams history. Yes, I'm aware that history includes names like Hall of Famer Issac Bruce and soon to be Hall of Famer Torry Holt. But this isn't hyperbole. In 2019 Cooper Kupp was a top 5 WR in creating separation according to PFF, but this isn't even Kupp's greatest strength. His strongest ability might be his determination. Kupp was a top 4 WR in YAC with 548 on the year, a good chunk coming from this play. While the jokes certainly write themselves on his scrappy, lunch pail toting, first guy in last guy out, persona the truth is Kupp has a legitimate argument as a top 10 WR in the NFL.
Kupp was 2nd in TDs for 2019 with 10, one short of Kenny Golladay's lead of 11. His ability to run crisp routes helps in the redzone, where he hauled in 7 of his passes which was good for 2nd behind a league leading 8 TDs. This, play for example, you can see there's almost a full 3 yards of space between Kupp and BOTH defenders guarding him. and its plays like this that really demonstrate how much of a security blanket he is for Goff. In years past we've seen amazing plays between the two players, but we can expect more out of Kupp in the future. Despite being a designated as a slot receiver, he actually has a good size at 6'2" 208lbs.
He ended the year 9th in receptions with 94 and 12th in receiving yards with 1,161. He's improved his game every year since entering the league in 2017, and I won't be surprised if he makes his first all-pro team in 2020. The kid has all the physical and mental tools to make a push to enter Thomas, Hopkins, Jones territory if he can avoid injury.

#81 - Erik McCoy - Center - New Orleans Saints

Previous Ranks
2012 2013 2014 2015 2016 2017 2018
N/A N/A N/A N/A N/A N/A N/A
Written By: Dahki
Erik McCoy wasted no time making a name for himself in the NFL. Saints fans definitely feared for the future of the interior O-line following Max Unger's retirement, but the 2019 second round pick paid immediate dividends. McCoy played nearly every snap for the team, allowing just 11 pressures, 2 hits and 1 sack while anchoring the middle of the O-line for two different QBs this season. The one main knock on McCoys 2019 performance was penalties. McCoy was flagged 8 times over the course of the season, adding more than his fair share to an already heavily penalized saints O-line. Still, McCoy's rookie year did more than enough to inspire excitement in Saints fans for the future of the O-line.

LINK TO 2019 POSITIONAL GROUPING TRACKER

LINK TO 2019 RANKER SHEETS

LINK TO HUB

submitted by MikeTysonChicken to nfl [link] [comments]

Amazon Will Be The Next $2T Company – Why it’s Undervalued

Forget the hype about Tesla, Amazon is undervalued and is the safest place to park your money. I breakdown the reasons why below. Excuse the long post, but I like helping people make $. TLDR at the end.
The only way to look at Amazon's business is to separate it out into three very large businesses, I will break down each and why I believe the company as a whole is undervalued:
A/ Retail & Marketplace - this is the consumer facing portion of their business where Amazon buys at wholesale and then sells to shoppers. The latter (Marketplace), is the faster growing and more profitable business unit, now accounting for over 55% of all orders. Sellers use FBA and sell their products to shoppers directly where Amazon takes a ~7%-~15% fee depending on the category.
B/ AWS – fast growing cloud business operating at 26% gross margins with a $50B run-rate growing 30% YoY (do you know how crazy it was typing that out?)
C/ Amazon Media Group - this includes their fast growing advertising business, Twitch, Amazon Music, and Amazon Prime Video. This is the least-known portion of their business, but is the fastest growing with highest margins.
Retail & Marketplace
There’s not much to say here, other than Amazon does roughly ~$250B in sales and growing 30% YoY on average here. For reference, Walmart does ~$500B. Even if you gave the retail/marketplace portion of Amazon’s business a conservative valuation of $500B (2x revenue), it’s a very large business. Now, take into consideration how much they are emphasizing 3P sellers and private label products, Amazon’s profitability metrics will greatly improve in this business as it lowers its overhead so the business in value will continue to grow. This also fails to mention their breadth of their FBA business and how many sellers use the product offering. If anyone has sold anything on Amazon or knows someone that does, 99% of sellers use FBA because of how easy, convenient, and cost-effective it is. With the tailwinds associated with COVID, this business will likely surpass 30% YoY growth, which is just incredible growth #s for a business this large. In comparison, Walmart is usually <10% YoY growth when it comes to their revenue metrics.
My valuation of the business = ~$500B - $750B
AWS
AWS is projected to do around $50B-$60B in sales for 2020. Latest public analyst valuations peg it around ~$500B, which I believe is unfair. For reference, MongoDB is trading at 20x revenue, Crowdstrike, DOCU, Datadog, all SAAS/cloud providers are trading at 20x or even more!
Valuing AWS as a standalone business for anything less than $500B would be under-representing just how large and fast-growing this business is. Growing at 30% YoY at a $50B run-rate is just unfathomable. If we were looking at this at a 20x revenue multiple (which I believe it would be valued at a 20x multiple if it was a standalone company), AWS would be at a $1 trillion market cap alone. It's the de-facto choice for start-ups, even as Azure continues to take customers away, AWS is the leader for all new tech/start-up companies and will continue to see massive tailwinds as the entire economy shifts to cloud-based offerings. COVID has also accelerated this business as usage is undoubtedly up for their core segment of customers, while customers that are most affected (restaurants) are not really AWS-like customers.
My valuation of this business unit = $650B
Amazon Media Group
Advertising – Many people don’t know much about this business, but you know the products you click on while you’re shopping around on Amazon? It’s safe to say a bunch of those products are paying Amazon significant dollars on a PPC basis (pay-per-click) to surface higher in the search results. This business generated $14 billion in revenue in 2019. Google, the leader in advertising, is valued at 10x revenue, so this business alone is probably worth close to $16B after 2020 alone. $FB did $73B in revenue trailing 12 months, this would mean FB is about 4.5x the size of Amazon's Advertising business ALONE. I just compared FB as a whole to Amazon's "side-business" in Advertising.
Twitch – this is a tough business to value, but Needham and others have pegged it at ~$15 billion alone. It’s the clear leader in online streaming and Microsoft recently shutdown Mixer (their Twitch competitor). The possibilities here are endless, look for Amazon Advertising to plug in their data capabilities to target viewers of live streaming events with products soon. Twitch will soon be merged into the advertising ecosystem to begin serving targeted ads to viewers. Think ad-supported streams where there is some sort of revenue share back to the streamers. This feeds into the ecosystem where content creators make more $ (won't leave), advertisers get access to a valuable niche audience, and Amazon reaps the benefits of high-value/profitable advertising at 65% gross margins.
Prime Video – the most surprising stat for Prime Video is that 20% of Prime members sign up primarily for Amazon Prime Video. With over 150M subscribers, analysts peg the value of Prime Video alone at $200b. Amazon has also entered the OTT ad-supported streaming market with IMDB TV (ad-supported free television). This is exclusive inventory that Amazon can offer to brands to advertise on, and compete directly with ROKU, which is valued at 15X revenue.
Lastly, Amazon Music has 30M subscribers. Apple has 60M, and Spotify 100M. Amazon Music (Who the fuck uses it, is already half the size of Apple Music and about a 3rd of Spotify...)
Because all the businesses aren’t broken out, it’s tough valuing the entire Media Group business, but it honestly could be in the range of anywhere b/w $300B-$600B off the synergies and potential for expansion. Again, as a standalone business, this suite of products would have public market investors salivating over the growth potential.
Hidden Value (Areas of Opportunity)
I went this entire DD without mentioning the huge competitive MOATs around voice (Echo = the leader), as well as their entire logistics/ground fulfillment network, Amazon GO stores, and their venture in the medical health space. Because it's nearly impossible to value these things as a whole, you can basically pencil w/e you want here from a valuation perspective.
Amazon Retail/Marketplace Business - $650B
AWS - $650B
Amazon Media Group - $400B
Hidden Value - Go stores, Fulfillment Network, Self-driving, Echo (voice), Whole Foods, Medical Venture with JP Morgan & Berkshire = $300B
Total = $2B
TLDR: Amazon is undervalued at a $1.6B market cap, and the stock will be up to $3500 in the next year. Business units valued as stand-alone companies would be valued way more, growth potential is endless, and COVID has accelerated trends in favor of Amazon for the next 5 yrs.
- Longterm bag holder
submitted by sharkbat3 to investing [link] [comments]

