STACKED’s take
Positive signalValue
Mattek back on Aiyuk for cheap price; 18% exposure may be high
Davis Mattek is now taking Brandon Aiyuk despite previous hesitation, citing his cheap draft price and strong upside-to-downside ratio; also motivated by not wanting to be wrong if a contrarian take (Liam's) proves correct. Mattek has 18% exposure to Aiyuk, which he acknowledges may be too much.
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