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Score Media and why its a massive candidate for a multi bagger

Hello fellow autists,
Just a pre-cursor, this is my first post of any kind on WSB. I would occasionally peruse the forum but was obviously drawn here from the GME craze and love every part of it.
Score Media and Gaming, listed on the TSX as SCR and in the US as TSCRF.
These guys have nothing but positive news coming in the next 12 months and has the ability to at least double in the next half year, if not sooner. These guys are foraying into the sports betting market and are the only players that have a fully intuitive and integrated sports scores/stats application on the market.
So what are the positives/catalysts for Score Media:
- Expansion with the help/investment of Penn Gaming to expand sportsbook in the US. Keep in mind, Penn is the same company that invested in Barstool. The Score is already approved in New Jersey, Indiana and Colorado, with Iowa right around the corner, and Michigan up next.
- Sports betting in Canada is a 14 Billion dollar market. Single wagering is currently illegal, however, there is unity across the aisle between all political parties to amend the criminal code and make single wagering legal. There are currently two bills in play. C-13 and C-218. C-13 second reading is currently delayed, while C-218 is scheduled for the House of Commons on February 24th. Like most countries, they have currently spent a ton of money propping up their respective economies due to COVID-19. It is highly unlikely the Canadian government rejects this massive taxable revenue stream when it needs it the most
- Leader in sports applications for time spent on the app on a monthly basis, beating out heavy hitters like TSN, ESPN, Bleacher Report....literally every other sports media application
- Only major player with an already existing sports news/fantasy application with seamless sportsbook integration. No hopping back and forth, you can wager through the sports app as if you were on the sportsbook
- They are the biggest E-sports media player with over 1 million subscribers on YouTube and that lead is growing
- They are pushing to get listed on the NYSE in the very near future to further growth and investment opportunities.
The only real hinderance that could potentially stop the run of this company is if the Canadian government fails to amend the current laws for single game wagering, which in the current economical climate, I find extremely unlikely. ESPECIALLY with support from all political parties including the Conservatives, New Democratic Party, Bloc Quebecois and most Liberal MP's.
Even in the event that this for some reason failed to pass, it still has access to an enormous US market with the backing of Penn.
I love this stock boys and girls!

EDIT 1: Currently with 2500 shares. Started at 1.71 and have been steadily buying dips, now at 1.91 cost average
Sources and Links:
Bill C-218 and Canadian Market: https://financialpost.com/telecom/everything-has-changed-canadian-companies-looking-to-cash-in-as-sports-betting-legalization-spreads
https://www.radionl.com/2021/02/04/bclc-advocating-for-ottawa-to-legalize-single-event-sport-betting/
ScoreBet integration: https://www.businesswire.com/news/home/20201112005877/en/Introducing-BET-SECTION-A-New-Dedicated-Home-for-Betting-on-theScore-App
Penn investment and US plans: https://www.thestar.com/business/2021/01/16/the-faceoff-score-media-vs-draftkings-the-well-known-canadian-online-gaming-site-is-bracing-for-competition-from-its-larger-us-peer-but-its-high-brand-recognition-across-canada-gives-it-home-ice.html
Canadian position compared to rivals and US listing plans: https://www.casino.org/news/thescore-ceo-says-company-in-pole-position-for-canadian-sports-betting/

submitted by BluesSteenV2 to wallstreetbets [link] [comments]

Who are your NCAABB Final Four sleepers?

Last year, I bet on Dayton to make the final 4 at +2400 in November, by the time the tournament was cancelled, they were down to +250 if I remember correctly.
Who do you think will be this years sleepers for making the final 4?
In my personal opinion, that Dayton bet may be once in a life time due to the long odds and the fact that there were no clear #1s/favorites.
With that said, the teams I like this year are...
Richmond +800 Arizona State +900 Indiana +900 Stanford +1150
Odds are from draftkings nj
Can’t find any teams right now that I think have a legitimate shot at making the final 4, but I’m still learning about the teams aka watching games. I’m hoping I can find a team I like with better odds.