Amazon Will Be The Next $2T Company – Why it’s Undervalued

Forget the hype about Tesla, Amazon is undervalued and is the safest place to park your money. I breakdown the reasons why below. Excuse the long post, but I like helping people make $. TLDR at the end.
The only way to look at Amazon's business is to separate it out into three very large businesses, I will break down each and why I believe the company as a whole is undervalued:
A/ Retail & Marketplace - this is the consumer facing portion of their business where Amazon buys at wholesale and then sells to shoppers. The latter (Marketplace), is the faster growing and more profitable business unit, now accounting for over 55% of all orders. Sellers use FBA and sell their products to shoppers directly where Amazon takes a ~7%-~15% fee depending on the category.
B/ AWS – fast growing cloud business operating at 26% gross margins with a $50B run-rate growing 30% YoY (do you know how crazy it was typing that out?)
C/ Amazon Media Group - this includes their fast growing advertising business, Twitch, Amazon Music, and Amazon Prime Video. This is the least-known portion of their business, but is the fastest growing with highest margins.
Retail & Marketplace
There’s not much to say here, other than Amazon does roughly ~$250B in sales and growing 30% YoY on average here. For reference, Walmart does ~$500B. Even if you gave the retail/marketplace portion of Amazon’s business a conservative valuation of $500B (2x revenue), it’s a very large business. Now, take into consideration how much they are emphasizing 3P sellers and private label products, Amazon’s profitability metrics will greatly improve in this business as it lowers its overhead so the business in value will continue to grow. This also fails to mention their breadth of their FBA business and how many sellers use the product offering. If anyone has sold anything on Amazon or knows someone that does, 99% of sellers use FBA because of how easy, convenient, and cost-effective it is. With the tailwinds associated with COVID, this business will likely surpass 30% YoY growth, which is just incredible growth #s for a business this large. In comparison, Walmart is usually <10% YoY growth when it comes to their revenue metrics.
My valuation of the business = ~$500B - $750B
AWS
AWS is projected to do around $50B-$60B in sales for 2020. Latest public analyst valuations peg it around ~$500B, which I believe is unfair. For reference, MongoDB is trading at 20x revenue, Crowdstrike, DOCU, Datadog, all SAAS/cloud providers are trading at 20x or even more!
Valuing AWS as a standalone business for anything less than $500B would be under-representing just how large and fast-growing this business is. Growing at 30% YoY at a $50B run-rate is just unfathomable. If we were looking at this at a 20x revenue multiple (which I believe it would be valued at a 20x multiple if it was a standalone company), AWS would be at a $1 trillion market cap alone. It's the de-facto choice for start-ups, even as Azure continues to take customers away, AWS is the leader for all new tech/start-up companies and will continue to see massive tailwinds as the entire economy shifts to cloud-based offerings. COVID has also accelerated this business as usage is undoubtedly up for their core segment of customers, while customers that are most affected (restaurants) are not really AWS-like customers.
My valuation of this business unit = $650B
Amazon Media Group
Advertising – Many people don’t know much about this business, but you know the products you click on while you’re shopping around on Amazon? It’s safe to say a bunch of those products are paying Amazon significant dollars on a PPC basis (pay-per-click) to surface higher in the search results. This business generated $14 billion in revenue in 2019. Google, the leader in advertising, is valued at 10x revenue, so this business alone is probably worth close to $16B after 2020 alone. $FB did $73B in revenue trailing 12 months, this would mean FB is about 4.5x the size of Amazon's Advertising business ALONE. I just compared FB as a whole to Amazon's "side-business" in Advertising.
Twitch – this is a tough business to value, but Needham and others have pegged it at ~$15 billion alone. It’s the clear leader in online streaming and Microsoft recently shutdown Mixer (their Twitch competitor). The possibilities here are endless, look for Amazon Advertising to plug in their data capabilities to target viewers of live streaming events with products soon. Twitch will soon be merged into the advertising ecosystem to begin serving targeted ads to viewers. Think ad-supported streams where there is some sort of revenue share back to the streamers. This feeds into the ecosystem where content creators make more $ (won't leave), advertisers get access to a valuable niche audience, and Amazon reaps the benefits of high-value/profitable advertising at 65% gross margins.
Prime Video – the most surprising stat for Prime Video is that 20% of Prime members sign up primarily for Amazon Prime Video. With over 150M subscribers, analysts peg the value of Prime Video alone at $200b. Amazon has also entered the OTT ad-supported streaming market with IMDB TV (ad-supported free television). This is exclusive inventory that Amazon can offer to brands to advertise on, and compete directly with ROKU, which is valued at 15X revenue.
Lastly, Amazon Music has 30M subscribers. Apple has 60M, and Spotify 100M. Amazon Music (Who the fuck uses it, is already half the size of Apple Music and about a 3rd of Spotify...)
Because all the businesses aren’t broken out, it’s tough valuing the entire Media Group business, but it honestly could be in the range of anywhere b/w $300B-$600B off the synergies and potential for expansion. Again, as a standalone business, this suite of products would have public market investors salivating over the growth potential.
Hidden Value (Areas of Opportunity)
I went this entire DD without mentioning the huge competitive MOATs around voice (Echo = the leader), as well as their entire logistics/ground fulfillment network, Amazon GO stores, and their venture in the medical health space. Because it's nearly impossible to value these things as a whole, you can basically pencil w/e you want here from a valuation perspective.
Amazon Retail/Marketplace Business - $650B
AWS - $650B
Amazon Media Group - $400B
Hidden Value - Go stores, Fulfillment Network, Self-driving, Echo (voice), Whole Foods, Medical Venture with JP Morgan & Berkshire = $300B
Total = $2B
TLDR: Amazon is undervalued at a $1.6B market cap, and the stock will be up to $3500 in the next year. Business units valued as stand-alone companies would be valued way more, growth potential is endless, and COVID has accelerated trends in favor of Amazon for the next 5 yrs.
- Longterm bag holder
submitted by sharkbat3 to wallstreetbets [link] [comments]

Deutsche Bank falling with Wirecard

According to Bloomberg, Markus Braun CEO of Wirecard is facing a massive margin call as Deutsche bank has issued a margin call on a 150MM Euro loan pledged by shares that have lost 72% of their value following the news that $2 billion in the company have gone missing. Braun, who holds 7% of wirecard's shares and is the company's biggest shareholder funded a 150MM euro margin loan that was secured by the value of the underlined shares. However, last week's plunge has triggered a margin call liquidation of these shares which no longer cover the full value of the loan.
In 2017, Braun - who invested tens of millions of his own funds into the firm and owned 8.7 million shares of wirecard as of June 2019 and secured the loan from Deutsche bank by pledging 4.2 million shares, just under the half of his personal shares.
When the stock was trading above 100/share the overcollaterialization cushion was generous, giving the loan an LTV of well below 50%. However, with the stock trading at 25, there is a 50MM shortfall in the loan and DB is rushing to collect whatever it can.
All this not really material to trade with, but yall should know. What do yall think about the future of Deutsche bank ?
Edit: A lot of people are assuming i am concerned about DB's future just because of this transaction. Well, its about a reputation it has built over a period of time. This is just a stepping stone, DB is always known to make bad plays and do shady shit.
Edit 2: DB’s net income is 67 million. The loss on this trade would be greater than twice their net income. So don’t tell me ohhh it’s a trillion dollar company. Fuck off
submitted by thetraderlosesitall to wallstreetbets [link] [comments]

Deutsche Bank - On the Brink of Insolvency

Deutsche Bank - On the Brink of Insolvency
On this week's edition of DDDD (Data-Driven DD; yes this is what I'm going to be calling this), we'll be looking at Deutsche Bank. Once one of the largest banks in the world, it's now a shell of its former self after the 2008 financial crisis.
Disclaimer - This is not financial advice, and a lot of the content below is my personal opinion. In fact, the numbers, facts, or explanations presented below could be wrong and be made up. Don't buy random options because some person on the internet says so; look at what happened to all the SPY 220p 4/17 bag holders. Do your own research and come to your own conclusions on what you should do with your own money, and how levered you want to be based on your personal risk tolerance.
A Brief History of Deutsche Bank (and Deutschland)
Let’s first start with some background around Deutsche Bank, because it has some very interesting history behind it. In particular, it’s somehow taken part in causing some of the worst crises and scandals in world and economic history ever since its founding in 1870. Here’s a brief timeline:
  • Founded in Berlin in 1870 with the original mission to facilitate trade between Germany and foreign nations
  • Rapidly expanded overseas in the late 1800s, opening branches in London, Shanghai, and South America
  • Financed the Holocaust in the 1930s, including the construction of the Auschwitz concentration camp and the Gestapo
  • Broken up to 10 smaller banks after Germany’s defeat in WWII by the Allies, but those banks later merged back together less than 10 years later
  • Acquired a bunch of overseas banks, including banks in the UK and the US, during the 80s and 90s, growing to become one of the largest money management firms in the world
  • Drove the market for CDOs in 2007 and even created CDOs consisting of their bad subprime mortgages, somehow got an A-level rating on them from the rating agencies, and aggressively marketed the CDOs to investors while knowing that their CDOs were shit. Their head of CDO trading, Greg Lippmann, knew about this and told everyone that CDOs were effectively a Ponzi scheme, even shorting CDOs himself through Credit Default Swaps. He then went around to different funds in Wall Street and told them that CDOs were going to collapse and sold them Credit Default Swaps as a way to short the CDO market, creating synthetic CDOs, the asset on the other side of that trade, with them to sell to other investors. This entire scheme was the inspiration for The Big Short, in case you didn’t realize this by now.
  • Also the bank that finances businesses of the current President, which might be worth considering for political motives / implications if something bad happens to Deutsche Bank
  • Today, they focus on Corporate Banking, Investment Banking, Private Banking, and Asset Management
Let’s see how $DB’s performance has been the past few years
$DB, 2002-2020, Monthly
Yikes, it went from an all time high of $140 in 2007 to $6 today in 2020. In terms of their market cap, it went from $70B from its 2007 peak to $13B today. So, what happened? Let’s look at their 2019 SEC annual filing.
10-K Deep Dive
Income Statement (omitted boring parts)
Revenue € 22.4B (Net Interest = 13.7B, Credit Losses = -723M, Commission & Feed = 9.5B)
Expenses € 25.1B (mostly Compensation and G&A)
Net income after taxes €-5.3B (includes 2.6B of losses from taxes)
From their interest income, 19% comes from Corporate Banking, 39% from Investment Banking, 30% from Private Banking, and the rest comes from some other various operations.
So in a good year, in a period of “high” interest rates in the US (at least relative to the past decade), Deutsche Bank is still somehow losing billions. In fact, it states that their slight 4% YoY increase in net revenue income was driven by the fact that the US had a more favorable interest rate environment during that year, and their reduction of deposits in Germany, where they were experiencing negative interest rates.
German Interbank Rates
Negative interest rates mean that banks need to pay the central bank to safely store their reserves with them, making it really hard to make a profit for banks. Luckily they had the relatively high interest rates of the US to make up for it in 2019. With interest rates cut to 0% again, this will be a very different story for 2020, and they’ll likely see even larger losses for this year.
Balance Sheet (omitted boring parts)
Assets € 1.3T
Cash & Central Bank Deposits € 147B
Financial Assets € 531B (Trading Assets - €110B, Derivatives with a positive value - € 333B)
Loans € 430B
Liabilities € 1.2T
Deposits € 572B
Financial Liabilities € 404B (Trading Liabilities - € 37B, Derivatives with a negative value - € 317B)
Long Term Debt € 136B
Equity € 62B
So there’s a few very interesting things here. First, is the fact that their book value is €62B, or $67B USD, giving them a leverage of 26, which is way higher than literally every bank in the United States.
Top 100 US banks, sorted by leverage
What does a bank leverage ratio mean? It’s a quick way to see how well capitalized a bank is, and its ability to withstand negative shocks to its balance sheets without becoming insolvent. It’s harder to think of a more severe shock to the economic systems and people’s ability to pay back loans than a complete worldwide lockdown.
Another thing fishy with their book value is that their market cap is sitting at 13B USD. Even in January, before the stock market crashed it was sitting at 17B USD. That’s a big red flag, because theoretically if Deutsche Bank’s assets were all liquidated today, investors should theoretically be left with €62B, or $38 per share, which is way higher than the stock’s current $6 share price. This should especially be easy because the vast majority of their balance sheet consists of liquid assets or assets that should be easy to liquidate… or are they?
Derivatives
Let’s take a closer look at their derivatives. In their annual statement, they mentioned that they were trying to discontinue their derivatives business, which already helped cause one banking crisis a decade ago. They restructured and put all their “bad” capital, like their derivatives, in its own entity, called the “Capital Release Unit”, with the goal of liquidating these assets to release capital and de-leverage themselves. In 2019, their Capital Release Unit lost a total of €3.9B and held the €333B of derivatives. It also looks like they’re doing a bad job of releasing this specific class of capital, because their derivative assets and liabilities actually increased since 2018. That’s because a lot of these derivatives are not traded in exchanges, but instead over-the-counter with parties that have an ISDA agreement. As anyone who’s watched The Big Short can tell you (so literally everyone else on this subreddit), these OTC derivatives tend to be illiquid and difficult to value due to lack of price discovery.
This is why Deutsche Bank’s book value is more than their market cap, even before COVID-19. There’s doubt as to what some of the OTC derivatives are actually worth. They have a book value of €62B with derivatives supposedly valued at €333B, meaning if the actual net value of these derivatives are 19% or more lower than what they say they are, they become insolvent. This is the bank equivalent of buying SPY puts on margin in Robinhood (yes I know you can’t do that), but not knowing how much your puts are worth until you try selling. If you were like most of wallstreetbets you probably bought SPY puts when SPY was at 220. You know if you tried to sell your puts you might find out that they’re now worth a lot less than you originally bought them for (in the case of OTC derivatives, they can actually have a negative value!), realizing your portfolio value (equity) is below zero and you get a margin call (insolvent). In fact, they’ve allegedly done something similar in 2008 by failing to recognize losses related to the explosion of super senior tranches of CDOs, which may have led to joining Lehman Brothers in the bank graveyard if they did.
Let’s take a closer look at these derivatives, specifically the ones that mature in 2020.
Derivatives maturing in 2020 by nominal value
Type Bilateral Central Counterparty Exchange Traded
Interest €2.5T €8.7T €4T
Currency €4.3T €95B €17B
Equity €98B 0 €184B
Credit €39B €63B 0
Commodity €2.7B 0 €31.9B
First a few things to clarify. Bilateral Clearing is an agreement between some party with an ISDA agreement with the bank, where the bank acts as the counterparty to the derivative being sold. Central Counterparty Clearing is when an institution facilitates an OTC derivative transaction by ensuring both sides of the transaction are financially sound enough and have enough collateral to not default on the derivative, and if any party defaults on the derivative, the central counterparty is now financially responsible for their side of the trade. This was put into place after 2008 when the risk of counterparties like AIG defaulting on credit default swaps became a huge systematic problem.
Also, a nominal value is different from a derivative’s actual price. For example, if you bought a SPY 4/20 220p, the nominal value of your derivative is $22000 (100 shares * $220 per share) but the actual value of your put is $0.
We know that since Dec 2019
  • Interest rates got cut all around the world
  • Currencies exchange rates have dramatically changed since December with oil-exporting countries. For example USD / CAD went from $1.30 to $1.42 during this time period
  • Equity values exploded, even with the bull run we’re currently in
  • A lot of BBB-rated companies got downgraded, and we might see defaults come in, even with the Fed buying bonds
  • Oil is fucked
These recent events will probably change the valuation of these derivatives by a lot, some of which are going to be realized on their balance sheets immediately (eg. exchange traded derivatives) because their valuations can easily be calculated. The key here is that the net losses needs to be below €62B or they become insolvent.
Now, we’re in the age of too-big-to-fail businesses and the US government and Fed bailing out everyone, which is a real risk of taking a short position against $DB, especially considering how connected they are with other US financial institutions by acting as the counterparty or the central counterparty clearing house to many derivatives that they hold. If Deutsche Bank goes under, a lot of other financial institutions are going to have problems. The problem with Deutsche Bank is that it is not a US company and can’t be hence bailed out by the US government. In fact, they weren’t eligible for TARP, the last government-funded bank bailout back in 2008, which is partially why they’ve been a financial mess ever since.
Their Q1 earnings call is on April 29, so we’ll find out how much trouble they are then.
TLDR; DB 5p 10/16
submitted by ASoftEngStudent to wallstreetbets [link] [comments]

