Showing posts with label Baseball. Show all posts
Showing posts with label Baseball. Show all posts

Monday, August 1, 2016

Actual Draft vs. "Shadow Draft": A Retrospective


One of the fun parts of the baseball offseason is that we get a break from the day-to-day grind of the season, which affords us some time to reflect, clean out the closet, and dust off old thoughts for re-examination. So, it's probably a good time to revisit my "shadow draft picks" of the past.

Starting in 2005, when draft time rolled around, I began to analyze the draft eligible prospects and determine which one I would select if I was in charge of the Reds draft. It was a fun exercise and an intellectual challenge.

In short, these picks are what I would have done at the time of each draft, not what I would have done with the benefit of perfect hindsight. So, not surprisingly, there are both significant hits and misses, but the picks are what they are. No sense trying to sweep the bad ones under the rug, rather I've tried to learn from my missteps and use that experience in the future.

Of course, I didn't start this blog until 2007, so my draft thoughts existed only on message boards until the 2008 draft rolled around, but I'm including those early message board picks anyway for posterity sake. Besides, it makes the post that much more fun.

Anyway, the Reds' picks are in red, while my picks are in orange. The comments on these picks are based on thoughts, impressions, and evaluations at the time of each respective draft. Basically, historical snapshots from the time of those respective drafts. Given how the fortunes of minor league prospects can change substantially from year-to-year, that's really the only way to do it. The 2005, 2006, and 2007 drafts happened prior to the existence of this blog, so I have tried to recreate my thoughts and industry evaluations as they existed at the time of those drafts.

Anyway, all that said, away we go.....


2005: Jay Bruce vs. Ricky Romero

This was the first time I really looked into the draft and picked the player I wanted the Reds to select. Of course, those with a sharp eye and a keen memory will recall that Ricky Romero was selected 6th by the Blue Jays, while the Reds didn't select Jay Bruce until their 12th overall pick rolled around. So, in my first effort, there were clearly a few kinks to be worked out, as I selected a player the Reds couldn't possibly have drafted. In future years, I only selected a player that was actually available to the Reds with their first pick, but I'm including this one anyway.

The 2005 draft was an epic one, filled with potential impact talent from the top of the first round all the way down to the bottom. You couldn't swing a dead cat without hitting at least a couple of legitimate impact prospects.

I followed Ricky Romero at Cal State Fullerton and loved his bulldog mentality and offspeed offerings. He had a nice curveball and a quality changeup. He also had a good understanding of how to pitch. He was the guy I wanted the perennially pitching-starved Reds to land. Of course, Romero was already off the board by the time the Reds went in another direction.

The Reds selected Jay Bruce, who seems a quality player on the field and a quality person off it. He had very good bat speed and was viewed as a potential impact hitter from the state of Texas.



2006: Drew Stubbs vs. Tim Lincecum

In the 2006 draft class, there was only one player I wanted the Reds to draft and that was Tim Lincecum.

For me, despite his short stature, Tim Lincecum was head-and-shoulders above the rest. Baseball America rated him as having the best fastball and the best offspeed pitch among all the draft eligible college pitchers. Additionally, he struck out everybody at the University of Washington, posting strike out rates of 12.9, 11.3, and 14.3 respectively in his three years there. He was clearly the most electric pitcher in the draft and had a massive upside.

There were two main knocks against Lincecum heading into that draft: his mechanics and his height. Personally, I've always loved his mechanics. They're complicated, but he throws with his body better than the vast majority of pitchers. And, as for height, I'm not a fan of the scouting bias against short righthanded pitchers. If you can pitch, then you can pitch, regardless of height. Lincecum is the guy I wanted and he was on the board when the Reds picked. Unfortunately, the Reds went in another direction, selecting Drew Stubbs with the 8th overall pick.

Stubbs had a lot of tools and very good athleticism. It was easy to see the Reds buying into the notion that he could develop into a dual threat, impacting the game on offense and defense. While Stubbs had a full toolbox, he was somewhat lacking in baseball specific skills.



2007: Devin Mesoraco vs. Pete Kozma

The Reds used the 15th overall pick on Devin Mesoraco, the Cardinals selected shortstop Pete Kozma with the 18th overall pick.

Heading into the draft, few prospects had as much helium as Devin. Coming from a cold weather region and off a TJ surgery, Mesoraco wasn't projected to be a first rounder due to a lack of experience and limited exposure, but a strong senior season propelled him up the ranks.

Kozma was more of a high floor, low ceiling type player. He lacked any real plus tools, but had some nice skills and a good feel for the game, which in a somewhat less than inspiring draft class seemed to be a decent option.



2008: Yonder Alonso vs. Casey Kelly

In the first shadow pick of the blog era, I selected Casey Kelly here and here. I prefer Kelly as a shortstop and want to see what he can do with a couple of years as a full-time position player. He has good baseball bloodlines, plus athleticism, plays plus defense at short, and has solid pop in his bat.

That said, the hit tool is in question and he'll need to demonstrate the ability to consistently barrel-up pitches. However, the heightened risk in the hit tool can be mitigated, to a degree, by his ability to pitch. To me, having pitching as a fallback plan is a nice way to manage the performance risk that comes with his hit tool. There is an old scouting adage that you don't gamble on a questionable "hit tool" in the first round, but I'm clearly breaking that rule here.

It's not easy to find a potentially plus defensive shortstop who can hold his own on offense. Kelly already has decent pop, so it doesn't seem out of the realm of possibilities that he could develop into a capable hitter at the professional level.

The Reds drafted Yonder Alonso with the 7th overall pick.

As it stands, Yonder looks like a nice, well-rounded hitter with good on-base skills and solid power potential. He seems to be a polished, rather low risk selection. Clearly, he's the player the Reds deemed the "best available", but it remains unclear how exactly he fits into the organizational plans.

Obviously, Joey Votto has already emerged as a good, young first baseman with a strong offensive profile. Clearly, first base isn't an area of need and Yonder isn't a realistically going to switch defensive positions. So, there's a chance that he's blocked as soon as he steps into the organization, which might be a problem given that he might be able to climb the ladder quickly.



2009: Mike Leake vs. Shelby Miller

Shelby Miller was, without question, the guy I wanted the Reds to take, as he struck me as being the pitcher with the best combination of stuff and mechanics in the draft. I loved the velocity and how cleanly he generated it.  In fact, I have him pegged as the third best prospect in the draft behind Stephen Strasburg and Dustin Ackley. There were other high school pitchers who were rated, and ultimately drafted, higher, including Zach Wheeler (6th SFG) Jacob Turner (9th DET), Tyler Matzek (11th COL), and Matt Purke (14th TEX), but I prefer Miller to all of them. His upside is just too massive for me to view anyone else as a legitimate option.

The Reds went a different direction with the 8th overall pick, drafting Arizona State RHP Mike Leake. I still prefer Miller, but the pick has started to grow on me. Leake had very good success at ASU, based on his plus athleticism and feel for pitching, which combine to give him good polish.

The Reds, it seems, valued Leake's higher floor/lower ceiling over Miller's lower floor/higher ceiling. In the end, it comes down to the likelihood that Miller will reach his ceiling and be significantly better than Mike Leake at the MLB level. If he can, then he is clearly the better pick, but there's more development risk with Shelby.



