Nice post, I find this quite interesting.
A few things came to mind for me:
- If a Sheed type is someone you expect to make $150k, I would suggest you should pick him as a priority, whether you have Oliver or Parish. If he’s not the marginal pick, then the Oliver vs Parish assessment changes again, as Sheed’s upside is not incremental. Your general point is fair as I see it, but I think it’s a less appealing mid priced type that needs to be assessed (and the rookie that you take out to get the midpricer).
- Your description of your new strategy is very similar to the way I have picked starting sides in the past (with additional focus on players who are proven and durable, and tolerance for typically 2-3 mid pricers). Basically I look for discounted guys amongst the top tier or two.
- I am actually planning to do the reverse of what you’re doing, in that I’m switching to focus less on discounted premos, and more so on the absolute top liners! My theory is that completed teams get better as the number of available trades increases, so they should be materially better than when we had 30 (I don’t expect to use more than 1-2 for Covid reasons this year, so it’s a clear net upgrade as I see it). If completed teams are going to be better, I think the appeal of taking value options that are slightly lower quality is reduced … so I want more M1 types, and fewer cheap M6-8 types.
- The extra trades clearly do facilitate more trading for cash gen/sideways trades. Taking value premos is an option for using these, but I think it’s more likely that we’d get stuck holding a 110 player instead of trying to trade up to a 125 player, given that’s likely to seem like a real luxury, and often the difference between those two levels is actually hard to pick as the season progresses, because of week to week variation.
- I plan to use the extra trades to allow me to get more midpricers in/out of my team, and/or to cash in rookies quicker, perhaps before they’ve eked out as much cash I would previously wait for.
- On your specific plan regarding the midfield, I probably see the conditions as making this strategy a bit more challenging. If I was creating a list of players that I was confident on in terms of top line scoring and durability, and that had an upside case versus what they were priced at, guys like Oliver, Bont, Macrae, Miller and possibly Steele (subject to fitness) would be right at the top of the list. I see more downside risk to defender prices, and uncertainty about who the very top guys will be in the rucks and forwards. If I was trying to pursue a strategy like yours, I would say that R2, and the defence and perhaps forward lines may be more fruitfully ground (subject to rookies/attractive mid pricers not occupying those spots).
Good luck with it - I feel like the optimal strategy has almost certainly changed, it’s just a question of how, and by how much!
It's the same old mid-price/value issue and more trades haven't changed it. If they were easy to hit at high rates, everyone would do it. The reality is that going much above 50% on them is an excellent result.
So those teams hit two major problems.
1. Wasted trades - Every failed pick needs to be fixed, the simple fact is that premiums are just easier to pick, you're not having to project anything on role, fitness, improvement, etc. Every trade used sideways is one that's not improving your side, it's a step backwards.
2. Under-premiums - The extra trades have, imo, made this even more pronounced. Look at the top side of last year, I did the numbers but basically all his players were in the top 7 (10 for mids) of the position. He had a couple of guys outside it but they were ridiculous value plays in season. If you pick too many under-premiums it's very hard to match the top teams that nowadays will basically have the top 6(8) at each position.
So as good as Warner, LDU, Anderson, Guthrie, Titch, B. Smith and Green may look on paper, I'd only be picking them if you firmly believe they can score 115+ and be a top 6 midfielder this year. There's just no value to be gained picking your M8 now as there will be multiple options with revealed information in-season for that spot. I really think you need to be trying to pick M6+ starting picks, if you believe the value guys are in that class then absolutely pick them (I can buy the case on that whole group) but while we're basically unlimited on the 36 trades, we're still severely limited by the two a week which means getting the super premiums in remains difficult.
They're basically compounding risk with each one, if you pick two guys then you increase the requirements because now only one can fall to that M8 level or you're having to upgrade them as well and they're not making enough cash.
There's still a good case for the <350k guys though as genuine cash cows, they can be picked on those grounds, it's a harder path than the rookies but there's merit to the job security and role certainty, guys like Hopper, Fyfe or Yeo all stand out here, if they stay fit for long enough they should push the scoring ranges to make at least adequate cash. I think ultimately these guys get picked over rookies though so they're probably more in that argument, if we could pick 15 120k guys, we would. Obviously each pair of them also includes a premium sacrifice.
What I find is generally one of the hardest parts of picking midpricers is how they're funded. You generally either sacrifice one premium to get a couple or you have to chase value on multiple premiums to get one and as discussed above, each extra value pick you chase increases your starting risk. If you nail it, you're a long way to a top ranking but it will also scuttle your season rapidly.
Ultimately I do think more trades does enable a bit more randomness, the trade boosts make sideways trades just ever so slightly less punishing as you can still stay mostly on path, albeit you're still behind those not doing them, and the extra trades allow you to trade more aggressively earlier to fix problems, if you can fix the issues before upgrade season then you mostly avoid the sideways trade treadmill game and aren't giving up the ground to others, but using those trades correctionally means you need to be more precise with future trades as you've got less upgrade scope.