Unusual Option Activity for June 29th, 2020 CNP, ON, FSLY, MDB

The full write up for the picks with much better formatting can be found at www.noeticoptions.com
Context –
The S&P 500 increased 1.5% today on the heels of a decline last week. The industrials sector increased by (+3.2%) and was lead by Boeing, which increased +14.4% (a pick from Friday). Companies are continuing to pull ads from Facebook amid controversy regarding inefficiently policing misinformation and hateful content. CoVID-19 was less of a focus today despite New Jersey, and California scaled back reopening efforts.
Recap -
BA 194.49 24.48 ,( 14.4 %)
INO 31.4 1.42 ,( 4.74 %)
DB 9.46 0.46 ,( 5.11 %)
SLM 6.95 0.28 ,( 4.2 %)
All of the stocks from Friday beat the market by a significant margin. BA was the best play, increasing 14.27%. There were several opportunities for entry with this morning, where it was lower than $177 and ending today at $194. INO increased by ~7%. DB, a short pick, rose 5.67%.
SHLL (Hyliion) ended at almost $32. I placed this stock on the front page of the website as the meme stock of the month when it closed at around $17.50. For anyone who followed this stock and took the trade, congratulations, you made a significant amount of money – I know I did.
Site Updates -
There is now a Max Pain calculator on the site compliments of www.swaggystocks.com. Check it out; it’s the best I’ve seen.
If there is a piece of information you would like added to these posts, such as a 52-wk high for the stock, please let me know. I want this to be a one-stop-shop for DD on the stocks I pick.
Today’s Option Activity Fast Facts -
Sentiment – CBOE Put/Call Ratio -1.01, VIX: (33.25, -1.48, -4.3%)
Highest Multiple Over Daily Average - BLDP with 15 x the ADV of 2073. There were 21014 calls and 10075 puts.
Ticker with Most Contracts - WKHS with 200229 contracts traded today with an AVD of 19305. There were 134780 calls and 65449 puts.
Largest Put / Call Ratio - BGCP with a 89.11 P/C ratio. There were 10159 puts and 114 calls.
Largest Call / Put Ratio - VSTO with a 340.73 C/P ratio. There were 10222 calls and 30 puts.
MOMENTUM UNUSUAL OPTION ACTIVITY –
Check www.noeticoptions.com for the momentum picks.
CLASSIC UNUSUAL OPTION ACTIVITY –
1.Ticker : FSLY 78.15 -8.36 ,( -9.66 %) Earnings : 2020-08-06
Name : Fastly, Inc.
Sector :Technology Services Industry : Information Technology Services
Option Information :
7.17.2020 90.0 C. 1,079 @ 6.10 were traded at 9:57 AM as a SWEEP Spot Price: 81.76
7.17.2020 100.0 C. 650 @ 4.30 were traded at 10:02 AM as a BLOCK Spot Price: 82.31
News : No news. Last significant print was from 22 Jun-20 Story Stocks: Fastly, poised to capitalize on accelerating digitization trend, races to new highs yet again
Company Profile :
Fastly, Inc. provides real-time content delivery network services. It offers edge cloud platform, edge software development kit (SDK), content delivery and image optimization, video and streaming, cloud security, load balancing, and managed CDN. The company was founded by Artur Bergman, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.
2.Ticker : MDB 219.93 -4.58 ,( -2.04 %) Earnings : 2020-09-02
Name : MongoDB, Inc.
Sector :Technology Services Industry : Packaged Software
Option Information :
7.17.20 240.0 C. 260 @ 6.67 were traded at 9:30 AM as a SWEEP Spot Price: 222.81
News : Jun-29 MongoDB appoints former AWS & Oracle exec Mark Porter as Chief Technology Officer, effective July 20
Company Profile :
MongoDB, Inc. engages in the development and provision of a general purpose database platform. Its products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.
Stocks Mentioned on Other Sites as having Unusual Option Activity -
Bullish Activity :
BLDP – Aug 18 Calls
FEYE – Jul 12 Calls
MDB – Jul 240 Calls
Bearish Activity :
LB 13.5 Puts
Upcoming Events for Next Trading Day –
Consumer Confidence, Chicago PMI, Jerome Powell Speaks – check the Economic Calendar for times and more in-depth explanations if you are interested.
Thanks for reading.
DISCLAIMER – These are my observations that I have made at the end of each day and trades that I am considering placing or watching. I am not responsible for your financial losses if you follow any of these trades. As always, do your due diligence.
submitted by noentic to u/noentic [link] [comments]

GNUS DD: short term outlook and why it is a legitimate threat to Disney.

TLDR: GNUS has a roller coaster short term outlook due to lots of convertible debt that will dilute share value to 43% of its current value, but this company is a legitimate long term threat to Disney.
Quick edit to address comments. There is opposition to the idea of GNUS being compared to Disney. My primary point here is that of all the children's media companies that have tried to compete with Disney, none of them have had the collective backing of Amazon, Netflix, and Alibaba. If GNUS does take some of Disney's market share (given their instantly huge viewer base this is very likely), there is literally no better company to fight this fight than GNUS. And if it comes to this, because they have the resources to fight, the media will explode with headlines like "is GNUS the next Disney?" and the stock price will go nuts. None of this will happen any time soon, but GNUS is gonna stick around for a long time and keep producing excellent content using the resources Amazon, Netflix, and Alibaba provide, so it is very possible we see this play out in a few years.
I'm also not going to proof read this, its a novel, but its good.
OK folks, let get into it.
GNUS: trading for ~$1.80
https://www.gnusbrands.com/
Who they are and what they do:
Full investor presentation here: https://d1io3yog0oux5.cloudfront.net/_3b004a603aec87e0604c1aa302db7652/gnusbrands/db/225/5904/pdf/GNUS+Investor+Presentation+-+MAR+25+2020+v2.pdf
This is a children's media/marketing/licensing company that seeks to promote non-violent and educational content to their viewers. They sell children's books and related merchandise, and recently announced the debut of their cartoon channel that will be available on 16 viewing services including all major cable TV networks, satellite networks, networks with international reaches (like sling), and all major streaming services including Amazon Prime and Netflix. *All of their content will be free to viewers.
Their current brands are: Baby Genius, Llama Llama, Rainbow Rangers, Secret Millionaires Club, Space Pop, Thomas Edison's Secret Lab, and Stan Lee's Superhero Kindergarten.
Projected revenue streams:
The majority of their projected revenue will come from advertisements due to freely distributing their content. However, there is long term opportunity to build additional revenue from merchandise sales associated with their brands. Stuff animals, toys, books, lunch boxes, and licensing the images and slogans of their characters for clothing and all sorts of merch. GNUS has plans to release over 1000 skus of merchandise through Amazon, Alibaba, and other retailers throughout 2021.
Their content is translated into 60 languages and will be available in 90 countries covering every continent.
Their assets:
They have recently acquired 4000 episodes of critically claimed content associated with their brands, and they co-own the intellectual rights to their brands.
Their debts and finances:
They have $10 million in assets, $2.7 million of which is cash. They have been frankly, a shitty company from a financial perspective mainly due to their reliance on selling DVDs and other physical goods.
They have a total debt of $71. They have $19 million in current liabilities, $14 million of which is from warrants, and a $9 million negative working capital.
Their warrants and convertible debt account for a total of 65,476,190 shares with exercise strikes at $0.26. For reference, they have 49.6 million outstanding shares.
My assessment:
There are a ton of red flags here. Most of their new content was co-developed with Amazon, Netflix, and Alibaba, only some of which will be erring on June 15. This means these giants likely own a piece of the IP, and this will dilute GNUS' margins substantially by taking royalties off the top of everything in perpetuity. There is no way they get this many deals without completely selling out. Most of these giants demand exclusivity to get more viewers to their platforms. Notice that their newest and most exciting developments are only being premiered on a single platform? - the platform that GNUS happened to co-develop the brand with. I do see issues with overall content exposure since each brand appears to be confined to a single platform. It means viewers will likely need access to multiple services to see all of GNUS' content, and that hurts their baseline.
Aside from likely having limited ownership over their content, the extraordinary number of shares being used as debt is appalling. They currently have 49.6 million shares in circulation. So the price per share, which is what we are concerned with, is based on the value of the company divided by the number of shares in circulation. If their debtors exercise their warrants, the total number of shares in circulation will jump to 115 million, thus diluting the current value of each share to 43% of it's value at the time of execution.
There is a huge upside. Children's markets have been cornered by Disney for ever. Disney produces and sells almost all of the children's content in existence on most platforms. Their branding runs deep, and is further perpetuated by their longevity which takes advantage of nostalgic parents sharing their favorite Disney memories with their children and sparing no expense to do so. Because Disney keeps a tight hold on it's content, platforms have a pay a pretty penny to get access to Disney's users. Now that these huge streaming brands have their own piece of the pie through GNUS brands, they can shamelessly promote their own content and stuff it down the throats of their viewers hour, after hour, after hour. The larger platforms like Amazon and Alibaba will pair this content with merch to multiply their revenues. Because the content is advertised as "Genius", parents will continue to flock to it in hopes of the term "Genius" transferring to their kid. When you add in the fact that these streaming platforms already have billions of customers collectively, the brand loyalty developed by children watching thousands of hours of content will pay dividends long after the sun burns out and the universe implodes, thus presenting a very legitimate Disney competitor for the first time. Finally, having access to the resources these platforms provide from a production and research standpoint will ensure GNUS continues to produce high quality content for ever.
Summary: There will be several rug pulls as GNUS gets off the ground. For those getting in now, that might not be a significant factor depending on when the warrants are exercised. Due to the delayed release of some of their content, and year delay until merch is available, I think a second rug pull will occur as investors panic from slower than anticipated profits as well finally learning just how much GNUS had to give up to get these deals. However, in the long run, this will be worth it as brand loyalty is instilled into the minds of billions of impressionable kids around the globe for generations to come.
I think it is perfectly reasonable for GNUS to trade at a few dollars a share during the startup time and inevitable supply/demand hiccups provided by the current recession and looming trade war. But this is one of those rare pennies that will probably rise to $20-30 once merch and brand loyalty kick in after SEVERAL YEARS.
Thoughts? Opinions? Anything I missed?
PS- this is how you do DD.
submitted by myNameIsPDT to pennystocks [link] [comments]

It's time for Pace to draft his good idea.