2010: Yasmani Grandal vs. Chris Sale

In the 2010 draft, Chris Sale was actually the first prospect on whom I did in-depth research and a full write-up, and he was ultimately the guy I wanted the Reds to land.

His fastball and changeup were both rated among the very best of the draft eligible college pitchers. His strikeout and walk rates were among the very best in the country, so you had both upside and polish. There were/are some questions about his arm action, but I never saw anything overly worrisome. Some thought there was too much snap in his arm action, but I don't really see it. Some thought his higher-back elbow, which rises above shoulder level, would be problematic, but I thought the increased injury risk created by that time of move would be nullified by his lower arm slot. I would like to see him incorporate more leg drive, but overall I was comfortable with his mechanics. After I was done looking into the draft pool, Sale was still sitting comfortably atop my list.

The Reds used the 12th overall pick on Yasmani Grandal, who is the second Miami Hurricane the organization has selected with its first pick in the last three drafts. Obviously, they feel comfortable with their scouting coverage down there.

The selection of Grandal gives the Reds some of the best catching depth in all of the minor leagues, as he could develop into a solid defensive catcher and an impact switch hitter. It'll be interesting to see how he performs in full season ball and where he fits into an organization where Devin Mesoraco is making a big splash much farther up the ladder. Given Grandal's polish, his career is very likely to overlap with Mesoraco's at the Major League Level. Once again, the Reds could have a blocked Hurricane in the system.



2011: Robert Stephenson vs. Jason Esposito

Well, for the first time since I've started doing these draft write-ups the Reds had a pick outside the top 15. In fact, they had number 27 overall, which makes it more challenging to find impact talent. However, given the impressive depth of talent in the 2011 draft class, the Reds were able to land a high upside arm that undoubtedly would have gone higher in the typical draft class.

Stephenson stands 6-2 and tips the scale at 190 lbs with a wiry frame and plus makeup/intelligence. He features a big time fastball that tickles 97 mph on the radar gun and a biting, 12-to-6 curveball that is inconsistent. And, like seemingly all power arms coming out of high school, he has a mediocre change-up.

The only potential red flag on Stephenson is his pitching mechanics, which are somewhat inefficient due to a shorter stride, less than ideal hip rotation, and an occasionally cutting short the deceleration of his pitching arm.

That said, Stephenson has a great deal of positives going for him and the Reds probably did very well, as you don't frequently get this type of upside so late in the draft. The stuff and makeup are there, but he'll need to refine his mechanics and continue to polish his secondary offerings as he climbs the ladder. Still, hard to argue with, or be disappointed by, this pick by the Reds and, frankly, it'll be difficult to top.  

My shadow pick, 3b Jason Esposito, will be seen as a stretch by many and admittedly it may well be, but he was behind RHP Tyler Beede, LHP Chris Reed, and RHP Jose Fernandez on my draft queue and I was fully expecting one of those pitchers to be available.

Esposito's junior season was a bit of a step backward and he slipped down in the draft, which serves as a cautionary tale that you can't expect linear improvement/development from college players. The knocks on Esposito were two fold: (1) his swing was mechanical and (2) he added weight to the lower half.

Admittedly, I can see the reason for concern on both issues. Esposito has a well balanced, fundamentally sound swing, but it can look mechanical at times. He also did look slightly stockier in his junior season than he did as a sophomore, but the added weight to the lower half doesn't diminish his potential to be a plus defender at third with a very good arm.

Overall, Esposito's potentially above average to plus defense at the hot corner might offset the higher risk in his bat.



2012: Nick Travieso vs. Matthew Smoral

Southpaw Matthew Smoral was not only at the top of my wish list for the Reds (which also included shortstop Addison Russell and outfielder David Dahl), but also one of my favorite pitchers in the draft class. So, he was my clear choice when the Reds' 14th overall pick rolled around, but the organization ultimately went with a different high school pitcher, righthander Nick Travieso. So, this one boils down to a battle of the high school pitchers, which makes it far too early to call, especially since Smoral didn't throw a pitch in anger in 2012.

Smoral slipped in the draft because he missed his senior season due to a stress fracture of the foot, limiting the time for organizations to get a feel for him. Regardless, I was sufficiently impressed by the combination of stuff, clean pitching mechanics, and physical stature. All of those factors struck me as giving him a very high ceiling. Although, it didn't factor into my decision, another thumb on the scale in Smoral's favor is that he was drafted out of an Ohio high school.

As for Nick Travieso, he had quite a bit of helium heading into the draft, largely as a result of a spike in velocity. That spike drove his fastball velocity up into the mid-90s, but velocity spikes aren't always sustainable and occasionally are precursors to injury. His secondary offerings are largely unrefined, which, when coupled with the high degree of effort in his delivery, led many to project him as a reliever at the upper levels. Even so, he's an intriguing arm to add to the quality stable of pitching prospects in the system and a bit more development time could bear out the organization's decision to select him with the 14th overall pick.

As high school pitching prospects, Travieso and Smoral both come with significant inherent risk (injury and performance), but both also have significant upside.



2013: Phil Ervin vs. Aaron Judge

My shadow draft pick for the Reds in the 2013 draft was Fresno State outfielder Aaron Judge. Judge was third on my draft queue, which consisted of RHP Chris Anderson, OF Billy McKinney, OF Aaron Judge, 3b Eric Jagielo, and OF Austin Wilson.  The Dodgers grabbed Anderson and the A's snatched up McKinney, making Judge, a mountain of a man with tremendous athleticism, my shadow pick for the Reds.

Judge's height was a concern, but it was a concern mitigated by his plus athleticism (a three sport star in high school with offers to play tight-end at the collegiate level) and the fact that his approach was contact-oriented. The question on Aaron Judge wasn't, as it usually is with taller hitters, whether he would make enough contact, but rather whether he'd hit for power. Instead of needing to cut down on his swing to improve his contact rate, Judge almost needed to lengthen his swing to carry his power from batting practice into game action.

I'm happy to gamble on plus athleticism, a (relatively) compact swing with good plate discipline, and massive power potential, even if it comes packaged along with a very large, and difficult to protect, strike zone. Judge felt like a prospect who could provide positive value on both sides of the ball with the potential to be a true impact hitter at the plate with the type of power that is getting more and more difficult to find.

Instead of Judge, the Reds rolled the dice on another righthanded hitting outfielder, Phil Ervin from Samford University. Ervin headed into the draft as a player who had hit .300 pretty much everywhere he played. He seemed the type who could roll out of bed and hit .300 without much difficulty. In addition, he brought good speed and athleticism to the table.

I wasn't as high on Ervin as the Reds because it felt like there was a real danger of him being a tweener (not enough bat for a corner outfield spot and not enough glove for centerfield). I like the idea of adding a plus hit tool to the system, but without power or the ability to stay in center Ervin would fall short of being an impact player.

If Ervin can stick in centerfield and continue to hit around .300, then the Reds will likely reap a nice return on this investment. However, I still feel like Judge has a higher upside and is the more likely of the two to be a true impact talent.