What say you?
submitted by EkaL25 to sportsbook [link] [comments]

Is DraftKings Being Ethical Here?

TL/DR: DraftKings offers different promos on the exact same bet to different users, effectively altering the attractiveness of the offer and fundamentally offering certain players better odds.
The Specifics: I’m located in Indiana. Online sports wagering became legal last year. I’ve been active on multiple sites since last December.
Earlier this week I received an email from DraftKings about a promotional offer. The bet being offered was that Zion Williamson would score the first field goal in the Pelicans game at the Lakers (Tuesday, Feb 25). The bet offered +550 odds. The promo is that you would receive $1 towards a free bet for every point, rebound, and assist for Zion that night. The required minimum bet was $75.
Zion’s stats prior to this game were 22.8 pts, 7.2 rebounds, & 2.2 assists. Assuming he would get his averages that night, you could expect about $31 back for a free bet. $75 bet at +550 would yield a profit of $412.50. If you deduct the $31 returned from $75 (ignore for now that the $31 is for a free bet, not cash), you are now starting with a net bet of $44. Getting $412.50 back on a $44 bet changes the odds to about +938. You’re now getting 9.4 to 1 odds for a 9 to 1 actual odds. Not really an attractive offer, so I declined.
I received a text later from a friend asking if I saw the offer. I replied to him “Yea, I saw it, but declined. It might be an OK risk at $50, but not for $75.” He then forwarded to me a copy of his email. His offer was IDENTICAL to mine, except the minimum bet required was only $50.
Now doing the above analysis. A $50 bet at +550 will yield a $275 profit. If you deduct the $31 returned from the $50 bet, you are now starting with a bet of $19. Getting $275 profit on a $19 bet changes the odds to about +1450. So now you’re getting 14.5 to 1 odds for 9 to 1 actual odds. A much more attractive offer. (My math may be a bit off, I’m not sure. I’m still pretty new at doing this type of analysis. Even so, this is obviously a much more attractive offer).
I don’t know why we received different offers, but I’m assuming they used some type of algorithm that took average bet size into consideration. I have been much more active and with larger bets than my friend. I’m guessing the offer was trying to get each of us to bet a bit more, but that is pure speculation.
I emailed support and asked them why they are doing this, spelling out what I did above. Their response was:
“All targeted promotions are ultimately decided and sent out to users at the discretion of our Marketing Team. If you do not like any of the offers that are sent to you, you do not need to participate in anything you do not want to. Please be advised that DraftKings has a strict one user-one account policy and that we do not allow for users to share accounts, payment methods, or discuss details of their accounts with one another.”
Really, we’re not supposed to discuss details of our accounts? Not realistic. We spend time together watching sports, drinking, having cigars, etc. Of course we talk about it.
I withdrew nearly all of my DraftKings money immediately that night. I left a little to finish clearing a current bonus, but I will withdraw that as soon as my bonus is cleared.
I don’t believe that this could happen at a brick and mortar casino. When you walk up to the counter, they do not know those details about you. In my mind, this is definitely unethical and may even be illegal. I get that we were offered the exact same bet (Zion first basked, +550 odds). But the way they structured the promo essentially offers better odds to only some users. That’s why I question legality.
Now I have a significant amount of doubt when looking at DraftKings. I log in with a unique user-id and password. At that moment, they know everything about my betting history. I’m also greeted by a ribbon across the top with current promotions, odds boosts, and various specials. How can I now possibly trust that what I’m seeing when I log in is the same across the board for all users? Are they tweaking the odds seen on my screen vs. what others see based on my usage & history? It would be very easy to do that. In my mind, they’ve already done it with the promotional emails, so why wouldn’t they do it on the screen?
