ASK ROTOMAN: Getting Ahead in Head 2 Head

Dear Rotoman:

I have played in a head to head league on CBS sports for the past five years.  The first year, I followed fantasy advice and skewed heavily towards hitters rather than pitchers.  I got destroyed that year.

Mat_Latos_01In this league, pitchers go first and often.  By the time I started drafting pitchers I was left with Mat Latos, Kyle Lohse, and downwards from there.  The best teams in the league had 12 starts for their pitchers each week because they had so many pitchers, while I had 5-8 starts.

Since then, I have sought the best bat available in the 1st round, two aces in rounds 2-3, and a decent player with position scarcity in round 4.  In the next 18 rounds, I target middling pitching, youth (ages 25-32) and OBP.  I don’t draft relievers until late and usually punt 2nd base and catcher.

Any ideas how I can improve my draft philosophy this year?

“Trying To Get Head 2 Head”

Dear Trying:

I guess after taking the standard fantasy advice, things didn’t go much better the next four years. Am I right? So you’re back.

I will not give you standard head 2 head advice, because you didn’t tell me your scoring system, so I can’t get to much into that. But I do have some suggestions I’m sure are worth taking a look at.

Take A Look At History: If the team that wins every year takes an ace starter early, and teams that don’t take an ace starter struggle, it’s probably worth giving the winning way a try. Not only will you end up with a better pitcher than usual, but your opponents will end up with lower-ranked pitchers in their later slots.

Take A Look At Categories: Different providers have different point values for different stats, so it is dangerous to get too specific about values from provider to provider. But CBSsports has a good stat download service, allowing you to download last year’s stats (I think) and definitely this year’s projections. You can then multiply the category values  by the player’s stats or projections in a spreadsheet, add them up, and see which players have real value across the season. One reason starting pitching often has a extra value is because points are given for a Win and a Quality Start and Strikeouts. That makes an ace on a good team a huge contributor when he pitches. Closers usually get a nice bump for a Save, too, though you can often find guys who get saves in the later rounds.

Take The Best Player Available: In auction leagues, you can concoct different strategies for your team by deciding how to budget your money, but in a draft league you want to focus on the best available player with each pick. Early on this is easy, the only questions will be whether you should take players at the less hitting-rich positions ahead of similarly rated guys at 1B and the OF. The answer is almost always yes, but you should always be looking at your next two picks, trying to find the best available talent for those two spots combined. I’m not sure how you’re dumping 3B and C, but my guess is that at some point you’d be better off taking better guys at those positions and scrambling at the end for your last outfielder.

Take Fun Guys Late: The last few rounds are the time to look for high upside risky players. There will always be boring productive guys on your waiver wire, so use those last spots to take erratic starters with high strikeout rates, and the home run hitting prospect who may not be called up until June, or the overall bum who has amazing splits against lefties or righties (or maybe at home versus the road). These types will vary depending on the size of your league and how aggressively owners chase this sort of talent. Just remember that you don’t have to be the most aggressive to score big here, if you study up before your draft.

The bottom line is that you’re going to win if your accumulate the most talent, so the only trick is knowing who has the most talent so that you make the best pick each time your turn comes. Good luck.

Sincerely,
rotomansignature

The First Round (and the second): Some Thoughts

Tim McLeod wrote me yesterday:

A funny thing happened today while I was testing some strategy play in a mock. I’m taking the first slot so as to get a better feel for Tout (Wars Mixed Draft) and drafted Kershaw first. The gentleman in the second slot just hit McCutchen by reflex without evening looking at the board. The comments were pretty fast and furious. Not only was I one of the few to take someone other than Trout first, he actually fell to the No. 3 pick. It was worth the price of admission for everyone other than the McCutchen owner, who wasn’t overly thrilled at the turn of events. We’re so conditioned to seeing Trout, McCutchen, one-two that it really did create some havoc. More testing to follow. Tim

This reminded me of Ron Shandler’s study of first round picks a few years back, showing that most of the talent taken in the first round doesn’t earn first-round value. He seemed to be suggesting that this meant you should go for the player you think most likely to earn first round talent, even if they’ll probably go later in the draft.

andrewmccutchenDepending on what draft position you’re in, that might be completely wrong or just plain wrong or possibly a little right.  In other words, if you have the first pick, you want to take the player among the top 29 you think is going to have the best year. While if you have the 10th pick, you want to take the player from the pool of players between the 10th and 19th pick you think is going to be best this year.