2014 (Round 1): Nick Howard vs. Forrest Wall
2014 (Round 1): Alex Blandino vs. Joe Gatto

My shadow draft picks in 2014 were 2b Forrest Wall at 19th overall and RHP Joe Gatto at 29th overall.

Forrest Wall had one of the best hit tools in the draft class. He patterns his hitting after Robinson Cano and it shows in his swing mechanics. Wall uses a lot of movement in his setup and swing, describing himself as a "rhythm hitter". He uses a double pump with his hands during his load, which is what Cano does, and has incorporated that as a timing mechanism.

Wall is a very unique combination of plus hit tool, disciplined plate approach, plus speed, and premier defensive position. He seemed like the clear best option on the board when the Reds turn to pick rolled around. However, Wall slipped down some teams' draft boards due to a torn labrum he suffered in his throwing shoulder that hadn't fully recovered by draft day. It raised questions about his future arm strength and whether he could effectively handle second base. So, there was some uncertainty, if not increased risk, surrounding Wall, but it's difficult to pass up such a unique and valuable bundle of attributes. Somehow, the Reds managed to do just that.

Nick Howard was the Reds first pick, 19th overall, in the draft. The Reds continued on with the trend of valuing college relievers who could be converted to the starting rotation. Howard had a big fastball out of the bullpen, which slowed when he worked as a starter, a power slider with depth and tilt, and an intriguing changeup. In addition, Howard also spent time as a shortstop in college, demonstrating the type of athleticism that the Reds favor. Howard has some intriguing attributes, but he struck me as a bit of an overdraft at the time.

With the 29th overall pick, I shadow drafted RHP Joe Gatto. I looked at a lot of the pitchers in the top 100 prospects who were likely to be available when the Reds picked and Gatto was the most electric.

Gatto throws a heavy fastball from a largely over-the-top arm slot. His fastball sits 90-93 and touches 95, it has good downward plane, and very good movement (sinking and tailing). He also a 12-to-6 curveball with good power and depth, a pitch that is inconsistent but flashes plus.

Gatto also had some of my favorite mechanics in the draft, which should help his performance level, consistency, and injury risk. He's an interesting arm, though high school pitchers generally pack more development risk than most other prospects.

Instead of Joe Gatto at 29, the Reds drafted Stanford infielder Alex Blandino.

For the Cardinal, Blandino played primarily third base, but the Reds felt he profiled well in the middle infield spots. He's exactly the type of professional hitter the Reds should prioritize. At the plate, he has an easy swing with active, effective hands. He does a nice job of controlling the strikezone through a solid combination of pitch recognition and plate discipline. He has a number of potential value-drivers and he immediately felt like a good pick for the Reds.


2015 (Round 1): Tyler Stephenson vs. Garrett Whitley
2015 (Round 2): Antonio Santillian vs. Dakota Chalmers
2015 (Round 4): Miles Gordon vs. Brendon Sanger 

My shadow draft picks in the 2015 draft were OF Garrett Whitley at 11th overall, RHP Dakota Chalmers at 49th overall, and OF/INF Brendon Sanger in the 4th round.

The Reds held the 11th overall pick in the 2015 draft and I used that pick to select OF Garrett Whitley. I was very high on Whitley, as I absolutely love his swing mechanics, bat speed, and athleticism. He is a very exciting prospect with the type of fast twitch athleticism that leads to a massive ceiling. As a cold weather high school prospect, he also brings some risk to the table, as he doesn't quite have as much experience as some and he hasn't always faced the toughest competition. I was thoroughly disappointed that the Reds didn't draft Whitley and I wouldn't be surprised if he turned out to be the best player in this draft class.

Instead of Whitley, the Reds drafted catcher Tyler Stephenson. The Reds are very comfortable drafting and developing catchers. Stephenson is a giant of a man behind the dish. His physical stature really defines him as a prospect, as it creates raw power in the form of leverage, increases the risk in his hit tool, and raises the question of whether he'll be able to stick behind the plate. Stephenson's size gives him a larger strike zone to protect and gives him added length in his swing. Not only does he have longer levers to wield, but he also sets his hands somewhat deep during his load, which further increases the distance the bat has to travel to reach the point of contact. So, Stephenson is certainly a justifiable selection, but he'll need to make enough consistent contact to reach his plus raw power.

In round two, I shadow drafted high school RHP Dakota Chalmers at 49th overall. I was surprised Chalmers lasted that long. He features a mid-90s fastball that has touched 98, above average curveball and slider, and a developing changeup. His mechanics are pretty clean, though there is some effort to his delivery that can lead to some command issues. He has good height and a slender build, so ideally his command will improve as he fills out physically and can reduce the amount of effort in his delivery. Some are concerned about a "head whack" movement in his delivery, but I don't see that to any significant degree. Overall, there's a lot to like with Chalmers.

The Reds drafted high school RHP Antonio Santillian. Santillian was a two-way player in high school and doesn't have a ton of experience on the mound. That said, he has electric stuff and very high upside. Santillian might be even more of a boom/bust pick than your typical high school pitcher, but if he pans out he could be a true impact arm.

Finally, I shadowed drafted Florida Atlantic OF/INF Brendon Sanger in the 4th round at 115th overall. I don't usually shadow draft that deep, but Sanger is a prospect that really caught my eye leading up to the draft. I absolutely love Sanger's pitch recognition and plate discipline, just as much as I love Garrett Whitley's swing mechanics and bat speed. There might be hitters in the draft class who can match Sanger's combination of pitch recognition and the ability to control the strike zone, but I find it hard to believe there are any who exceed him. Add to that mix a very good hit tool and the type of athleticism that may enable him to convert back to an infield spot (2nd base? 3rd?) on defense and Sanger was a prospect I really wanted the Reds to draft. To my mind, the organization doesn't focus enough on disciplined hitters, an area that Sanger would definitely have addressed. Whether he has enough upside to be more than a 4th outfielder remains to be seen, but he was a very worthy gamble with a number of potential value-drivers. It seems like there were a number of development paths that would have resulted in a Sanger selection paying off.

The Reds used the 115th overall pick to draft high school OF Miles Gordon. The Gordon selection hewed to the organizational draft philosophy of focusing on good athleticism and up-the-middle defensive positions. A centerfielder with good speed and pitch recognition, questions linger over whether his short, compact swing will generate enough hard contact and power. The ability to stick in centerfield would lower the offensive bar he'll have to hurdle to reach the big leagues. Still, Gordon comfortably fits the mold favored by the Reds in the draft process.


2016 (1.2): Nick Senzel vs. Zack Collins
2016 (1s.35): Taylor Trammell vs. Drew Mendoza
2016 (2.43): Chris Okey vs. Lucas Erceg 

My shadow draft picks in the 2016 draft were 1.2 c Zack Collins, 1s.35 ss/3b Drew Mendoza, and 2.43 3b Lucas Erceg.

The Reds held the 2nd overall pick in the draft and had a unique opportunity to add an impact talent, the type of impact talent, especially among position players, that was curiously missing from all of their rebuild trades. The Reds selected University of Tennessee third baseman Nick Senzel, regarded by many pundits as the top position player in the draft. I went with my favorite bat in the draft class, University of Miami catcher Zack Collins.

