From the guys who brought you The Greatest Short Burn of the Century..

Oh man, oh man, oh man.
Not again.
-Drizzy

Preface:
Please believe me when I say I really wanted to take this month off and enjoy the snow in Tahoe. But as I was driving, something caught my eye...
Make no mistake. This stock is not going to be nearly as volatile or profitable as GME. In fact, this might be so boring that most of you will ignore me yet again. And that’s exactly why I like it. I’ll do my best to make this engaging, but the fact is, this is going to be a slow grind. Both this DD and the stock.
Also, as a bonus, Reddit is currently public enemy #1 in the eyes of the media. Why don’t we do a quick heel-turn and join their side? Are they gonna hate us for buying boring value stocks? They won’t know what hit them. That will be a fun show to watch.
Anyway… let’s take a look under the hood. As always, not financial advice. Just education. NOTHING IS A RECOMMENDATION. We are just sharing knowledge here. Ok SEC?
Intro:
Ford (NYSE: $F -- NOT NASDAQ:$FORD), is another depressed deep value multiple expansion arbitrage play. No short squeeze this time. The GME asymmetry may not be seen again for 10 years.
It might seem boring and unsexy on the surface, but Ford is a fantastic company in the midst of one of the best turnarounds in American history. And with a little help from our friend Mr. Options (or as Buffett called, Financial Weapons of Mass Destruction) we can turn a boring old Ford into a lightning fast Ferrari using the quadruple income option wheel strategy. Don’t try this at home. If you don’t know what CSPs, CCs, or vega are, stick to shares. Those should work just fine.
Let’s break this down into 5 parts: electrification story and leadership, multiples expansion, technical analysis, options, and the trade.
By the way, in 2019, the Ford F-Series was second only to the Apple iPhone, which raked in $55 billion, in terms of total revenue generated. The F-Series generated more revenue than the NFL, MLB, NBA, and the NHL combined, which added up to $40 billion. Just something to think about.

The wheels on the bus go round and round, round and round...

Electrification story and leadership:
Let’s jump into history for a second. Ford had a meteoric rise from 1997 - 1999 from $15 to around $32 at the peak. This was due to $F reporting massive earnings increases each quarter:

They were just feasting and feasting. Jim Farley looks like the best person alive to revitalize Ford, capable of tripling the stock in 2-3 years. Look at the last two quarters:

Q3-2020 - Adjusted EPS: 65 cents vs 19 cents expected, Automotive revenue: $34.71 billion vs $33.51 billion expected (due to pent up demand)
Q2-2020 - Adjusted EPS: A loss of 35 cents per share versus a loss of $1.17 per share expected, Automotive revenue: $16.6 billion versus $15.95 billion expected.

Here are excerpts from the Q3 earnings and some other notable highlights:

Farley: Now that plan, which was introduced to the Ford team and many stakeholders on October 1, is very straightforward. Among other things, No. 1, we will compete like a challenger, earning each customer with great products but as well services with rewarding ownership experiences. Number two, we're moving with urgency to turn around our automotive operations, improve our quality, reduce our cost and accelerate the restructuring of underperforming businesses.
And third, we're going to grow again but in the right areas, allocating more capital, more resources, more talent to our very strongest businesses and vehicle franchises; incubating, scaling and integrating new businesses, some of them enabled by new technology like Argo's world-class self-driving system; and expanding our leading commercial vehicle business with great margins but now with the suite of software services that drive loyalty and generate reoccurring annuity-like revenue streams; and being a leader in electric vehicle revolution around the world where we have strength and scale. So now speaking about EVs. To start with, we're developing all-new electric versions of the F-150 and the Transit, the two most important, highest-volume commercial vehicles in our industry. These leading vehicles really drive the commercial vehicle business at Ford, and we're electrifying them.

Quick sidebar here from my buddy M: "Whereas traditional manufact / consumer / industrials are valued on an EBITDA multiple, SAAS has historically been valued on a revenue multiple, which translates to flat out higher valuations. EVs themselves are not necessarily a higher margin product that justifies a higher multiple (at least not that I've seen), but tech services / subscriptions are the real money makers in this game. Hint Hint companies like Apple throwing everything they have at trying to integrate services and subscriptions over the last 5 years"
This further justifies the expansion multiples we expect will catch up to leading EV automakers (see below).

We own work at Ford. And these electric vehicles will be true work vehicles, extremely capable and with unique digital services and over-the-air capabilities to improve the productivity and uptime of our important commercial customers. The electric Transit, by the way, will be revealed next month, and you heard about it here first, for all of our global markets. We believe the addressable market for a fully electric commercial van and pickup, the two largest addressable profit pools in commercial, are going to be massive.
Now you're going to see our strategy of electrifying our leading commercial vehicles and our iconic high-volume products expand very quickly at Ford.
When you look at our results, they reflect the benefit of our decision two years ago to allocate capital to our strongest franchise, namely: pickups, a whole range of utilities across the world, commercial vehicles and iconic passenger vehicles. Additionally, we saw higher-than-expected demand for our new vehicles in the quarter.
Together, these factors, plus the strongest performance from Ford Credit in 15 years, led to a total company adjusted EBIT margin of 9.7%. That's 490 basis points higher than last year.
As an outcome of all this, we generated $6.3 billion in adjusted free cash flow.
The strong cash flow in the quarter gave us the confidence and the ability to make a second payment on our corporate revolver, which we did on September 24. So now we have fully repaid the entire $15 billion facility, and we ended the third quarter with a strong balance sheet, including nearly $30 billion in cash and more than $45 billion of liquidity, which provides us with the vital financial flexibility we need.

Check out this credit downgrade weeks before Ford paid off their revolving credit facility. Smells like GME?
Alright. What about Q4-2020 and beyond? Ford is expected to post a loss. TA is signaling a beat (see the TA section). Ford is spending this money in order further restructure and deliver on the following items in their pipeline:
Bronco:

Within the first month of open reservations, the Bronco had received an estimated 230,000 reservations. 230,000 reservations is an incredibly impressive figure, especially when put into the context of Ford’s total vehicle sales. 230,000 sales would represent 4% of Ford’s total sales.
Current estimates place over 20% of reservation holders as first-time Ford buyers.
The most expensive trim, the limited ‘First Edition’, has already sold out.

Mach-E vs Tesla Model Y. Just the fact that there is debate between the better car is bullish for Ford.

The upcoming 2021 F-150 has positive consumer reviews as well:

The 2021 Ford F-150 Is So Stuffed With New Tech & Gadgets That Even Tesla Owners Are Impressed!
DeMuro - The 2021 Ford F-150 Is Totally New and Really Impressive
Some other nice features: Fold down the shifter, lay seats down completely flat, speakers in headrest, tailgate worksurface (pen/pencil holders, rulers) C clamp, 120V outlet, bottle opener, light), sensing running board, tailgate step and railing, and more. Watch the video.

Ford Raptor launch (just happened today, customers are excited. Look at the comments on YouTube and IG)
Further potential tailwinds:

Ford partnering with Rivian in a $500M deal. Product yet to be released.
Google partnership that caused the intraday spike on 2/2.
Ford is rumored to secure the USPS contract since deal talks are falling through with WKHS.

The Postal Service told Trucks.com that it expects to reach a contract with one or more of the teams bidding for the business in the federal government’s second fiscal quarter of 2021. That works out to the first quarter of next year.

There is a historical inverse relationship between gas prices and car sizing. Tell me if I'm reaching here. But as America continues to head towards electrification and energy independence under Biden, larger gas cars will be more in demand. Furthermore, the aftershock of COVID will continue to propagate the dedensification of cities. Less commuter vehicles, and more travel vehicles. And look who is conveniently positioned to take advantage of all of this?
Dr. Anning Chen is also a killer CEO of Ford China. This is largely intangibles (which Wall Street cannot model), but watch his interviews here and here.
Dr. Chen used the COVID shutdown to improve the operational efficiency of the company. It has not shown on the bottom line thus far, but it will later.
CTO Dr. Ken Washington bio. Ex Lockheed.
Kennard on the board.. PE guy, on the AT&T board and former FCC chairman.
Vojvodich. Ex CRM and ADHZ.
Regarding the above leadership and BOD members, experienced executives are a better fit for running the day-to-day than any other. Add a sprinkle of savvy techfin folk and you have a recipe for a elite transition.

English please? Ford is a strong company. Farley is delivering on his promises and can lead the company towards an operationally efficient turnaround towards electrification. Combine this with a loyal customer base rivaled only by AAPL, and you get another special opportunity. This is the turning point.
Multiples Expansion:
Now here lies the crux of the thesis. Amidst all the EV hype, Ford is being unfairly ignored at an extremely depressed multiple compared to the other companies in the EV space. Here are some comparisons (numbers may be slightly outdated, pulled earlier this week, more relative comparison than absolute):
$Ticker - Market Cap - TTM Revenue MM - TTM EBITDA MM - Revenue Multiple - Ebitda Multiple
TSLA - $810B - $28B - $4B - 29X - 202X
NIO - $92B - $12B - ($7B) - 7.6X - (NaN)
GM - $78B - $116B - $18B - 0.7X - 4.3X
F - $44B - $131B - $10B - 0.3X - 4.4X
That’s an eyesore. Let’s focus on just TSLA and Ford, because why not. Assuming Ford can quickly turn towards electrification (from the evidence above), these two companies are fair comparisons. No Tesla is not a software/energy company, look at their automotive % of revenue. Stop it. It has only recently dropped to 80% due to the expansion of their leasing division. Energy is still a tiny part of TSLA.
Revenue Multiple:
TSLA = 29X
F = 0.3X
EBITDA Multiple:
TSLA = 202X
F = 4.4X
Yes those numbers are correct. Look at them for 60 seconds and tell me what you see. Quick quote from my buddy M:

Just zoom out and think. TSLA is for sure ahead of the rest on their tech and charging infra right now. But in terms of just overall bottom line infrastructure and manufacturing capability; once the GMs, Fs, and VWs of the world can get the ball rolling, they are way ahead in that aspect. Much more experience in production and retail / distribution channels, as well as logistics sourcing. Plenty of battery makers, and self driving tech makers out there too right now. Small to mid scale M&A will probably be the name of the game if I had to guess.

This is why Burry is short $TSLA, but two scenarios can unfold: either the high-flying stocks drop, or Ford rises. I believe we will land somewhere in the middle, with Ford rising as we begin to enter the optimism phase in the final third of our bull market.
Shorting is a dangerous game anyway... So I’ve been hearing on the news...
TA, Options:
Exhibit A from our resident chart whisperer J (who will remain unnamed because you monkeys keep bothering him).
Larger view.
As you can see, the trendline has broken out.
Exhibit B from our resident quant T (also to rename unnamed):

Starting on 1/4 you'll find right tail distributions into any liquidation which represent large buying. Which has led up to a recent run-up and eventually left tail distributions which represent short coverings which lead into the gaps and thinner distributions where there aren't any major bids. Even with the pullback on 1/22 we see more right tail distribution after the profit taking from the recent run-up, which means someone is buying up the inventory.
This is unusual for F, where F trades within tight ranges. On 2/1 you can see a bimodal distribution which means a new player has stepped in, which we assume has additional knowledge apart from the larger players that were already in the market. The recent range between 10.70 and 11.20 indicates that the market has accepted this price range as fair value. Without additional research at first glance we can see that a large player (or players) is buying up a significant amount of inventory.
On 1/4 we find that the volume increased to 77,559,128 from the previous trading of 34,462,454 (125% increase) and 33,127,776 the day before that. Volume has been higher since.
On our first major left tail distribution (which represents short covering) since the buying on 1/4 the volume was at 113,707,973.

Exhibit C
250k shares of F 10.92; 100k F 11.04; 3.53m F 9.78; 708k F 9.78; 500k F 9.64; 377k F 9.50; 338k F 9.50; 201k F 9.75; 192k F 9.80; 150k F 9.77
These are blocks of shares bought in the past 7 days
Top OI changes:
+19610 F 02/05/21 11 C 43821 38% 13% 48%
+12904 F 02/05/21 12 C 31929 38% 11% 52%
Top OI positions:
170902 F 02/19/21 10 C +807 26% 49% 25%
112480 F 02/19/21 12 C +3207 29% 29% 41%
The percentages are bid mid ask.
Someone is bullish on Ford.
For an earnings play, daily RSI is oversold looking towards an uptick.
Options gamma is interesting to note as well.
Open interest on 2/5 $13 and $15Cs are also notable. Could be covered calls? Could be someone knows something?
Could be Jeff reading too much into the tea leaves. Not financial advice. Just showing you what I see.
The Trade: The simplest way is just to purchase shares and collect dividends as Ford may reinstate them sometime in 2021. Possibly leaps if you feel adventurous.
For the option junkies like myself, and as a tribute to the greatest company in American history, I will use the wheel(s). The GME trade was a very special and momentous occasion. Now that we have a bankroll, we’ll just quietly play theta gang as we enjoy our lives and spend time with our families and loved ones. Here’s a good summary.
This is not for amateurs. I mean, none of this is financial advice anyway, just educational.
But in a nutshell, I will: 1) Buy shares, 2) Sell CSPs 30-45 days out with 0.3 delta, 3) sell CCs with 0.3 delta (will reconsider this if Ford goes vertical) 4) Collect dividends.
The Wheel doesn’t work on everything. Here are the qualifications from the above post, let me know if this sounds familiar:

Profitable company that has solid cash flow
Bullish, or Very Bullish, analyst ratings
Priced around $10 to $50 so that I can afford to take the assignment if needed and I stay away from sub-$10 stocks as a rule
A stable chart without wild gyrations (especially those caused by CEO tweets!)
A nice dividend is always a good thing, both that you may collect it if assigned the stock but also that dividend stocks tend to more stable and predictable.

Hmm...
Conclusion:
Ford is a massive, complex, multinational corporation so I’ve likely missed very many things, but I wanted to get this out before ER so I can flex again. (No market manipulation here lol. My buddy's multi-million dollar block buys didn't move the needle one iota.) There are many things I haven’t covered, and simply don’t know yet. As more facts begin to unfold, and as I spend more time with the stock, I’ll share the information here. Also, every time I post about an equity, it seems to go down. Lol... (GME). With all this in mind, this is still a very risky bet.
Nevertheless, I like what I’ve seen thus far. Ford looks like a fantastically healthy company in the midst of a turnaround towards electrification with a phenomenally depressed multiple according to the market’s appetite. It deserves a multiple trending towards TSLA’s, not a dying auto manufacturer. Jim Farley has shown early to be a great CEO and I think he can continue the transformation. We’ve begun to enter a phase of exuberance, so I’ll choose to long Ford instead of short TSLA.
As a bonus, we have the opportunity to join forces with the boomers and talking heads and bet on one of their favorite companies. Time for America to be on the same side again. We’ve been divided for too long.
I know my GME posts were lucky. I’ll stake my reputation on another bet. One call sure is lucky. What about two? In any case, investing is a marathon, not a sprint. Glad to be a part of this journey with you all. Note: I will not discuss GME in the comments, which all depends on Ryan Cohen. There is nothing further to add until Q4 earnings.
And finally, we’ve officially entered the last phase of our very long bull market. This is not necessarily a sell signal yet, as some of the greatest returns can come in this period and can last for a long time. I will do my best to look for the signal and sound the alarm. The world will be celebrating, and I will be bearish. Burry’s passive indexing bubble call in combination with Thiel’s government debt bubble call will lead us into a dark time of unprecedented proportions. Tail risk hedging won’t work as the declines will be slow at first, and then fast and violent and unrecoverable. Be careful. Listen to Ken Fisher. Thank you very much for your time.
Positions: Bullish shares, LEAPS, on-going quadruple income wheel strategy as Ford reinstates the dividend. Timeframe 12-18 months. Watch out VIGILANTLY for macro risks. Bear market is on the horizon. Drop some Fs in the chat to pay respects.
PT: $32 with a chance of $98 if we start to see exuberance in the broader market.
-JA

Post-Super Bowl 7-Round Mock Draft

I added in projected compensatory picks from OTC and the compensatory picks from the new minority candidate development rule. Not sure how those are supposed to be structured in, so I simply used the OTC ones first in the order, but took off the last 3 estimated compensatory picks to ensure it remained at a simple 32 compensatory picks added. So apologies to the Cowboys, Bears, and Steelers. You might have been robbed of a pick but I don't know the specifics of how all those will be factored in. If someone knows the actual way those will set-up, that'd be useful information. Going to provide commentary on rounds 1-3 then maybe the occasional commentary after that if I really like a fit.
Also, there's a chance that I missed someone announcing they were returning to school or not. Just let me know if so.