Ryan Pace in 2015: "I think it's a good idea to add a quarterback every year."
By "add," that should mean "draft" in 2020. Free agency will kill our cap room needed to address our OL, TE room, LBs, and DBs. A veteran QB free agency pickup will simply be too expensive and essentially a band-aid... screw that...
Brady isn't coming. Cam is broke. Rivers is old and a douche. Brees plays inside. Jameis is a turnover machine and also a douche. Carr would cost picks... and they are ALL too expensive! Even options like Rosen, Foles, Fitzpatrick, etc. would cost too much for what may or may not be a marginal increase in production. I really don't see it happening...
Trubisky probably isn't the answer though. Now, I acknowledge that he didn't get help from anyone except for A-Rob, i know... I do think he has a great opportunity to play at a higher level next year. Still, I don't see him as the long-term answer as a starter.
Pace clearly has issues identifying QB talent, regardless of it being in free agency or the draft. But, he has been great at getting overall value in the later rounds of the draft. I think that is where we can address our QB situation without draining the cap or slamming the door shut on Tru (yet).
There have been some good QBs taken in later rounds recently. Russell Wilson in the 3rd, Dak in the 4th, Minshew in the 6th... Why not take a swing on a day 2-3 prospect?
For example, I think the Bears would be wise to consider drafting a guy like Jalen Hurts, who is a projected 4th rounder. He's a guy who has played plenty in college, for both Bama and OU. He's big... he can run... he's a winner... he'd cost a 3rd or 4th round draft pick...
He'd create instant competition with Tru without it being a commitment to move on from him, while still being on-notice... We'd still have our 2nd rounders to use on OL and TE... If one of them works out, the other would be primo trade capital. We could address some other concerns in free agency on surer things... The kid passes the eye test to me. I'd throw a 3rd or 4th at him...
Anway... I think this is a decent strategy to consider every year! I remember being pumped when he said that and it hasn't happened... The Eagles have been brilliant at a similar strategy, gaining crazy draft capital from having QB prospects and trading them, such as Kolb, Foles, McNabb, Bradford, etc...
What are your thoughts? Do you wish he'd actually draft one every year (or most)? Any thoughts on Hurts in a Bears uni?
submitted by duff_daddy3 to CHIBears [link] [comments]

$8M/year with a stock market research website [70% profit margin]

Hey - Pat from StarterStory.com here with another interview.
Today's interview is with Matthew Paulson (u/MatthewDPX) of MarketBeat, a brand that makes financial information
Some stats:

Hello! Who are you and what business did you start?

My name is Matt Paulson and I’m the founder of MarketBeat, a financial media company that empowers individual stock investors to make better trading decisions by providing objective financial information and real-time market data.
In other words, we make it easy for investors to research stocks. We publish a series of investment newsletters surrounding different investing strategies, such as following Wall Street analysts’ recommendations or investing in dividend stocks. Our flagship newsletter, MarketBeat Daily Ratings, currently has more than 1 million active email subscribers. Our website, MarketBeat.com, offers a variety of financial calendars, original news content, stock screeners and other investment research tools. MarketBeat’s network of websites attract more than 8 million visitors each month.
Our company operates on a freemium model. We cover our costs for our free subscribers through advertising on our website and in our email newsletters. We also sell premium subscriptions at $20.00-$40.00 per month which provide additional features, data and research tools. Currently about 75% of our revenue is from advertising and 25% is from subscriptions.
MarketBeat is expected to generate approximately $8 million in revenue in 2019 and end the year at about 1.3 million unique email subscribers.
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What's your backstory and how did you come up with the idea?

MarketBeat is a business that has evolved and iterated upon overtime. MarketBeat’s predecessor, American Consumer News, started in my college dorm room in 2006.
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There weren’t a lot of good ways for me to generate an income as a computer science student in a college town of about 7,000 people. When I was a freshman in college, I worked the cash register and the deep fryer at McDonalds. I knew I didn’t want to repeat that experience the following year. I was able to scrape together an income working a few odd jobs for the university, but what allowed me to graduate debt free was freelance writing.
The first time someone paid me to write an article was in 2005, which I became the technology editor of the university’s student-run newspaper. Soon after, I found other freelance writing jobs on the ProBlogger job board and eked-out $1,000 to $2,000 per month in income as a freelance writer. It didn’t take long for me to figure out that I should start to build my own content brand instead of getting paid a flat-fee per article to build someone else’s brand. I started a personal finance blog called American Consumer News which leveraged the writing skills of myself and other freelance writers to generate advertising income. That blog grew to $5,000 per month in income after two short years.
During the great recession, I accidentally discovered there was an opportunity to write about stocks that were teetering on the edge of bankruptcy. At the time, everyone wondered if Bank of America, Citibank, JP Morgan Chase and Wells Fargo would all go bankrupt due to the subprime mortgage collapse. We would often see 5,000-10,000 readers per article when we wrote about Citibank. This was a big deal on a website that got about 30,000 visitors each month at the time. Our success in writing about stocks and generating website traffic from places like Google Finance, MSN Money and Yahoo Finance led to a pivot from focusing on personal finance to focusing exclusively on investing.
Ultimately, I knew that the recession would end eventually and writing about stocks would be less exciting in the future. We also knew it wasn’t likely that Google, Yahoo and Microsoft wouldn’t keep sending us gobs of free traffic indefinitely, so we started shamelessly collecting email sign-ups on every article we published for a data-driven newsletter that we put together. That way when our traffic stream eventually died out, we could still send email to the people that previously engaged in our content. Initially, we weren’t really making any money from our email list, but I knew it would eventually become a long-term marketing asset.
By the time American Consumer News had pivoted away from personal finance to focus exclusively on investing in 2010 and 2011 and become a brand called Analyst Ratings Network (later renamed to MarketBeat), I had graduated from college and was working as a web programmer for a local digital marketing agency. It took another two years for me to learn how to generate serious income from our newsletter and sell premium subscriptions to our email subscribers.
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American Consumer News Website

Take us through the process of designing, prototyping, and manufacturing your first product.

Our email newsletter ended up getting quite a bit of initial traction. It turns out that stock investors tend to get emotionally invested in their stocks and want to know the latest tidbits and news headlines about them.
MarketBeat was able to package that information and provide it to our subscribers in a convenient, real-time format. After about six months of running the free newsletter, it had grown to about 10,000 subscribers. At the same time, I was also getting requests to change the format of the newsletter, add some different data, send it earlier in the day, etc.
I took all of the feedback that I had received and made a premium version of the newsletter and called it MarketBeat Daily Premium. With the premium newsletter, subscribers will get the newsletter earlier in the day, they can get SMS or email alerts for their stocks, have some more customizability for the newsletter and can setup a watch list of their stocks to get more information about the companies they’re most interested in.
When I launched the premium newsletter in July 2011, I only sold about 30 subscriptions that first month at $15 per month or $150 per year. It was not a big success, but it wasn’t a total failure either. To be honest, I didn’t really know what I was doing at the time. I didn’t know how to properly market the newsletter and I didn’t have the premium product where it needed to be yet. We tried a lot of different things to grow our business and made a lot of mistakes early on, but eventually we began to figure out how a subscription business model can work.
MarketBeat has really grown up since we launched our premium newsletter in 2011. While our basic business model hasn’t changed much, we’ve gotten a lot better at what we do. We’ve built out a product line of additional products and services so that we can sell more to our existing customers.
We changed the name of the business from American Consumer News to Analyst Ratings Network, which was not a good name in retrospect due to its length and lack of memorability. Finally, we were able to acquire the name MarketBeat in 2015.
By adding new marketing channels like co-registration advertising and content marketing, we’ve been able to grow the number of opt-ins we receive from a few thousand each month to more than 30,000 each month. MarketBeat is growing so fast right now that I’ve had to rewrite a lot of the software that sends out the newsletter because of the sheer number of emails we have to send out every day.
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Analyst Ratings Network website in 2014

Since launch, what has worked to attract and retain customers?

Our primary focus is to grow the number of email subscribers to our free newsletters. I know that if we regularly have new investors sign-up for our free investing newsletters, some of them will click on our advertisers’ ads and buy their products and some of them will buy our products. All of our advertising and marketing surrounds growing our email list. We don’t do brand advertising, display advertising or anything else that doesn’t have a high likelihood of generating an email sign-up for our mailing list.
We generate email sign-ups through a mix of organic search engine optimization efforts and paid advertising. Our SEO strategy relies around being the best website to research any publicly-traded company. So, when an investor goes to search for the name of a company followed by the word stock or simply types in a stock ticker (such as NASDAQ: AAPL), our aim is to be within the first few results. We simply try to be the best place to research a stock by having a ten-year history or a company’s earnings, financials, insider transactions, analyst recommendations, dividend and other information. We don’t buy links or do any form of unethical SEO, but we have done well ranking our website in Google, Bing and Yahoo when people search for stock tickers.
We have been able to get higher than average opt-in rates by aligning the copy of our opt-in forms to the content on the page. If a user is on a page about Microsoft stock, the email opt-in will make specific reference to Microsoft. Our thought is that if a user is researching a particular stock, they are more likely to opt-in to an email list if the opt-in mentions the stock they are researching.
We also currently spend approximately $100,000 per month on paid advertising. These dollars are spent between co-registration advertising networks, content recommendation ads such as Taboola and Yahoo Gemini, and lead generation service providers. Our average cost per email sign-up is currently around $1.00, which is compelling in an industry that says a financial lead should cost an average of $6.00.
We do have some social media marketing efforts in play, but social isn’t a big focus. Our audience is primarily 50-80 year-old men and our customers just don’t spend a lot of time on services like Facebook, Instagram, Snapchat and Pinterest. Some of them use Twitter and StockTwits, so we market into those platforms. However, we’ve never been able to make a Facebook ad work profitably for our company.