Senzel, a comparable bat and offensive profile to Collins, brings a higher defensive performance level and more certainty in defensive position, but the Reds seem like the ideal organization to develop Collins' questionable defense behind the dish. The Reds have developed so many catchers (i.e. R.Hanigan, D.Mesoraco, Y.Grandal, T.Barnhart, etc) over the years, that it might have become a "core competency" of the organization.  There are real questions about whether Collins can stay behind the plate, but reports on defense improved during his 2016 junior season at Miami.

While I love Collins' bat (disciplined hitter, controls the heck out of the strikezone, strong swing mechanics, hits for big power, etc.), part of the reason for drafting him is to go "under slot" with the 1.2 pick to allow the team to make a bigger splash in later rounds. The assigned pick value at 1.2 was $7,762,900 and the Reds signed Senzel for $6,200,000 ($1,562,900 savings).  Zack Collins was ultimately drafted by the Chicago White Sox at 1.10 and signed for $3,380,600, which was also the pick value.

Based on where Collins was projected to be drafted, if the Reds had drafted him at 1.2, then it seems reasonable to think he would have accepted a signing bonus of ~$4,500,000, saving the Reds $3,262,900. Those savings would have come in handy for making my next pick, high school shortstop/third baseman Drew Mendoza.

Drew Mendoza was ultimately not drafted, a nod to his strong commitment to Florida State, his bonus demands, or both. Whatever the reason, it wasn't related to his ability. Given that there were rumors that he wanted a ~$3.0-3.5M signing bonus to sign, I'm guessing he wasn't an impossible sign, just a pricey one. His bonus demands created a perfect opportunity for the shadow Reds and the savings generated by drafting Zack Collins.

Mendoza has the type of sweet swing and athleticism that could make him an impact hitter at the professional level. The pick value at 1s.35 is $1.837,200 and I would gladly pay him something in the range of ~$3.5-4.0M to get him to sign on the dotted line. The Reds need upside in the draft and they need impact hitters. Mendoza has the type of tools and skills that would give the Reds both. He looks like a pure hitter. The chance to add a second potential impact hitter is too good to pass up, so ss/3b Drew Mendoza is my selection.

Instead, the Reds drafted high school centerfielder Taylor Trammell at 1s.35 and signed him to an over-slot bonus of $3,200,000. The Reds love toolsy, athletic, up-the-middle players in the draft and that's what they landed with Trammell. Trammell was a high school football star, so he doesn't have quite as much experience at the plate as other high school prospects who focused exclusively on baseball. As a result, there are some questions about his hit tool (par for the course for the Reds), but the Reds liked the overall package.

Finally, at pick 2.43 the Reds selected University of Clemson catcher Chris Okey, who was among the top catching prospects in the country, though his tools/skills across the board seem more solid-average than above average-plus. The Reds signed Okey for $2,000,000 while the slot value for the pick was $1,497,500.

At this point in the draft, I was still on the hunt for potential impact hitters, so at 2.43 I shadow drafted Menlo College 3b Lucas Erceg. Erceg also looks like he could develop into an impact type hitter at the big league level. But, he brings a bit more performance risk to the table than Drew Mendoza, as he has a bit more movement in his swing and likely a few more questions about his hit tool and contact rate, which is why he slipped lower than Mendoza for me. That said, the power potential looks legitimate, he's a baseball rat, and the upside is intriguing.

In the end, I drafted three hitters with good upside and the potential to be impact hitters: Zack Collins, Drew Mendoza, and Lucas Erceg. I wanted to focus on hitters and the way the draft fell enabled me to do just that. When compared to the Reds actual draft class, I took on a bit more positional risk with my first pick (Z.Collins over N.Senzel), but I prefer the upside/risk of my next two picks (D.Mendoza over T.Trammell; L.Erceg over C.Okey). Time will tell.



Thursday, June 9, 2016

"With the 2nd overall pick in the 2016 draft, the Reds *should* select...."


"....Zack Collins from the University of Miami."


The Reds need to be right on this pick. They need the right blend of upside and probability. The lack of a generational type talent or even a clear cut top tier of draft prospects means they should reel in a player who will sign for below slot, allowing the Reds to make rain with those savings with their 35th overall and 43rd overall picks. That's the best way to maximize value.

A.J. Puk is another viable option, but he's not without his own level of risk. Riley Pint has a lightning quick arm, but funky mechanics. Pint lands on a stiff front side and has a strange push off the rubber with his back leg, which in many ways resembles Justin Verlander, but Verlander might be the exception more than the rule. Jason Groome is intriguing, even if his arm seems to visible slow down on offspeed pitches, but he comes along with the higher level of risk associated with high school pitchers.

I like Corey Ray, his make-up and work ethic. If he was a surefire centerfielder, then he might be my pick, but as a leftfielder he's a bit less interesting.

Nick Senzel is similar to Zack Collins, but with potentially better positional value. I wouldn't hate that pick. He would tick a lot of the same/right boxes. Still, I can't help but favor Collins' bat.

I believe Collins will hit. I believe Collins will walk. I believe Collins will hit for power. And, given the Reds core competency in scouting and developing catchers, he seems like a good fit. The Reds need to hit on their first pick and a polished college hitter who excels across the slash line and matches an organizational competency seems to be their best chance to hit on that pick, especially with the savings he would add to the bonus pool. I'm not worried about Collins being blocked at the MLB level or having an overabundance of catchers in the system, I want the bat. I want an impact hitter who can control the hell out of the zone.

In addition, if they select Collins, then they'll have more money to spend on later round picks. With the 35th and 43rd overall picks, I'd love see them land Drew Mendoza, Joey Wentz, Lucas Erceg, and Josh Lowe, though the latter is unlikely to last that long. I like all of those players to varying degrees and would love to add them to the organization. If we could add Mendoza to Zack Collins, I'd be ecstatic. I like Mendoza a ton. If we could add Josh Lowe to Zack Collins, I'd be thrilled. I like Lowe a lot. Wentz and Erceg are also very interesting options, though they both have a titch higher risk, injury risk and performance risk, respectively.

In addition to those guys, there are other potential over-slot options that could be on the board and available to a team that has enough bonus savings to get them under contract. Rumor has it the following prospects are seeking the following bonuses:

  • Jason Groome apparently has a ~$4m bonus demand.
  • Blake Rutherford wants $3m.
  • RHP Matt Manning wants $5m.
  • LHP Joey Wentz wants 'top 10 money', or $3m+
  • RHP Jared Horn wants $3m.
  • 3b Drew Mendoza wants $3m+
  • OF Will Benson wants $4m

Given the lack of clear-cut options at the top of the draft, the Reds best bet is to grab a potentially impact player at 1.2 who will be lower risk and create cost-savings. Collins plus an overslot option or two at the 35th overall and 43rd overall picks would be the best way to maximize value in the draft for the organization. I really want them to walk away from this draft with Collins and Drew Mendoza.

It'll be an interesting and pivotal day for the Reds rebuild movement. Let''s hope they've done their homework and are ready to add value to the organization.

