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's enjoying positive touchdown variants.
STACKED’s take
Negative signalValue
Sell high on Travis Kelce due to unsustainable touchdown variance
Matt Kelley reiterates the thesis to sell high on Travis Kelce, arguing that he is outperforming his target share and benefiting from unsustainable positive touchdown variance.
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