Pre-Draft Trades

Using the terms suggested from a SB Nation article, so yell at them if you hate it: CAR sends: QB Teddy Bridgewater, 2021, 2022, 2023 first-round picks, 2021, 2022 second-round picks HOU sends: QB Deshaun Watson
The Panthers have drafted relatively well the last 2-3 years, as they have several younger pieces they can continue building around. Thus, a major package to land QB Deshaun Watson should be something they explore. For Houston, a king's ransom for a disgruntled star who really wants out.
An NFC championship contender adds a big piece to their offense: GB sends: 2021 second-round pick, 2022 fifth-round pick DAL sends: WR Michael Gallup, 2021 seventh-round pick
The Packers add some extra firepower on offense by adding Gallup. With Rodgers window coming to a close, the Packers take a chance that an established veteran like Gallup will do more for them than a very late second-round pick. Dallas has Amari Cooper and now CeeDee Lamb at WR, making Gallup expendable if they get a good offer for him.
An NFC playoff team makes a splash at the quarterback position: WAS sends: 2021 fourth-round pick, 2022 seventh-round pick JAC sends: QB Gardner Minshew
While the Redskins did not land Stafford, they could still find a solid upgrade at the QB position by bringing in Gardner Minshew. I love how he fits in Scott Turner's offense, and think this would be a decent enough price to pay to give them some stability at the position.

First Round

(1) Jacksonville Jaguars - QB Trevor Lawrence, Clemson - I'd imagine even though it's the only pick that never changes, Jaguars fans aren't bored of seeing this. Lawrence is a special player and their best bet at turning things around in a hurry.
(2) New York Jets - QB Zach Wilson, BYU - There still could be a small chance that the Jets stick with Sam Darnold, but we're going to go ahead and give Darnold a fresh-start somewhere else (trade to be revealed later). I have Fields a smidge higher than Zach Wilson, but could easily see him being the selection here. I think Wilson's a better fit, however, for LaFleur's Shanahan style offense. Either way, a talented QB for the Jets and head coach Robert Saleh (great f***ing hire btw Jets fans).
(3) Miami Dolphins (via HOU) - OT Penei Sewell, Oregon - With the Panthers giving up a haul for Deshaun Watson, the Dolphins may not have a lot of options to trade out of this spot. Thus, they stick tight and land an elite pass protector for QB Tua Tagovailoa.
(4) Atlanta Falcons - QB Justin Fields, Ohio State - Personally, I love the idea of Fields coming back home to Georgia to sit behind Matt Ryan for a season. The Falcons, and new head coach Arthur Smith, would be wise to take a QB while they're in a natural position to snag one. Ryan will start 2021 for sure due to his contract, but if things go well, they could make a Mahomes like transition to Fields into 2022.
(5) Cincinnati Bengals - OT Rashawn Slater, Northwestern - There a lot of buzz that Slater could be above Sewell in the mind of many NFL executives. Either way, it's a strong pick for the Bengals and Joe Burrow to land a top offensive tackle.
TRADE! The Patriots send their 2021 1st (1.15) along with a 2021 3rd (3.98) and a 2022 1st to the Eagles to move up to their selection at 6.
(6) New England Patriots (via PHI) - QB Trey Lance, North Dakota State - The Patriots need to make a significant investment in the QB position, as neither Cam Newton nor Jarrett Sitdham looked like the answer for them in 2020. Here they make a splash trade to move up and grab Lance, a player with immense physical talent. Ideally they'd land a veteran QB like Ryan Fitzpatrick to start in 2021 while they let Lance develop.
(7) Detroit Lions - WR Devonta Smith, Alabama - One thing lost in the Stafford-Goff trade is Detroit essentially nuking its cap space by bringing in Goff's $28 million deal. Now $11 million over the estimated cap, the Lions do not seem likely to retain WR Kenny Golladay at this point. They need a replacement for Goff to throw to while they determine if he'll be around longer than 2021.
(8) Houston Texans (via CAR) - CB Caleb Farley, Virginia Tech - Without a QB available here, the Texans play it patient, letting newly acquired Teddy Bridgewater run the show in 2021. They instead my personal top choice at corner this year, Virginia Tech's Caleb Farley. For a defense that needs to get turned around, he represents an excellent building block for them.
TRADE! The Miami Dolphins get aggressive here, sending their second first-round pick (1.18), a 2021 3rd (3.82) and a 2022 2nd round pick, and swap 2nds with Denver to move up here.
(9) Miami Dolphins (via DEN) - WR Ja'Marr Chase, LSU - The Dolphins go land a premier wide receiver target for QB Tua Tagovailoa to throw to. Chase and Smith will be widely debated for the top wide receiver honors in this draft class. Miami would likely be elated to add either one of them.
(10) Dallas Cowboys - CB Patrick Surtain II, Alabama - Surtain may not be my top cornerback, but the Cowboys should have no hesitation adding him here at tenth overall, especially considering the dire state of their defense.
(11) New York Giants - EDGE Kwity Paye, Michigan - Paye is an exceptional athletic talent. Much like fellow Wolverine Rashan Gary coming out of Ann Arbor, he's still got plenty of room to grow into an elite rusher. He was dominant in the first few games for the Wolverines in an otherwise rough 2020 season for Harbaugh and co.
(12) San Francisco 49ers - CB Jaycee Horn, South Carolina - I have top-15 grades on all three of the corners listed so far, so this remains excellent value in my opinion for the 49ers. They're likely going to lose a handful of cornerbacks to free agency this year, so landing a premier rookie to develop into a stud for DeMeco Ryans defense is a priority.
(13) Los Angeles Chargers - OT Christian Darrisaw, Virginia Tech - An excellent group of tackles in this year's draft class is a big benefit for the Chargers, as they're able to land a premier prospect like Darrisaw. He'll fit well in new offensive coordinator Joe Lombardi's offense in his second-go as a play-caller.
(14) Minnesota Vikings - T/G Alijah Vera-Tucker, USC - Vera-Tucker has the flexibility to play tackle or move inside to guard. The Vikings have a similar player in Ezra Cleveland, which should give them the ability to move some guys around and find the ideal pairing here.
(15) Philadelphia Eagles - EDGE Gregory Rousseau, Miami - The Eagles probably have some positional needs above this, but it'd be a mistake to go for a worse player at a lesser player, thus the selection of Rousseau. He's an elite athlete and was incredibly disruptive for the Hurricanes in 2019. With Brandon Graham getting up there in age, and Vinny Curry set to hit free agency, this selection goes best player available with the near future in mind.
(16) Arizona Cardinals - TE Kyle Pitts, Florida - The Cardinals could use a monsterous pass catcher like Pitts to pair with DeAndre Hopkins. With some strong flashes from QB Kyler Murray in 2020, adding one more weapon could provide the breakthrough the Cardinals need to make it into the playoffs.
TRADE! The Steelers make a move up, sending a 1st (1.24), their third (3.88) and a 2022 fifth to move up and make the selection here instead of the Raiders.
(17) Pittsburgh Steelers - OT Samuel Cosmi, Texas - Jumping ahead of a couple of OT-needy teams in the WFT and the Bears, Pittsburgh gets its future franchise pass protector. Cosmi's film shows a highly athletic tackle who has gotten better each season in Austin. Put in a strong program under Mike Tomlin, I think Cosmi can thrive as a future All-Pro.
(18) Denver Broncos (via MIA) - LB Micah Parsons, Penn State - The Broncos land an absolute steal here with Parsons, an elite blend of size and speed at the LB position. Additionally, his versatility should be a weapon for Vic Fangio to deploy, as he's capable of filling multiple roles on any defense.
(19) Washington Football Team - WR Jaylen Waddle, Alabama - I think a bigger wide receiver would work a bit better, but Scott Turner's creativity in building an offense around mostly role/gadget players like Logan Thomas and Antonio Gibson and J.D. McKissic gives me confidence he can make it work with an elite talent like Waddle.
(20) Chicago Bears - G Wyatt Davis, Ohio State - The Bears could probably go for a tackle a little bit more than a guard, but beggars cannot be choosers this late into the first-round. They land an elite interior lineman to immediately give a boost to their offensive line.
(21) Indianapolis Colts - QB Mac Jones, Alabama - Philip Rivers retired, Jacoby Brissett is a free agent, and Jacob Eason wasn't active for a single game. Add it all together and it looks like the Colts are in need of a QB like Jones. A decisive passer with a good deep ball, he'll be a nice addition for Frank Reich to mentor.
(22) Tennessee Titans - EDGE Jaelan Phillips, Miami - The Titans pass rusher was miserable this past season. Injecting some youth and athleticism into the equation could help Mike Vrabel get his defense back on track. Phillips was excellent for the Hurricanes in 2020.
(23) New York Jets (via SEA) - OT Alex Leatherwood, Alabama - The Jets add another big body here to pair on the other side of LT Mekhi Becton. With those two in town, new QB Zach Wilson should feel quite comfortable in the pocket.
(24) Las Vegas Raiders (via PIT) - DT Christian Barmore, Alabama - The sixth Crimson Tide player selected, Barmore was dominant the second half of the season in Tuscaloosa. He'd fill a big need on Ken Whisenhu...I mean, Gus Bradley's defense here in Vegas.
(25) Jacksonville Jaguars (via LAR) - WR Kadarius Toney, Florida - The Jaguars give Trevor Lawrence an explosive weapon to throw to. Toney lit up the SEC this season and was very impressive at the Senior Bowl. He'd join former Florida head coach Urban Meyer a short drive away.
(26) Cleveland Browns - DT Daviyon Nixon, Iowa - The Browns drafting this late with their own selection is a sign of how far they've come in recent years. They now have the ability to sit back and take the best player on the board in Nixon, a dominant pass rusher who came on strong in Big Ten play this year.
(27) Baltimore Ravens - WR Rashod Bateman, Minnesota - I believe I've had this pick in the last mock I did as well, but it makes way too much sense. The Ravens need a top option at wide receiver and Bateman's a crafty player who fits their offense well.
(28) New Orleans Saints - CB Aaron Robinson, UCF - Robinson is a very underrated corner in this draft, and I really think he'll have a shot to land in the first-round. A quick player who always ends up in the right position, he'd be an excellent addition to the Saints defense.
(29) Green Bay Packers - LB Nick Bolton, Missouri - The Packers need some fresh blood at the second level, and Bolton's an absolute missile who flies all over the field. Bolton would fit really well in the middle of their defense, especially if the Packers hire a 3-4 zone blitz genius like Jim Leonhard as their new coordinator.
(30) Buffalo Bills - EDGE Azeez Ojulari, Georgia - A debate here between Ojulari and Jeremiah Owusu-Koramoah, but ultimately think the depth at LB is a bit better in this class then pass rusher. So, Ojulari joins Sean McDermott's defense in Buffalo.
(31) Kansas City Chiefs - iOL Creed Humphrey, Oklahoma - The Chiefs need to add a starting caliber player to the interior of their offense line, and if Humphrey slides to them in the first-round, that'd be excellent value for them.
(32) Tampa Bay Buccaneers - RB Najee Harris, Alabama - Congratulations Bucs fans and the Brady bandwagon! Now, don't get too caught up on the position, the best way to maintain your dominance is to continue adding elite pieces, and Harris is a potential star at the RB position. Excellent in-between the tackles as well as in the passing game.

Second Round

(33) Jacksonville Jaguars - S Trevon Moehrig, TCU - I almost thought about Moehrig with their second first-round pick, but ultimately he still lands in Jacksonville.
(34) New York Jets - RB Travis Etienne, Clemson - The Jets have the cap space to add a veteran WR like Allen Robinson or Kenny Golladay, so use the draft to add a stellar running back.
(35) Atlanta Falcons - CB Erik Stokes, Georgia - Another Georgia player sticking around, as Stokes gives them an excellent option to develop alongside Terrell.
(36) Denver Broncos (via MIA) - CB Greg Newsome II, Northwestern - A rising star at the cornerback position, Newsome fits well into Fangio's defense.
(37) Philadelphia Eagles - WR Amon-Ra St. Brown, USC - After adding an edge rusher earlier, the Eagles add a top wideout in the Trojan's star.
(38) Cincinnati Bengals - G Deonte Brown, Alabama - The Bengals, after trading for another starting guard earlier, continue to overhaul their line.
(39) Houston Texans (via CAR) - EDGE Joseph Ossai, Texas - The Texans add some pass rushing help on the edge of their front seven with Ossai.
(40) Miami Dolphins (via DEN) - OLB Zaven Collins, Tulsa - Collins is an ideal fit for Brian Flores, as he can lineup in a handful of different spots, similar to some of the linebackers he's worked with in Miami and New England.
(41) Detroit Lions - LB Jeremiah Owusu-Koramoah, Notre Dame - The Lions add a rangy linebacker who can give them some much needed at the position.
(42) New York Giants - G Trey Smith, Tennessee - The Giants get an upgrade along the offensive with a powerful guard like Smith.
(43) San Francisco 49ers - DT Levi Onwuzurike, Washington - The 49ers add an elite defensive tackle to pair with Javon Kinlaw on the inside.
(44) Dallas Cowboys - OT Dillon Radunz, North Dakota State - The Cowboys went defense earlier, but add a talented offensive lineman to restock the trenches here.
(45) Jacksonville Jaguars - TE Pat Freiermuth, Penn State - If Freiermuth falls to the Jags here that'd be an absolute steal. A high-caliber tight end who can do everything needed at the position.
(46) New England Patriots - WR Terrace Marshall Jr., LSU - The Patriots, even if they add a QB, still need more weapons at WR. Marshall is an excellent one.
(47) Los Angeles Chargers - CB Ifeatu Melifonwu, Syracuse - The Chargers give new head coach Brandon Staley an elite athlete to mold into a dominant cornerback for them.
(48) Las Vegas Raiders - EDGE Joe Tryon, Washington - The Raiders bring in another talent piece of Washington 2019 defensive line. He's got a high motor along with immense upside.
TRADE! The Colts hop in front of the Dolphins to land their guy. They send a 2022 3rd round pick along with their second (2.54) here to the Cardinals in exchange for this selection and a 2022 7th round pick.
(49) Indianapolis Colts (via ARI) - EDGE Carlos Basham, Wake Forest - I think Basham could definitely go higher than this, but if he's available in the second, the Colts should jump up to land him.
(50) Miami Dolphins - S Jevon Holland, Oregon - The Dolphins add a playmaking safety to join their defense. Holland was an excellent leader on defense for the Ducks.
(51) Washington Football Team - OT Teven Jenkins, Oklahoma State - Washington has gotten serviceable production from a pair of aging OT's in Moses and Lucas. They add a developmental tackle to replace them soon enough.
(52) Chicago Bears - WR Nico Collins, Michigan - The Bears could see star WR Allen Robinson walk in free agency. Adding a deep threat like Collins to pair with Mooney would be fun.
(53) Tennessee Titans - OT Jalen Mayfield, Michigan - Another Wolverine in the second round here, Mayfield would give the Titans a strong Michigan-based tackle duo with Taylor Lewan's return.
(54) Arizona Cardinals (via IND) - iOL Landon Dickerson, Alabama - A tough, hard-nosed player on the interior, Dickerson can play a handful of spots, making him a versatile addition to the Cardinals line.
(55) Pittsburgh Steelers - RB Javonte Williams, North Carolina - The Steelers add a stud running back to help revive their run game.
(56) Seattle Seahawks - EDGE Jayson Oweh, Penn State - The Seahawks could use some pass rush. Oweh's a bit raw, but can develop into a useful piece for Pete Carroll.
(57) Los Angeles Rams - LB Chazz Surratt, North Carolina - The Rams add an athletic player at the second-level to keep their defense playing elite football. With the addition of QB Matthew Stafford, the Rams could be serious contenders for the NFC title in 2021.
(58) Baltimore Ravens - EDGE Quincy Roche, Miami - Adding Roche as a rush end in Martindale's 3-4 defense would be an excellent move as Baltimore seems unlikely to retain both Yannick Ngakoue and Matt Judon.
(59) Cleveland Browns - S Richie Grant, UCF - For a school most associate with high-powered offense, the UCF secondary is loaded, and Grant would make a fine addition for the Browns.
TRADE! The Saints send 2.60 and a 2022 third to the Jets in exchange for QB Sam Darnold.
(60) New York Jets (via NO) - WR Elijah Moore, Ole Miss - He seems to be trending higher than this, but either way, the Jets substitute a backup QB for an explosive wide receiver for Zach Wilson.
(61) Buffalo Bills - OT Spencer Brown, Northern Iowa - The Bills run game needs a boost on the offensive line, and Brown's monstrous frame gives a lot of weight to that.
(62) Dallas Cowboys (via GB) - DT Jay Tufele, USC - After adding offensive line earlier in the second, the Cowboys go back to restocking their defense with talent.
(63) Kansas City Chiefs - WR D'Wayne Eskridge, Western Michigan - The Chiefs likely lose WR Sammy Watkins, but find an explosive piece here to replace him.
(64) Tampa Bay Buccaneers - EDGE Hamilcar Rashed Jr., Oregon State - Rashed has a lot of physical traits that bolster his potential. Letting Todd Bowles develop him would be ideal.