In a draft, you’re constantly assessing the talent available for your pick against the rest of the talent that won’t be available the next time you pick. While it’s possible to outthink yourself, for instance by not taking Mike Trout with the first pick, the fact is that Trout probably won’t be the top-rated player this year. Last year Trout was selected No. 1, but was the ninth best player in 5×5 BA, behind Jose Altuve (77), Michael Brantley (299), Victor Martinez (184) and Jose Abreu (86), on the hitting side, and Clayton Kershaw (9), Felix Hernandez (41), Johnny Cueto (159) and Adam Wainwright (34).

So, while Trout was the ninth best pick last year, only one player in the Top 29 beat him, so a perfect draft board powered by hindsight would have had Kershaw atop it, followed by Trout.

But should it have? You have to remember that you are not only drafting the best available player, but you’re also trying to set up the best available match in the second round. Here it gets tricky to evaluate, since hindsight gives us an answer that isn’t all that meaningful at this point. But last year, if you took Kershaw with the first pick, you would have ended up with Freddie Freeman or Elvis Andrus or Jose Reyes, while if you took Trout first you would have ended up with Max Scherzer (or Freeman et al, or Jose Fernandez, Stephen Strasburgh, Adam Wainwright or Madison Bumgarner).

These two points are the crux of snake-drafting good teams, and which is why I find it silly to mock somebody who ended up taking McCutchen over Trout, even on purpose.

For the record, here’s where the Top 30 players from 2014 finished the season (Top 29 finishers are in BOLD):

Mike Trout (9)
Miguel Cabrera (11)
Paul Goldschmidt (76)
Andrew McCutchen (10)
Carlos Gonzalez (358)
Ryan Braun (87)
Adam Jones (22)
Prince Fielder (580)
Clayton Kershaw (1)
Bryce Harper (238)
Joey Votto (424)
Edwin Encarnacion (58)
Jacoby Ellsbury (28)
Hanley Ramirez (102)
David Wright (140)
Chris Davis (295)
Jose Bautista (19)
Robinson Cano (18)
Jason Kipnis (220)
Shin-Soo Choo (268)
Yu Darvish (335)
Troy Tulowitzki (88)
Yasiel Puig (44)
Justin Upton (38)
Adrian Beltre (23)
Giancarlo Stanton (13)
Evan Longoria (98)
Dustin Pedroia (133)
Carlos Gomez (15)
Max Scherzer (126)

I’m sure Tim has more to say about this, too, and hope he chimes in.

By the way, the rankings are based on 5×5 BA prices, while Tout Wars uses 5×5 OBP. So these rankings aren’t definitive, but rather suggestive, and sure represent (roughly) the dynamic of roto values.

ASK ROTOMAN: Help My 17-Team Deep League!

Dear Rotoman:

I’m in a 17 team deep league with unconventional custom categories. I don’t have time to do my own custom predictions and valuations — so i’ve been using Baseball Monster to give me a sense of value. Do you know of any other sites that you would recommend higher? Thanks so much!!

“Unconventional and Custom”

Dear UaC,

It seems that Baseball Monster hasn’t been updated since the end of last season, so I can’t test their custom pricing tool. But I wanted to take on your question because it raises some good questions about customized categories and shallow versus deep leagues.

For one, you score every category the same. At least to start.

If you were making a price for Hit By Pitch, you would rank the hitters from first to last in that category. You would subtract the number of times the last drafted guy is expected to be hit from all the draftable players, which gives you the marginally valuable HBP. You can then divide the number of Marginal HBP by the total Marginal HBP and then multiply that times the amount of money allocated to that category (if your league had four categories, that would be one quarter—25 percent—of the money). Easy.

When you do this after the season you get the true value a player contributed in that category for the year.

But when you do this based on projections for the coming year you run into a few problems.

For instance, not every category is equally reliant on a player’s skill. Strikeouts and walks for pitchers are pretty reliable, at least until the pitcher gets hurt or his skills change, but wins, for instance, are not so reliable.

Clayton KershawClayton Kershaw, the game’s best pitcher, has won 13, 21, 14, 16, and 21 games in the past five years, making all his starts each year except last year. His marginal value would have been 6, 14, 7, 9, and 14, which varies wildly at or above the median marginal value (six each of those years) of a fantasy pitcher taken in the auction. In the three years he didn’t win 21 games, his value above an average starter in wins would have been 0, 1 and 3 wins. No great shakes at all.

So, how do you value those wins? Same pitcher, wildly divergent results. I dare say you don’t value them as reliably as you value his strikeouts. Yet in the standings, each category generates the same amount of value. But in Wins those values are compressed around the middle.

Another way categories vary in value is strategic. In the classic roto game, stolen base and saves guys generally cost less than you would expect based on the value they generate in those categories. While some part of that may be risk management, not putting all one’s eggs in one basket, another reason to devalue a category is because it’s possible to gain points in it without spending any money on it.