Wednesday, June 8, 2016

2016 Draft: Zack Collins, c

Zack Collins, C
University of Miami
6-2, 210 lbs
B/T: L/R
Class: Junior


Confession. I don't like the University of Miami Hurricanes, but I like Zack Collins. He can rake. In his three seasons with the Hurricanes, Collins has been an impact hitter and improved each season. Here are his slash lines for each of the seasons:

2014: .298/.427/.556/.983 in 205 ABs with a 47/42 K/BB ratio and 11 homers
2015: .302/.445/.587/1.032 in 242 ABs with a 64/57 K/BB ratio and 15 homers
2016: .358/.534/.631/1.165 in 176 ABs with a 48/69 K/BB ratio and 13 homers




Here's a look at Collins in action, courtesy of Matt Czechanski on YouTube:






I love the way his arms and upper body work in the swing. He has a significant bat tip to his swing and it's surprisingly late in the pitch (see below), but he generates a tremendous amount of bat speed and power. The bat tip is part of the loading of his hands. He loads down, instead of back. The bat tip allows him to remove the slack from his muscles and maximum the power he can generate.

He loads well into his back hip and has very strong hip rotation. Despite generating very good bat speed and rotational force, he maintains balance throughout his swing.






In addition to his strong hit tool and powerful swing, he controls the hell out of the strike zone. His pitch recognition is very good and he doesn't go outside the strike zone very often. He forces the pitcher to come into the zone.

Strong swing mechanics, very good power, a good hit tool, and the ability to control the strikezone are an impressive package. He'll go as far as his offensive game will carry him, because the defensive side is far less impressive. Fortunately, it should carry him a long way.

Collins is a catcher, but the jury is still out on whether he can stick there. And, if he doesn't stick there, then he's probably a 1b/dh type as his foot speed is below average. His arm strength isn't great and his lateral movement isn't much better. Still, if he can be somewhere close to average, then he's a very intriguing option.

Given that defensive profile, Collins might be better suited to the American League where the DH is a viable fallback option. Given that the Reds already have Votto locked in at first base, they wouldn't really have a fallback option for Collins.

On the other hand, the Reds seem to be gaining a reputation for developing catchers. Some have gone so far as to call it a core competency of the organization. So, maybe it makes some sense for the Reds to snag another catcher, especially given Devin Mesoraco's injury problems and degenerative hip condition.

Zack Collins' bat really impresses me. He's projected to go in the top 15 picks, but maybe he should be projected to go higher. However, if the Reds were to grab him at 1.2, then they could very likely get him signed to a below slot deal, which would allow them to go over slot with their later picks. Another possible benefit to grabbing Zack Collins.

I've been trying to talk myself out of Zack Collins, but he's on my very short list of players for the Reds to draft.


Saturday, November 14, 2015

A Look Back: The Johnny Cueto Trade



The Reds recognized the inevitable. They simply couldn't afford Johnny Cueto. The best pitcher of modern vintage developed by the organization. One of the best international signings ever by the organization and, given his minimal signing bonus, one of its best values.

Still, it was time to move on. The Reds traded him to the Royals in a deal that was a clear, clear win for the Reds (and one that worked out just fine for the Royals, too!).

Personally, I don't understand why Reds fans aren't doing cartwheels in the streets over this deal. Instead, we get more hand-wringing over Walt's performance. For me, if this deal wasn't a home run, it was at least a stand-up triple.

Evaluating the Trade

In order to evaluate the trade, you have to first identify what they gave up. Sure, fans have the emotional attachment to Cueto, but from a baseball operations perspective that's wholly irrelevant. What they gave up, from a baseball operations perspective, was 2+ months of on-field production and a compensatory draft pick when Johnny ultimately and inevitably departed after the season.

To simplify it even further, they basically traded a compensatory pick, because the 2+ months of starts from Johnny Cueto had no value to the Reds. In fact, due to the combination of a collective bargaining agreement that actively incentivizes losing (higher draft picks, higher spending caps) and the organization's position on the win-curve (somewhere on the "noncompetitive" spectrum), you could easily argue that Cueto's remaining starts had negative value to the Reds.

Simply put, Johnny increased the chances of winning the games he started and winning was no longer in the organization's best interests. For the Reds, the marginal value of each additional win was minimal to negative.

So, all the Reds realistically had to do for a trade to make sense to generate more value than a compensatory draft pick.

Instead of settling for a compensatory draft pick, the Reds cashed in Johnny Cueto in a big way. They traded half-a-season of service time of Johnny Cueto for potentially 18+ seasons of control over three southpaws: Brandon Finnegan, John Lamb, and Cody Reed.

If we revisit the point about needing to sync-up the productive years of their assets, then this trade makes a great deal of sense under either a quick or total rebuild. If the Reds decided to keep Todd Frazier and Jay Bruce, then these guys should be productive soon enough. If they decide to move Frazier and Bruce, then these guys are young enough and controlled long enough to still be relevant to the rebuild. This deal works.

John Lamb and Brandon Finnegan have already pitched in the majors. Cody Reed, who's pitching in double-A, isn't far away. These are pitchers who could/should arrive while Frazier/Bruce/Votto are still at the peaks of their careers.


John Lamb

I have been familiar with John Lamb for quite some time, because he's been around for quite some time, but, in light of the ups and downs of his career, it had been a while since I had contemplated him. So, my first look at him after the trade was basically starting completely fresh.

Interestingly, his age and career volatility had moved him past "pure prospect" status, so there wasn't much about him out there in the prospect sphere, which is fine because I already tend to limit what information I consider because I want to form my own opinions. In this case, I really had a bare minimum of information going in, not even information about his repertoire.

So, I started by watching a handful of Lamb's minor league starts this season. Interestingly enough, my initial impressions were actually later reinforced by his MLB performance.

When I started watching his minor leagues starts, I had to figure out his arsenal. What exactly did he throw? It became readily apparent that he had a wide variety of pitches. In fact, I counted what I thought were five different pitches:

1. 4-Seam Fastball -- His fastball velocity isn't plus, but he sits comfortable 91/92/93 and commands it well. He does an especially good job of throwing it on the inner half/corner of the plate to right-handed hitters.
2. Cutter/2-seamer -- He also throws an 89 mph cutter/2-seamer that moves down-and-in to righties.
3. Slider -- He also throws a 73/74/75 mph slider that is relatively forgettable, to the extent that it might be a slower version of his cutter or a harder version of his curveball.
4. Slow Curveball -- He throws a big, slooooowwww curveball that I kinda love. It sits in the 68/69 range and it feels like it will either be a very good weapon or a total novelty pitch.
5. Change-up -- His change-up is inconsistent, but when he throws it well it's a dead fish change-up. It sits 72/73 and it can sink and fade. I'm optimistic about this pitch.

That's what I saw in his minor league starts. Overall, I was pretty impressed, but I also formed the following general impressions:


  • The fastball was less than I expected. One of the few things I had heard about him at the time of the trade was that his fastball was in the mid-90s, but it's clearly a step below that. 
  • He operates in several different velocity tiers, including a rare pitch that could be an MLB weapon against MLB in the upper 60s. 
  • His fastball command seems strong and he's particularly comfortable working inside to righties. 
  • His breaking pitches were somewhat muddled. There wasn't a clear distinction between his Cutter/2-seamer and his slider, as the velocity was inconsistent and it was difficult to tell where one ended and the other began. It's tough to tell whether the curveball was a gimmick/show-me pitch or a legitimate weapon. His breaking pitches almost seemed muddled to such an extent that it was confusing to Lamb himself.    