I really don’t know if this is an overreaction on my part or not. But on Tuesday night, I was livid that this happened. I’ve calmed down a bit since then, but I’m still not happy. Also, I plan to contact the Indiana Gaming Commission with the above details. If they are not concerned, then I guess I’m not either. But I won’t be using DraftKings anymore until I’m convinced that this practice is stopped. We have at least 2 other legal options here and, so far, I haven’t seen anything about either of them that gives me concern. Maybe they do the same thing, maybe not. I just haven’t seen any evidence yet.
submitted by Punter396 to sportsbook [link] [comments]

bathrobeDFS - Daily Analysis for December 26th and Review of December 25th

Hello, everyone! bathrobeDFS here with your daily basketball article. First, I will breakdown my lineup for yesterday’s main slate. Then I will go over tonight’s slate from the perspective of a one lineup player on Draftkings. If you like this information, I provide additional updates, information, and stats on my twitter @bathrobeDFS. Feel free to throw me a follow cause it’s much easier and more timely to provide updates over that medium.
Yesterday In Review:
Lineup-
Name Price DKP Value Proj Own Real Own Diff
Dame Lillard 7800 34.75 4.5x 15% 24.1% 9.1%
Harden 10900 64.5 5.9x 30% 42.9% 12.9%!!
PJ Tucker 4300 22.75 5.3x 15% 31.3% 16.3%!!
Kevon Looney 3500 20.75 5.9x 7.5% 9.6% 2.1%
Ivica Zubac 4400 39.75 9x 22.5% 32.8% 10.3%1!
Russ Westbrook 10300 53.75 5.2x 22.5% 10.5% 12%!!
Kyle Korver 3300 20.25 6.1x 1% 6.7% 5.7%
Ricky Rubio 5400 31.25 5.8x 20% 44.5% 24.5%
Total 44900 287.75 5.767x
Entry Fees: 25.25
Winnings: 44
Profit: $18.75
ROI: 74.2%
Analysis-
This was a unique slate for a couple of reasons: First, the incredibly soft pricing. It made it a lot more possible to play a couple of the big guys without sacrificing that much. It also let you play a lineup with Harden, Simmons, Embiid, Morris, and Kyrie, which I got off eventually. Second, even with the soft pricing, there was no one projected at more than 35% ownership. This made it more possible to just pick whoever you liked with less regard for how much other people were also on him. Third, There was only one game at a time, for hours. For someone, like me, who didn’t start anyone until HOU/OKC, that gave us a couple extra hours to finalize our roster based on new information.
I knew I was going to play Harden today. That was not a question. He had no reason for being priced that low, and his projected ownership wasn’t high enough. Even if the projected ownership hadn’t been so wrong, I still would have been on Harden under 50% ownership.
The second player I locked in was Zubac. Once McGee was ruled out, I knew Zubac was a lock. As I stated yesterday, McGee was out for 2 games before Chandler got the illness that originally caused him to miss a game. In the first game, Chandler got the start. They decided, though, this did not work and they let Zubac start the 2nd game and let Chandler come off the bench. Given they liked this better, and Chandler was coming off an injury, I knew Zubac would be starting and still getting enough of a run to more than pay for a 4400 salary. I hope you weren't scared off by Chandler. Zubac should have also been at least 50% owned today.
The third/fourth players I locked in were Tucker and Looney. Both punts were underpriced for their recent production and opportunity. I also baked in the possibility of a blow out in the GS/LAL game, which would have given Looney, who could have gotten 20 DKP regardless, some extra run. This also allowed me the flexibility I needed to get a couple more of the stars I wanted.
When the noon games went off, I had a different lineup. I thought the 20% ownership on Giannis opened up lesser ownership on Russ. If Giannis had been 10% owned, I would have stayed with Kyrie/Simmons/Embiid. It turns out that, while my ownership instincts were right, and Westbrook had 38+ DKP in the first half, he left PG13 run the 2nd half and barely finished over 5x.
This led me to look at Dame Lillard. As I said in my analysis, Dame was probably the most incorrectly priced player on the slate. Down from a 10100 high, the 7800 is crazy for someone who could put up an easy 50 DKP in any close game. I was (and am still) convinced the ownership in POUTAH is going to be WAY under what it should be, so I wanted to take a chance at Dame at what could be a 7x spot. And that’s not a ceiling either.