Third Round

(65) Jacksonville Jaguars - EDGE Patrick Jones II, Pittsburgh - Urban Meyer and Jags add a defensive end with a high motor to develop along with Josh Allen and K'Lavon Chaisson.
(66) New York Jets - CB Keith Taylor Jr., Washington - A long, versatile defensive back, Taylor reminds me a good deal of 49ers CB Richard Sherman in his playstyle.
(67) Houston Texans - S Talanoa Hufanga, USC - The Texans continue to overhaul their defense here, bringing in Hufanga to play a handful of roles in their backfield.
(68) Atlanta Falcons - RB Michael Carter, North Carolina - Excellent value for the Falcons here, whether or not they bring back RB Todd Gurley who played on a 1-year deal in 2020.
(69) Cincinnati Bengals - CB Paulson Adebo, Stanford - The Bengals give their defense some reinforcements with the selection of an experienced corner like Adebo.
(70) Philadelphia Eagles - LB Jabrill Cox, LSU - The Eagles add a great athlete to the second-level of their defense. Cox has shown a lot of potential as a modern backer.
(71) Denver Broncos - EDGE Janarius Robinson, Florida State - With Von Miller in a bit of hot water at the moment, Denver make want to add a pass rusher to develop just in case.
(72) Detroit Lions - S Andre Cisco, Syracuse - Detroit's safety play was poor last year. Adding a high potential player like Cisco could be a good move for the rebuilding Lions.
(73) Carolina Panthers - TE Hunter Long, Boston College - Welcome to the board, Carolina! After making a splash trade for QB Deshaun Watson, the Panthers give him another weapon at tight end. Long impressed during the Senior Bowl.
(74) Washington Football Team - LB Cameron McGrone, Michigan - McGrone has some inconsistency to his play, but offers a lot of upside for someone who can straighten him out.
(75) Dallas Cowboys - EDGE Victor Dimukeje, Duke - The Cowboys take a chance on Dimukeje here to help get after opposing QB's more frequently.
(76) New York Giants - WR Rondale Moore, Purdue - I'd anticipate Golden Tate being a cap cut, and if so, Moore would be an explosive slot weapon to replace him.
(77) New England Patriots - PICK FORFEITED
(78) Los Angeles Chargers - EDGE Dayo Odeyingbo, Vanderbilt - A craft, versatile edge rusher, he'd project as an OLB in Staley defense with the Chargers.
(79) Minnesota Vikings - DT Alim McNeill, North Carolina State - The Vikings add an explosive 3-technique to help get their defense turned around in a hurry.
(80) Arizona Cardinals - CB Shaun Wade, Ohio State - Wade was overhyped early on, but would fit well in the Cardinals defense, developing as a future replacement for Patrick Peterson.
(81) Las Vegas Raiders - S Richard Lecounte, Georgia - The Raiders add an experienced safety on the back end who can help them slow down divisional offenses led by Mahomes and Herbert.
(82) Denver Broncos - OT Liam Eichenberg, Notre Dame - The Broncos stop a bit of a slide here for Eichenberg. He has the ability to play RT or on the inside for Denver.
(83) Washington Football Team - S Joshuah Bledsoe, Missouri - An underrated player at the position, Bledsoe has a ton of versatility and would fit very well reinforcing Washington's already stellar defense.
(84) Chicago Bears - QB Kyle Trask, Florida - The Bears don't ignore the QB position entirely, as they take a later-than-expected flier on Trask. He was very good for Florida.
(85) Indianapolis Colts - CB Elijah Molden, Washington - Not the biggest need on the Colts roster, but they should have the cap to plug holes in free agency and pick better players, like Molden, here.
(86) Tennessee Titans - WR Dyami Brown, North Carolina - The Titans do have a stud WR in A.J. Brown, but with Corey Davis likely landing big money elsewhere, adding another player here is important.
(87) New York Jets (via SEA) - EDGE Payton Turner, Houston - A versatile pass rusher who can fit either a 4-3 or 3-4. Whatever system Saleh installs, Turner should find a home quickly.
(88) Las Vegas Raiders (via PIT) - LB Dylan Moses, Alabama - Once considered a potential top-10 pick, Moses has fallen off a bit, but the Raiders take a chance on him nonetheless.
(89) Detroit Lions (via LAR) - WR Tylan Wallace, Oklahoma State - Detroit should probably consider hitting the wide receiver position multiple times in the draft. The cabinet is empty there.
(90) Cleveland Browns - LB Ventrell Miller, Florida - The Browns linebackers are a major weak spot. If Cleveland wants to contend for the division, adding some speed there in Miller would help.
(91) Minnesota Vikings (via BAL) - S Paris Ford, Pittsburgh - With S Anthony Harris likely headed elsewhere in free agency, the Vikings take a chance on the hard-hitting ford as a replacement.
(92) Cleveland Browns - EDGE Rashad Weaver, Pittsburgh - Back-to-back selections of Pitt Panthers here, Rashad is an excellent pass rusher to add into the mix.
(93) Green Bay Packers - DT Tommy Togiai, Ohio State - The Packers add some beef to the inside of their defense, hoping to solidify a shaky group outside of DT Kenny Clark.
(94) Buffalo Bills - iOL Josh Myers, Ohio State - The Bills grab a starting caliber lineman here in Myers, who should help bolster the interior of their offensive line and give a boost to their run game.
(95) Kansas City Chiefs - OT Jackson Carmen, Clemson - The Chiefs need another offensive tackle to throw into the mix, as neither Eric Fisher nor Mitchell Schwartz figure to be around for too much longer.
(96) Tampa Bay Buccaneers - DT Marvin Wilson, Florida State - While Wilson didn't dominant as many expected him to in 2020, perhaps slotting him alongside Vita Vea will free up mismatches for him.
Compensatory Selections
(97) Los Angeles Chargers - G Quinn Meinerz, Wisconsin-Whitewater - Meinrez blew up the Senior Bowl, and could easily land as a top-100 prospect after that showing. LAC is a good fit here.
(98) Philadelphia Eagles - TE Brevin Jordan, Miami - With Zach Ertz and Philadelphia likely parting ways soon enough, Jordan gives the Eagles a gadget replacement in the passing game.
(99) Dallas Cowboys - CB Asante Samuel Jr., Florida State - Another corner for Dallas as they really could use two strong selections to help rebuild the position. Samuel excels in the slot.
(100) New Orleans Saints - WR Amari Rodgers, Clemson - The Saints add the best player on the board here for me, an exceptional wide out who will pair well with Michael Thomas.
(101) Tennessee Titans - DT Marlon Tuipulotu, USC - The Titans add another body to their defensive front, in hopes that Marlon and Simmons can become a dominant duo inside.
(102) Los Angeles Rams - WR Josh Imatorbhebhe, Illinois - One of the most underrated wide outs in the class, due to the lack of offensive savvy around him. Imatorbhebhe reminds me of Kenny Golladay, so pairing him with new Rams QB Matthew Stafford out to be fun.
(103) Minnesota Vikings - EDGE Jordan Smith, UAB - A long, toolsy pass rusher to develop into a sidekick for Danielle Hunter is the pick here for Mike Zimmer and co.
(104) San Francisco 49ers - OT Walker Little, Stanford - I'm certain the 49ers will bring back LT Trent Williams, but how much longer does he really have? Meanwhile, Little can play guard before taking over at left tackle soon enough.
(105) Los Angeles Rams - EDGE Shaka Toney, Penn State - Toney has good burst off the edge and with OLB Leonard Floyd headed towards the market, the Rams could stand to add some pass rushers.
(106) New Orleans Saints - RB Trey Sermon, Ohio State - With a cap crunch, paying $4 million for Latavius Murray may be a luxury the Saints cannot afford. Cutting him and drafting Sermon can offset that.

Fourth Round

Just a reminder, but almost half of all fourth-round selections (46%) are no longer on the roster after two years in their career, so don't take these picks too seriously, as this is also where teams start to diverge from needs a bit more and go best available. The aim is rotational players who might be contributors by their 3rd year with the franchise. If you have a significant need, fill it in free agency, not the day three of the draft. If you're banking on your team to find a starter here at a key position, you're already kind of screwed. Really I'm less focused on needs as opposed to getting good value here. Am trying to avoid doubling up on prospects, but sometimes teams actually do that.
(107) Jacksonville Jaguars - DT Tyler Shelvin, LSU (108) New York Jets - G David Moore, Grambling State (109) Atlanta Falcons - S Hamsah Nasirildeen, Florida State (110) Houston Texans - QB Jaime Newman, Georgia - The Texans don't draft a QB in the first, but do take a chance on Newman's upside to develop behind Bridgewater.
(111) Cleveland Browns - WR Seth Williams, Auburn (112) Cincinnati Bengals - S Jamien Sherwood, Auburn (113) Detroit Lions - EDGE Ronnie Perkins, Oklahoma (114) Carolina Panthers - LB Baron Browning, Ohio State (115) Denver Broncos - RB Jermar Jefferson, Oregon State - With Lindsay hitting the market, maybe the Broncos don't bring him back and Jefferson as a change of pace back behind Gordon instead.
(116) Dallas Cowboys - TE Tommy Tremble, Notre Dame (117) New York Giants - RB Rhamondre Stevenson, Oklahoma - An excellent backup for Saquon Barkley if the Giants don't re-sign Wayne Gallman. (118) San Francisco 49ers - S James Wiggins, Cincinnati (119) Los Angeles Chargers - RB Demetric Falcon, UCLA (120) Minnesota Vikings - WR Dazz Newsome, North Carolina
(121) New England Patriots - WR Whop Philyor, Indiana (122) Las Vegas Raiders - G Sadarius Hutcherson, South Carolina (123) Houston Texans - WR Marlon Williams, UCF (124) Miami Dolphins - DT Jaylen Twyman, Pittsburgh (125) Jacksonville Jaguars - CB Israel Mukuamu, South Carolina - The Jags had a good year out of Sidney Jones, but still could use an intriguing developmental option like Mukuamu behind him.
(126) Minnesota Vikings - LB Pete Werner, Ohio State (127) Tennessee Titans - G Ben Cleveland, Georgia (128) Indianapolis Colts - WR Jaelon Darden, North Texas (129) Pittsburgh Steelers - CB Kary Vincent Jr., LSU - The Steelers get some excellent value here, as I think Vincent is one of the top slot corners in the draft. Could easily replace Hilton. (130) Seattle Seahawks - CB Shakur Brown, Michigan State
(131) Jacksonville Jaguars - LB Monty Rice, Georgia (132) Baltimore Ravens - iOL Trey Hill, Georgia (133) Cleveland Browns - TE Cary Angeline, North Carolina State (134) New Orleans Saints - EDGE Tarron Jackson, Coastal Carolina - With Trey Hendrickson likely departing and Marcus Davenport still yet to hit double-digit sacks, the Saints may look to add another piece to develop here. (135) Minnesota Vikings - RB Khalil Herbert, Virginia Tech
(136) Green Bay Packers - OT James Hudson, Cincinnati (137) Kansas City Chiefs - LB Anthony Hines III, Texas A&M - A quick linebacker, he'd fit nicely into the Chiefs defense alongside Willie Gay and others. (138) Tampa Bay Buccaneers - QB Davis Mills, Stanford (139) New England Patriots - EDGE Adetokunbo Ogundeji, Notre Dame (140) Dallas Cowboys - S Ar'Darius Washington, TCU
(141) Los Angeles Rams - TE Tre McKitty, Georgia (142) Pittsburgh Steelers - DT Darius Stills, West Virginia (143) Green Bay Packers - RB Kylin Hill, Mississippi State - With Aaron Jones hitting the market, the Packers may look for another back to add to their rotation. Hill would be a great addition. (144) Kansas City Chiefs - CB Roger McCreary, Auburn (145) New England Patriots - OT Cordell Volson, North Dakota State

Fifth Round

(146) Jacksonville Jaguars - OT Brady Christensen, BYU (147) New York Jets - DL Brenton Cox, Florida (148) Houston Texans - EDGE Jonathan Cooper, Ohio State (149) Atlanta Falcons - EDGE Kingsley Enagbare, South Carolina - PFF actually lists Enagbare as a top-100 player on their latest big board, which, if accurate, would be tremendous value. (150) Cincinnati Bengals - WR Anthony Schwartz, Auburn
(151) Philadelphia Eagles - CB Robert Rochell, Central Arkansas - Big fan of Rochell's a potential starter down the road. Would fit well with Marcus Gannon calling the defense. (152) Carolina Panthers - G Kendrick Green, Illinois (153) Denver Broncos - QB Kellen Mond, Texas A&M (154) Detroit Lions - CB Kelvin Joseph, Kentucky (155) New York Jets - S Caden Sterns, Texas
(156) San Francisco 49ers - CB Camryn Bynum, California (157) Philadelphia Eagles - OT Adrian Ealy, Oklahoma (158) Minnesota Vikings - CB Rodarius Williams, Oklahoma State (159) New England Patriots - DT Milton Williams, Louisiana Tech (160) Los Angeles Chargers - WR Simi Fehoko, Stanford
(161) Arizona Cardinals - RB Chuba Hubbard, Oklahoma State - He'd be an excellent fit in the Cardinals backfield, especially if Kenyan Drake does not return. (162) Buffalo Bills - CB Tay Gowan, UCF (163) Las Vegas Raiders - QB Feleipe Franks, Arkansas (164) Washington Football Team - WR Jonathan Adams Jr., Arkansas State (165) Chicago Bears - CB D.J. Daniel, Georgia
(166) Indianapolis Colts - OT Brendan Jaimes, Nebraska (167) Tennessee Titans - OLB Charles Snowden, Virginia (168) Seattle Seahawks - OT Dan Moore Jr., Texas A&M (169) Baltimore Ravens - QB Sam Ehlinger, Texas - Unless the Ravens are certain that Trace McSorley is their backup QB, they may want to look at adding Ehlinger behind Lamar. (170) Cleveland Browns - LB Tony Fields II, West Virginia
(171) Jacksonville Jaguars - WR Tamorrion Terry, Florida State (172) Minnesota Vikings - QB Ian Book, Notre Dame (173) San Francisco 49ers - iOL Drake Jackson, Kentucky (174) Green Bay Packers - CB Ambry Thomas, Michigan (175) Buffalo Bills - S Reed Blankenship, Middle Tennessee State
(176) Kansas City Chiefs - EDGE Malcolm Koonce, Buffalo (177) Tampa Bay Buccaneers - LB Garrett Wallow, Texas Christian (178) Green Bay Packers - S Tyree Gillespie, Missouri (179) Atlanta Falcons - C James Empey, BYU - The Falcons find themselves a quality interior lineman who could use a year to develop before getting in the mix to replace Alex Mack down the road. (180) Dallas Cowboys - WR Josh Palmer, Tennessee
(181) Baltimore Ravens - S Qwynterrio Cole, Alcorn State (182) San Francisco 49ers - WR Marquez Stevenson, Houston (183) Kansas City Chiefs - RB Pooka Williams, Kansas

Sixth Round

(184) Tennessee Titans - QB Shane Buechele, Texas (185) New York Jets - LB Paddy Fisher, Northwestern (186) Atlanta Falcons - G Aaron Banks, Notre Dame - Love the value here for the Falcons, and if they do have to cut James Carpenter, Banks could be a useful piece. (187) Houston Texans - iOL Jack Anderson, Texas Tech (188) Philadelphia Eagles - S JaCoby Stevens, LSU (189) Cincinnati Bengals - DT Khryis Tonga, BYU (190) Denver Broncos - DT Bobby Brown III, Texas A&M
(191) Dallas Cowboys - G Josh Sills, Oklahoma State (192) Carolina Panthers - DT Carlo Kemp, Michigan (193) San Francisco 49ers - EDGE Daelin Hayes - The 49ers showed a good deal of interest in Hayes at the Senior Bowl per reports. He'd be a nice depth option on the edge. (194) New England Patriots - CB Benjamin St.-Juste, Minnesota (195) New York Giants - CB Thomas Graham Jr., Oregon
(196) New England Patriots - G Tristen Hoge, BYU (197) Los Angeles Chargers - S Eric Burrell, Wisconsin (198) Minnesota Vikings - OT Alex Himmelman, Illinois State (199) Las Vegas Raiders - PICK FORFEITED (200) New York Giants - LB K.J. Britt, Auburn
(201) Houston Texans - DL Cameron Sample, Tulane (202) Las Vegas Raiders - WR Austin Watkins, UAB (203) Chicago Bears - OT Bryce Matthews, Ole Miss (204) Los Angeles Chargers - WR Isaiah McKoy, Kent State (205) Indianapolis Colts - WR Damon Hazelton, Missouri - This stretch of wide receivers looks like solid value, especially Hazelton in Reich's offense.
(206) Miami Dolphins - TE Kenny Yeboah, Ole Miss - Yeboah got to work with Miami's coaching staff at the Senior Bowl, so I'd imagine they have a good feel for his use. (207) Seattle Seahawks - DT Mustafa Johnson, Colorado (208) Los Angeles Rams - OT Robert Hainsey, Notre Dame (209) Baltimore Ravens - G Robert Jones, Middle Tennessee State (210) Cleveland Browns - CB Trill Williams, Syracuse
(211) Houston Texans - RB Jaret Patterson, Buffalo (212) Buffalo Bills - RB Elijah Mitchell, Louisiana (213) Green Bay Packers - WR Cade Johnson, South Dakota State (214) Pittsburgh Steelers - C Jimmy Morrissey, Pittsburgh (215) Tennessee Titans - S Aashari Crosswell, Arizona State
(216) Atlanta Falcons - LB Derrick Barnes, Purdue (217) Tampa Bay Buccaneers - TE Quintin Morris, Bowling Green (218) Atlanta Falcons - OT Greg Eiland, Mississippi State (219) Philadelphia Eagles - RB Javian Hawkins, Louisville (220) Chicago Bears - EDGE Chris Rumph Jr., Duke
(221) Green Bay Packers - DE William King-Bradley, Baylor (222) Chicago Bears - S Shawn Davis, Florida (223) Minnesota Vikings - G Ben Brown, Ole Miss (224) Philadelphia Eagles - LB Grant Stuard, Houston