Overall, it's a nice combination of pitches, but also one that suffers from insufficient differentiation. He needs to tighten up, and clearly define, the breaking pitches. When watching him, especially his fastball command to inside corner against righties and his ability to break his cutter down-and-in to righties, I wondered if he would suffer from a reverse platoon-split. Watching him struggle to differentiate between his slider and cutter and his difficulties in sequencing the curveball only reinforced my concern about his work to lefthanded hitters.

So, I wasn't overly surprised when he did, in fact, struggle against lefties and perform well against righties (yes, yes, small-sample-size caveats apply) at the big league level:

vs L - .342/.449/.707
vs R - .279/.337/.432


As for mechanics, Lamb is actually pretty sound. I don't see any real red flags that would make him a heightened injury risk, and yet he's already undergone TJ surgery. Personally, I have a general rule that I would not target TJ-survivor pitchers. Not on the free agent market. Not in the draft. Not in trade.

I'm of a mind that serious arm injury is the "downstream effect of an upstream cause." Tommy John surgery cures the effect, but what was the underlying cause? If that hasn't been addressed, then it seems likely another arm injury is lurking over the horizon. Ideally, the cause was something like overwork as a young pitcher, which is a one-off, non-recurring problem. However, if the upstream cause is something like a mechanical issue, then that needs to be addressed to avoid another downstream-effect.

All that said, there are exceptions to every rule and the wisdom of acquiring those survivors depends primarily on acquisition cost. It's cost that drives risk. Given that Lamb (1) makes the minimum salary and (2) represents just one piece of a three-player return, there's minimal risk to his acquisition. So, I'm on-board here, as getting multiple assets in return diversifies that risk, I just wouldn't make a habit of it.

Still, Lamb is a tall, big league ready southpaw with clean mechanics, solid stuff, and good command. That's a combination that should play at the big league level. He seems like a reasonable bet to be at least a back of the rotation pitcher and his strikeout rate makes him a decent gamble to be something more than that. Still, I'd like to see him clean up his breaking pitches, probably by dumping the slider (it's very difficult to throw both a slider and a cutter, as they tend to blend together and water down each) and refining the curveball, so he has a better understanding of how to sequence his pitches and attack hitters. Refining his repertoire will only help him develop and implement a plan of attack. Now it feels like there's some uncertainty surrounding those breaking pitches and that might explain his heightened hit rate.


Brandon Finnegan

Finnegan is the middle child of the southpaw trio. That holds true in terms of age and in terms of projection.

Lamb is the oldest by roughly three years, while Finnegan is 1 full day older than Reed. In terms of projection, Finnegan doesn't have John Lamb's floor or Cody Reed's ceiling. Lamb needs some refinement, but he's ready to hold down a spot in the big league rotation. Reed is arguably the farthest away, but he has the biggest upside.

Finnegan was drafted with the 17th overall pick in the 2014 draft by the Royals. He became the first pitcher to pitch in the College World Series and the MLB World Series in the same season. Not a bad year.

The problem with Finnegan is that the Royals have been bouncing him back and forth between the rotation and the bullpen, the majors and the minors. That may have suited the Royals short-term needs, but it did no favors for Finnegan's development. At this point, it's difficult to know whether Finnegan is stretched out enough to hold down a rotation job right out of spring training.

Unlike Lamb, who is tall, low effort, and smooth, Finnegan is short, herky-jerky, and (relatively) high effort. Finnegan also has a big arm swing, so he's a bit long in the back of his delivery.

Finnegan's repertoire is clearly defined. He works with a 3-pitch mix, a fastball (PitchFX labels it a sinker), change-up, and slider. The fastball/sinker sits 92/93 with real arm side run. The changeup clocks in at 84/85 and also has some arm-side run and sink to it. His slider sits 82/83 with good bite to it.

Overall, he throws three pitches, all of them in a 10-mph range. Does he hit work in enough velocity tiers? Maybe. Does he have enough variety to keep hitters off-balance? Maybe.

Unlike Lamb, who needs to pare down and refine his offerings, Finnegan may need to broaden and diversify his offerings. Finnegan's repertoire will play at the big league level, but I don't see a ton of electricity in what he throws.

The changeup looks like his best pitch with fade and sink. The fastball has some real arm-side run to it, but isn't overly explosive. The slider has good potential, but I wish it had a bit more power behind it. If he's going to be more than a middle-to-backend of the rotation starter, he'll have to improve on his offerings. Adding more velocity to the fastball, more power to the slider, or learning how to cut the fastball so that he can shape it in either direction would raise his ceiling. Of course, that's easier said than done.


Cody Reed

Cody Reed has the widest range of possible career outcomes. That makes him the biggest risk, but also potentially the biggest reward. If this deal is going to be a massive win for the Reds, then it's probably because Reed pays off in a big way.

My first impression of Cody Reed was just how tall he looks on the mound. He's 6-5 with broad shoulders and looks every inch of it on the rubber. My second impression of Reed was that he has a very quick arm and ball really explodes out of his hand. If he doesn't make as a starter, then it's easy to imagine him as a Zach Britton, a lefty who somewhat slings the ball and gets it on the hitter before they expect it. But, right now he's looking every bit the part of a starting pitcher.

Reed works with a 3-pitch mix: a fastball that sits 92-94 and touches 96 with some sink, a slider, and a change-up. He has shown flashes with the slider and change, but right now he can dominate with the fastball. When he's on the mound and rolling, it really feels like he's pitching downhill.

That electricity that I didn't see in Finnegan? Reed has it in spades. He's pure electricity and his upside is exciting.

He throws from a low three-quarter arm slot that will scare some pundits, as they don't think a lower arm slot can work against opposite side hitters. Reed isn't having much problems with hitters of either handedness right now.

Reed needs to continue working on the change and slider, so he's got some development left to do, but the upside is there. Reed is the answer to those critics who felt the return on this trade was more quantity than quality, more floor than ceiling.

If things break right, he could be a very good starting pitcher for the Reds. If not, then maybe he's the second coming of Zach Britton. Right now, I'm betting on the rotation for Reed. He could be special.


Final Thoughts

I know many in Reds nation aren't enamored with Walt Jocketty. I have a hard time figuring out why, as his track record in trades is one area where he's really strong and I'd argue that the return on the Cueto trade is just the latest example.

The return on this trade offers a strong blend of high probability, high ceiling, and close proximity assets. It's a serious haul of talent for 2+ months of a pitcher they could no longer use or afford.

Acquiring three players diversifies the risk and gives the Reds multiple avenues to both winning the trade and generating value from it.

To me, this trade is a clear winner for the Reds, restocking a farm system that was short on impact and depth. I also doubt the Royals have any complaints about the trade, so maybe it's the rare trade that pans out for both sides. We shall see. For now, it's high marks for Walt and a brighter future for the organization.

The Rebuild and Abandoning the Middle Path?



