Archive for Strategy

Trusting the Track Record

As we fire up the second half – albeit an inequitable one with teams averaging just 73 games left (three teams as high as 76) – we certainly feel like we know some new things. It certainly feels like the emergence of Manny Machado and Nolan Arenado is real. They’ve had the talent and pedigree while showing glimpses of this greatness at the big league level and this year they appear to have busted out. That said, it is still just some 80-odd games out of 377 for Machado and 329 for Arenado so they are hardly guaranteed to stay at this level.

We’re always looking for value and surplus in this game. During draft season, Arenado was being picked as a top 50 pick because many thought he could produce as a top 20 pick (he has). Machado was drafted as a top 120 pick with the idea that he could become a top 50 pick (how’s 7th overall?). We don’t have another draft season to shuffle the deck at the All-Star break which is why I’m more concerned with the other end today, the guys who are struggling relative to their established track record.

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Birchwood Derby Midseason Re-Draft Recap

As part of some midseason RotoGraphs shenanigans organized by Brad Johnson, the Birchwood Brothers (aka Michael and Dan Smirlock) invited me into the Birchwood Derby, a midseason re-draft league. A post-draft recap seems appropriate, mostly because this was my first midseason re-draft ever.

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Mike Montgomery: The Prospect Phoenix

Mike Montgomery is on fire. He has risen from the ashes of old Baseball America Prospect Handbooks to all of a sudden become a key piece of the Mariners’ rotation. Podhorzer tried to get you on board a month ago. Did you listen? You didn’t, I knew it. Well, you missed 38 innings of a 1.64 ERA and 0.89 WHIP including back-to-back shutouts. So the best is almost certainly behind him, but it’s not like he has to maintain a 1.64 ERA or he can’t be picked up. He could reasonably add two runs to his ERA and still be a plus asset delivering quality innings.

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Hail Mary Pitchers – Young Unknowns/Buy-Highs

Continuing with my Hail Mary Pitchers from last week, here are the final two categories:

Young Unknowns

The Young Unknowns are the shiny new toys who are having some success this year, but carry risk due to a lack of track record. That volatility could definitely burn you, but when you’re in Hail Mary mode, that upside is desirable enough to take on the risk. These guys won’t necessarily come cheaply because they aren’t failing, but they will usually still be cheaper than what a peak version of him with a track record would cost.

Danny Salazar, CLE – Salazar has so many appealing aspects to his profile that it seems ludicrous to find him on any kind of list like this, but his ERA is now at 4.06 after his start on June 23rd against Detroit (4.3 IP/6 ER). He has absolutely devastating stuff: 30% K rate, 6% BB rate, 46% GB rate, and 13% SwStr rate.

These are all in line with his work in 162 IP from 2013-14, but his primary issue from those seasons – a 1.1 HR/9 – has been even worse this year at 1.4 HR/9. His 16% HR/FB rate is a career-high and could be ready to move closer to the 11% league mark. He also cut his flyball rate from 42% to 36% so the volume of homers should definitely drop if he gets that HR/FB rate in check.

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Hail Mary Pitchers – Underpeformers

A couple weeks ago I shared my Hail Mary infield, a group of infielders you should consider collecting on a struggling team in the hopes that you hit it big with them returning to form. The idea is that you can also get them at a discount, thus a surge to their talent level would net a huge payoff. Today I’m going to hit the mound and discuss the Hail Mary pitchers. Pitching can deliver a bigger payoff in most cases. League standings will dictate which side you’re better off attacking, but a big pitching run can pay huge dividends in relatively short order.

Four of the five hitting categories are counting stats so the accumulation to make a move can be more of a slow burn. Additionally, the one rate stat (usually AVG or OBP) doesn’t usually move too quickly once we get around this point in the season as the ABs/PAs start to pile up. A single exemplary performance from a hitter – even something like 5-for-5 with a homer and six RBIs – rarely has the impact that one huge start does and once start stringing them together, movement comes quickly.