Seventh Round

(225) Jacksonville Jaguars - DT Malik Herring, Georgia (226) San Francisco 49ers - TE Noah Gray, Duke (227) Houston Texans - CB Tre Brown, Oklahoma (228) Chicago Bears - LB Justin Hilliard, Ohio State (229) Cincinnati Bengals - EDGE Elerson Smith, Northern Iowa (230) Philadelphia Eagles - WR Ben Skowronek, Northwestern
(231) Cincinnati Bengals - DT TaQuon Graham, Texas (232) Buffalo Bills - S Divine Deablo, Virginia Tech (233) Denver Broncos - S Damar Hamlin, Pittsburgh (234) Green Bay Packers - LB Riley Cole, South Alabama (235) Denver Broncos - WR Cornell Powell, Clemson
(236) San Francisco 49ers - WR Frank Darby, Arizona State (237) Los Angeles Chargers - DB Darrin Hall, San Diego State (238) Minnesota Vikings - WR Trevon Grimes, Florida (239) New England Patriots - DE Wyatt Hubert, Kansas State (240) Arizona Cardinals - OT Jaylon Moore, Western Michigan
(241) Washington Football Team - G Jake Curhan, California (242) Pittsburgh Steelers - CB Bryan Mills, North Carolina Central (243) Washington Football Team - RB Chris Evans, Michigan (244) Las Vegas Raiders - CB Mark Webb, Georgia (245) Indianapolis Colts - RB Larry Roundtree, Missouri
(246) Jacksonville Jaguars - DT Forrest Merrill, Arkansas State (247) New York Jets - WR Tre Walker, (248) Tampa Bay Buccaneers - EDGE Joshua Kaindoh, Florida State (249) Los Angeles Rams - CB Bryce Thompson, Tennessee (250) Cleveland Browns - QB Brady White, Memphis
(251) Denver Broncos - EDGE Patrick Johnson, Tulane (252) New Orleans Saints - PICK FORFEITED (253) Green Bay Packers - DT Jack Heflin, Northern Illinois (254) Cleveland Browns - CB Nahshon Wright, Oregon State (255) Kansas City Chiefs - DT Kobie Whiteside, Missouri (256) Tampa Bay Buccaneers - WR Desmond Fitzpatrick, Louisville
You'll notice there are no special teams listed...mostly because I don't have a clue who needs a K/P/LS. That actually might be something useful to mention if you're team really needs someone.
Feel free to comment...I won't really be looking at them until next week, as I've spent too much time putting this together and now I need a break from this website. Just don't be a d*** is all I ask. It's shockingly hard for some people when it comes to internet mock drafts. Did this for fun, hope you had fun reading it.

Official r/NFL Week 14 Power Rankings

Welcome to the week 14 Official NFL Power Rankings! With circus catches and beatdowns alongside great games, there was plenty to discuss even before a MNF Scorigami that might already be airing on ESPN classic. 32/32 Reporting

#	Team	Δ	Record	Comment
1.	Chiefs	--	12-1	The Dolphins gave the Chiefs all they could handle in the first quarter of Sunday's game, but the Chiefs once again proved that when they are focused, they are the most dangerous team in the NFL. Travis Kelce, the NFL's leading receiver currently, had another monster game showing why he's a future hall of famer. However, after having five 10+ point wins in the first eight weeks of the season, the Chiefs last five wins have all been won by one score. Will this trend ultimately matter come playoff time? It's hard to argue with results, as the Chiefs 12-1 record is the best record through 13 games in franchise history. The ultimate barometer for the Chiefs is this week as they travel to play the Saints, hopefully with Drew Brees. Many questions will be answered in this clash of two top five teams.
2.	Packers	+2	10-3	There always seems to be one Lions-Packer game a year that ends up being some kind of adventure. Rodgers and Adams were as good as ever but the Lions kept on lingering throughout the game. Mason "Silver Fox" Crosby nailed an insurance 58 yard field goal with 3:30 to play and made a touchdown-saving tackle on the immediate kickoff. Aside from Crosby, the special teams really leave a lot to be desired, especially after the hands team almost allowed a onside kick recovery (c'mon y'all I don't need Bostic flashbacks). Packers officially won the division game and are now the projected 1 seed, which is pretty neat ngl. Onto a Saturday game I guess?
3.	Bills	+2	10-3	For a team that was searching desperately in 2019 for a signature win, the 2020 Bills have found them everywhere they turn. This team has had one of the toughest schedules in the league, but except for a couple games they've shown up every time they've had to. This is the second-best team in the conference. The Bills bandwagons are circling now. Josh Allen's extending his baseball glove-sized hand. He says "get in nerds, we're goin' to the Super Bowl."
4.	Saints	-1	10-3	This loss = Hurts. Dennis Allen seemingly had no answers for the rookie QB and then Miles Sanders piled on as well. "All the things we didn't want to allow happen, happened in that game." This was Sean Payton's post-game assessment and it's fair. Taysom Hill had an acceptable statline but it hides how sloppy he looked on the field. The defense struggled with its assignment to contain Hurts and keep him from getting outside the pocket - a worrying sign considering the next QB on the schedule.
5.	Steelers	-3	11-2	The Steelers schedule has been insane. 6 days between NYG and DEN. 14 days between HOU and PHI. 10 days between JAX and BAL. But with that BAL game, the Steelers played them, WFT and BUF in 12 days. 3 games in 12 days. The team is out of LBs and OL. This has been a challenging season for everyone, but this is unprecedented. The Steelers have 8 days until CIN, then 6 days until IND. 10 out of 16 games played with an irregular schedule? You can argue the drops are kicking their ass, but this schedule has been brutal. No wonder they've lost 2 straight.
6.	Rams	--	9-4	Imagine only scoring 3 points in a game.
7.	Colts	+1	9-4	Kenny Moore is a player underrated by national media but massively valuable to the Colts. GM Chris Ballard made re-signing him a priority after his breakout 2018 season. Moore has been a reliable performer throughout his tenure as a Colt and added an exclamation point with his insane one-handed interception on Sunday.
8.	Titans	+1	9-4	Derrick Henry had his second 200+ yard 2 TD game against the Jaguars on Sunday. The performance made Henry the 7th player to rush for 1,500+ yards and 14+ TDs through 13 games.
9.	Seahawks	+1	9-4	Nothing cures ~~suicidal thoughts~~ losing like playing the Jets, baby. Sunday was never much of a game, as it was all Seahawks all day. Russell Wilson threw for 4 touchdowns, Jamal Adams broke the single season sack record for defensive backs, and Geno Smith got to play a full quarter against the team that drafted him. What a way to get over a bad loss to the Giants. Up next the Seahawks will take on their final NFC East opponent of the season; Football Team.
10.	Ravens	+2	8-5	This ranker is a brown man, writing about how Lamar Jackson lost 20 pounds dropping some brown, dropping a TD to Brown, to go ahead against the Browns. They go for two. So in response, K-hunt ties the game, 42-42. In response, the Llama sets up the GOAT to nail a 54-yarder, 16th game winner of his career! To say nothing else of the game -- 9 total fucking rushing touchdowns, tying a record held since two defunct teams played each other before anyone on reddit was born... and Jackson runs for a MNF QB record 124 yards -- but still gets all the clutch plays done with his arm, with this middling group of receivers. The even greater news amidst all this is that the schedule doesn't look so bad in the closing stretch, and inspired play like this past Monday from the offense will ease the burden of the Ravens' gradually depleting secondary. Best wishes to Trace McSorely who made an extremely commendable effort to set them up for Lamar's return.
11.	Browns	-4	9-4	Did you bet the over? The Browns and Ravens combined for 89 points in an absolute rollercoaster of a game. While they did not win, the Browns have shown they are contenders. With two games to go a real shot at the playoffs is on the table. The Browns will face the Giants in another prime time game.
12.	Buccaneers	-1	8-5	The Buccaneers pulled off a 26-14 win over the Vikings, bringing their playoff chances to 94%. Vikes kicker Dan Bailey channeled his inner Gary Anderson to win the Bucs' game ball on an 0/3 kicking performance with an additional missed XP. Rookie Antoine Winfield Jr. played a disruptive game against his dad's former team and is looking like he has the potential to be one of the league's next great safeties. With only interim coaches to close out the remaining three games of the season, the Bucs should have smooth sailing into the Wild Card round.
13.	Dolphins	--	8-5	There are no consolation prizes in the NFL, but a single score loss to the best team in the league while the backup waterboy is lining up in the slot is about as close to a one as you'll ever get. While he was able to pull off the win, even Patrick Mahomes couldn't keep this ball-hawking defense from getting a hold of the ball, often. And at some point, if people don't start talking about Xavien Howard in the DPOY conversation, he's just going to go intercept the damned award himself. Hopefully, the long, long list of injured Dolphins get well soon.
14.	Cardinals	+1	7-6	A monster day from Haason Reddick and the defense finally put the Cardinals back on the winning track. Breaking a franchise record with 5 sacks was one thing, but getting all the turnovers was huge. Hopefully the offense feeds off of it and has a good week in preparing for a big game with Philly that has huge playoff implications. It will take a complete team effort to beat Philly with Jalen Hurts starting fresh of a win against the Saints.
15.	Raiders	-1	7-6	The Raiders looked really bad against the Colts, just like they have for the better part of the last 6 weeks. Luckily Gruden finally made the call to fire Pauly G, something fans have been calling for for the past 2 seasons. Only time will tell if it's too little, too late. Every game from here on out is a must win if the Raiders want to make the playoffs.
16.	Washington FT	+3	6-7	Washington is finding ways to win instead of finding ways to lose. The offense was not able to score a TD so the defense went ahead and spotted them 14 points. Chase Young notches his first TD and continues to prove his worth as the 2nd overall pick as a game wrecker.
17.	Vikings	--	6-7	Dalvin Cook became the first back to rush for over 100 yards against the Bucs in over 20 games, but the Vikings were unable to convert long drives into points as Dan Bailey went 0/4 on field goals and extra points. Couple that with some questionable officiating, the Vikings' banged up front seven generating zero pressure on Tom Brady and plenty of self-inflicted wounds and it all adds up to a real tough loss that knocks the Vikings down from wild card favorites to playoff long shots.
18.	Bears	+5	6-7	The Bears finally snapped their six-game losing streak by rolling over the Texans without much difficulty. Trubisky attempted one throw longer than 20 yards.
19.	Patriots	-3	6-7	Los Angeles, is a land of contrasts - In a span of four days the Patriots' hopes for a postseason were revived and then unceremoniously squashed. Run Defense, Offensive Line, Cam and the Receivers, There just are too many holes to cover up with week to week coaching, this team needs some reworking over the offseason. The Pats end the season with the division as always, lets hope to fuck someone’s season or seeding up. And also the Jets.
20.	49ers	-2	5-8	The 49ers defense did their job, holding the Washington offense to a total of 9 points, but the offense had two takeaways brought back for touchdowns and could not recover. The team looks to right the ship this week against the Cowboys.
21.	Broncos	+5	5-8	Drew Lock put up the third-highest passer rating in team history — behind a couple guys you may know. In the battle of 4-8's, the Broncos somehow managed to not blow a sizeable fourth-quarter lead and emerge victorious. Winning the game but losing The Hunt for a Better Draft Pick. Will the team remain in purgatory? Stay tuned.
22.	Giants	-2	5-8	It’s a real joy to watch the rest of the teams in the up-for-grabs NFC East secure wins, with one being against a top-5 team, all while watching your team play so poorly they start setting franchise records. At least we can say the hype was fun while it lasted, right?
23.	Falcons	-1	4-9	Outplayed by a team whose most impressive win is a tossup between the Bengals, Jaguars, and Jets? Check. Outcoached by special teams ace Anthony Lynn? Check. Ten point lead blown, two interceptions with under five minutes left, double check. Good thing age is just a number for the 32nd youngest team in the league.
24.	Panthers	-3	4-9	I'm not sure where the Panthers go from here. Coach Rhule has said that he isn't going to do the team and fans a disservice by beginning to evaluate players, which means that we're going to see more of Teddy Bridgewater (who is 0-7 in one score games this season) crumble at the end of the game. Playing at Lambeau in primetime in December is one of the hardest things a team can do, and it's not going to be an easy test for the Panthers, who so far have shown that they can't win close games, nor can they defend the pass (23rd in passing defense). It's going to be tough sledding, but hopefully Jeremy Chinn can continue his torrid pace and run his way into DROY.
25.	Eagles	+3	4-8-1	Jalen Hurts delivered the spark the Eagles needed to upset the Saints and spread 'quarterback controversy' all over the city of brotherly love. While the season remains a disappointment, the dual running threat of Hurts and Sanders could be interesting to watch going forward, and the NFC Least remains wide-open with 2 divisional games left on the 2020 menu.
26.	Lions	-1	5-8	Even with a loss, Interim HC Darrell Bevell showed that his Lions are here to compete. This game was never out of hands, and the Lions kept it close the entire time. There are still plenty of woes on Defense, but the Offense continued to ball out as expected. With two TD's coming from the run game (Swift and Kerryon), there is already something to look forward to next year. Lately the team has been able to trust the run on short yardage and redzone carries and it has helped the team with consistency in the red zone. Unfortunately, Aaron Rodgers is a QB that can carve up a weak secondary... so that didn't go great. There's around a 1% chance of the Lions getting a playoff spot, not unheard of, but it'll be tough if Stafford's injury progresses and we lose him for the season. #DefendTheDen
27.	Chargers	--	4-9	First of all, props to Falcons Twitter for this gem before the game, and it played out exactly as expected. Both teams did their best to try giving it away at the end, but the Chargers ended up on the winning side this time around. The Chargers had their hiccups again but there were improvements across the board; Justin Herbert's 81.8% completion percentage is his highest of the season, the defense came away with 3 INTs, and special teams probably had their best day. The Chargers get a short week before a Thursday Night tilt in Las Vegas.
28.	Texans	-4	4-9	The Texans are lucky that Paxton is the Texas AG, otherwise they would have had the biggest blowout loss in the state this past week.
29.	Cowboys	--	4-9	The Red Rifle won his revenge game, the defense forced multiple turnovers, and the Bengals were held to 3.4 yards per carry. All that, and the Cowboys still come out of the week with a top 5 draft pick. Honestly, Sunday couldn't have gone better. Now, the only question is whether this was the team turning the corner and the beginning of a strong finish to the season, or this was just a perfect moment of the Cowboys finding a shittier team with serious injuries issues and just doing what should happen in that scenario.
30.	Bengals	--	2-10-1	Giovani Bernard hadn't fumbled since 2013 before his 1st quarter fumble on Sunday. So what does he get for his troubles? A spot on the bench thanks to Zac Taylor. Giovani was one of the only veterans who spoke out in behalf of Taylor and the current coaches when multiple articles were released with "sources" saying that Taylor had lost the locker room last month. You have to question the benching for multiple reasons as the directionless Bengals continue to flounder to blowout losses. Just another reason why this should be Zac Taylor's last season as head coach in Cincinnati.
31.	Jaguars	--	1-12	This one felt more as expected. Perhaps it was in former GM Dave Caldwell's plans— no, wait, hear me out. Adjusting tinfoil hat; Based on the moves taken this offseason to seemingly dump talent from the Jaguars in attempt to amass more draft picks, perhaps the former front office of the Jaguars were banking on this season not being played, due to pandemic reasons. Sure, this may sound farfetched, but I'd like to hear a more reasonable explanation for fielding such a disaster as this team, this season.
32.	Jets	--	0-13	The Jets have now scored on 7 consecutive opening drives, the longest streak in the NFL. After climbing to an early 3-0 lead, I watched Peter Sawkins make an excellent cranachan custard slice on The Great British Bake Off.