The Reds have (reportedly) committed to a tear down and a rebuild. Everyone is now (reportedly) available. The page has (reportedly) been turned at long last.

This qualifies as good news. Even the most starry-eyed optimist has to admit that this team isn't configured to win, especially in light of the divisional competition. The Cubs are only going to get stronger. The Cards are the Cards. The Pirates aren't aging out yet.

Quite clearly, changes must be made. MUST. BE. MADE. The Reds have aimlessly wandered the middle path between contention and rebuilding for too long. In the face of the inevitable end-of-days, they elected to dance the night away rather than face the looming specter of reality.

They held on to their fading reality until the wee hours of the morning. There's something oddly endearing about that, but the party is now over. Night is giving way to day and the rising sun is revealing the truth to all. Not even those who have chosen to be starry-eyed optimists can now deny in the harsh light of day the carnage strewn about the landscape. Hopes dashed here, best intentions fractured over there, and organizational dreams of success strewn about and trampled under foot like confetti from good times long since over.

It's time for sober, unflinching reality. The bill has come due and the good times have ground to a halt. It's time to get to work and clean this mess up. It's time to get rid of the stragglers still passed out on the coffee table and in the hedges. It's time to sweep away unrealized dreams and start anew.

The Reds had a good run. Fans may not appreciate it now, but they should. It's disappointing that this team never reached, much less won, the World Series. In hindsight, it all peaked and crashed on one swing of the bat by Buster Posey. We didn't know it at the time, but when Ryan Hanigan dejectedly hung his head as the ball arched up and into the left field seats at Great American Ballpark, he was hanging his head for all of us. That was our last, best chance for a World Series. We let it slip away.      
Now, we start over.

At the trade deadline, the Reds started the process. They at least recognized that 2015 was a lost cause and started trading impending free agents. So, we'll look back before we look forward and we'll do it quickly because the Reds are ready to move.

That said, the first thing the Reds need to do is figure out who they want to be. They need to develop a plan for roster construction before they break ground on construction itself.


1. Pick a rebuilding timeline and COMMIT TO IT!

Pure intent and full-on commitment can be the difference between success and failure.

While the Hot Stove is sizzling with news that the Reds are making everyone available, it remains to be seen what type of rebuild they envision. There are two different paths to take, quick or total.

A quick rebuild would basically mean trying to build around Todd Frazier and Jay Bruce while they are still in their peak years. A total rebuild would mean moving on from Todd Frazier and Jay Bruce.

Oddly, everyone else is either too old (Phillips) or too young (Hamilton, Mesoraco) to be much impacted by either type of rebuild.

For me, it comes down to whether the Reds are going to deal Todd Frazier. If they hold on to the Todd Father, then the rebuild needed to focus on upper level minor league prospects or young MLB talent. If they deal Frazier, then they can also target younger prospects.

Money is to baseball operations what velocity is to pitching: the more of it you have, the greater your margin for error. In those terms, the Reds aren't quite Jamie Moyer, but they clock in somewhere around Bronson Arroyo. Basically, the lower your payroll, the fewer misses you can afford to make.

Not only do the Reds not have much margin for error, but they also can't afford to roster surplus assets. To get back to being a contending organization they need to sync-up the productive years of their assets. It doesn't do them any good to bring assets who are 3-4 years away, because Joey Votto and Frazier will be in real decline by the time those types of assets are established and productive. Failure to sync up asset productivity just ensures that they will be consistently average for the foreseeable future. They may avoid valleys, but they also limit their chances of actually reaching the summit.

Sync it up, Walt!


2. Target Disciplined Hitters

One of the interesting things about last offseason's trades was that Walt seemed to really target disciplined hitters. Guys who could control the strike zone.

To recap, Walt landed Chris Wallach in the Mat Latos trade. He then landed Eugenio Suarez in the Alfredo Simon deal. Suarez hasn't shown it as much at the big league level, but in the minors he showed flashes of being able to control the zone and produce high walk rates.  I wonder if Walt recognized a deficiency in the system and took steps to address it.

This past draft, Chris Buckley, Senior Director of Amateur Scouting, made the statement that, when it comes to position players, he targets athleticism and up-the-middle players. Personally, I'd rather have a heavy thumb on the scale in favor of disciplined hitters. I wonder if Walt agrees with me.

I am hoping that Walt prioritizes acquiring disciplined hitters. If he does, then it might be evidence of his recognition that Chris Buckley doesn't focus on players with that type of offensive profile. As it stands, it's fair to wonder whether such a trade approach is necessary to compliment Buckley's draft philosophy.

Regardless, this team needs tougher outs in its lineup, which means fewer guys willing to give away outs and flail away at pitches.

Does the organization need to fill in through trade the gaps inevitably created by Buckley's draft approach?


Final Thoughts

The Reds now seem willing to tear it down and start over. It remains to be seen to what extent they will, but it seems like ownership and front office are finally on the same page and recognizing that the end-of-days has arrived.

This is an important and interesting offseason for the organization. If they do it right, then bottom of this cycle might be fairly shallow. If they flounder about, then they could be looking at a long, sustained period of irrelevance.

While I want an emphasis on disciplined hitters, the most important thing is intent. The organization needs full blown commitment to a plan. No more half measures or middle path, just complete and total buy-in to a clearly established plan for rebuilding. The competition is too intelligent, focused, and committed for us to find success without matching their efforts.

It's a huge offseason for the organization. The clean-up starts now.

Saturday, October 10, 2015

On Thinking....and Baseball....and Thinking on Baseball


Hannibal Lecter
Courtesy: Unknown


"First principles. Simplicity. Read Marcus Aurelius, of each particular thing ask what is it in itself, what is its nature." -- Hannibal Lecter


I've seen The Silence of the Lambs a number of times, but I never understood the power of this borderline throw-away-line from Hannibal Lecter. Evidently it gets lost in Hannibal's neatly tailored prison jumper and psychotic unblinking gaze, but it's an idea worth chewing on...so to speak.

To me, first principles is about getting vertical with your thinking. The good doctor cites to Marcus Aurelius, but the credit more properly belongs to Aristotle. Adopting first principles leads to a simple shift in thinking, but one that unlocks an entirely new perspective. If you reason from first principles, then you are simplifying things down to their fundamental truths and then reasoning up from there. The more common style of reasoning is by analogy, which is a more lateral style of thinking based on existing similarities and things we know.

The importance of first principles is that it allows you to truly see underlying commonalities between seemingly disparate ideas and concepts. Things that on their face seem completely different, when boiled down to their basic elements, can suddenly seem connected by a common thread. That's a powerful thing.

Maybe it's what Albert Einstein was talking about when he said, "Everything should be made as simple as possible, but not simpler."

I'm not smart enough to truly know, but it seems like the Elizabeth Holmeses and Elon Musks (a First Principles proponent, by the by) of the world are ahead of the curve because they have both (1) the ability to see the commonalities between disparate ideas and concepts, and (2) the ability to see both the big picture and small picture at the same time and switch freely back-and-forth between the two.

In other words, they can see "the forest" and "the trees" at the same time. To put some meat on the bones of this analogy, let's make it a bit more literal. To start, let's take "seeing the trees," so imagine that you're traveling through dense jungle. You can't see more than a few feet in front of your face and to make any progress in your travels you have to hack your way through with a machete, breaking trail with every step.