I tried to get some combination of people I liked in the 4000 range, but the possibility of running Dame back with Rubio who, while I wasn’t really high on, was cheap enough and what I thought would be too low an ownership, again (assuming the ownership projections are right, which, pardon my cynicism, they rarely are). If Lillard gets hot, and this game features more points than people would expect (the Jazz play MUCH faster this year) it was too much upside to ignore. This left me with 3400. I had a couple of options, but the fact the they’ve been giving Korver more of a chance, because they like how he spreads out the floor, swung the pendulum to him for my last spot. While there’s still 2 minutes left in the 3rd quarter of the LAL/GS game, I am still confident in all 3 of the plays from this game, and all of their abilities to get to 7x tonight.
The Daily Slate:
For those of you who didn’t read my Good Chalk/Bad Chalk article on yesterday’s slate, I did my best to talk about this quasi-metric I use to help me make decisions called Matchup Specific Ceiling. Since I think this is important and relevant to how I analyze things, I am going to cut and paste it today. In the future, if I need to reference this, I will present a direct link:
I want to talk about something before I get into the Durant situation. There is a quasi-metric I use I don’t think i’ve ever seen before that often helps me make decisions. I call it Matchup Specific Ceiling. I would say that the absolute highest a person can score, the General Ceiling, is a factor that doesn't account for any specific thing except "the most points a guy has scored." Even if this ceiling came on a day when the rest of his team was injured, he went against the worst defender in the league, at the highest pace, the "ceiling" never changes. Matchup Specific Ceiling attempts to use the matchup to find what the nightly ceiling for a person would be. My argument would be that, while we consider someone’s ceiling as a static number, there are any number of factors that can bring a potential ceiling down (much like someone’s normal projection is reduced.) I will say, off the bat, It’s really hard for me to explain this. I have been trying for the last few days to get out what I thought was an understandable reasoning but it’s been difficult. So, In order to explain what I mean by this, let’s take a look at Anthony Davis.
When people talk about Brow (and others) we mention his ceiling and his floor and his projections. All of these things are useful as a general tool, but much less useful as a slate specific guide. Brow’s “absolute floor” is, i’d say about 30 points. This season, in games he has played more than 25 minutes, Brow only has one game under 40 DKP, but that was 31 DKP in 38 minutes on Nov 5th at OKC. I’d say his ceiling is about 100 DKP since i’ve seen him put up 100 DKP and a couple 90 DKP performances last year. However, while a general guide, this doesn’t really tell us anything about his specific matchup, just that, if everything goes right, Brow is an unstoppable freak of a beast. With Matchup Specific Ceiling, I try to think about specific factors that can reduce general ceiling in a specific game environment. For example, let’s start his general ceiling at 100 DKP. If he is in a massive pace down matchup, I lower this. If he is going against an amazing defender, I will lower this. If the rest of the team is healthy and will take usage from him, I will lower this. If he’s playing with nagging injuries, I will lower this. If the game has a low O/U, i lower it. If the game is expected to blow out, I lower it. So while we can still expect a completely random 100 DKP from Brow at any point, if the Pelicans roster is completely healthy and he was going against, let’s say, the Molasses Grizzlies who are 1) the Slowest Team in the NBA and 2) Playing Gasol at Center, who is one of the NBA’s top Defenders, I might say his Matchup Specific Ceiling in this case is closer to 75-80. Still a high number, but significantly less than what his General Ceiling could be if all the factors line up correctly (like a beautiful NBA syzygy). Just like we might think his median projection would go from 60 DKP to 52 DKP in a difficult matchup, I have found that factoring in a Matchup Specific Ceiling will help the decision making process. I will say, as well, this is not a function of range. I would say the general range of Brow against Memphis is 40-65DKP, but his Matchup Specific Ceiling (the absolute highest I could see him going in this specific matchup) is 75-80. By the by, since the start of the 2017 season, Brow has played Memphis 4 times and gotten 55.25, 57, 43.5 and 57 DKP.