Analysis of My Tennis Results Over the Last Two Years and How Betting Lines as Early as Possible More than Doubled my Returns

DD - Funko Toys

2/9/21 Update: Additional info posted here

Funko is a good company with solid performance that is still trading at a reasonable price. Check out my DD below:

Funko (FNKO)
Share Price (1/28/21) : $11.97
Share Price (09/16/19) : $27.86
Short Interest (1/26/21) : 14%
Next Earnings Release: March 2021
Funko Inc. is an American company that manufactures licensed pop culture collectibles, best known for its licensed vinyl figurines and bobbleheads. They have over 1,000 licenses across music, video games, film, TV, sports and many other pop culture properties. Some of their most popular licensed brands include Marvel, Disney, Star Wars, Pokemon, Fortnite, NBA, NFL, MLB, DC Comics, and a variety of anime properties.
Several points below support the belief that Funko’s revenue grew during the 2020 holiday season and could continue well into 2021:
· Increasing search traffic for Funko products
· Direct sales growth is driving increased revenue and profitability
· Parents are buying more gifts for their kids due to COVID
· People have more disposable income from staying at home and not going out
· Expansion of new products and licensees continuing through 2021
· Collectible investments like Funko POP! figures are exploding in value and popularity
· Recent analyst commentary, valuation, and financials are positive
FUNKO’S SEARCH TRAFFIC REACHES AN ALL-TIME HIGH IN Q4 2020
“Funko” google trends search traffic was up 20-30% in Q4 2020 (vs. Q4 2019)
Searches for “Funko” were up 2x in December vs the beginning of November 2020
After falling in December, “Funko” searches are trending back up to all-time-high levels
FUNKO’S DIRECT SALES INITIATIVES DRIVING HIGHER REVENUE & MARGIN
Funko Direct Sales (B2C) grew significantly in Q3 and likely to continue into Q4
· B2C business as a percentage of sales increased to 8% in Q3 2020 from 4% during the prior year.
· Funko’s e-commerce site grew over 150% vs. the prior year in Q3 2020
· The number of SKU’s on Funko’s e-commerce site rose tenfold since June 2020
“We went from only 200 of our own products [on our website] as late as June this year, to now well over 2,000 products available on our website.” – Funko CEO, Brian Mariotti
Funko’s first ever Selena Pop! sold out online in just 40 minutes.
Funko’s Q3 2020 Gross Profit % and Operating Margin % were near all-time-highs for the company
· Funko’s Q3 Gross Profit Percentage of 38.6% was its second highest ever (behind only Q1 2020)
· Funko’s Q3 Operating Profit Percentage of 10.8% was its second highest ever (behind only Q4 2018)
· As Funko continues to grow it’s B2C e-commerce sales in Q4 and beyond, it is possible that gross profit and operating profit percentages could rise as well
Retail customers were able to shift their Brick & Mortar inventory to their e-commerce channels to Funko unit sales
· Funko resellers who didn’t sell online were severely impacted by Brick & Mortar closures during COVID stay-at-home orders. As 2020 progressed, some of these retailers were able to create online stores (e.g.- Shopify, Amazon, eBay, etc.) through which they could sell their Funko inventory.
· Larger retailers that already had an omni-channel presence were able to shift their sales inventory from their Brick & Mortar stores to online fulfilment.
Funko has also created a mini-Pop! factory at its headquarters where customers can make their own custom Funko at a price of $25 each
· According to Funko, you can customize your Pop! using thousands of combinations. It’s “Think Build-A-Bear meets Funko Pop!” according to CEO Brian Mariotti.
· With a $25 price point, the margins are likely higher than the average Pop! figure that retails for between $10 to $15
PARENTS BUYING MORE GIFTS FOR THEIR KIDS DUE TO COVID
Parents likely splurged on their kids out of guilt of having shelter at home because of restrictions and to keep them occupied while they had to work at home.
· “Faced with rising transmission of the virus, state restrictions on retailers and heightened political and economic uncertainty, consumers chose to spend on gifts that lifted the spirits of their families and friends and provided a sense of normalcy given the challenging year. We believe President-elect Biden’s stimulus proposal, with direct payments to families and individuals, and further aid for small businesses and tools to keep businesses open, will keep the economy growing.” NRF President Matthew Shay
· “2020 was an unprecedented year for the U.S. toy industry. The growth we’ve seen in the toy industry speaks to the fact that parents are willing to put their children’s happiness above all else. The industry’s resiliency is very much underpinned by the reality that, in times of hardship, families look to toys to help keep their children engaged, active, and delighted. Put simply, toys are a big part of the happiness equation.” Juli Lennett - VP, U.S. Toys at NPD
Toy sales were strong in 2020 as US retail sales of toys was up 16% vs 2019; driven by pandemic spending
· According to NPD, “Much of the growth in 2020 was directly correlated to the COVID-19 pandemic and the changing consumer behavior associated with widespread lockdowns and school closures, the disposable income diverted from other types of entertainment to toys, as well as the onset of federal stimulus checks.”
Consumer spending on toys increased measurably due to lockdowns; with strong performance continuing through the holidays
· Per NPD, “While toy sales through mid-March 2020 were flat vs. 2019, widespread lockdown measures led to an abrupt increase in sales. This was further amplified by the distribution of stimulus checks beginning in April, resulting in the strongest month of growth for the year in May (+38%). Toy industry growth peaked again in October with an increase of 33% when the holiday season kicked off with Amazon Prime Day along with other retailer deals the same week.”
Key retail sources reporting significant sales growth during Q4 2020 suggest Funko sales performance was strong
· Target Q4 sales were fantastic showing signs of retail strength with a consumer that overlaps well with the Funko
> Overall comparable sales were up 17.2%
> Comparable digital sales were up over 100%
> Store-originated comparable sales were up 4.2%
> Store traffic was up 4.3%
> Average ticket size was up 12.3%
· GameStop Q4 sales were solid; showing additional potential for Funko sales
> Same store sales were up 4.8% in Q4 2020
> Online sales increased 309% in Q4 2020
· According to the NRF, 2020 Holiday Retail Sales were up 8.3% compared to the prior year despite the pandemic
> A surge in online shopping drove the increase (rising 32% vs. 2019)
> The increase of 8.3% was over double the average increase of 3.5% that the industry had seen over the last five years.
MORE DISPOSABLE INCOME TO SPEND AT HOME BY NOT GOING OUT
The National Retail Federation (NRF) says that strong retail performance has been driven by consumers with stimulus checks and extra savings from not going out or traveling
· “There was a massive boost to consumer wallets this season. Consumers were able to splurge on holiday gifts because of increased money in their bank accounts from the stimulus payments they received earlier in the year and the money they saved by not traveling, dining out, or attending entertainment events” – NRF Chief Economist Jack Kleinhenz.
Spending on “experiences” fell significantly in 2020
· The US Travel Association forecasts that spending on travel fell $500 billion in 2020 from $1.1 trillion in 2019
> The industry has lost about 40% of its direct travel jobs (about 3.5 million jobs) in 2020; driven by a reduction in business travel
> Foreign visitors to the US fell about 75% in 2020; driving a $119 billion reduction in travel spending
· Concert spending is down dramatically
> Live Nation reported a 98% decline in concert revenue in Q2 2020 and a 95% decline in concert revenue in Q3 2020
> About 5.2 million tickets were refunded in Q3 2020 and 23.3 million tickets had been refunded so far in 2020 (as of the end of Q3)
· Movie theater attendance is down substantially
> AMC theaters saw a 97% decline in attendance and a 91% decline in revenue in Q3 2020
> Cinemark saw a 96% decline in revenue
> Marcus Corporation (which also owns hotels and restaurants) saw a 84% decline in revenue
> Studio Movie Grill filed for bankruptcy
· Other anecdotal information points to more stay-at-home activity decreasing recreational spending
> Chuck E Cheese’s declared bankruptcy
> Dave & Busters is considering bankruptcy and plans layoffs of +1,000
> CiCi’s Pizza declares bankruptcy
> Starbucks saw fewer customers, reduced store hours, increased store closures, and a 5% decline in revenues in Q4 2020. This has led them to plan a shift to more “to-go” formats
> Many Las Vegas Hotels and Casinos have decided to close “part-time” during the week due to lower attendance and travel.
These include Encore, Rio, Linq, Planet Hollywood, Mandalay Bay, Park MGM, and Mirage
The majority of food buffets at the major hotels and casinos have been shuttered for the time being
Stimulus checks and other government programs to support consumer spending provide tailwinds for retail activity
· The US government authorized more than $10,000 per person in stimulus spending in 2020 over the course of five relief bills totaling $3.5 trillion
· More stimulus spending is expected; including a potential $1.9 trillion package that could include an additional $1,400 in stimulus checks
MORE SKUS / LICENSES ARE GROWING AND EXPECTED TO CONINUE STRONG
Active properties continue to rise and are expected to grow well into the future
· The number of active properties in Q3 2020 grew 15% over 2019
· Active properties grew from 644 in Q2 to 715 in Q3 2020
· The potential universe for Funko Pops! is limitless as new films, tv shows, musicians, anime characters, sports stars, and other media properties are created every year.
Some of the hot properties for this year and beyond
· Star Wars: Baby Yoda, Mandalorian, Rey, Valentine’s Day, etc.
· Marvel: WandaVision, Deadpool, Lucha Libre, Spiderman, Venom
· Anime: Dragon Ball Z, Naruto, Bakugan, My Hero Academia
· Films: Harry Potter, The Goonies, The Mummy, Fast & Furious
· TV: The Office, Umbrella Academy, The Queen’s Gambit, The Simpsons
· Sports: NFL, NBA, MLB, WWE
· Others: Disney, Pokemon, etc.
Retail exclusives can grow the potential universe of licenses and increase retailer buy-in
· For example: A retailer like GameStop could lobby Funko to make a GameStop exclusive of the WallStreetBets Kid like this person suggested here. (The exclusive Pop! would be made into a limited edition and sold only to GameStop to sell at their stores)
COLLECTIBLE INVESTMENTS ARE GROWING IN VALUE & POPULARITY
· Funko: The average Pops! Figure has a retail price from between $10 and $15 which allows most people an affordable entry point into collecting. Over time some Pops! Figures increase substantially in price; from $50 to $100 to even several thousand dollars. While some collectors buy Pops! as primarily an investment, many more buy them as a way to show their fandom. Whether they are avid Star Wars, Harry Potter, Pokemon, Sports, or Anime fans; collectors build large collections and show them off to friends.
· Sports Cards: To those paying attention, sports cards have been on a massive run with some cards worth more than your parent’s house and your sister’s car. Since the pandemic started, the demand for sports collectibles from basketball to football to soccer (and many others) has skyrocketed. Countless videos of box-breaks and pack openings have become the norm on social media. Some of these boxes are being purchased for tens of thousands with “hits” ranging from several hundred to hundreds of thousands.
· Collector’s Universe: This company that grades sports cards and other collectibles has tripled in value since June 2020. The number of sports collectors grading cards has exploded as demand rises. The popularity of grading sports cards is expected to maintain as prices continue to rise and the hobby becomes more mainstream.
ANALYST COMMENTARY AND FINANCIALS ARE A POSTIVE FOR THE STOCK
Piper Sandler: Upgraded Funko from “Neutral” to “Overweight” (raising their price target from $6 to $12).
· Analyst Erin Murphy sees evidence of “subsequent revenue pillars” with their recent launch of Snapsies at 800 Target stores; along with an expansion into board games and its digital efforts, which include a newly launched website in six European countries.
Valuation Comparison: Market Cap / Revenue (TTM)
· Funko: MC - $604 million / Rev - $640 million (0.9x sales)
· Mattel: MC - $6.27 billion / Rev - $4.43 billion (1.4x sales)
· Hasbro: MC - $13.13 billion / Rev - $5.17 billion (2.5x sales)
Key Financial Trends For Funko
· Q3 2020 EPS (Adjusted) = $0.31
> Third highest ever (only Q4 2018 & Q3 2019 were higher)
· Q3 2020 Revenue = $191 million
> Fourth highest ever (only Q4 2018, Q3 2019, and Q4 2019 were higher)
· Q3 2020 Revenue increase vs prior quarter of 94%
> Q1 and Q2 2020 saw significant declines due to COVID
> Q3 2020 only down 14% vs Q3 2019 despite Q2 2020 being down 49%
> Q3 2020 strength driven by Funko adapting quickly to online in the US market. (Q4 2020 revenue growth could be aided substantially by Funko’s development of their e-commerce shop in Europe.)
· Q3 2020 SG&A was reduced 20% vs. the prior year as Funko rationalizes costs and adjusts to focus more on D2C e-commerce
TL;DR
After a tough summer, Funko sales have rocketed back in Q3 to near where they were pre-pandemic; setting up a potentially historic earnings for Q4 2020. Google search activity suggests that Funko is as popular as ever and is set up well for a strong year in 2021. People are spending less on “going out;” instead buying things to use at home and presents for their kids. As time passes, Funko’s status as a popular collectible only continues to gain momentum.
Their direct sales initiative allows Funko to capture additional margin by sidestepping traditional brick and mortar retail to reach their customers. Investments in collectible products like Pops! and sports cards continue to increase in popularity and price. And the company continues to release even more products beyond Pops!; including games and apparel. While some Wall Street Analysts have already begun to take notice, a strong Q4 earnings announcement can drive even more attention to the stock.
Positions: Long Shares & Calls
Disclosure: I am long FNKO. This is not investment advice. I reserve the right to buy or sell FNKO without updating this thread. Do your own research and share (or not share) with the community in this thread. Thank you to the others on Reddit that shared this idea earlier.
Feedback: If you have any additional information, ideas, or critiques please make sure to comment. It is great to get the perspective of others when making an investment. Also that information can be incorporated into future posts and updates.
Previous DD: Herman Miller

[REQUEST][STEAM] Madden 21 (on sale) because I want to create a team or teams full of me

Pod-less Week: The Substitute Teacher of the Pod

DD - Funko Toys (+$15 per share / +$600m Market Cap)

