Harley Ratner

144 posts

Harley Ratner

Harley Ratner

@KindSir

Managing Partner @ D&O Partners

NJ Katılım Mart 2009
1.1K Takip Edilen133 Takipçiler
Harley Ratner
Harley Ratner@KindSir·
@JonPgh That seems very high for Austin Martin...thoughts on him?
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Jon Anderson
Jon Anderson@JonPgh·
SIERA AGAINST LEADERS Apply the SIERA folder to hitters instead of pitchers, find out which hitters have been most effective in a new and kinda funky way: Bests: 1. Yordan Alvarez 6.16 2. Austin Martin 6.09 3. Kevin McGonigle 5.91 4. Carson Kelly 5.78 5. Luis Arraez 5.75 6. Nico Hoerner 5.66 7. Manny Machado 5.62 8. Alec Burleson 5.61 9. Cody Bellinger 5.54 10. William Contreras 5.50 Worst: 1. Hunter Goodman 0.58 2. Owen Caissie 0.98 3. Denzel Clarke 1.24 4. Heliot Ramos 1.36 5. Matt Wallner 1.37 6. Maxwell Muncy 1.39 7. Brett Baty 1.46 8. Willi Castro 1.47 9. Luke Raley 1.64 10. Colson Montgomery 1.86
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LouisAnalysis
LouisAnalysis@LouisAnalysis·
Yandy Diaz’s last 15 games: .305 BA .364 OBP .889 OPS 3 HR 12 RBI 145 wrc+ He now has a 54.3% Hard-Hit% on the season, combined with an elite 15.9% Whiff% and 13.5% K%. Let’s not forget about his .330 BA season 2 years ago. Trending up 📈
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matthew sigel, recovering CFA
matthew sigel, recovering CFA@matthew_sigel·
Interesting to compare this Phantom fundraising to the only pure-play crypto wallet company, Exodus ($EXOD, mkt cap $250M), which just up-listed to NYSE. Phantom has 10x the users and growing much faster, but sports a 6x valuation premium per user, once counting EXOD $195M in cash (mostly BTC). If you assume 85bps take-rate on $20B in swaps for Phantom, that's $170M in annual revenues. EXOD is at around ~$100M run rate.
matthew sigel, recovering CFA tweet mediamatthew sigel, recovering CFA tweet mediamatthew sigel, recovering CFA tweet media
Phantom@phantom

We're thrilled to share we've raised a $150M Series C at a $3B valuation, co-led by @sequoia and @paradigm. This milestone accelerates our mission to build the world’s biggest and most-trusted consumer finance platform.

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Tim Ferriss
Tim Ferriss@tferriss·
I love sake but am lost in the US. What are your favorite sakes available in the US?
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John Laub 🇺🇸
John Laub 🇺🇸@GridironSchol91·
Today, I draft a Fantasy Baseball team for the 35 season. I have the first pick overall and am so excited. League settings: - H-2-H - 1 Catcher - Season ends Sept. 1 - 2 matchups weekly - 4 playoff teams #FantasyBaseball #MLB
GIF
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Harley Ratner
Harley Ratner@KindSir·
@wclemente Are you bullish on circle? I read the reflecivity report and it wasnt clear
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Will
Will@WClemente·
Don’t forget that Coinbase has a minority stake in Circle as of August. If you’re bullish on stablecoins, COIN is currently the best way to get exposure to stablecoin growth through a publicly traded vehicle.
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Harley Ratner
Harley Ratner@KindSir·
@realfakewalter @DerekCarty see Derek's last 2 replies. that is the point. all projections systems get things wrong. he doesn't care if you want him to take an L or not, the system said something and it was wrong. not sure why you care. you want him to actually say "I'm taking an L"? weird
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Walter
Walter@realfakewalter·
@KindSir @DerekCarty I don’t do projections and Derek is awesome at what he does. I’d definitely endorse his but you have to take the bad with the good.
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Derek Carty
Derek Carty@DerekCarty·
I'm old enough to remember when German Marquez shut out Giants in his 4th GS of the year (3rd on road), his ERA sparkled, and trolls were out in full force. Today: 5 ER in 2 IP so far against those Giants in Coors. Season ERA approaches 5.00. Because that's how Coors works.
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Harley Ratner
Harley Ratner@KindSir·
@realfakewalter @DerekCarty Walter - How did you project Marquez & Tatis? Derek's projections are free & ranked the most accurate in 2018. He explained why he ranked Marquez & Tatis the way he did. No projections are perfect, but his were the best last year. How did yours fare? Which do you prefer and why?
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Walter
Walter@realfakewalter·
@DerekCarty So, you get the pat on the back for everything you’re correct about and get a pass for “good process” when wrong? For every single player?
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Harley Ratner
Harley Ratner@KindSir·
@batflipcrazy You're not worried that he is facing Ray, Weaver, Greinke and Paddack? Also, Diaz is back. Would you use him over Narvaez, McCann and Barnes?
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BatFlip Crazy
BatFlip Crazy@batflipcrazy·
Excited for Francisco Cervelli to have a great week. Skills on 🔥 recently (highest 10-game rolling hard hit rate of his career) with .473 xwOBA over the last two weeks.
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Harley Ratner
Harley Ratner@KindSir·
@JasonGelman @gregMschwartz yea, totally fair. not saying i would do it as is, but i suspect they have some tampering info from durant and thats why they did it.
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Harley Ratner
Harley Ratner@KindSir·
@JasonGelman @gregMschwartz for sure, but now at least you have a shot. prior to this you didn't. i have a feeling Durant has given them some indication they have a shot. no clue about Kyrie. also, you're assuming KP would be the same post-ACL.
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Harley Ratner
Harley Ratner@KindSir·
@JasonGelman I think they have room for the 2 max contracts now. Plus Know, DSJ and hopefully Zion...
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Harley Ratner
Harley Ratner@KindSir·
@Zonacats1 Are you saying that coinbase only shows up as 1 account? And the same for binance, poloniex, etc?
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Harley Ratner
Harley Ratner@KindSir·
@fdevillamil @JasonGelman 1) What does storing the pin on the wallet do? Why not associate the pin to the account? That way, at all times you would need 2 of 3 items to gain access. If someone steals your wallet, they cant get in without the pin. Why not make it so if someone steals your 24 words...
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