Favorite team:Rutgers 
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Registered on:1/26/2008
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I still have some big limit buys on levels that I hope we don’t reach. If we do, then I’ll be sad.

re: Reece Davis is the MVP of day three

Posted by lynxcat on 4/26/25 at 6:25 pm
Formatting blows. But, Kiper has been just as good as the NFL over time.

He’s not wrong that the NFL sucks at evaluating QBs but he is in line with that.

re: Reece Davis is the MVP of day three

Posted by lynxcat on 4/26/25 at 6:24 pm
Chat GPT on Kiper for the last 20 years in projecting QBs.

Alright, let’s dive into it — assessing Mel Kiper Jr.’s accuracy in evaluating quarterback talent over the last 20 years (2005–2024) is a fascinating project.

High-level summary first:
• Kiper is respected for his deep research and historical knowledge, but like all draft analysts, he has not been highly predictive when it comes to quarterbacks.
• QB is the hardest position to project, and Mel has had some big hits, some big misses, and a lot of average calls.
• Overall, his QB evaluations are better than the random media narrative, but worse than the best NFL front offices.

I’ll break this down for you in a simple structure:

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Mel Kiper’s QB Evaluation Accuracy (2005–2024)

Type Examples Summary
Big Wins Loved Matt Ryan, Cam Newton, Josh Allen (despite low college completion %), Justin Herbert Accurately identified long-term starters and stars, even when there were doubts.
Big Misses Jimmy Clausen (Top 5 grade, bust), Jake Locker (Top 10), Johnny Manziel (Top 5), Zach Wilson (Top 2 in 2021) Overhyped players who flamed out quickly.
Underrated Stars He was lower on Lamar Jackson, Jalen Hurts (had Day 2 grades) Struggled to predict some of the modern dual-threat breakouts.
Good Predictions vs. Consensus Had doubts about Blaine Gabbert, Paxton Lynch, Christian Ponder, who all flopped When he trusted his scouting over hype, he often nailed bust predictions.
Trends Favors size, arm strength, and “traditional” pocket traits Sometimes slow to fully embrace new dual-threat or non-traditional QB playstyles.



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General Observations
• When he trusted his own board rather than hype (e.g., doubting Gabbert or Ponder), he was often right.
• When he bet heavily on traits over production (like with Clausen or Locker), he often missed.
• New era mobile QBs (Lamar, Hurts) surprised him — he was a little old school about mobility at first, though he’s adapted more recently.
• Overall predictive accuracy on QBs is about 50/50 — roughly matching NFL GM success rates (because even they miss big on QBs).

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Examples: Major Cases

Year QB Kiper’s Grade Reality Hit or Miss?
2008 Matt Ryan #1 overall player Multi-year Pro Bowler, MVP Hit
2010 Jimmy Clausen Top 5 player Massive Bust Miss
2011 Cam Newton Top pick, very high on him MVP, Super Bowl Hit
2011 Jake Locker Top 10 grade Out of league quickly Miss
2017 Patrick Mahomes Mid-to-late 1st round grade Arguably GOAT trajectory Mild Miss (but NFL missed too)
2018 Josh Allen Supported him despite concerns Superstar Big Hit
2018 Lamar Jackson Late 1st/early 2nd MVP Mild Miss
2020 Justin Herbert High grade despite “college questions” Superstar Hit
2021 Zach Wilson Very high on him Bust Miss



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If you had to give Mel Kiper a “QB Scouting Grade”
• Compared to the NFL: Better than average GM results (~50% hit rate), but not elite.
• Compared to other analysts: Top 25%, ahead of most major media guys, but guys like Daniel Jeremiah (more recently) might be trending better.
• Score: B to B- overall for QB evaluation over the last 20 years.

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Summary of Strengths and Weaknesses

Strengths Weaknesses
Excellent at evaluating arm talent, mechanics, leadership. Overweights traditional size/traits, underweights improvisational ability early on.
Good instincts on bust potential when media gets hyped. Sometimes blinded by pre-draft hype, especially from blue blood schools.
Adapting over time — more respect now for mobility and creativity. Missed the full breakout potential of guys like Mahomes and Jackson.



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No one wants a cancer in the locker room. That would take him off a lot of boards from the start.

No one gets to see the team interviews either. If he came in entitled and didn’t perform in the whiteboard sessions, then that would knock in off some more boards.

This slide is surprising but not shocking. He’s had a terrible attitude and the opportunities get limited when you get pulled off the board by any teams that need a QB.

re: Five year yield on the barbaric metal

Posted by lynxcat on 4/21/25 at 11:31 am
I do not understand the run up on gold. It's so rooted in historic storage of value but was a completely different era of human existence.
I couldn’t tell you but I generally expect I am lagging it even being 100% in equities.

I have some international exposure and it’s dragged vs SP500. That alone is enough to throw off a “beat”.
30% of gross probably lands you 50% of take home. That’s not leaving much wiggle unless you have a high income.

re: CELH

Posted by lynxcat on 4/15/25 at 5:18 pm
quote:

Used to be a big pusher of the stock because drank it all the time but had to switch to a different energy drink because CELH's 200mg of Caffeine per can was to much for me. So i sold my stock.



Who did you switch to? That's not much different than most of the category.
I’ve started using ChatGPT for random queries and it’s gotten significantly better in recent months. It’s way better than a standard google query now.

re: Interstate lane for 18 Wheelers

Posted by lynxcat on 4/14/25 at 4:53 pm
We aren't far off from self-driving cars becoming the standard so this 'solves itself' as that is implemented.

While crazy for some to imagine this not too distant future, it will become illegal for individuals to drive their own cars. The data will be so compelling on safety of AI driven cars vs individuals driving that it is only a matter of time before you wont have the ability to drive the car yourself.

Also, car designs will evolve into more of a taxi model where the interior isn't fixated on needing a drivers seat.

re: Who’s your go to market news?

Posted by lynxcat on 4/13/25 at 11:33 am
CNBC on my drive in. Typically catch the very beginning of Squawk…it’s really good and they get some great interviews / are very well connected.
I have some limit buys setup that I hope we do not entertain.
SpaceX is one of the greatest companies ever created and the average person isn’t even familiar with it.
Elon is one of the greatest inventors in the history of the world.
I have a few Daiwa Tatula Elite rods and really like them. The ones without the fancy guides are in the $180 range.

You could also get the standard Daiwa Tatula…think they are $150.
That’s a meaningful chunk of the budget when the biggest pieces cannot be touched.
Because he made a projection before he understood anything.
He talks about every sector as if he is an expert on every company at every moment in time. It’s an impossible task and he just does his own attempt at it with flair. He can be entertaining and annoying…both can be true.

re: What to do with 50K?

Posted by lynxcat on 4/8/25 at 6:08 pm
Set some limits and see what happens.