2/9/21 Update: Additional info posted here

Funko is a good company with solid performance that is still trading at a reasonable price.
Check out my DD below:
Funko (FNKO)
Share Price (02/01/21) : $12.90
Share Price (09/16/19) : $27.86
Short Interest (1/26/21) : 14%
Next Earnings Release: March 2021
Funko Inc. is an American company that manufactures licensed pop culture collectibles, best known for its licensed vinyl figurines and bobbleheads. They have over 1,000 licenses across music, video games, film, TV, sports and many other pop culture properties. Some of their most popular licensed brands include Marvel, Disney, Star Wars, Pokemon, Fortnite, NBA, NFL, MLB, DC Comics, and a variety of anime properties.
Several points below support the belief that Funko’s revenue grew during the 2020 holiday season and could continue well into 2021:
· Increasing search traffic for Funko products
· Direct sales growth is driving increased revenue and profitability
· Parents are buying more gifts for their kids due to COVID
· People have more disposable income from staying at home and not going out
· Expansion of new products and licensees continuing through 2021
· Collectible investments like Funko POP! figures are exploding in value and popularity
· Recent analyst commentary, valuation, and financials are positive
FUNKO’S SEARCH TRAFFIC REACHES AN ALL-TIME HIGH IN Q4 2020
“Funko” google trends search traffic was up 20-30% in Q4 2020 (vs. Q4 2019)
Searches for “Funko” were up 2x in December vs the beginning of November 2020
After falling in December, “Funko” searches are trending back up to all-time-high levels
FUNKO’S DIRECT SALES INITIATIVES DRIVING HIGHER REVENUE & MARGIN
Funko Direct Sales (B2C) grew significantly in Q3 and likely to continue into Q4
· B2C business as a percentage of sales increased to 8% in Q3 2020 from 4% during the prior year.
· Funko’s e-commerce site grew over 150% vs. the prior year in Q3 2020
· The number of SKU’s on Funko’s e-commerce site rose tenfold since June 2020
“We went from only 200 of our own products [on our website] as late as June this year, to now well over 2,000 products available on our website.” – Funko CEO, Brian Mariotti
Funko’s first ever Selena Pop! sold out online in just 40 minutes.
Funko’s Q3 2020 Gross Profit % and Operating Margin % were near all-time-highs for the company
· Funko’s Q3 Gross Profit Percentage of 38.6% was its second highest ever (behind only Q1 2020)
· Funko’s Q3 Operating Profit Percentage of 10.8% was its second highest ever (behind only Q4 2018)
· As Funko continues to grow it’s B2C e-commerce sales in Q4 and beyond, it is possible that gross profit and operating profit percentages could rise as well
Retail customers were able to shift their Brick & Mortar inventory to their e-commerce channels to Funko unit sales
· Funko resellers who didn’t sell online were severely impacted by Brick & Mortar closures during COVID stay-at-home orders. As 2020 progressed, some of these retailers were able to create online stores (e.g.- Shopify, Amazon, eBay, etc.) through which they could sell their Funko inventory.
· Larger retailers that already had an omni-channel presence were able to shift their sales inventory from their Brick & Mortar stores to online fulfilment.
Funko has also created a mini-Pop! factory at its headquarters where customers can make their own custom Funko at a price of $25 each
· According to Funko, you can customize your Pop! using thousands of combinations. It’s “Think Build-A-Bear meets Funko Pop!” according to CEO Brian Mariotti.
· With a $25 price point, the margins are likely higher than the average Pop! figure that retails for between $10 to $15
PARENTS BUYING MORE GIFTS FOR THEIR KIDS DUE TO COVID
Parents likely splurged on their kids out of guilt of having shelter at home because of restrictions and to keep them occupied while they had to work at home.
· “Faced with rising transmission of the virus, state restrictions on retailers and heightened political and economic uncertainty, consumers chose to spend on gifts that lifted the spirits of their families and friends and provided a sense of normalcy given the challenging year. We believe President-elect Biden’s stimulus proposal, with direct payments to families and individuals, and further aid for small businesses and tools to keep businesses open, will keep the economy growing.” NRF President Matthew Shay
· “2020 was an unprecedented year for the U.S. toy industry. The growth we’ve seen in the toy industry speaks to the fact that parents are willing to put their children’s happiness above all else. The industry’s resiliency is very much underpinned by the reality that, in times of hardship, families look to toys to help keep their children engaged, active, and delighted. Put simply, toys are a big part of the happiness equation.” Juli Lennett - VP, U.S. Toys at NPD
Toy sales were strong in 2020 as US retail sales of toys was up 16% vs 2019; driven by pandemic spending
· According to NPD, “Much of the growth in 2020 was directly correlated to the COVID-19 pandemic and the changing consumer behavior associated with widespread lockdowns and school closures, the disposable income diverted from other types of entertainment to toys, as well as the onset of federal stimulus checks.”
Consumer spending on toys increased measurably due to lockdowns; with strong performance continuing through the holidays
· Per NPD, “While toy sales through mid-March 2020 were flat vs. 2019, widespread lockdown measures led to an abrupt increase in sales. This was further amplified by the distribution of stimulus checks beginning in April, resulting in the strongest month of growth for the year in May (+38%). Toy industry growth peaked again in October with an increase of 33% when the holiday season kicked off with Amazon Prime Day along with other retailer deals the same week.”
Key retail sources reporting significant sales growth during Q4 2020 suggest Funko sales performance was strong
· Target Q4 sales were fantastic showing signs of retail strength with a consumer that overlaps well with the Funko
> Overall comparable sales were up 17.2%
> Comparable digital sales were up over 100%
> Store-originated comparable sales were up 4.2%
> Store traffic was up 4.3%
> Average ticket size was up 12.3%
· GameStop Q4 sales were solid; showing additional potential for Funko sales
> Same store sales were up 4.8% in Q4 2020
> Online sales increased 309% in Q4 2020
· According to the NRF, 2020 Holiday Retail Sales were up 8.3% compared to the prior year despite the pandemic
> A surge in online shopping drove the increase (rising 32% vs. 2019)
> The increase of 8.3% was over double the average increase of 3.5% that the industry had seen over the last five years.
MORE DISPOSABLE INCOME TO SPEND AT HOME BY NOT GOING OUT
The National Retail Federation (NRF) says that strong retail performance has been driven by consumers with stimulus checks and extra savings from not going out or traveling
· “There was a massive boost to consumer wallets this season. Consumers were able to splurge on holiday gifts because of increased money in their bank accounts from the stimulus payments they received earlier in the year and the money they saved by not traveling, dining out, or attending entertainment events” – NRF Chief Economist Jack Kleinhenz.
Spending on “experiences” fell significantly in 2020
· The US Travel Association forecasts that spending on travel fell $500 billion in 2020 from $1.1 trillion in 2019
> The industry has lost about 40% of its direct travel jobs (about 3.5 million jobs) in 2020; driven by a reduction in business travel
> Foreign visitors to the US fell about 75% in 2020; driving a $119 billion reduction in travel spending
· Concert spending is down dramatically
> Live Nation reported a 98% decline in concert revenue in Q2 2020 and a 95% decline in concert revenue in Q3 2020
> About 5.2 million tickets were refunded in Q3 2020 and 23.3 million tickets had been refunded so far in 2020 (as of the end of Q3)
· Movie theater attendance is down substantially
> AMC theaters saw a 97% decline in attendance and a 91% decline in revenue in Q3 2020
> Cinemark saw a 96% decline in revenue
> Marcus Corporation (which also owns hotels and restaurants) saw a 84% decline in revenue
> Studio Movie Grill filed for bankruptcy
· Other anecdotal information points to more stay-at-home activity decreasing recreational spending
> Chuck E Cheese’s declared bankruptcy
> Dave & Busters is considering bankruptcy and plans layoffs of +1,000
> CiCi’s Pizza declares bankruptcy
> Starbucks saw fewer customers, reduced store hours, increased store closures, and a 5% decline in revenues in Q4 2020. This has led them to plan a shift to more “to-go” formats
> Many Las Vegas Hotels and Casinos have decided to close “part-time” during the week due to lower attendance and travel.
These include Encore, Rio, Linq, Planet Hollywood, Mandalay Bay, Park MGM, and Mirage
The majority of food buffets at the major hotels and casinos have been shuttered for the time being
Stimulus checks and other government programs to support consumer spending provide tailwinds for retail activity
· The US government authorized more than $10,000 per person in stimulus spending in 2020 over the course of five relief bills totaling $3.5 trillion
· More stimulus spending is expected; including a potential $1.9 trillion package that could include an additional $1,400 in stimulus checks
MORE SKUS / LICENSES ARE GROWING AND EXPECTED TO CONINUE STRONG
Active properties continue to rise and are expected to grow well into the future
· The number of active properties in Q3 2020 grew 15% over 2019
· Active properties grew from 644 in Q2 to 715 in Q3 2020
· The potential universe for Funko Pops! is limitless as new films, tv shows, musicians, anime characters, sports stars, and other media properties are created every year.
Some of the hot properties for this year and beyond
· Star Wars: Baby Yoda, Mandalorian, Rey, Valentine’s Day, etc.
· Marvel: WandaVision, Deadpool, Lucha Libre, Spiderman, Venom
· Anime: Dragon Ball Z, Naruto, Bakugan, My Hero Academia
· Films: Harry Potter, The Goonies, The Mummy, Fast & Furious
· TV: The Office, Umbrella Academy, The Queen’s Gambit, The Simpsons
· Sports: NFL, NBA, MLB, WWE
· Others: Disney, Pokemon, etc.
Retail exclusives can grow the potential universe of licenses and increase retailer buy-in
· For example: A retailer like GameStop could lobby Funko to make a GameStop exclusive of the WallStreetBets Kid like this person suggested here. (The exclusive Pop! would be made into a limited edition and sold only to GameStop to sell at their stores)
COLLECTIBLE INVESTMENTS ARE GROWING IN VALUE & POPULARITY
· Funko: The average Pops! Figure has a retail price from between $10 and $15 which allows most people an affordable entry point into collecting. Over time some Pops! Figures increase substantially in price; from $50 to $100 to even several thousand dollars. While some collectors buy Pops! as primarily an investment, many more buy them as a way to show their fandom. Whether they are avid Star Wars, Harry Potter, Pokemon, Sports, or Anime fans; collectors build large collections and show them off to friends.
· Sports Cards: To those paying attention, sports cards have been on a massive run with some cards worth more than your parent’s house and your sister’s car. Since the pandemic started, the demand for sports collectibles from basketball to football to soccer (and many others) has skyrocketed. Countless videos of box-breaks and pack openings have become the norm on social media. Some of these boxes are being purchased for tens of thousands with “hits” ranging from several hundred to hundreds of thousands.
· Collector’s Universe: This company that grades sports cards and other collectibles has tripled in value since June 2020. The number of sports collectors grading cards has exploded as demand rises. The popularity of grading sports cards is expected to maintain as prices continue to rise and the hobby becomes more mainstream.
ANALYST COMMENTARY AND FINANCIALS ARE A POSTIVE FOR THE STOCK
Piper Sandler: Upgraded Funko from “Neutral” to “Overweight” (raising their price target from $6 to $12).
· Analyst Erin Murphy sees evidence of “subsequent revenue pillars” with their recent launch of Snapsies at 800 Target stores; along with an expansion into board games and its digital efforts, which include a newly launched website in six European countries.
Valuation Comparison: Market Cap / Revenue (TTM)
· Funko: MC - $604 million / Rev - $640 million (0.9x sales)
· Mattel: MC - $6.27 billion / Rev - $4.43 billion (1.4x sales)
· Hasbro: MC - $13.13 billion / Rev - $5.17 billion (2.5x sales)
Key Financial Trends For Funko
· Q3 2020 EPS (Adjusted) = $0.31
> Third highest ever (only Q4 2018 & Q3 2019 were higher)
· Q3 2020 Revenue = $191 million
> Fourth highest ever (only Q4 2018, Q3 2019, and Q4 2019 were higher)
· Q3 2020 Revenue increase vs prior quarter of 94%
> Q1 and Q2 2020 saw significant declines due to COVID
> Q3 2020 only down 14% vs Q3 2019 despite Q2 2020 being down 49%
> Q3 2020 strength driven by Funko adapting quickly to online in the US market. (Q4 2020 revenue growth could be aided substantially by Funko’s development of their e-commerce shop in Europe.)
· Q3 2020 SG&A was reduced 20% vs. the prior year as Funko rationalizes costs and adjusts to focus more on D2C e-commerce
TL;DR
After a tough summer, Funko sales have rocketed back in Q3 to near where they were pre-pandemic; setting up a potentially historic earnings for Q4 2020. Google search activity suggests that Funko is as popular as ever and is set up well for a strong year in 2021. People are spending less on “going out;” instead buying things to use at home and presents for their kids. As time passes, Funko’s status as a popular collectible only continues to gain momentum.
Their direct sales initiative allows Funko to capture additional margin by sidestepping traditional brick and mortar retail to reach their customers. Investments in collectible products like Pops! and sports cards continue to increase in popularity and price. And the company continues to release even more products beyond Pops!; including games and apparel. While some Wall Street Analysts have already begun to take notice, a strong Q4 earnings announcement can drive even more attention to the stock.
Positions: Long Shares & Calls
Disclosure: I am long FNKO. This is not investment advice. I reserve the right to buy or sell FNKO without updating this thread. Do your own research and share (or not share) with the community in this thread. Thank you to the others on Reddit that shared this idea earlier.
Feedback: If you have any additional information, ideas, or critiques please make sure to comment. It is great to get the perspective of others when making an investment. Also that information can be incorporated into future posts and updates.
Previous DD: Herman Miller

10 Stocks to Invest your $2000 Stimulus on

Once again, the Calvary comes to the rescue. Americans can now heave a sigh of relief after months of having to watch their fate hang in the balance as both Democrats and Republicans sparred over stimulus. After foot-dragging and name-calling for several months, Congress decided to approve a $600 stimulus package. However, the incoming Biden administration has promised an additional $1,400 making the total of $2000 in stimulus to be received by Americans.
As expected, some of that money would find its way into the stock market. The explosion of retail trading made possible by apps such as Robinhood and Etoro has meant that more people can trade in stocks for zero or little commission. Flush with cash from the government, people are trying to the stock market to increase their money.
Based on the prevailing macro-economic conditions, financial valuation, and social trends, we have compiled a list of stocks you should be spending your $2000 stimmy on.
DraftKings
As more states become amiable towards online gambling, one of the stocks which would benefit from expected legislation would be DraftKings. The expanding legalization of digital sports betting is an emerging trend. The November election results showed voters in several states largely approved ballot measures that legalized sports betting and other gaming expansion measures.
On the revenue side, DraftKings saw a 98% year-over-year surge to $132.8 million in the latest quarter, reported on Nov. 13. In the quarter, the company raised its full-year 2020 revenue range to $540 million-$560 million, which equates to 25%-30% annual revenue growth.
DraftKings also introduced 2021 revenue guidance of $750 million to $850 million, which equates to 45% year-over-year growth using the midpoints. The resumption of major sports such as the NBA, MLB, and the NHL in the third quarter, as well as the start of the NFL season, has generated tremendous customer engagement and revenue which implies that this stock would definitely see some significant upside.
Square
2020 was a very good year for Square. The company’s share price soared above 250% last year and was one of the pandemic winners in the market. Given the company’s fundamentals, Square's stock price will repeat the type of growth it saw in 2020. The services that Square provides -- particularly its Cash App, which allows people to send and receive money without physical contact -- have become more necessary during these times of social distancing and working from home. Revenue for the Cash App was up a whopping 574% year over year in the third quarter.
The company is also invested in bitcoin having out in seed capital in acquiring bitcoin. With bitcoin estimated to cross the $40,000 mark and possibly running as far as $146,000, this would shore up the company’s reserves.
GM
One reason why investors have been wary of the EV sector is the mounting debt and huge cash burn. This has made investors question the profitability of stocks in the electric vehicle space. With more EV stocks coming through the market through SPACS, investors are already mulling the idea that this may be a bubble. However, one company that many believe to have potential in the EV space is GM. Apart from having the infrastructure necessary to build cars, the company is can leverage its brand to ensure loyalty from customers. In addition, while other EV stocks such as Tesla and NIO may be fully stretched, share prices of General Motors are cheap, plus the company is been raking in profits.
In November, GM announced it plans to invest $27 billion in EV and autonomous vehicles through 2025. GM also plans to release 30 EV models globally by 2025. For comparison, Tesla currently has exactly four EV models. Earlier this week, the company signed a deal with Microsoft for its autonomous vehicles. GM continues to execute well on its Core and Future businesses and remains one of the best-positioned companies in our coverage over the long run. The stock is a good buy for the long haul.
AMD
As the digitalization of the world continues at an astronomic pace, microchips would continue to play a more prominent role. Already, there is a shortage of chips worldwide which means demand and prices would surge. One company poised to benefit from this growing demand is AMD. The company has managed to chip away at Intel's CPU dominance thanks to its superior product line, which is based on a smaller manufacturing node, allowing it to deliver better computing performance and reduce power consumption. The use of chips would continue to grow as more people are drawn to cryptocurrency mining, online gaming, and data center storage. AMD was one of the biggest winners in2020, and the trend is expected to continue well into this year. It is also one stock that may not be affected by the rotation into value as microchips would continue to be in demand.
TSM
Taiwan Semiconductor is a dedicated foundry that manufactures semiconductors for other companies. It aims to lead in both semiconductor technology and manufacturing, providing an open collaboration platform to build enduring trust with its customers.
The core strategy of Taiwan Semiconductor is its flexible business model. TSM does not need to design its own chips and prove its performance against the competitors; it only has to provide the technology and base for producers looking to make the best and fastest chips suited to their products' needs. By maintaining high-quality manufacturing processes and offering a collaborative platform to its customers, Taiwan Semiconductor ensures that it caters to producers across the spectrum even as technology rapidly evolves.
The company has experienced strong growth: From 2015 to 2019, net revenue increased by a solid 26.9%, while net income increased 12.7%. However, as smart technology has become ever more central to lives the company's growth has begun to heat up. In Q3 2020, the company boosted its net revenue by 21.6% year over year, while net income increased by 35.9%.
ETSY
Etsy provides an online e-commerce platform where creators of arts and crafts, vintage items, and other unique goods go to sell their products. Etsy has something that many high-growth companies don't -- a profitable business model. It boasts a trailing-12-month operating margin of 16%, making this unique online marketplace a buy today even at its premium valuation. It has outmaneuvered eBay (EBAY), avoided the Amazon (AMZN) crush, and dodged competition from Overstock.com (OSTK) and Wayfair (W).
When it reported third-quarter results on Oct. 28, Etsy reported a 128% leap in revenue to $451 million, well above Wall Street estimates of $412.7 million. Adjusted earnings came in at 70 cents, vs. estimates of 57 cents. In addition, gross merchandise sales jumped 119% to $2.6 billion.
Sunpower
Interest in renewable energy sources has soared immensely and continues to rise with each passing day. Two key forces are behind this surge: Increased awareness and urgency to address climate change, and falling costs of generation using renewables. Among renewable sources, solar energy looks most promising, due to its more predictable generation pattern. Solar's share in electricity generation is expected to rise from roughly 3% currently to more than 20% by 2050. SunPower (NASDAQ: SPWR) is one stock poised to benefit from these trends.
With a huge government push, California leads the way in solar adoption. Still, only 9% of homes in California have solar installations, representing a huge untapped market. In the new homes segment, SunPower has headway, having already worked with 18 of the top 20 builders in California. The company captures more than half of California's new homes market.
Its low-cost model positions it well to compete on pricing. The company can leverage its vast customer base to sell its storage products. Moreover, its leading position in the commercial and California's new homes market provide SunPower an edge over others in these segments.
PLUG
Plug power provides hydrogen fuel cell turnkey solutions to electric mobility and stationary power markets. The company continues innovating end-to-end hydrogen fuel solutions by harnessing its unique capabilities and is the largest buyer of liquid hydrogen in North America.
Though the company has not posted any profit, many hedge funds are bullish on the stock, with analysts having high recommendations. The company’s $1.5bn deal with South Korean conglomerate SK Group into American hydrogen company has certainly drawn a lot of attention, with many investors gauging the company’s profitability.
Plug Power’s core business is providing fuel cell-powered forklifts for commercial customers. However, it has expanded to hydrogen production following its acquisition of two hydrogen companies.
These acquisitions expand the plug’s addressable market which has already exceeded $30 billion. The resulting vertical integration of the acquisitions makes Plug Power an even stronger company as can now provide the hydrogen that powers its vehicles.
This definitely allows Plug to leverage on its already existing customer base which includes some of the best companies in the country. Plug Power raised its 2024 guidance to $1.2 billion in revenue and $200 million in operating income. Shares of PLUG have risen by 111% in the last month.
Tesla
Returning to the green-energy theme, Tesla is one stock that has significant upside. The company is positioned to benefit from the clean energy drive of the Biden administration. Apart from that, Tesla is the leader in its sector and continues to increase its delivery numbers. Tesla is now the most valuable auto company in the world. It has recently surpassed Facebook (FB) by market capitalization. The stock has recently received upgrades from analysts and if the EV market continues to evolve, Tesla would continue to be in the pole position, which gives it significant market share and of course revenue.
GrowGeneration Corp.
For those looking at balance sheets and income statements, GrowGeneration Corp is one highly profitable marijuana stock to watch in 2021. The company has the largest chain of specialty hydroponic and organic garden centers in the U.S. with 36 storefront locations. In essence, the company supplies products necessary for growing cannabis and works closely with major marijuana companies in the U.S. market.
Shares of Grow Generation returned a whopping 880.98% in 2020, posting the fastest-growing quarterly results in the industry. It is expected that the company would continue its momentum this year. The shares of the company have so far risen by 20% this year.
Additionally, the company continued strategic acquisition and expansion plans in the quarter, giving GrowGen more growth potential for 2021. It was easily one of the best performing cannabis stocks for 2020. In essence, GRWG stock showed greater market stability than other pot stocks in the U.S. in 2020.
Thanks for reading!
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Juicy's First Official 2021 NFL Mock Draft (3 Rounds). Trades At The Top. Pick By Pick Analysis Continued In Comments.