I think using Matchup Specific Ceiling is a good way of analyzing specific matchups in terms of production likelihood. If Brow was going against, say, the Hawks and Mirotic was out, I would still keep his ceiling close enough to 100 that I know he is an a smash spot and then we just have factor in price and ownership. Let's say, in general, if there aren't any real mitigating factors, a player has a 5% chance of reaching close to their ceiling in any given game (it is much lower, but we are going to use this for the example). If Brow has a Matchup Specific Ceiling of 80 instead of 100 due to a difficult matchup and other factors, the 5% chance of him reaching his general ceiling is going to be significantly reduced to under 1%. So let's use Matchup Specific Ceiling to weigh Brow against.. let's say PG13- someone who has a ceiling of 85 or so, but costs 1500-2000 less as well. If we assume Brow in a bad matchup and PG13 in a good matchup (one where his Matchup Specific Ceiling mirrors his general ceiling)- I have found that in this circumstance, Brow will 100% of the time feature a raw projection that is higher than PG13. Even if PG13 is in a better spot. Even if PG13 has a legitimate shot of outscoring Brow half of the time if this were run 100 times. However, if we consider the Matchup Specific Ceiling, we see 2 things- One, The reduction in Brow's Matchup Specific Ceiling means that PG13 and him have functionally identical ceilings THAT DAY (or, if we take it to the extremes, PG13's can be higher). Two, the odds of PG13 hitting his General Ceiling is significantly higher than Brow's. Again, if you just look at raw points, you would think that Brow is going to outscore PG13 100% of the time, because 100% of the time he is projected to. But if, in a specific matchup, PG13 has a 5% chance of hitting his 85 DKP ceiling, and Brow has a >1% chance of hitting his Matchup Specific Ceiling of 80-85 DKP, it's PG13 that should have a projection advantage that remains unaccounted for.
I bring this up now because I think it’s extremely relevant for how I (and most people) think about the Warriors. What I would call a “lowered Matchup Specific Ceiling” for the Warriors players is also called “too many cooks.” You have seen plenty of analysts talk about how, if Curry is injured you should play Durant and Green, or vice versa in any number of combinations. That is because when you have the 4th, 12th, and 37th highest usage players in the NBA all starting for you, they are all going to eat into each other. USAGE AND PRODUCTION IN THE NBA ARE A ZERO SUM GAMEThere are only a finite number of possessions in a game. The more possessions you can take advantage of, the more DKP you can score (obviously) That is why pace is so important- the higher the pace, the more possessions everyone gets, and the more chances your players will get to score something. Again, though, each and every one of these possessions is a zero sum game. What this means is that, If someone else gets those points, I do not. There are X number of points that can get gained for every possession, and Y number of possessions you get in a game. There is no font from which Warriors players can draw DKP ad infinitum. There are no untimed innings where your team can score as many runs as the pitcher will allow. They are limited by, not only the quality of their own play, but by the quality of the other 3 (and soon to be 4) all stars around them. This means for every 3 that Klay makes, at most Curry, Durant, and Green can get points for 1 assist and there is one less potential possession for them to increase their scores. Every time Curry runs down the court and chucks a 3 from halfcourt, that is points that Durant, Klay, and Dray will never get. In this way, while a Curry or Durant may have GENERAL ceilings of 80-90 DKP, when everyone is healthy it dramatically reduces their matchup specific ceiling before even considering other game factors.
Matchup Specific Ceiling is something I think we all naturally consider when we look at a game, a player, an environment, and a price in deciding what we want. I think that by making it something we can consciously factor in, it may help the maths we are already doing and help us make better picks. Even if this is something that isn’t new, I hope this explains what I mean by Matchup Specific Ceiling when I use it now and in the future, and I hope it gives you a new way to think about your players.
Now we have a neat 10 game slate to look at, so let’s get down to business.
Situations to take advantage of (in no particular order):
Situations to avoid (in no particular order):
Situations to monitor:
Alright! With that, my Boxing Day article has drawn to a close. I hope you are more Mike Tyson today than Glass Joe.