The ability to avoid paying for steals and saves in the auction encourages some teams to dump out of the category, spending money that might be budgeted for steals or saves on HR, RBI and Ks. Once a few teams do this, the demand for the top guys in these cats is lowered, and prices fall a bit. The category is still worth the same as other cats, but strategic investment creates and opportunity to reallocate resources more efficiently. You hope.

These are just two ways to evaluate your custom categories, and adjust your thinking about how money will be allocated for different players in your league.

Another factor is the deepness of your league. You call a 17 team league deep, but at that level the available replacement player is a starter. Maybe not a very good one, but good enough to fill in and produce when you have an injury. This bountiful replacement pool means that there is no reason to pay $2 or $5 or even $8 for a player. You can do just fine with the proverbial $1 player at a position or three. And what should you do with the extra money you save?

Buy scarce talent at positions where the talent isn’t that deep. Meaning, buy the best catcher, the best shortstop, the best third baseman, oh, and a reliable closer. Buy steals. Your goal is to get the players who do things that other players at their position don’t, and don’t worry about overpaying for them.

Get the best, then fill in as best you can.

Because, while the Baseball Monster pricer (and really all pricing software) might be able to tell you how much a player was worth in the past, it stumbles dealing with the non-linear values of the top players in a league that has a lot of available replacement talent.

The bottom line here is that you can call a league deep or shallow, but there is an actual definition that describes the difference. In a deep league almost all the available players are active on teams. There is virtually no replacement pool.

A league that has a replacement pool of some robustness is a shallow league. Maybe not as shallow as others, but it is a league that has the qualities of the non-linear pricing described above.

 

I’m sure there’s a formula out there to help translate the values of true deep leagues to far less deep leagues like yours, one that stretches the curve appropriately, but the best way for a fantasy player to make the adjustment is to sit down with the price list and to personally reallocate the excess values of the replacement level players to the best players. Adjust them also to better reflect your assessment of talent and the vagaries of your league, too. It is these things that matter more than hard and fast dollar values in a shallow-er league (much as any competently constructed pricer, like the one behind the pay wall at Rotowire, or the one in the Patton $ software we will be selling very soon, can give you).

Is there a free player pricer that works? There may well be, but the ones I used to use are gone. If you find one you would like me to evaluate, let me know. I’m happy to check it out and pass along what I find.

Linearly,
Rotoman

 

Can Something New Be Said About the Choice Between Running and Passing on Second Down in the Super Bowl?

As the clock counted down to the end of the Super Bowl Sunday night, the announcers speculated that maybe Bill Belichick should stop the clock, to give his team a chance to march the length of the field after the inevitable TD. But Belichick didn’t.

I would like to say that I assessed the situation and determined what the right thing to do was, for everyone, but mostly riding on the giddy head of Jerome Kearse’s insane catch moments before, all I was thinking was that the Seahawks were going to win in a most improbable manner. No way could they fail, I was thinking.

Iwouldbutidied

After the interception the social media blew up with astonishment that the Seahawks didn’t give the ball to Marshawn Lynch, and let him run for a touchdown. That seemed like the safe thing to do, and it certainly would have covered Pete Carroll’s ass, but Matthew Iglesias explained on Vox yesterday why throwing the ball on second down made good sense. In short, and ignoring the significant third possible outcome, a pass would have led to a Touchdown or a stopped clock, which would have allowed the Seahawks, if they didn’t score, to either run or pass on third down—since they had only one timeout left. In other words, by passing, the Seahawks would have time for three plays. If they ran they would have had time for two (or would be obliged to pass on third down, with everyone knowing the pass was coming).

Now, this is kind of true, but not only didn’t Pete Carroll use this explanation after the game for his decision, but such rational thinking about the situation gets in the way of game theory, and the need to mix it up in order to keep your opponent off balance.

Justin Wolfers explains in today’s New York Times that good and effective strategy depends on randomizing one’s choices. If the best choice is to run, and you always run, your opponent will defense against the run and running will no longer be your best choice.

Which raises the interesting question: If Belichick is so smart, shouldn’t he have realized that the Seahawks better strategy was to pass? And if he realized that, wouldn’t he assume Pete Carroll would also realize that? And, if Pete Carroll thought passing was the better strategy and he assumed that Belichick would also assume so, wouldn’t he be obliged to change up his plans and call for a run?

It’s important to remember that game theory helps us figure out the competing motives, but before time runs out a decision has to be made.

That it was to pass was fine, I think, but I wonder about throwing the ball into the middle of all that stacked defense. Why not throw over the head of a receiver running to the corner after a play action? Or have Russell Wilson roll out and throw if a receiver was open, with at least the option of carrying the ball in if they were defensed?

What we know for sure is that, no matter what the coaches were thinking, Malcolm Butler saw what was happening and stepped up at the right time. Nice play.