Trades:
Broncos trade 2021 RD1#12, 2021 RD4 #105 and 2022 RD1 for Cowboys 2021 RD1#4
Panthers trade 2021 RD1#7 and 2021 RD4 #102 and 2022 RD4 for Chargers 2021 RD1#5
Jaguars Trade 2021 Rd1#25 and 2021 RD3#66 for Raiders 2021 RD1#25
The 49ers trade 2021 RD2 #47, 2022 4th and Jimmy Garapolo for Patriots 2021 RD2 #46 and 2022 RD6
Steelers Trade 2021 RD2#64, 2021 RD4#128 and 2021 RD7#239 for Seahawks 2021 RD2#58
Football Team trades 2021 RD3 #75 and 2021 RD4 #106 for Seahawks 2021 RD2 #64
Seahawks Trade 2021 RD4 #122 and 2022 RD4 Via Jets for Packers 2021 RD3 #93
Steelers trade 2021 Rd3 #96 and Conditional 2022 Pick (2nd or 3rd) For Jets QB Sam Darnold
1. *Jets*- Trevor Lawrence-QB-Clemson
Sometimes you just don’t need to overthink it. Darnold’s failure in the Garden State wasn’t his own fault but you don’t pass on free, generational QBs like Lawrence. While you can try to get cute and make cases for Fields, Lance or Wilson, you really shouldn’t, especially with the 2021 scheme still TBD. Lawrence has the arm talent, IQ, athleticism, size and character to fit well in any scheme and any coaching staff. His only weakness I see is a reckless streak to force balls to his first option through tight windows. IMO this is simply a result of being more talented than the competition, throwing to receivers more talented than the opposition and having better scheming than the opposition. It should go away with NFL reps. Slam dunk pick. It’s time to bring sunshine to the garden state.
2. *Jaguars*- Justin Fields-QB-Ohio St
For as poor as their record is, the Jags actually have some pretty good pieces to build around. This has to be one of the youngest teams in football and with Coughlin gone, maybe they can actually start bringing in free agents and keeping stars in house. James Robinson, Laviska Shenualt, DJ Chark and a surprisingly good interior O-line lead by a potential all-pro in Brandon Linder give the offense a good baseline to build around. Give Justin Fields some good protection, an emerging young RB who can catch passes, an OC who can scheme first reads into space and a playmaking receiving group and we have a good chance to do something. For my money, Fields is the most accurate QB in the class and arguably the best at grasping route-tree concepts. Like Lawrence, he struggles to come off of his first read at times and for very similar reasons, though in his case it leads to less yolo balls and more tucking and running while second reads run free. He will need reps to come off of this, but in a quick-hitting system with playmakers, he could really hit the ground running.
3. *Bengals*- Penei Sewell-OT-Oregon
This pick is the easiest in the entire draft. Best LT I’ve personally scouted coming out to a team that needs it more than any other team, with an injured 1-1 QB who looked every bit the part in his rookie year. If it were any more obvious, Avril Lavigne would write a song about it.
4. *Broncos Via Cowboys*- Zach Wilson-QB-BYU
Either John Elway’s good will in Denver will be good enough to get him one last shot at drafting his QB, or a new regime will come in and want to draft their own QB. Either way, a new QB is coming, which is exciting given that they actually have some really good pieces on offense. Going with the idea that Elway remains, I can see Elway falling in love with either guy, likely seeing more of himself in Wilson, but Lance likely blowing him away in interviews and more importantly being slightly taller. In the end, while I have Lance rated higher, I think Elway will want to go the perceived safer route in Wilson, who is still a high ceiling player in his own right and has experience playing at high altitudes for BYU. Either way, I think Denver trading into the top 5 for a QB is one of the biggest locks of the draft. Dallas has a plethora of needs, but a healthy Dak Prescott has looked like a top 5 QB in recent years and is simply too good to walk away from. Since I have CB as their top need and Sewell off of the board, it makes sense for them to grab draft capital and still likely land a top 2-3 CB.
5. *Panthers Via Chargers*- Trey Lance-QB-NDSU
With Wilson off of the board, the Panthers pay a slight price to flip with the Chargers and ensure they get their QB. While I have Lance rated higher than Wilson for most teams, I actually slightly prefer Wilson in Carolina if they got their choice, but Lance is far too good to pass on. While Brady may not be able to run his full concept year one with Lance, Teddy’s still tentative nature has held back the offense at times and still lead to too many turnover worthy plays. They will need to slow down the game a bit for Lance if he starts from day one, but they have the pieces to do so. Lance will add a game-breaking dynamic to open up the entire field with his arm, while taking pressure off of CMC and demanding QB spies. This should really open things up for Brady to slowly unleash Lance. They have the pieces to have one of the best offenses in football (and the coaching) if this hits. With so many targets schemed into space and a heavy dose of CMC to make defenses respect the run, Lance’s potential accuracy issues will be muted and he has the ability to drive the ball in ways that help receivers functionally be more open than with a touch passer. They are also perfectly situated to start a cheap Teddy until Lance is ready with a long term minded coaching staff and ownership. Really like this fit and team.
6. *Eagles*- Caleb Farley-CB-Virginia Tech
I could see a case for the Eagles going after Chase here, but with how poor the Eagles secondary has been this year outside of an aging Darius Slay, I can’t see them passing on a talent like Farley. Jim Schwartz likes to put a ton of pressure on his secondary and Maddox/NRC simply don’t have the size or physicality to deal with what’s asked of them. IMO Farley has the highest ceiling of any CB i’ve scouted since Ramsey and similarly has the rare combo of size, speed and football IQ to match up with any receiver or QB in the game. The former QB still knows how to think like a CB and has the ball skills that made him highly recruited as a WR before he transitioned to CB. Farley checks every physical box, every mental box, every playmaking box and is said to have a home run character. If i’m searching for an issue, he can take an occasional miss-step in zone, but Schwartz is famously averse to soft zone. Farley has a bit of an injury history and is still fairly new to the position, but he has all-pro potential, a high floor and is a much needed good fit for this Eagles secondary. They can’t afford to pass on him.
7. *Chargers Via Panthers*- Samuel Cosmi-OT-Texas
The Chargers traded back, acquiring two fourths to make stomaching reaching for a tackle a bit easier. Still they have to do it. They look to have a franchise QB and play-action can only mask so much. The line is simply terrible. Per PFF, the Chargers line ranks as follows: tackles Sam Tevi and Brian Bulaga (71st and 56th out of 78 with Pipkins ranked 77th getting snaps), Trai Turner and Forrest Lamp (81st and 74th of 83) at guard and Dan Feeney (35th of 36) at center. Oof. The only borderline passable starter is a Bulaga at RT who will be 32 next year. With a QB who has wheels and big money tied to a fleet footed Ekeler, I think adding lateral mobility and athleticism to the line is a must. Cosmi isn’t a finished product technically or physically but he has the frame to add good weight while maintaining plus athleticism at the blind side and is used to playing with a mobile QB who will make life tougher on him. He rarely fully loses reps and should provide an immediate upgrade from Tevi, while having an extremely high ceiling. It’s time to change the identity of that line and lean into the play action game that is keeping the offense functional, even if I have Darrishaw rated slightly higher, I prefer this fit.
8. *Football Team*- Ja’Marr Chase-WR-LSU
People seem to be forgetting how good Ja’Marr Chase is after a year off. Justin Jefferson has been one of the best receivers in the entire NFL his rookie year, Terrace Marshall is a borderline round one guy, CEH was a first round pick and yet the most impressive skill player on that 2019 LSU team was Chase. While the Football Team clearly doesn’t have a long term solution at QB, the top 4 guys are gone and I’m not sure they have the skill players or line for a new QB to ever be successful anyways. When your receivers 2-5 are Steven Sims, Cam Sims, Dontrell Inman and Isaiah Wright, you don’t pass on a Ja’Marr Chase. Easily the worst 2-5 in the NFL. Logan Thomas isn’t a top 30 TE either. There are some pieces in DC. McLaurin is a stud and Gibson is everything I hoped he would be. The line has some good pieces, but have two weak links in Martin and Christian that need to be replaced before it can become functional. With a year left on Smith’s deal and 50 mil in cap space, the FT can afford to bring back Scherff, upgrade from Martin and take a swing on a mid round QB. Worst case scenario they go all in on a 2021 QB but actually have the pieces in place for him to hit the ground running.
9. *Lions*- DeVonta Smith-WR-Alabama
The Lions currently have Quintez Cephus and Geronimo Allison as receivers under contract in 2021...that’s it. They have approximately 1.23M in available cap space as it currently stands. I still expect them to figure out a way to bring back Kenny G, but even then, they are going to need a day one starter at WR. My mind is telling me Jaylen Waddle’s speed will get him to top 10, but I don’t love how his game meshes with Stafford nor am I fully confident he’s ready to go day one in 2021. Smith may be built like a teen who just hit a growth spurt but he’s a day one starter in the NFL and his game meshes really well with both Stafford and compliments Golladay’s. I’m really interested to see who takes in Detroit next year, but whoever it is, a potential unit of Kenny G, DeVonta Smith, an emergent TJ Hockenson and D’Andre Swift isn’t the worst place to start.
10. *Falcons*- Kwity Paye-Edge-Michigan
The Falcons need a pass rusher off of the edge, we all know that, it just comes down to which one; so having Rousseau, Paye and Parsons all still on the board is a dream scenario. While I personally have them rated Parsons, Rousseau and then Paye, it’s close enough between all three to go by fit. I honestly think the Falcons have a very strong linebacker corps and won’t get the greatest usage out of Parsons and while I love the idea of Rousseau sliding inside next to Grady Jarrett on 3rd and long, I think they need to go for day one impact and mainly the best all around true edge. For me, that makes Paye the best fit. Always a true freak athlete (which, check out Bruce Feldman’s freak list (https://theathletic.com/1938659/2020/07/21/bruce-feldmans-freaks-list-2019-college-football-top-athletic-performances-2/) but in 2020 he has made a herculean jump in production and polish. This a day one starter, with incredibly rare athletic traits, a feel good backstory and immediate impact at a gigantic need.
11. *Dolphins Via Texans*- Micah Parsons-LB-Penn St
I don’t need to go into too much detail here. The Dolphins have one of the NFL’s few good defenses thanks to a strong secondary and simply elite play calling and positioning from Flores/Boyer. That’s despite Elandon Roberts and Jerome Baker’s poor play and general talent. So what if we gave them a uniquely talented player who can play inside, outside and even play as a pure edge while fitting what the scheme wants to do perfectly? I can’t wait to find out. I think Parsons is still somewhat raw as a player and will have a few rough moments early on, simply because he’s been so so so much more naturally gifted than his competition for his entire life and hasn’t been punished for small mistakes. That said, I can’t think of a better landing spot at getting the most out of him early on and putting him in positions to succeed, nor can I think of a better player at mentoring him than Kyle Van Noy. Parsons will be an immediate upgrade and the potential for what he could grow into in Miami is tantalizing. Thanks Houston.
12. *Cowboys Via Broncos*- Patrick Surtain II-CB-Alabama
The Cowboy’s trade back pays off. I would have been between Surtain and Farley at 4th overall and while I would have leaned Farley, the gap certainly isn’t a 2022 (likely somewhat early) 1st rounder and a 4th. Pairing Surtain up with his college counterpart in Diggs should allow Diggs to go back to his natural 2 spot and provide an immediate upgrade from the triumvirate of Awuzie, Brown and Lewis. Surtain may not be the fastest straight line runner, but his hips are as smooth as they come and he makes up for any long speed deficiencies with elite mirroring and physicality. Surtain has improved as a tackler in 2020 and is probably the best day one starter at CB in this class. The Cowboys will need some safety help over the top against speed receivers, but this is an easy pick.
13. *Bears*- Christian Darrisaw-OT-Virginia Tech
The Bears would love a top 4 QB to fall into their laps at 13, but I just don’t know if they have the assets to afford a move into the top 5 right now. With Nick Foles more expensive to cut than to keep and only 2 mil in expected cap room in 2021, they will need to clear up some space. They happen to have two expensive tackles that are playing solidly but are the only non Akiem Hicks way to open up a big chunk of cap. With Ifedi a free agent expecting to see a bigger contract in 2021, the Bears have a day one need at tackle. Luckily for them, my #2 rated tackle is still on the board and is an absolute monster when he’s set and moves extremely well for his size. There are some issues getting set, but he has an extremely high ceiling and could help open up some much needed cap space for Chicago, while providing a long term solution to a two tackles who are due a lot of money, are cheap to cut and getting onto the wrong side of 30 (and coming off of a severe knee injury in Massie’s case). A receiver is an option here if they cant bring back A-Rob, as could be CB if they cut Fuller. Safety appears as a need as well, but nobody is close to a value this early. Darrishaw is the best value to need for me.
14. *Vikings*- Gregory Rousseau-Edge-Miami (FL)
I looooove this pick. A lot of people are low on Rousseau since he isn’t a finished product, but I think that’s pretty unfair. Rousseau, in his first year as a starter managed 15.5 sacks and 19.5 TFL. While his pressure rate made the sack total seem unsustainable, this is a player who will always have a high sack to pressure ratio due to his insane length, absurd speed to power and insane closing burst. Rousseau is unlikely to be a finished product in 2021, he needs to improve his move repertoire and would do well to use his length to shut down passing lanes. But he has a much higher floor than people give him credit for because he does such a good job of using his length to keep defenders outside of his body and can always detach from blocks. He physically resembles Jevon Kearse, which is something I’ve never said before and his athletic testing is going to be nutty. From a traits perspective this is a once every 5-10 years prospect. Minnesota has done a great job developing high ceiling players and have needs across the D-line. Rousseau setting an edge on run downs and sliding inside for passing downs (where he will be a nightmare from day one) will be a huge asset for the Viks. I can’t see them passing on Rousseau should he be on the board at 14 barring a sliding Trey Lance.
15. *Patriots*- Jaylen Waddle-WR-Alabama
It baffles me that a great defensive mind like BB has allowed himself to have such a slow receiver group, but I can’t imagine him just allowing it to remain as is. The Pats have holes along the D-line and would love a franchise QB, but have played themselves out of contention for the clear round one talents. While I have to imagine Kyle Pitts would be extremely enticing here, he doesn’t offer the ability to play in-line/move nor would he be functional slid in at FB. Without the ability to disguise playcalls, I see Waddle as the pick here to add some much needed electricity and field stretching ability despite having Pitts rated slightly higher. Jakobi Meyers has emerged as a solid receiver for the Pats and the ghost of Julian Edelman remains. With Waddle demanding defensive attention, perhaps he can open up some free space for N’Keal Harry to finally realize some of the yac ability that got him drafted so highly. Edge has to be tempting, but with Rousseau and Paye both off of the board the gap between what Waddle brings to the table vs a second round receiver and a Basham type vs who will be there at 46 leans heavily in Waddle’s favor. Assuming he’s fully healthy at the combine, I think this is Waddle’s floor.
16. *49ers*- Jaycee Horn-CB-South Carolina
The 49ers would love to see a top 4 QB fall to 16 and have to be somewhat interested in Trask and Jones as scheme fits, but they also currently have literally zero cornerbacks under contract for 2021, nor are they particularly flush with cap space nor do they have a third round pick. Jaycee Horn is not only my clear cut CB3 (maaaybe can see a case for Stokes) but he’s also a great fit for what Saleh wants to do should he remain in town. This is one of the easier picks in the first for me. Good fit, arguably best player available and absolutely massive,gaping, day one need. Wyatt Davis is a strong 1B for me though.
17. *Jaguars Via Raiders*- Kyle Pitts-TE-Florida
The Jags have a ton of picks early this year, a coordinator who excels at using athletic receiving TE, a rookie QB who they will be heavily invested in succeeding, a clear need at TE and a likely willing trade partner in Las Vegas. Trading up to grab Pitts is a no-brainer for me. He’s a top 10 talent in the class who could legitimately compete for WR1 in the class should he be listed that way. Is he a great blocker? No. But he’s literally breaking records at catching contested balls, runs the crispest routes i’ve ever seen from a TE and is going to be a prime Jimmy Graham level end-zone threat who can win at every point on the field. Who matches up with this guy? Not a CB, not an LB, maaaaaybe Isaiah Simmons on his best day or a Derwin James? Factor in Jay Gruden knowing exactly how to use this kind of talent and how ridiculously accurate Justin Fields is and you have to make this trade. A Justin Fields offense with this receiving group and Gruden calling plays gets me excited. Just need a tackle and a defense and we may just have something here. Jason Mendoza would be ecstatic.