How are you doing today and what does the future look like?

As of late 2019, MarketBeat is an $8 million/year business that’s run by seven employees. We have no debt, have healthy retained earnings and operate on a 70% profit margin, so life is pretty good. Other than taxes, payroll, advertising and infrastructure, we just don’t have many hard costs. We hope to generate $10 million in revenue in 2020, but don’t have any other major long-term goals. We’ve already “won the lottery” in the business world by creating a company that throws off $5 million in profit per year with a small team, so we simply try to do a little bit better than we did the year before each year.
On the non-financial side, our web traffic and email numbers continue to climb steadily. We’ll be at 1.3 million email subscribers by the end of 2019 and have averaged 9 million pageviews per month over the last several months. We don’t pay much attention to our social media following, but all the numbers worth tracking are heading in the right direction.
This year we launched a major redesign of MarketBeat to put it on the cutting-edge of design in the financial and investing space. We also launched a second brand called The Early Bird that offers a simplified, easy-to-scan newsletter for a younger generation of investors. We’re doing a lot of work surrounding search engine optimization right now (look us up on SemRush, you’ll be impressed). I’m not sure what the next year will look like in terms of launching new products or improving our existing offerings, but our team is always asking “What should we do next?”

Through starting the business, have you learned anything particularly helpful or advantageous?

I’ve learned a bunch of lessons during the 13 years that I’ve been an online business owner and outlined many of those principles in my book, 40 Rules for Internet Business Success.
One “rule” that has helped me build a business that stands the test of time is building a business that isn’t dependent on a single customer acquisition source. So many people build businesses that rely exclusively on Amazon sales, Google search traffic, Facebook ads or App Store sales and then go out of business when their big tech company of choice changes the rules on them. Ideally, your business will have 5-7 repeatable customer acquisition sources in place so that you won’t lose your business if one of your marketing sources just stops working.
A corollary to this is building your audience on platforms that are federated and not tied to any one big tech company. While Facebook can change who sees the posts of your Facebook Page or your Instagram account on a whim, no one tech company can mess with email, podcasts and websites. By building your audience on one of these three technologies that nobody owns, you know that you will still be able to communicate with your audience for years down the road. We’ve been primarily focused on building an email list over the last decade and we have some subscribers that signed-up for MarketBeat in 2011 that continue to receive our emails today. That just doesn’t happen on social media due to algorithm changes and the ephemeral nature of those platforms.

What platform/tools do you use for your business?

MarketBeat is hosted on three bare-metal dedicated servers from LiquidWeb. We use SendGrid to deliver more than 50 million emails each month. We use Twilio for SMS delivery. We use Cloudflare as a content delivery network (CDN) and web firewall. We use Stripe and PayPal for payment processing. We use Slack for team communication. All of our development work is done inside Microsoft Visual Studio.

What have been the most influential books, podcasts, or other resources?

My two favorite business books are Business Brilliant by Lewis Schiff, Never Split the Difference by Chris Voss and The Compound Effect by Darren Hardy.
My favorite business and personal finance podcasts include Dough Roller, Publisher Lab from Ezoic, Startups for the Rest of Us, This Week in Startups and Tropical MBA.

Advice for other entrepreneurs who want to get started or are just starting out?

Talk to your customers! I see this mistake made over and over again. Would-be entrepreneurs assume that they know what problem their potential customers are facing and that they have the solution for it. Instead of doing customer development and identifying what their customers’ problems actually are and what solutions they’ve already tried, they just jump head long into product development and end up building something that nobody wants or needs.
Another mistake that I often see new entrepreneurs make is that many of them just don’t work hard enough and when they do work they focus on things that won’t make them money, such as designing business cards. They spend a lot of time designing their business and thinking about what type of products and services they might offer, but the rubber never really hits the road. It’s easy to think about what a business might be like, but it’s much more difficult to turn that idea into reality. The only two things that cause a business to succeed is building a product or service that there’s demand for and then actually selling it to someone. Everything else is superfluous.
Mike Tyson is famous for saying, “Everybody has a plan until they get punched in the mouth.” This is true both in the boxing ring and in business. Everyone has an idea how their business could work, but they often don’t have the motivation or a true understanding of what it takes to be successful until they’ve tried something and failed. After you’ve been knocked down in business a couple of times, you’ll realize what tasks matter, what tasks don’t, and what the clear path toward success looks like. Growing a business takes 40+ hours per week of distraction-free work on the right tasks (product development and sales/marketing). If you aren’t putting in that effort, success will likely elude you.

Are you looking to hire for certain positions right now?

We currently have a team of seven people and are not actively hiring for any positions. We hired three people this year and probably won’t be hiring anyone for the next 18-24 months.

Where can we go to learn more?

If you have any questions or comments, drop a comment below!
Liked this text interview? Check out the full interview with photos, tools, books, and other data.
For more interviews, check out starter_story - I post new stories there daily.
Interested in sharing your own story? Send me a PM
submitted by youngrichntasteless to EntrepreneurRideAlong [link] [comments]

NextEra Energy - The largest generator of wind and solar energy

NextEra Energy - The largest generator of wind and solar energy
I wanted to take a look at an interesting renewable energy company which I wouldn't normally judge. While looking through the sector NextEra stood out as been unique with a story behind them.

https://preview.redd.it/okenftwkjh451.png?width=338&format=png&auto=webp&s=15f5c05962cb4e50917b88b412ec047ee7148aee
Who Are NextEra?
This is a trickier question than normal. If you search and try and invest in NextEra you'll see there are two companies with a similar name, and similar logo. They have a link but they are two independent firms.
NextEra Energy (NEE), who I want to talk about today, owns two electric companies. Florida Power & Light Company serves more than five million customers. This makes them the biggest regulated electric utility provider in the USA! Measured by retail only that is. The second company is Gulf Power Company which operates in eight counties, serving 460 thousand customers. Finally, NextEra Energy also is an energy company in its own right and is the largest generator of renewable energy from wind and sun! As well as being in the battery storage game as well.
Hopefully, like me, this has got your attention as to what they can become and how they can expand.
The other company, NextEra Energy Partners (NEP), is a partnership between itself and NextEra Energy. This separate company focuses on acquiring, managing, and owning clean energy projects and sites for the long term. This means that NextEra Energy can build a new site, get the technology and set up in place, secure a long term energy contract, then sell the whole project to NextEra Energy Partners for instant cash or to aid with cash flow. It does mean NextEra Energy Partners can also create partnerships on projects with multiple businesses and manage them separately from NextEra Energy directly.
While both companies you can invest in, depending on what kinds of exposures you like, I will focus in on NextEra Energy as that is where the R&D and energy generation are happening, rather than going through the partners' route.

https://preview.redd.it/urcyetk5kh451.jpg?width=772&format=pjpg&auto=webp&s=b2c22ae5215b6b47dcb52e1839d02d8852b62554
Source: NextEra Energy FY 2019 Report
What Does NextEra Do?
I should start by saying this "clean energy" company is not exclusively green. Gulf Power Company is not exclusively green. If we look at the different business lines when it comes to the revenue we get a clearer picture of what NextEra truly does. As this is the combination of multiple companies and different partnerships what they do runs a lot deeper than their company statement.
The last annual report doesn't include a clean here is where our money comes from across all our businesses, meaning we have to mash this data together ourselves to figure out what they truly do.

https://preview.redd.it/9g32uhl6kh451.jpg?width=823&format=pjpg&auto=webp&s=69ae29670dfc7d7f9794956a2dc3e5fc240f78cc
Source: NextEra Energy FY 2019 Report
FPL relies upon a mix of fuel sources for its generation facilities, some facilities can operate on both natural gas and oil, and on purchased power to maintain the flexibility to achieve a more economical fuel mix. This is the strategy here for making Florida Power more "eco".

https://preview.redd.it/bt0s0qf7kh451.jpg?width=439&format=pjpg&auto=webp&s=44b371fc2d393737abdda2ec74a9372020cfe31b
Source: NextEra Energy FY 2019 Report
NEER sells products associated with its generation facilities (energy, capacity, renewable energy credits (RECs) and ancillary services) in competitive markets in regions where those facilities are located. They have a broader remit and get involved in infrastructure and transmission across the US.
Gulf Power was finally acquired and moved over at the start of 2019. This isn't an eco company at all, and they are working to transition this business to move over to renewables.

https://preview.redd.it/d5z8x8g8kh451.jpg?width=867&format=pjpg&auto=webp&s=502b07cb6ea1400f5eb084a27ac43e769491fcc9
Source: NextEra Energy FY 2019 Report
As mentioned, this is the oddest "renewable" energy company I've come across, because they don't appear to be that renewable. It's a sprawling US-focused energy company with a heavy preference for renewable wind and solar, but that doesn't limit them.
In terms of how NextEra generates its power, you can expect it to come from a mix of solar, wind, natural gas, coal, nuclear, and oil. However, they have some additional revenue lines, as NextEra is in the business of selling the electricity they also have a trading division. Meaning they not only sell directly to end retail consumers (a few institutional contracts as well) but they also squeeze the margins but using a mix of buying in energy cheaply while also selling their excess. This level of operations is only possible with the scale of NextEra and their scope as an overall business.
Does NextEra Make Money?
Is this a profitable business, the energy sector can be tough, and anyone chasing the renewable energy industry, in particular, can end up being cash burning and supported only by grants and green bonds.

https://preview.redd.it/nznnhvz9kh451.png?width=777&format=png&auto=webp&s=b087439f07ea6f5038c91c37d240016b2d0a86c9
Source: Genuine Impact
A first glance comparing NextEra against the market doesn't look very promising. I want to know more than just a market comparison though, I want to see the actual numbers past and present. We know they have been acquiring new businesses, and they have a busy pipeline of reinvestment into their new sites, what does that mean for the profitability.
To start us off, NextEra generated $19.2bn in revenue in 2019, $4.6bn in the first quarter of 2020 as well. It's great to bring in money, but how are they converting this? Back to the annual statements for this. NextEra is running a gross margin of 58.33%, which represents a high cost of revenue. For the energy sector, and renewables especially, this is pretty strong, this isn't a number I expected to be above 30-40%. Recently I looked at a solar company who's gross margin was negative, so this is a relief.
Energy companies also love to reinvest into R&D, and in this case, as we are selling directly to customers we can expect a higher than normal marketing budget. I was very impressed to see a very comfortable 19.63% profit margin. In 2018 this was 39.68% but we had less investment and financing activity that year.
So far this mutt of an energy company is showing the right signals, the next pitfall is the debt. With expensive sites and fixed long term contracts, the assets can be extremely high, which tends to encourage borrowing beyond their means.