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On Good Pitchers Getting Crushed

It was a Monday night just a few weeks ago that I watched the destruction of two high-quality pitchers (one is a bona fide ace) sink my DFS evening yet again and I actually wrote about it at another outlet. Just three weeks later, I saw my DFS night end before it started as another pitcher had his face caved in and this time by baseball’s worst team both by record and wRC+ against righties. Michael Pineda was rocked for eight earned on 11 hits in just 3.3 innings with nary a strikeout to soften the blow.

It’s the second time in three starts that Pineda has been blown up like this and the fourth time this year he’s allowed five or more earned runs. This is the same guy who has a 16-strikeout game on his ledger this year as well as three others of nine strikeouts. This is the same guy who had a 2.72 ERA through his first seven starts of the season.

But the volatility, my god, the volatility.

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The Hail Mary Team (Infield)

We’re nearing mid-June and you’re languishing in eighth place. Your sleepers  have not panned out as a group and you were dealt some tough injuries in April. What? Now Andrew Miller is headed to the DL, too? That’s OK, he was your backup plan to Dellin Betances in the first place so you still have an elite closer in Betances since you drafted both guys. But that offense… whattya gonna do about that offense?

Sitting near the bottom of the standings around this time of the year can feel hopeless. I mean, being 38 points out of first place feels insurmountable. After all, we’re definitely no longer at the “start” of the season and we are no longer seeing 20-point shifts by teams in the standings on a daily basis. And yet there is still a ton of time left in the season. Even enough to overcome a 38-point deficit. Of course, if you find yourself behind this 8-ball (or 38-ball, amirite?), standing pat probably isn’t the move.

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xBABIP Updates, and a Strategy for the Hopelessly Hopeful

I committed Matt Holliday to my disabled list Monday, marking the 14th(!!!!) DL move I’ve made for my primary team this season. Perhaps the state of my team is implied by the length of its disabled list. If not, I’ll make it clear: my team has been bad. Pretty darn bad.

All of my drafts were especially poor. I drafted the same terrible, injured, underachieving players in every league, so it has been generally a nightmare all around. The hole I dug for myself is deep. Kyle Lohse broke ground on said hole with an 8-run Opening Day outing that lasted all of 3-1/3 innings, and we never looked back. Woe is me. Alas, it’s barely the second week of June, and I have already resorted to my Hail Mary play: buy low on everyone in sight.

Calling it “buying low,” however, is a bit misleading. It’s a shallow league, so there is arguably a stronger incentive for owners to cut bait on underachieving name-brand players in order to ride the hot streaks of unknown quantities, given they crop up more abundantly. What I’m actually doing, then, is loading up on underachievers from waivers. My team is already underachieving. These guys are already underachieving. How much worse could it get?

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PTP’ers Who Could Become PTP’ers

We’ve talked in the past about how important playing time is and obviously it is ideal to roster as many starting players as possible. But sometimes a player is worthy of a starting role and simply has a roadblock or two in his way. Maybe he is a young player with a veteran in front of him. Maybe he is new on the scene so there may still be a question of sustainability. Maybe his team is just deep and can’t get all the good players in all the time. Or maybe his team is just too dumb to play the better player.

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An Expansion on xISO, Plus 10 Noteworthy Names

Last week, I introduced xISO, a metric that calculates a player’s expected isolated power based on his batted ball profile (per FanGraphs’ recently added batted ball data courtesy of Baseball Info Solutions). Having looked at a handful of underachieving National League outfielders for its induction, I’ll expand the analysis of xISO here today.

I’ll reiterate some key points. I used all 12 years’ worth of batted ball data for all player-seasons in which a hitter qualified for the batting title. The OLS regression specified pull rate (Pull%), hard-hit rate (Hard%) and fly ball rate (FB%) as explanatory variables and produced the following equation, which I deliberately omitted last week:

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