From the episode

That was part of the whole thesis of selling high on Travis Kelsey. Like Travis Kelsey is outperforming his target share and he is enjoying positive touchdown variants.

STACKED’s take

Positive signalValue

Sell high on Travis Kelce due to unsustainable touchdown variance.

Matt Kelley reiterates the thesis for selling high on Travis Kelce, noting that he is outperforming his target share and benefiting from positive touchdown variance.

Travis Kelce headshotTravis KelceTE · KCPlayer page — value, ADP, projections, and every insight