https://preview.redd.it/pp5usexakh451.jpg?width=1386&format=pjpg&auto=webp&s=d5c99855628da07a43392e7c552b54c2f79aafed
Source: Wallmine
For me, this is another tick mark. Even with $117.7bn in assets, the debt to assets is a comfortable 64.86%. Looking at the near term (back to quarterly statements!) The current liabilities are sitting at $13.7bn, but we have a problem. The current assets (cash, net receivables, and inventory) are only worth $9.7bn. Given the operational income for the most recent 2020 quarter was only $1.98bn we have a shortfall to think about.
The quarterly interest expense has shot up recently as NextEra takes on more financing. $1.3bn came out in Q1 2020, compared to $0.2bn in Q4 2019 and $0.7bn Q3 2019. While the long term picture isn't anything to panic about, this short term increasing debt while they are seeing the economy come under pressure is an unwelcome situation.
There is one last aspect of the financials I want to look into. How can I as an investor make money? Thankfully we have a dividend to look at. Due to the recent share price dive, and the darkening financial situation in the short term the dividend yield is a very weak 2.06%.
That 2% yield, however, represents a 73% payout ratio. Meaning if we can see increasing dividend growth and have confidence in the recovery, then there is a lot of long term love to be found here.

https://preview.redd.it/f99jvvpbkh451.jpg?width=923&format=pjpg&auto=webp&s=c82d03a724a62c01ec96a38cfe1bd0aa3bb09a69
Source: Wallmine
It's not often you come across a company with dividend growth for 24 years with no breaks. A quarterly dividend, with a strong track record, creates a lot of pressure on management to protect this for shareholders. The negative is this can cause short term decisions to create a booster quarter for shareholders and passing the issues onto the next quarter.
The historic growth plus a fairly stable management team gives me the impression passing the buck onto the coming quarter is not something they do (commonly enough to be an issue at least!)
Is NextEra Cheap To Buy?
No. I don't think this will come as a surprise. For the most part, they have a solid balance sheet, they have a strong history, while the company is structured in a way that means you need six Bloomberg screens just to find a single revenue line, it's not new knowledge that NextEra exists and the market has been watching.

https://preview.redd.it/sizplysckh451.jpg?width=762&format=pjpg&auto=webp&s=c523f370b45258579196b5f206effbd3befca14c
Source: Google Finance
We have the classic COVID-19 dip we have seen across the market, however, the recovery hasn't been as strong as other companies even within the energy sector.
With the retail focus leaning heavily on their balance sheet, and Americans faced with a lot of economic issues in the immediate term, investors have reassessed the price a bit more cautiously.
Even now we can see a P/E ratio of 34.21x, price to sales of 6.46x, and a price to book of 3.45x. In the defence of NextEra, we do have a book to share ratio of 72.10x, however, this is not uncommon when you have assets that are functional sites that are bundled with long term energy contracts.
Some other interesting facts which might explain why some investors have taken a moment to raise their eyebrows is internal ownership. Only 0.18% of the shares are held by directors and the institutional ownership sits at 81.04%. Remember that complex structure? NextEra Energy Partners owns the lions share here.
NextEra Energy is selling a lot of directors sells recently but if you peek at NextEra Energy Partners you'll see similar directors all buying. While the timings are off, and I expect some are locking in some profits, the heavy sell activity is only telling part of the story due to the company structure. That said this confusing relationship and setup will be offputting against other investments where ownership and responsibility is a bit more clear cut.
What Does The Future Hold For NextEra?
As my crystal ball has been broken for some time now, and I'm pretty sure it was defective anyway (thanks Beyond Meat) I'll have to depend on the far more educated professional sell-side analysts.

https://preview.redd.it/4g0tpmvdkh451.png?width=1080&format=png&auto=webp&s=a4e339a4886ca994f1b7f24145201ac1acb5592b
Source: Genuine Impact
In terms of the future share price growth, the average prediction for the coming year is a $10~ per share increase, a 3.23% increase. If you are a big-time momentum hunter there are much more volatile and high growth energy firms out there. The dividend will be causing a drag on the share price. The long term plan is the regular and reliable dividend payments than selling off at peaks.
The other aspect to consider is the revenue and EPS predictions, which are both pretty punchy for NextEra. Looking at the annual statements again, NextEra has a pretty rubbish record of beating expectations, they come very close but have trouble sealing the deal.
With a poor track record of meeting analyst expectations and slow growth, is the dividend and green future enough to secure your interest?

https://preview.redd.it/puygljmekh451.png?width=1080&format=png&auto=webp&s=3c148d1ae516bba2b82d76e43437129d4639b995
Source: Genuine Impact
According to the analysts, it should be! With 18 analysts keeping tabs on what is happening at NextEra (and no doubt fighting the company structure to come up with any conclusion) they are leaning towards a buy. Currently, we are in the overweight zone in terms of sentiment, which is an encouraging future if you are looking for a longer-term investment.
NextEra Energy Executive Summary
  • A strong balance sheet with big revenues and excellent profitability
  • Watch out for the short term this year debt, we might have some problems in the near term due to financing and COVID-19
  • The dividend has grown for over 20 years, pays quarterly and over 70% of the income is being paid out
  • This is expensive to buy right now as it's not an unknown stock and the short term debt means it might get cheaper short term
  • Analysts are liking what they see, share price growth is barely beating inflation but the dividend is the crown jewel here
  • Not strictly "green energy" but a bit part of their business, if you want pure renewables you'll have to skip NextEra for now
Thanks for reading! I hope you have enjoyed learning about NextEra as much as I've enjoyed writing and researching them.
Please let me know your thoughts, is NextEra something you are interested in or are there other energy firms you prefer? I've tried changing up how I've written this. If you prefer a different style let me know!
Stay safe and enjoy the weekend!
submitted by kano2005 to RobinHood [link] [comments]

A Weeb's Guide to Graf Zeppelin

Greetings, I am Concordance on NA and despite being an average player, I just found out that I am (still) one of the top Graf Zeppelin players on NA. I had wanted to write a guide about GZ for a long time, and well, with the recent influx of Graf Beppelins I finally found no excuse to write this guide.
Disclaimer: This guide is for entertainment purpose only and if you found it educational, I am not responsible for it. Also anime memes inside ;)
So, What is Graf Zeppelin?
Graf Zeppelin was an unfinished German aircraft carrier with big tits and a burning hatred of the world. In game, she demonstrates this by being the second weakest premium CV that packs an underwhelming set of planes and hilariously overpowered secondary batteries. Her hatred for loliboots are so intense, that legend has it that no loliboats can survive her rain of secondary fire and disgusting rockets. Without further ado, let's look at GZ in game more closely.
The Planes
Being a CV, the most important part of the ship is the planes. Let's look at each of the planes closely:
Rocket Planes:
Those are your bread and butter against DDs and light cruisers. They are also decent against battleships with the high pen and high fire chance. The reticle behaves like pre-nerf Tiny Tim reticles and extends vertically, though no where as big as Tiny Tims'. The tiny reticle and fast turning means they are extremely deadly to DDs, though it might take some practice. Ideally, you would want to reserve those against DDs and light cruisers, as they, unlike their AL equivalent, drops like flies very quickly if you use them against BBs that tend to sit in AA blobs for extended periods of time. Remember to pre-drop when you think you are not getting more than one drop on the target.
Torpedo Planes:
Those are your primary planes against anything not a DD. Despite losing 40kts of speed in 0.8.4? they still can reach anywhere on the map in an instant. The torpedo damage is quite lacklustre but, if you know the trick, you can still do some serious work with them. They drop in a very tight, slightly converging pattern at max aiming, making them very difficult to dodge if aimed properly. You do want to slow down to aim those planes, as the rate of aiming increases with time, unlike other CVs where they stay the same. It shouldn't take that long to get used to them, though.
The torpedo planes --- and the AP bombers are the same peculiar planes. They are very fast and go up to 226kts with boost, but they do not turn well. As a result, you need to abuse the slingshot mechanic to minimise your plane losses. With torpedo bombers, while it's not very realistic to use slingshot to approach the enemy --- you can use it to escape them. Instead of turning immediately after dropping like you do on other CVs, hold down the boost after dropping and you should be around 4.5-5km when the invulnerability ends, putting you outside of most midrange auras. Then you make your slow turn and try to drop again on the target, or you can just continue to fly out of the aura and recall if you deem a second drop impossible.
AP Bombers:
AP bombers are your filler planes; when you are out of the other two types of planes, you use AP bombers to try to do something. They are still very fast and makes them excellent scouts, but they are only reliable against a limited subset of ships. Those are: CVs, German BBs, heavy cruisers, and The sin of those planes are the drop pattern and the reticle. Once you enter the drop mode, you can immediately start dropping and your speed is magically set to 140kt. Your circular reticle is more often a meme than not: the way it works is likely that the planes still try to drop the bombs according to physics, which means a vertically elongated reticle, but is forcefully "rerolled" by the server if it end up out of the bounds of the circular reticle. The bombs are extremely likely to end on the edges of reticle, which defies physics and make them very frustrating to use. There are some trick that can make them ever so slightly more reliable, like dropping towards a broadside, but those really only hurt if RNG says yes and grants you double cits every time. When they work, they work wonders. But mostly they don't.
The Hull
Finally, we come down to the hull. At first glance, she is just like another aircraft carrier --- until you press the armour layout. Graf Zeppelin has a turtleback and 21mm plating. Why is that important? I have to remind you that most CVs have less than 19mm of plating, which means all DDs aside from non-IFHE Jutland and Daring in the matchmaking will be able to penetrate them. All T8 CVs also have fairly vulnerable citadels, which means they will get blapped if showing broadside. Not the Graf Zeppelin: she is immune to non-IFHE normal DD guns below 130mm, which means only Akizuki-line, Soviet DDs and French DDs can pen her without IFHE. Coupled with her near immunity to fire, that means DDs' only threat to GZ is torpedoes --- and advantage that mostly ensures your victory against those underaged boats.
The Secondaries
The elephant in the house is of course, the secondaries. Her secondaries essentially share the same formula as Massachusetts, being marginally (1m) better at all ranges. It doesn't go out very far --- only up to 9.4km with everything equipped, which is underwhelming considering her detection. However, her similarity with Mass ends here.
Her secondary suite consists of 6 German dual 105s that can fire to either side, and 8 (!) dual 150mms in total, with 4 at each side. Those are the same guns found on Bismarck, which means the 150mm has 1/4 pen rule and penetrates 32mm by default. At re-release, I believed her 105mm secondaries were unable to penetrate more than 16mm of plating. However, she was buffed along with the German BB line, which grants the 105mm 1/4 pen rule too; now with IFHE, the 105s will be able to penetrate 33mm of plating and the 150s 49mm.
That is insane. Massachusetts's secondaries are known for being extremely strong despite the low pen, and Bismarck, after the buffs, can eat any ship with secondaries if played correctly. Graf Zeppelin's secondaries combine those together with a bit of extra: she has 2 more dual 105s and 2 more dual 150s than a Bismarck if only firing on a single target, which means, purely secondary power wise, Graf Zeppelin will win hands down. The only letdown is truly the range.
How to play Graf Zeppelin?
There are two ways of playing a Graf Zeppelin; you either play her as a CV, or you don't.
For cowards that want to play Graf Zeppelin as a regular CV, you take all the regular CV upgrades. For skills, you take a mix of Air Supermacy, Last Gasp, Improved Boost, Torp Acceleration, Improved Engines, SE, Aircraft Armour, and Sight Stablisation. Mix and match those, along with maybe Concealment Expert, because GZ has a whopping 15km sea detection.
Your play style will be what I call "The Fireman": your priorities are your team's priority. A low HP BB is holding the flank? Send torp planes. Enemy DD is stopping your BBs? Send rockets. Ironblood BBs pushing into Poland? Send DBs to teach them who is the real mommy. You will not do a lot of damage, especially compared to other CVs, but you will win games if you choose your target wisely. Gaishu and other unicums will explain the matter of CV awareness and target selection better than me, and I recommend you to check out their videos.
For real men that sees Graf Zeppelin as what she is --- a secondary battlecruiser that happens to have planes, you take secondary mod in the 3rd slot, and for skills, you take Air Supermacy, Torpedo Acceleration, SE, AFT, IFHE and Aircraft Armour. Finish with either Improved Engines or Improved Boost + Last Gasp. You can take Mansecs for maximum MANLINESS I suppose, but it's seriously overkill. Being a CV also means most of the time you lack any manual ship control (WGPLS), so you would not be able to select targets of Mansecs unless you recall your planes. You will lose more games, but at least, those will be hilarious.
Utilising your secondaries
First of all, even if you had chosen MANLINESS, you will have to accept you will never be able to use your secondaries all the time, every game. You are a CV after all, and you have to abide by the CVs' rules. Scout for your team, punish the DDs, and finish off the isolated targets. Stay at the back before you know which flank is winning, then proceeds to push the flank with the team. Hide behind islands and avoid getting focused by the enemy team. In short, standard boring CV stuff.
What you can do is to play more aggressively than other CVs, as your hull, and secondaries, can afford you that. To actively utilise your secondaries --- and you will want to --- you want to find someone to duel. You never want to 1v5 the enemies, nor use your secondaries in the early game, because that will get you killed very quickly and you will become one of those stats on wowsnumbers that pads my PR. You need to first find a side where the enemy force is weak, comprising of only one or two ships, then approach them because you can't beat the shit out of them otherwise. Ideally, those will be low HP ships, DDs, low tier ships and French BBs. You need to evaluate how much HP you will lose in the duel and decide whether to take it --- you being immune to citadel means if you plays correctly, you can actually out DPM BBs handily and win those fights, but you have to be careful: there's no going out, and you will not survive a driveby. Your objective, obviously, is to kite them at around your secondary max range while you spam planes and secondary fires at them. Of course, try to place yourself behind a rock, so that you don't get fired on by more than 2 ships. If you do get focus fired, then congrats, you played yourself. DO NOT GET FIRED ON BY MORE THAN TWO SHIPS.
Luckily, most of the playerbase are idiots and will have blood in their eyes once they see a CV. They will rush towards you --- mindlessly and forgetting any resemblance of tactics. Position your ship either kiting them or nose in, reversing. Show exactly enough broadside to have the back guns firing --- this reduces the chance of receiving a front citadel, and a BB/cruiser will not win a DPM fight if you play your cards right. Don't forget to use planes! They will do some damage that will add up by the time the enemy dies. You must dodge torpedoes as best as you can, as they will most likely be your undoing. Finally , remember, you turn like a rock and you don't have any armour --- your are trading your raw HP with the enemy who will have access to heal, smoke, DCP, > 50mm plating, and/or maneuverability. You have to retain a healthy HP advantage over the enemy if you want to guarantee you victory, so choose wisely. Don't think you can fight that Smolensk and get out scott free. If you do play you cards right, however, secondary fire can easily rack up to do more damage than you do with your planes.
Special Mentions and Conclusion
One thing you can do, and it's very filthy, is to duo with a DD and have him smoke you. You are still placing yourself in a significant risk, but it is greatly mitigated and you get to use your secondaries way more often.
In conclusion, Graf Zeppelin turned out to be an extremely fun ship to play. Is she strong? Not really. If I want to carry, I will take Enterprise, Kaga and even Saipan on any day. Even Shoukaku, in my opinion, is the better ship. But mommy GZ is without equals, and truly a great experience if you had learnt her quirks. I hope this guide proves to be useful to you guys and have fun dying to focus fire showering love and flames on DDs!
submitted by ConohaConcordia to WorldOfWarships [link] [comments]