Let’s all get rich today!
submitted by bathrobeDFS to dfsports [link] [comments]

bathrobeDFS - Daily Analysis for December 26th and Review of December 25th

Hello, everyone! bathrobeDFS here with your daily basketball article. First, I will breakdown my lineup for yesterday’s main slate. Then I will go over tonight’s slate from the perspective of a one lineup player on Draftkings. If you like this information, I provide additional updates, information, and stats on my twitter @bathrobeDFS. Feel free to throw me a follow cause it’s much easier and more timely to provide updates over that medium.
Yesterday In Review:
Lineup-
Name Price DKP Value Proj Own Real Own Diff
Dame Lillard 7800 34.75 4.5x 15% 24.1% 9.1%
Harden 10900 64.5 5.9x 30% 42.9% 12.9%!!
PJ Tucker 4300 22.75 5.3x 15% 31.3% 16.3%!!
Kevon Looney 3500 20.75 5.9x 7.5% 9.6% 2.1%
Ivica Zubac 4400 39.75 9x 22.5% 32.8% 10.3%1!
Russ Westbrook 10300 53.75 5.2x 22.5% 10.5% 12%!!
Kyle Korver 3300 20.25 6.1x 1% 6.7% 5.7%
Ricky Rubio 5400 31.25 5.8x 20% 44.5% 24.5%
Total 44900 287.75 5.767x
Entry Fees: 25.25
Winnings: 44
Profit: $18.75
ROI: 74.2%
Analysis-
This was a unique slate for a couple of reasons: First, the incredibly soft pricing. It made it a lot more possible to play a couple of the big guys without sacrificing that much. It also let you play a lineup with Harden, Simmons, Embiid, Morris, and Kyrie, which I got off eventually. Second, even with the soft pricing, there was no one projected at more than 35% ownership. This made it more possible to just pick whoever you liked with less regard for how much other people were also on him. Third, There was only one game at a time, for hours. For someone, like me, who didn’t start anyone until HOU/OKC, that gave us a couple extra hours to finalize our roster based on new information.
I knew I was going to play Harden today. That was not a question. He had no reason for being priced that low, and his projected ownership wasn’t high enough. Even if the projected ownership hadn’t been so wrong, I still would have been on Harden under 50% ownership.
The second player I locked in was Zubac. Once McGee was ruled out, I knew Zubac was a lock. As I stated yesterday, McGee was out for 2 games before Chandler got the illness that originally caused him to miss a game. In the first game, Chandler got the start. They decided, though, this did not work and they let Zubac start the 2nd game and let Chandler come off the bench. Given they liked this better, and Chandler was coming off an injury, I knew Zubac would be starting and still getting enough of a run to more than pay for a 4400 salary. I hope you weren't scared off by Chandler. Zubac should have also been at least 50% owned today.
The third/fourth players I locked in were Tucker and Looney. Both punts were underpriced for their recent production and opportunity. I also baked in the possibility of a blow out in the GS/LAL game, which would have given Looney, who could have gotten 20 DKP regardless, some extra run. This also allowed me the flexibility I needed to get a couple more of the stars I wanted.
When the noon games went off, I had a different lineup. I thought the 20% ownership on Giannis opened up lesser ownership on Russ. If Giannis had been 10% owned, I would have stayed with Kyrie/Simmons/Embiid. It turns out that, while my ownership instincts were right, and Westbrook had 38+ DKP in the first half, he left PG13 run the 2nd half and barely finished over 5x.
This led me to look at Dame Lillard. As I said in my analysis, Dame was probably the most incorrectly priced player on the slate. Down from a 10100 high, the 7800 is crazy for someone who could put up an easy 50 DKP in any close game. I was (and am still) convinced the ownership in POUTAH is going to be WAY under what it should be, so I wanted to take a chance at Dame at what could be a 7x spot. And that’s not a ceiling either.