18. *Ravens*-Wyatt Davis-IOL-Ohio St
The Ravens are reeeeally missing Marshall Yanda and Davis is easily the top IOL in this class for me. I think the Ravens are trying to move away from their 2019 offensive strategy since the don’t have the pieces, but the answer is actually to rebuild around what actually worked. That has to start in the trenches. Wyatt Davis embodies Ravens football. He is a genuine people mover, but he doesn’t sacrifice speed or mobility to achieve that power. He’s pure controlled aggression, and if that’s not a Harbaugh player, I don’t know Harbaugh. If Davis played any other position, he wouldn’t be on the board at 18. Plug and play week one starter who can help get the Ravens back to the 2019 glory. If Pitts is off of the board, this has to be the pick.
19. *Giants*- Joseph Ossai-Edge-Texas
The Giants situation isn’t as bad as I thought at first glance. They haven’t had the best offensive line pay, but with Nate Solder set to return in ‘21, Andrew Thomas starting to look closer to a top 10 pick and Matt Peart as an interesting developmental piece, it felt early to reach on a tackle and I don’t love any interior lineman enough to pull the trigger here. Receiver is a glaring need, but I think there will still be impact starters to get in round two and money to spend in FA as needed. I don’t hate Daniel Jones from my looks and think if the line and skill positions improve around him, he still has a chance to develop into a second contract sort of guy. He deserves his 40 start sample size. With Saquon set to return, that leaves edge as the most glaring need. Leonard Williams and Dalvin Tomlinson are both free agents (though should imo be brought back) and Kyle Fackrell doesn’t deserve another season as a starter. In Patrick Graham’s multiple 3-4 front, there happen to be two exciting players who fit the rush LB mold extremely well and fit value wise. Azeez Ojulari and Jospeh Ossai. I have Ossai rated slightly higher on my board and love his fit in this defense as a better early down linebacker with a higher athletic ceiling in coverage and better length to entice Gettleman while avoiding combo blocks. The dude is no slouch as a pass rusher either. I love the player and love the fit in a defense that might just emerge in ‘21 if things go right.
20. *Cardinals*- Eric Stokes-CB-Georgia
The Cardinals 2021 will have Patrick Peterson, Johnathan Joseph and Dre Kirkpatrick all hitting free agency next year, leaving just slot corner Byron Murphy and a soon to be 33 year old Robert Alford coming off a broken leg to end 2019, torn pec that cost him all of 2020 who can be cut to clear 7.5M of cap space. Corner jumps out as a need both long term and potentially from day one. Few players in this class have impressed me as much as Stokes has. Stokes has always been a technically sound player who shines bright outside in press, with loose hips and long arms to obscure passing lanes. But in 2020, he’s taken that next step into a playmaker. Despite teams tending to avoid throwing at him, he’s flashed greatly improved ball skills and even housed two of the picks he has. I think this is a true all around outside corner who can fit in any scheme and do whatever is asked of him. I don’t exactly see a pro bowl ceiling here, but I think Stokes might be the safest CB in this entire class and it wouldn’t shock me if he had the best rookie year of this solid corner class. People tend to underrate a good, polished CB2 chasing upside that doesn’t always fully develop. Draft good football players.
21. *Buccaneers*- Azeez Ojulari-Edge-Georgia
In a down IDL class, I’m tempted to reach for Barmore here and with Donovan Smith able to be cut to clear 14.25M in 2021, a polished tackle like Eichenberg is somewhat enticing. But with both Lavonte David and Shaq Barrett set to be expensive free agents next year, I think a rush LB/edge hybrid is the biggest need and it just so happens Ojulari is still on the board. When I watch Ojulari I pretty much see Shaq Barrett. A smaller, still long bursty/bendy player who can rush the passer at an elite rate, but will struggle setting an edge. Barrett is a good player, but he’s going to demand a contract that will pay him more than he’s worth and take him into the wrong side of 30. Ojulari can replace something very close to Barrett on rushing downs while a cheap Anthony Nelson is already an elite edge setter on run downs. Lavonte David is a much harder player to replace IMO and they should give him the big contract. Between Nelson and Ojulari, I think they can replace Barrett for 20M less a year and honestly, the pairing has a higher ceiling if everything comes together. It will also help the Bucc’s line get younger, which is much needed for future outlook. I can’t think of a better coach than Todd Bowles to max out a guy like Ojulari. Love this fit.
22. *Dolphins*- Jeremiah Owusu-Koramoah-LB-Notre Dame
After addressing linebacker with pick number 11, the Dolphins double down and draft another at pick 22. If you’re going to start two monster rush LB like Kyle Van Noy and Micah Parsons, it sure as hell won’t hurt to have an absolute speed freak to fly around and neutralize both TE and speed backs. The closest thing I’ve seen to Owusu-Koramoah is basically the 2020 Seahawks version of Jamal Adams (minus the injury) undersized for an LB but incredibly fast, incredibly good at deciphering plays and a surprisingly good blitzer. The dude finishes tackles against future sunday morning players too. As mentioned earlier, Elandon Roberts and Jerome Baker ain’t it, especially in a mainly odd front defense. JOK offers a truly unique skill set that not only compliments the pieces already there well, but will be maximized by a coach like Flores. The Dolphins have needs on the O-line, receiver and RB, but you won’t find another JOK in the second round, where they have two picks. Perhaps they can target Owusu-Koramaoh’s son, Travis Etienne with one of those picks.
23. *Colts*- Jaelan Phillips-Edge-Miami (FL)
The Colts have needs at WR,CB and will likely do their due diligence on the remaining QBs. However, the Colts top 3 snap getters on the edge (Houston, Muhammad and Autry) are all free agents, only Houston has been performing well and he’s already 32. Even if he returns, edge will be a need. While Phillips won’t be the top edge available on every team's board here due to a very small sample size and a long injury history, I have to imagine Ballard will be head over heals for this player. Ballard has shown in the past he wants to target athletes with length and Phillips has both in spades. The former #1 overall recruit has insane length, insane burst, elite bend,elite speed to power and knows how to use all four to be first to contact and shed tackles like snake skin. Phillips measurables and 2020 tape are clear cut first round grades and had he had three healthy years, he might be the top edge in the class. The dude even wins in coverage at 6’5 265. The question is, do you trust him to stay healthy. He’s the type of player that will be top 15 on 8 teams boards, mid day two on 10 teams boards and completely off of 14 teams boards. I think Ballard is going to fall in the first group of GMs and he will rush to the podium to get Phillips in the building.
24. *Browns*- Zaven Collins-LB-Tulsa
The Browns have clear needs at edge and linebacker. If Owusu-Koramoah were on the board, he’d be the pick and Dylan Moses has to make them think. But I think they instead get them somebody who can do both. Andrew Berry has shown a strong correlation of draft picks to PFF grades and guess who PFF’s top graded LB in all of college football is? Zaven Collins. More than just questionably important player grades at Tulsa, Zaven Collins has the unteachable traits you can’t coach and scouting teams will love. 6’4 260 pound men shouldn’t be able to move like this. Collins is nimble and agile and is going to blow up the combine. I’d bet money on that. He uses this blend of size and agility to simple avoid blocks at Tulsa but has the size and length to easily disengage at any level. He is borderline elite in coverage and has bullied American conference passers into 2 pass deflections and 4 picks (which he’s returned for 152 yards and 2 TDs) in just 6 2020 games. Collins can rush the passer as well and has legit edge size. Collins currently plays more fast (which he is) than powerful (which he also is). I’d like to see him learn to use his size to initiate contact and bully people at the point of contact because he absolutely can, but I guess why do it when you can just avoid them completely. The game speeds up from the American conference to the AFC North, but I think Collins is a day one LB, special teams force and has potential to develop into a very special player. Watching him play, he reminds me of a cross between KJ Wright and Jamie Collins, but bigger. Fun Player and easy fit.
25. *Raiders Via Jaguars*- Christian Barmore-IDL-Alabama
After trading back and acquiring an extra top 70 pick, the Raiders select the player they wanted all along. The Raiders need a more consistent pass rush. Clelin Ferell has taken a huge step forward in 2020, but he will always be a stop the run player more than a sack artist (as is Nassib), while I’m not ready to give up on Maxx Crosby, he hasn’t been the same player he was in 2019 (or close to it). Maurice Hurst has been their only good pass rusher for my money, but he will need help inside. Johnathan Hankins is a free agent, soon to be on the wrong side of 30. Vickers and Collins certainly aren’t the answer. In a down IDL class, Barmore is the only player I can see ging round one and is easily my top IDL in the class. Is he a polished player and tactician? Nope. NFL double teams will likely eat him if he can’t add more moves or play with better leverage. That said, if you try to double him, Hurst is gonna murder your quarterback. Barmore has rare length, bend and power for an interior player. He already wins against SEC lineman and can play all across the line despite being 310 pounds. When he wins, he wins quickly and is an immediate disruptive force up the middle. Put him outside in short yardage situations and back inside on clear passing downs and he will immediately be an upgrade for the black and silver. He won’t be a 3-down guy year one, but that doesn’t mean he won’t make an impact. Long term, the sky is the limit. This is the only IDL in this class I can envision making a pro bowl. He also just so happens to come from the winning culture that Gruden?Mayock love. It just makes too much sense not to happen.
26. *Jets Via Seattle*- Carlos Basham-Edge-Wake Forest
It’s still TBD who will be the Jets DC in 2021, but I think they have personnel best suited for a true multiple front but could certainly use a genuinely polished power edge suited to play both 3-4 and 4-3 edge. Basham is that guy and while Joe Douglas has a love for quick twitch athletes off of the edge, I think Boogie Basham would make too much sense to pass up on here. Basham (who’s cousin Tarrell is a current Jet likely to be brought back for 2021) is a relentless load to handle on the perimeter who has the kind of day one polish this team needs. Basham has a fantastic grasp on how to clog gaps on run downs, is a sure tackler with his massive wingspan, sheds blocks with a very impressive and polished array of moves, never seems to be out of position, doesn’t over pursue and get out of position and man knows how to use his long-limbed frame to create chaos. Across his last 19 games, he has forced 7 fumbles and tipped 4 passes despite being double and triple teamed week in, week out. Basham isn’t a poor athlete by any means, but I would say he’s more of a day two bend/burst combo than typical day one. That said, he has day one starter polish at 285, makes the players around him better and creates turnovers. This isn’t your 10 sack a year guy, but it’s your 6-8 sack a year, consistent 3 down/scheme versatile edge who makes the players around him better and brings much needed leadership skills.
27. *Titans*- Dylan Moses-LB-Alabama
I expect this to be one of my most controversial picks in this mock. With Clowney a free agent again, edge is a glaring need, but unless you want to reach big time for an edge there isn’t anybody left. With only 10M of cap space currently in 2021, Corey davis has likely priced himself out of town with a boom season. WR is a need but one that can be addressed later. Daquan Jones will need to be replaced at DT. But with Jayon Brown likely gone in 2021, I have to think the former LB and the former Patriot in Mike Vrabel is going to fall in love with Dylan Moses the player; as well as Dylan Moses the person. Moses is a freak athlete with a freak work ethic who clearly just loves the game of football. The movement skills, power and tackling ability are all special. That said, he’s had a somewhat down year. He has good instincts, but you can visually see him second guess himself and overthink plays. RPO’s, sudden moves and good routes have eaten him up in 2020. Who better to teach a special ball of clay how to turn his brain off than Vrabel? Moses will be a day one starter, immediate locker room leader and running back neutralizer in day one for the Titans. There will be some rough moments early on, but this is the kind of player Vrabel loves and the ceiling is really high for this pairing. A reach for Jason Oweh or Jay Tufele feel possible here as well, as could a Bateman or Marshall pick.
28. *Bills*- Shaun Wade-CB-Ohio St
Bills could use an edge if they can’t bring back Murphy, would have to take a long look at Moses if he were on the board and could really use a Pat Freiermuth...but if the draft falls like this I expect them to run to the podium. Josh Norman, Levi Wallace and Daryl Worley are all free agents in 2021 and Taron Johnson isn’t particularly good. With just 4.8M in 2021, this likely means the Bills will need a minimum of one cheap starting CB and likely both a slot and outside guy. Wade can fill both roles and is simply too talented to remain on the board here. Easy pick to make.
29. *Packers*- Rashod Bateman-WR-Minnesota
Do the Packers seemingly ever draft WR round one? No. Should they? Yep. Do they currently have the cap space to bring back Allan Lazard? Lol no. They have -18M in cap space next year. It’s worth noting that this means they are extremely unlikely to be able to resign Aaron Jones, which explains the weird AJ Dillon reach and opens up RB as a possibility. That makes me tempted to grab Kadarius Toney as a Kamara role hybrid, but that doesn’t seem like a Packers move. Terrace Marshall feels like a Packers pick, but he doesn’t block as well as Bateman and won’t be quite as good day one. I think Gutekunst will fall in love with Bateman’s boundary receiving skills, Rodgers will lobby hard for a receiver that wins with a skillset similar to Davante Adams and LaFleur will fall in love with Bateman’s alpha run-blocking game. Toss in the fact that Bateman in Green Bay will rip the heart out of Vikings fans and it’s an all around win. Linebacker is an absolutely glaring need, but all the good ones are gone and the Packers seem to hate drafting them even more than hate drafting receivers. Love this fit and pick.
30. *Chiefs*- Rashawn Slater-OT-Northwestern
The Chiefs have had one hell of a run, but 2021 will be the beginning of having to pay the piper. Even without resigning Sammy Watkins, Charvarius Ward, Breeland, Nieman, Wilson, osemele, Rieters, Remmers, Wylie, Robinson, Lev Bell, Sorenson,kpassagnon and Pennell among players who saw heavy snaps in 2020; they will be -15M in 2021 cap space. And that’s BEFORE the roster gets expensive in 2022. This means, at minimum two of the Honey Badger, Mitchell Schwartz and Eric Fisher will be cap casualties. Basically the entire o-line and secondary will be needs, as well as 1-2 WR. Rashawn Slater of “the only player not to be sucked into the void by Chase Young in 2019” fame can play 4 of the line slots, moves incredibly well for a man his size, can play in cold weather and is apparently loved by “NFL types”. This feels like a pick the Chiefs have to make.
31. *Saints*- Tyson Campbell-CB-Georgia
If you thought the Chiefs cap situation was bad….the Saints currently have -95M of cap space in 2021. -95M. Jared Cook, Alex Anzalone, Sheldon Rankins, Marcus Williams and Trey Hendrickson are impact free agents who won’t be able to be resigned. Making LB, FS, Edge and IDL big needs. Ryan Ramczyk, Marshon Lattimore, Malcolm Brown and Kwon Alexander almost 100% have to be cut. It’s a bad spot to be in. Tackle, QB, LB, DT and CB all stand out as the biggest needs. With two QB’s fully guaranteed over 33M in dead cap in 2021, reaching for a QB round one doesn’t seem likely. Jaylen Mayfield or a Liam Eichenberg seem possible, as could a Jay Tufele but there will be more potential day one starters there round two than CB. Tyson Campbell has injury concerns and has had a pretty poor 2020, but he looks built in a lab to be a CB1. I think this is the replacement for a Lattimore that the Saints simply can’t afford next year. It’s a very wide range of possible outcome player, but it’s a risk they have to take.
32. *Steelers*- Jalen Mayfield-OT-Michigan
The Steelers are yet another team in 2021 cap hell. Sitting pretty at -20M in 2021, the Steelers will have Bud Dupree, Juju, James Conner, Matt Feiler, Cam Sutton, Mike Hilton, Robert Spillane and Tyson Alualu as free agent starters. Edge, OT, CB and RB all jump out as big needs even before cap casualties and the QB of the future still isn’t in the building. In particular, tackle, edge and RB jump out as needs. Jalen Mayfield is a lab built tackle with great length, power and agility wrapped up in a prototypical frame. He is not yet a finished product, who struggles against speed to power and gets over his toes at times. But he has the traits you can’t teach and should thrive in a power concept. Year one will be up and down and in a perfect world, he’d have a year or two to season. Maybe Eichenberg will be a better fit. But he just screams Steelers power football when he gets his lower half right. I can’t see Mike Tomlin go for a RB with the ball security issues Etienne has and while Harris will be tempting, the needs up front are just too much to pass up on a potential starter.

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