2019 Offseason Review Series: Day 19 - The Seattle Seahawks

Seattle Seahawks – 2019 Offseason Review Series

I. Basic Information

Seattle Seahawks – 44th Season, Tenth under Pete Carroll, Eighth under Russell Wilson
Division: NFC West
2018 Record: 10-6

II. Coaching Changes

The Seahawks, after overhauling their coaching staff for the 2018 season, returned almost every coach and member of the front office, with a few notable exceptions.

III. Free Agency (Players Lost/Cut)

Player Position New Team
Justin Coleman CB Detroit
Mike Davis RB Chicago
Shamar Stephen DT Minnesota
J.R. Sweezy OG Arizona
Earl Thomas FS Baltimore
Brett Hundley QB Arizona
Maurice Alexander SS Buffalo
Doug Baldwin WR Retirement
Unlike last year, where a ton of Seahawks from the Super Bowl run departed, this year the free agency losses were capped by Earl Thomas, who shot his way out of town after telling the Cowboys to come get him and recently stating to Josina Anderson that he did not regret giving his head coach the finger after he got injured. While Earl was understandably mad that he did not get paid again by the Seahawks, it cannot be denied that he was the highest paid free safety in the game when he signed his second contract and that he failed to play in almost 30% of games for the Seahawks during that contract due to injuries and holdouts.
Compounding the loss of Earl Thomas is the unfortunate loss of Doug Baldwin to a build up of injuries over the years. One of the best route-runners in the NFL, the former UDFA made a name for himself with his play on the field and his anger. He was Russell Wilson’s safety blanket and his longest tenured receiver by almost four years. He will be missed.
Another loss for the Seahawks was Justin Coleman, who at times was the Seahawks best cornerback in 2018 when Shaquill Griffin regressed and Tre Flowers had rookie growing pains. His spot is currently up for competition, and with the use of 3+ WRs in the NFC West, will need to be replaced in a hurry.
J.R. Sweezy came back to the Seahawks from the Buccs and was a plug-and-play guard for the Seahawks. His veteran presence will be hopefully replaced with Mike Iupati, as the Cardinals and Seahawks appear to have traded guards.
Mike Davis departed for Chicago leaving former first round pick Rashaad Penny to take the #2 RB role for himself and force Chris Carson and the coaching staff to give him the ball more.

IV. Free Agency (Players Re-signed)

Player Position
Akeem King CB
D.J. Fluker OG
K.J. Wright LB
Mychal Kendricks LB
Neiko Thorpe CB
George Fant OT/TE
Quinton Jefferson DE

V. Free Agency (New Players Signed)


Player Position Old Team
Ziggy Ansah DE Lions
Al Woods DT Colts
Jason Myers K Jets
Geno Smith QB Chargers
Nick Bellore FB Lions
Cassius Marsh DE 49ers
Paxton Lynch QB Broncos
Earl Mitchell DT 49ers
Deshawn Shead CB/S Lions
After trading Frank Clark, the Seahawks had some money to spend, but mostly stayed out of free agency, choosing instead to re-sign their own players, including Russell Wilson, K.J. Wright, and hopefully Bobby Wagner shortly after this post goes live. The only money they shelled out was to Ziggy Ansah on a 1-year prove it deal with relatively low guaranteed money and high incentives.

VI. 2019 Draft + Grades

A. Draft Analysis

The Seahawks needed to get cheaper and replenish a lot of lost talent on the defensive side of the ball and also tackle the loss of Doug Baldwin, which was formally announced during the draft, but was rumored heavily by the local media and members of the front office for weeks leading up to the draft. The Seahawks started this draft with only five picks in total, but through wheeling and dealing, managed to turn those five picks into 11 players.
If last years draft was about taking things back to Pete Carroll’s original vision of playing tough defense and running the ball, this draft appears to be about getting younger, grittier, and faster as well as bolstering a critical area – special teams coverage, which has been a secret weakness in the last few seasons. If you’re a long-time reader of my work on /NFL, I’ve written for years about the Seahawks wanting to be the bully again. I’m not saying that they will have succeeded yet, after all the Rams and Aaron Donald are still in the division, but this class could go a long way in helping them bully the lesser teams (49ers and Cardinals) while allowing them to punch back against the Rams who have been on top for a while.
In general, I like the Seahawks draft this year. Schneider brought in a great haul of players with the picks he was able to get, and some of them are already going to be pushing for starting roles in camp. It is not a surprise to most that Pete Carroll does better with younger players who are more willing to buy into his scheme, and that veterans who have heard his messaging for year after year can start to tune him out and not be as “all-in” as their younger selves were. Not every veteran is Russell Wilson and Bobby Wagner, who both appear to love Pete’s clichés. This, I think, was the core issue with the Legion of Boom, as either Pete failed to see that Sherman and his ilk were turning from “All-in” to “All-about-me” or he thought they would buy back in eventually. In any event, the Legion is dismantled and the Seahawks are moving on, bringing in 11 new faces and a whole host of UDFAs to try and find that edge again. Between last year’s class, this years class, and next years draft, where the Seahawks begin with 11 picks, including 5 in the first three rounds, the Seahawks could be back to the top of the heap in a hurry. This writer can only hope.

B. First Round, Pick Number 29: L.J. Collier, DE, TCU

Collier is a beast of a pass rusher, something that will be sorely needed with the loss of Frank Clark and the suspension of Jarran Reed. While pressure percentages in college are not everything, Collier was very close to Montez Sweat and Brian Burns in 2018 and had great overall production in 2018. However, he did not test well at the combine in Indianapolis outside of his length, and many thought he would be a second rounder at best.
One of the things that I think the Seahawks like about Collier is that he has a massive chip on his shoulder – he was not highly recruited: his only recruiting offer out of High School (Texas Tech) was eventually pulled. He was never given anything, and had to turn himself into a top-tier talent through hard work. He was never going to be the belle of the ball, but he played hard for his entire college career, and when he had the chance to explode onto the scene, he made the most of it at the Senior Bowl.
For the Seahawks, I can see Collier playing in a rotation of the “Elephant” role that the Seahawks called Red Bryant and later Michael Bennett to do. Collier doesn’t have the explosive burst that the Seahawks need for their “Leo” position to attack the Left Tackle, but he has a lot of moves that might work well against the Right Tackle, and will be stout against the run.

C. Second Round, Pick Number 47: Marquise Blair, S, Utah

Marquise Blair is a heat-seeking missile. The dude loves to obliterate opposing players, sometimes too much, which got him more than a few targeting calls in college. The physical traits are all there. Blair is a 6’1” hitting machine that ran a 4.4 40-yard-dash, and his frame does not look maxed out. An NFL-strength-regime could easily turn him into a 205-210 wrecking ball. The Seahawks have been missing fear in the middle of the field after Kam Chancellor lost a few steps after the 2014 season. Blair can easily replace some of that fear, but he needs to play smarter. This is where I hope that Pete Carroll—who has been coaching DBs for over forty years—can harness some of Blair’s anger and aggression into clean hits.
It’s clear that the Seahawks love Blair, who was their highest drafted defensive back since Earl Thomas. With the Rams, 49ers, and now Cardinals all deploying schemes that will use the middle of the field extensively, punishing opposing WRs and creating T-Rex arms because those players are thinking about the pain that might be coming next is necessary to become a bully again. With Blair on the field, he might help bully those offenses into submission.