I tried to get some combination of people I liked in the 4000 range, but the possibility of running Dame back with Rubio who, while I wasn’t really high on, was cheap enough and what I thought would be too low an ownership, again (assuming the ownership projections are right, which, pardon my cynicism, they rarely are). If Lillard gets hot, and this game features more points than people would expect (the Jazz play MUCH faster this year) it was too much upside to ignore. This left me with 3400. I had a couple of options, but the fact the they’ve been giving Korver more of a chance, because they like how he spreads out the floor, swung the pendulum to him for my last spot. While there’s still 2 minutes left in the 3rd quarter of the LAL/GS game, I am still confident in all 3 of the plays from this game, and all of their abilities to get to 7x tonight.
The Daily Slate:
For those of you who didn’t read my Good Chalk/Bad Chalk article on yesterday’s slate, I did my best to talk about this quasi-metric I use to help me make decisions called Matchup Specific Ceiling. Since I think this is important and relevant to how I analyze things, I am going to cut and paste it today. In the future, if I need to reference this, I will present a direct link:
I want to talk about something before I get into the Durant situation. There is a quasi-metric I use I don’t think i’ve ever seen before that often helps me make decisions. I call it Matchup Specific Ceiling. I would say that the absolute highest a person can score, the General Ceiling, is a factor that doesn't account for any specific thing except "the most points a guy has scored." Even if this ceiling came on a day when the rest of his team was injured, he went against the worst defender in the league, at the highest pace, the "ceiling" never changes. Matchup Specific Ceiling attempts to use the matchup to find what the nightly ceiling for a person would be. My argument would be that, while we consider someone’s ceiling as a static number, there are any number of factors that can bring a potential ceiling down (much like someone’s normal projection is reduced.) I will say, off the bat, It’s really hard for me to explain this. I have been trying for the last few days to get out what I thought was an understandable reasoning but it’s been difficult. So, In order to explain what I mean by this, let’s take a look at Anthony Davis.
When people talk about Brow (and others) we mention his ceiling and his floor and his projections. All of these things are useful as a general tool, but much less useful as a slate specific guide. Brow’s “absolute floor” is, i’d say about 30 points. This season, in games he has played more than 25 minutes, Brow only has one game under 40 DKP, but that was 31 DKP in 38 minutes on Nov 5th at OKC. I’d say his ceiling is about 100 DKP since i’ve seen him put up 100 DKP and a couple 90 DKP performances last year. However, while a general guide, this doesn’t really tell us anything about his specific matchup, just that, if everything goes right, Brow is an unstoppable freak of a beast. With Matchup Specific Ceiling, I try to think about specific factors that can reduce general ceiling in a specific game environment. For example, let’s start his general ceiling at 100 DKP. If he is in a massive pace down matchup, I lower this. If he is going against an amazing defender, I will lower this. If the rest of the team is healthy and will take usage from him, I will lower this. If he’s playing with nagging injuries, I will lower this. If the game has a low O/U, i lower it. If the game is expected to blow out, I lower it. So while we can still expect a completely random 100 DKP from Brow at any point, if the Pelicans roster is completely healthy and he was going against, let’s say, the Molasses Grizzlies who are 1) the Slowest Team in the NBA and 2) Playing Gasol at Center, who is one of the NBA’s top Defenders, I might say his Matchup Specific Ceiling in this case is closer to 75-80. Still a high number, but significantly less than what his General Ceiling could be if all the factors line up correctly (like a beautiful NBA syzygy). Just like we might think his median projection would go from 60 DKP to 52 DKP in a difficult matchup, I have found that factoring in a Matchup Specific Ceiling will help the decision making process. I will say, as well, this is not a function of range. I would say the general range of Brow against Memphis is 40-65DKP, but his Matchup Specific Ceiling (the absolute highest I could see him going in this specific matchup) is 75-80. By the by, since the start of the 2017 season, Brow has played Memphis 4 times and gotten 55.25, 57, 43.5 and 57 DKP.
