Quote:
Originally Posted by Enoch Root
We've already had this conversation.
I doubt the difference in return would be high. And the delta between picking top 10 or not is huge. The question is: what is the likelihood of success (if we can call it that). We don't know. But I think it's high enough that the chance of it, times the return, is greater than the likely difference in return between now and the deadline (which I doubt is significant at all).
To your hypothetical example, if the return was that low, you don't do it. I think that goes without saying. But that seems very unlikely to me.
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But you haven't answered the question. What is the minimum type of return you need to make that deal now.
It's easy to say "The Flames should trade Rasmus now". Ok. For what? What's the ROI you are expecting to get now such that making that deal makes sense.