D. Second Round, Pick Number 64: DK Metcalf, WR, Ole Miss

What is there more to say about DK Metcalf that Brett Kollman didn’t already say in his amazing breakdown? He’s a physical freak that makes everyone else wonder about their place in the genetic lottery. Can you even make a 6’3” WR at 228 pounds that can run 4.3 in Madden? His physical gifts are astounding. While he would be quite the risk to bust if drafted in the first round, there is significant value in where the Seahawks drafted him at the end of the second round, as the investment is not as high.
The Boom potential for DK Metcalf is sky high, as Pete Carroll has been looking for a big vertical threat for years and years, and none have ever worked out. He tries again with Metcalf, who has the strength, size, speed, and hands to absolutely destroy any and all coverage with his straight line speed.
But the problem with DK is that he will be called upon to probably be the team’s number 2 or 3 WR with the loss of Doug Baldwin, and he is not polished enough with some aspects of playing WR that he might need to be to get separation in the NFL. Fortunately, it appears that he’s been working with Russell Wilson during the offseason, hopefully working on gaining the star QBs trust to give him the 50/50 balls that seemed to only go to Doug Baldwin and Tyler Lockett.

E. Third Round, Pick Number 88, Cody Barton, LB, Utah

Cody Barton is the heir apparent to KJ Wright and will be an immediate contributor on Special Teams for the Seahawks, as he is willing to make a ton of tackles, run all over the field, and make big hits. Moreover, the Patriots showed that the key to stopping the Rams offense is to have players that can go sideline to sideline and take away the horizontal and misdirection-focused attack of Sean McVay. Barton can help them make those kinds of plays.

F. Fourth Round, Pick Number 120, Gary Jennings Jr., WR, West Virginia

Unlike DK Metcalf, Gary Jennings is what the Seahawks usually prefer in their WRs – a bit of size at 6’1, 4.4 speed, long arms, and explosive traits. As many have reported, he was the fastest recorded player at the Senior Bowl. In body type, he resembles a few Seahawks WRs that are already on the roster (See, e.g., Amara Darboh, David Moore, and Malik Turner). Jennings will have all of the chances to supplant many of the other WRs of his ilk on the roster due to his long years of club control. If I was David Moore, I don’t think I could count on disappearing for another half of the season and expect to keep my job.

G. Fourth Round, Pick Number 124, Phil Haynes, G, Wake Forest

Haynes has great size, strength, and was very explosive in testing at the Combine. What I am excited the most about is his reputation for durability – playing 12 or 13 games in his sophomore, junior, and senior seasons. He will probably have to play sometime this season, as both Fluker and Iupati have significant injury concerns.

H. Fourth Round, Pick Number 132, Ugo Amadi, CB, Oregon

With the loss of Justin Coleman, the Seahawks are in need of competition at the Nickel CB position. Amadi does not have a lot of the physical traits that the Seahawks require to play outside CB (6’1” in height, 32” arms), so Nickel and Special Teams are his place to make an impact at.

I. Fifth Round, Pick Number 142, Ben Burr-Kirvin, LB, Washington

BBK is going to be a special team’s leader for the Seahawks, and it wouldn’t surprise me if he became the Special Teams Captain for years to come. While he’s small to play LB in Pete’s system, his speed and energy should allow him to get subbed onto the field or get the call when teams are using horizontal concepts.

J. Sixth Round, Pick Number 204, Travis Homer, RB, Miami

Homer is the darling of many media members in the Seattle area, and its for good reason – the dude has been playing like his hair is on fire at minicamp, OTAs, and in Training Camp. Don’t be surprised if this guy makes the roster.

K. Sixth Round, Pick Number 209, Demarcus Christmas, DT, Florida State

Christmas was drafted to serve as DT depth but with Reed suspended, he might see some playing time in a rotation to spell the veterans that were signed recently.

L. Seventh Round, Pick Number 236, John Ursua, WR, Hawaii

John Ursua led all of the FBS in receiving touchdowns last year, and resembles a lot of Doug Baldwin in grit and emphasis on route running to get open versus superior physical gifts. Ursua is a long shot to make the team, but he has smartly ingratiated himself with Russell Wilson, meaning he might have more than a shot to make the team as the 6th WR.

VII. Offseason News

When I wrote the Seahawks post for the 32 Teams/32 Days post, I had two real team needs. The first was to re-sign Russell Wilson, and then for the team to come to a decision on Frank Clark, Jarran Reed, and Bobby Wagner before the offseason ended. The Seahawks ended up going 3/4 with my requests, which is a win in my book.

A. Seahawks Re-Sign Russell Wilson

I wanted the Seahawks to offer Russell Wilson a true top dollar, market setting deal. I also said that if Schneider was not willing to do that, then he needed to be fired. Schneider signed Wilson to a deal pretty close to what I laid out on April 2, 2019, ponying up on the last day of Russell Wilson’s deadline, giving the Seahawks QB his respect-making and record-setting contract of 4 years, US $140,000,000, APY of 35m – exceeding all other contracts in most metrics including guarantees except for percentage of the cap (Wilson got 18.5%, Rodgers is at 18.9%, Brett Farve got 19% in 1997, Steve McNair is still the king at 23.2% of the cap from 2004).
No longer do Seahawks fans have to worry about going back to the dark ages of this Franchise, because Russell Wilson will be with the team for the foreseeable future, and might even outlast Pete Carroll. The Seahawks have a lot of cap space for the next few years, and do not have a lot of players that need to be re-signed in the coming years, partially due to poor drafting in the 2014-2017 years. This needs to change if Russell and the Seahawks front office will prove the naysayers wrong who say you can’t win a Super Bowl if you are paying a QB top dollar. We will see if Schneider and his team can draft well enough to build a new team around Russell.

B. Seahawks Trade Frank Clark

Once Wilson was re-signed, the writing was on the wall for Frank Clark it seemed, as the team needed to bring in a big haul of cheap talent on the draft side and only had a few picks due to poor decision making in 2017. The Chiefs delivered the 29th pick and a 2020 second rounder, in addition to a third round pick swap. This gives the Seahawks five picks in the first three rounds of the 2020 draft once the comp pick for Earl Thomas is delivered. Frank Clark was a great leader in Seattle, and from all accounts, turned his life around under the tutelage of Pete Carroll. I wish him nothing but the best in Kansas City.

C. Seahawks Re-Sign Bobby Wagner

It had to happen. Since he came into the league in 2012, no other non-QB has generated more “Approximate Value” according to Pro Football Reference than Bobby Wagner – not JJ Watt, not Luke Kuechly, not Von Miller, and not Julio Jones. Bobby Wagner deserved his extension through his play on the field and his leadership off of it. This is his defense now that the Legion of Boom imploded under the weight of age and Sherman’s ego.
Bobby Wagner is a true hall-of-fame caliber player that shows no signs of deterioration in his play, and with five straight pro bowls and 4 first team all-pro selections, he is well on his way to legendary status. The deal cooked up by Schneider and Wagner—as Bobby was his own agent—is both team and player friendly, as it will take the recently turned 29-year-old through his 33rd birthday and gives Wagner another shot at another big money deal if his play can keep at his current levels. If his play does decline though, the Seahawks are not on the hook for 4 or 5 years, and can get out in 2022 if needed.

D. Jarran Reed Suspended

This was a blind-side to many fans who had forgotten the news from 2017, as Reed was a very young player then and had not grown into the leader on the defense that he became. I will not get into the details of what was alleged or get into the politics of the league choosing to suspend a defensive player like Jarran Reed while letting an offensive player like Tyreek Hill play, but I will admit that this is a significant blow to the Seahawks aspirations this year – as the first six games of the Seahawks 2019 season are very challenging.
The Seahawks are supporting Jarran Reed, and my hopes are that Pete Carroll can mold Reed much like he did with Frank Clark. It seems that Carroll has done a decent job with Reed in the intervening months, and believes in his player. We will see if the Seahawks believe he has grown enough to invest in as a leader in the defense, or if he too is franchised and traded.

E. Doug Baldwin Retires

One of the Seahawks’ best WRs ever, Doug Baldwin’s retirement came as a surprise to some, but his absence will be sorely felt on the field. In eight seasons he managed to climb his way into second behind hall-of-famer Steve Largent in TDs and third in receptions and yards behind Largent and Brian Blades, and was able to lead the league in touchdowns in 2015, something that Blades and Largent never did for the Seahawks (Bonus Points from me to any Seahawks fan if you can PM me without googling who was the only other Seahawks player who lead the league in receiving TDs!). Doug Baldwin was, at times, Russell Wilson’s best critic and defender, and his route running was some of the best that I’ve had the honor to watch live. He will be missed, especially on third down, which some took to calling “Third and Baldwin” because the man had a knack for getting open and moving the sticks.

VIII. Projected 53-Man Roster

IX. Position Group Strengths and Weaknesses

Schedule Prediction will be in the comments!
-----
I'd like to give a shout-out to /Seahawks for being awesome, /NFL_Draft for hosting some of the best draft conversations, PlatypusOfDeath for hosting this thing, and all of you for reading it.
Link to Hub!
submitted by King_Rajesh to nfl [link] [comments]

DBS Share Financing How to Set Automatic Investing in 5min (POSB/DBS) - YouTube Online equity trading with DBS iWealth® - YouTube Tutorial: How to Margin Trade on Binance 👨‍🏫 - YouTube Margin Trading  Trading Terms - YouTube

DBS Share Financing is a revolving loan facility secured by shares and ETF + (Exchange Traded Fund). With Share Financing, you can enjoy the flexibility of managing your investments with greater purchasing power, and improve your cash flow by using the loan facility to settle your purchases. Margin trading involves borrowing funds to buy stocks, bonds or other financial instruments. Like any investment, it involves risks and rewards. The risk is that you might borrow money on a company whose stock price collapses. The reward is that you might borrow money in a company that not only sees its stock price rise but also pays dividends DBS Group Holdings posted a S$1.41 billion net profit for the third quarter, matching analysts’ expectations. The gains were supported by loan growth, rising fee income trends and a higher net interest margin. Net profit was higher than S$822 million a year ago. Credit Balance (Margin Account) For a credit balance account, the broker lends the investor cash to purchase securities. The brokerage firm charges interest on the borrowed cash for as long as the loan is outstanding. The investor must deposit collateral (cash or securities) as per the minimum amount required. Margin trading and share financing are often used interchangeably. But there is a key difference. Margin trading is the practice of investing/trading using money borrowed from a bank or a stockbroker. Share financing is a particular type of margin trading, in which this money is used to buy stocks or exchange traded funds (ETFs). DBS is a rare

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DBS Share Financing

Capitalise on market movements in an instant with DBS iWealth®. In a few clicks, you can trade in 7 major markets, from wherever you are. You’ll also benefit... What is margin trading? What is a margin? What is the difference between a cash account and a margin account? In episode #34 of Real World Finance we dive de... Buying your first stock on DBS Vickers - Duration: 8:10. Growing Your Tree of Prosperity 13,163 views. 8:10. Trading 101: What is a Margin Account? - Duration: 11:14. How to start investing? A good way is to set up an automatic investment plan. It takes only 5min to complete. This video is a way to get us started in DBS/ P... Lesson 10: All about margin and leverage in forex trading - Duration: 23:38. ... Experience the ease of DBS Online Equity Trading - Duration: 1:01. DBS 5,166 views. 1:01.

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