I think using Matchup Specific Ceiling is a good way of analyzing specific matchups in terms of production likelihood. If Brow was going against, say, the Hawks and Mirotic was out, I would still keep his ceiling close enough to 100 that I know he is an a smash spot and then we just have factor in price and ownership. Let's say, in general, if there aren't any real mitigating factors, a player has a 5% chance of reaching close to their ceiling in any given game (it is much lower, but we are going to use this for the example). If Brow has a Matchup Specific Ceiling of 80 instead of 100 due to a difficult matchup and other factors, the 5% chance of him reaching his general ceiling is going to be significantly reduced to under 1%. So let's use Matchup Specific Ceiling to weigh Brow against.. let's say PG13- someone who has a ceiling of 85 or so, but costs 1500-2000 less as well. If we assume Brow in a bad matchup and PG13 in a good matchup (one where his Matchup Specific Ceiling mirrors his general ceiling)- I have found that in this circumstance, Brow will 100% of the time feature a raw projection that is higher than PG13. Even if PG13 is in a better spot. Even if PG13 has a legitimate shot of outscoring Brow half of the time if this were run 100 times. However, if we consider the Matchup Specific Ceiling, we see 2 things- One, The reduction in Brow's Matchup Specific Ceiling means that PG13 and him have functionally identical ceilings THAT DAY (or, if we take it to the extremes, PG13's can be higher). Two, the odds of PG13 hitting his General Ceiling is significantly higher than Brow's. Again, if you just look at raw points, you would think that Brow is going to outscore PG13 100% of the time, because 100% of the time he is projected to. But if, in a specific matchup, PG13 has a 5% chance of hitting his 85 DKP ceiling, and Brow has a >1% chance of hitting his Matchup Specific Ceiling of 80-85 DKP, it's PG13 that should have a projection advantage that remains unaccounted for.
I bring this up now because I think it’s extremely relevant for how I (and most people) think about the Warriors. What I would call a “lowered Matchup Specific Ceiling” for the Warriors players is also called “too many cooks.” You have seen plenty of analysts talk about how, if Curry is injured you should play Durant and Green, or vice versa in any number of combinations. That is because when you have the 4th, 12th, and 37th highest usage players in the NBA all starting for you, they are all going to eat into each other. USAGE AND PRODUCTION IN THE NBA ARE A ZERO SUM GAMEThere are only a finite number of possessions in a game. The more possessions you can take advantage of, the more DKP you can score (obviously) That is why pace is so important- the higher the pace, the more possessions everyone gets, and the more chances your players will get to score something. Again, though, each and every one of these possessions is a zero sum game. What this means is that, If someone else gets those points, I do not. There are X number of points that can get gained for every possession, and Y number of possessions you get in a game. There is no font from which Warriors players can draw DKP ad infinitum. There are no untimed innings where your team can score as many runs as the pitcher will allow. They are limited by, not only the quality of their own play, but by the quality of the other 3 (and soon to be 4) all stars around them. This means for every 3 that Klay makes, at most Curry, Durant, and Green can get points for 1 assist and there is one less potential possession for them to increase their scores. Every time Curry runs down the court and chucks a 3 from halfcourt, that is points that Durant, Klay, and Dray will never get. In this way, while a Curry or Durant may have GENERAL ceilings of 80-90 DKP, when everyone is healthy it dramatically reduces their matchup specific ceiling before even considering other game factors.
Matchup Specific Ceiling is something I think we all naturally consider when we look at a game, a player, an environment, and a price in deciding what we want. I think that by making it something we can consciously factor in, it may help the maths we are already doing and help us make better picks. Even if this is something that isn’t new, I hope this explains what I mean by Matchup Specific Ceiling when I use it now and in the future, and I hope it gives you a new way to think about your players.
Now we have a neat 10 game slate to look at, so let’s get down to business.
Situations to take advantage of (in no particular order):
Situations to avoid (in no particular order):
Situations to monitor:
Alright! With that, my Boxing Day article has drawn to a close. I hope you are more Mike Tyson today than Glass Joe.
Let’s all get rich today!
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