This is a hell of an article by Jakob Sanderson and a must read if you're taking best ball seriously. The ending is behind a paywall, but you should be able to claim a free post on Substack, if you're not already a member, to close it out.
https://jakobsanderson.substack.com/...e-guy-you-need
The thesis is that we should be making archetypal ceiling bets, mainly based on talent, uncertainty and pedigree, rather than players with good median projections due to situation. I.e., Njoku and Bowers are better bets at TE than someone like Jake Ferguson due to talent, even if on the surface their situations look worse.
The article pains me. Ferguson is one of my biggest exposures right now (16%), as I think he does have weekly ceiling and a lot of opportunity in that offense. I think Dak loves to throw to his TE. Jake has some strong things in his favor, such as leading the position in red zone targets last season. I think this offense has a chance to have a clear consolidation between CeeDee/Cooks/Ferguson and the RBs.
However, Jakob's argument is that while all of that may be true, Ferguson is simply a JAG due to athleticism and player pedigree and he's not a great bet for the small sample size for when we need him the most in weeks 15-17, even if his situation looks good on paper. I don't fully agree with Jakob's analysis, specifically with regard to Ferguson. But I do agree with his overall conclusion of chasing certain archetypes.
The main attributes of these archetypes is talent and uncertainty, rather than simply environment. This is one reason why rookies are such great bets in best ball. He argues that trying to lessen variance by spreading player exposures is simply an suboptimal way to play, and that if you're investing heavily in best ball, you should be doing so with at least some degree of intentional player takes.
Jakob asserts, "I don’t think there is a clear cut answer on how much diversification is *optimal* and largely it just comes down to how you prefer to play, and your level of risk tolerance. But no matter how you choose to approach it, you should do it with a clear-eyed understanding that no matter what exposures you draft in the summer, by the time the money is handed out, your exposure to most players in the pool will be 0%."
He then finishes out the article by evaluating spike week players (25+ ppg for WR/RB and 20+ ppg for TE) over the three fantasy playoff weeks for the last four seasons.
One thing I will add with regard to chasing ceiling archetypes instead of median projections, is that I think it's a good idea to have a mix of both. I.e., if you draft guys like Ladd, Coleman, BTj, etc. in the 6th or 7th rounds, adding Cooks in the 11th round isn't so bad, as he can give you the early season median projection to sustain scoring while the rookies adjust to the NFL. And then the rookies give you that end of season upside. The post bye rookie bump is a thing, and while you may draft a bunch of teams with end of season upside, you still have to advance to get there.
Last edited by tarheels2222; 06-11-2024 at 12:53 PM.