Courtesy: Unknown


You might be the best trail breaker in the world. People might come from far and wide to study your technique to learn how you swing the machete so powerfully, swiftly, and tirelessly. However, if you can't get vertical in your perspective, then your progress will always be limited by your vision.

On the other hand, let's take "seeing the forest," so imagine you are able to get above that dense canopy jungle and see the big picture. If you can get vertical, then your perspective will change and you'll have the ability to see where to go and how to avoid obstacles to make real progress in your travels. You'll be able to effectively navigate the terrain, but you also have to know how to break trail in order to make progress.



Courtesy: Unknown



The best travelers will be able to simultaneously see the forest and the trees, to excel at the machete swinging AND the land navigation. Those are the geniuses, the people whose brains clock at speeds the rest of us can't fathom. The people who can hold these two differing perspectives in their brain at the same time.

So, how does all of this relate to baseball?

Well, in the final analysis, baseball teams are merely the sum total of their organizational decisions. Draft picks. Free agent signings. Trades. Player development hires. Decisions. Decisions. Decisions. When two teams take the field, you are watching one organization's decisions square off against the other organization's decisions. Ultimately, the better decisions will carry the day.

When I read Moneyball, one of the many things I took from the book was that player names are just proxies for the probability of obtaining a certain level of production. Fans love the personalities, style, and individuality of the player, but front offices are merely trying to tap into that player's production. So, when Billy Beane went to replace a "Jason Giambi," he didn't try to replace the player, he tried to replace the aggregate production. So, he broke Giambi down into his component parts and tried to rebuild that production over multiple roster spots. That philosophy changed the way I look at players and production.

Similarly, I now look at teams as largely the sum total of their organizational decisions. If you look at it that way, then the primary goal of any organization should be to improve its decision-making process; to increase the probability of making a "correct" choice on every possible decision.

When you root for a player, you are rooting for the probability of a certain level of production, when you root for a team you are rooting for a bundle of organizational decisions.

How do you increase your chances of making a "correct" decision? By understanding the true nature of the thing. If you understand something's true nature, then you understand how to properly value it. How do you understand something's true nature? By drilling down and down and down until you reach its fundamental truth.

You can engage with an idea on a number of different levels. If you engage with it on its fundamental level, then you are more likely to be able to consistently identify it in the future.

A baseball example of engaging an idea on different levels can be found in hitting ability. At what level do you want to engage the idea of hitting ability?

Let's take a quick look at this handy pyramid of levels, representing a simplified evolution of hitting evaluation, before we get into the discussion of these levels.







Henry Chadwick is credited with creating the box score and a variety of statistical measures. Chadwick felt that batting average was the best representation of a player's offensive skill and, for a lot of years, that view was reflected in the way teams were constructed and players were valued.

However, as we all now know, batting average is not the best representation of a hitter's ability, as it contains a great deal of fog that clouds a player's true performance level, including park effects, quality of opposing defenses, and random chance.

The next breakthrough in evaluating hitting ability came about when Voros McCracken discovered Defense Independent Pitching (DIPs) and the notion that a pitcher/hitter does not have true control over whether a ball in play results in a hit or an out. That discovery led to the use of Batting Average on Balls in Play (BABIP) to put batting average into context in an effort to strip out the "luck" component.

After that, the next step in the evolution of hitting evaluation came with the use of batted ball type, as certain types of batted balls were determined to be much more likely to result in a hit than others. So, batted ball type was added to BABIP in an effort to put batting average into even better context and eliminate a larger percentage of the fog surrounding true ability.

Currently, we have reached what may well be the fundamental components of hitting ability. Technology has enabled us to measure batted ball characteristics in ways that were previously unimaginable. At this point, we are beginning to measure hitting ability through (1) exit velocity, (2) contact rate, and (3) launch angle.

Given that hitting is largely a function of (1) how hard you hit the ball, (2) how often you hit the ball, and (3) the type of loft you get on the ball, we may have finally uncovered the fundamental truth of hitting ability and reached the top of the pyramid in the process.

It seems apparent that the closer you get to the fundamental truth of hitting, the closer you get to understanding what drives hitting success. If you can identify what drives hitting success, then you can more effectively identify those players who have it and how to value it.

The recent success of the Cubs under Theo Epstein and the Astros under Jeff Luhnow is revealing the only real "curse" in the game of baseball to be front office ineptitude. The fog generated by a lack of understanding of the fundamental truths of baseball has allowed narratives like "curses" to be introduced into the game. Those narratives are great for the fans, but they cloud the fundamental truths that should govern baseball operations. By harnessing the power of big data, both qualitative and quantitative, and converting it into an actionable form, organizations like the Cubs and Astros are riding stone cold rationality to a better understanding of "true" ability and player value.

Of course, there's also real irony to the fact that teams are employing complicated and convoluted statistical measures and data mining techniques in order to reduce baseball to its simplest, most fundamental truths.

If you want to know why front offices around the league are engaged in a race for brainpower, it's because the more intellectual horsepower in your front office, the more likely you are to uncover the fundamental truth of the components of baseball. And, if you uncover the fundamental truth before the opposition, then you have a real and exploitable competitive advantage.

In the end, the better your understanding of something's true nature, the more likely you are to value it correctly. Better understanding comes from getting vertical in your thinking.

Get vertical, Reds, get vertical!


Monday, June 15, 2015

Draft: This is why we can't have nice things....


...or, at least, nice, disciplined, professional hitters.


The 2015 draft has come and gone. The Reds didn't draft the players I wanted.


Garrett Whitley? Nope.

Dakota Chalmers? Evidently not.

Brendon Sanger? Surely you jest.


That's all well and good. They undoubtedly know more about those guys than I do. Still, I can't help but be disappointed that they didn't draft them. On some level, I'm most disappointed about Brendon Sanger. I like Sanger's game. I really do. But, the larger disappointment isn't missing out on one specific player (one who might, admittedly, be more of a fourth outfielder type), it's the failure to adopt a draft strategy that prioritizes the acquisition of these types of players.

The Reds are on the precipice, the fall is coming. A rebuild isn't just advisable, it's inevitable. As part of that rebuild, I really wanted to see the Reds prioritize the acquisition of players with strong hit-tools and plate discipline.

Looking back on the Houston Astros fiasco with Brady Aiken from a year ago, I remember Jeff Luhnow being very calm about the wasted first overall pick. He stated that, while it was unfortunate, the club would be fine and that it wouldn't even be detrimental to the rebuild.

The sentiment was surprising in its authenticity. At the time, the Aiken situation was turning into the storm of the century. Everyone had an opinion. Everyone was caught up in it. Somehow, in the face of it all, the Astros were the calm center of the storm.

The Astros could remain calm for the simple reason that their focus is on process, not individual players. Fans get obsessed with the player, the organization is obsessed with the process by which every player is acquired. Fans get invested in the name on the back of the jersey, whereas for the organization that's merely a proxy for the probability of receiving a certain level of production. If that player is gone, then they just find a new way to approximate that lost probability. To some extent, it's a formula for production. They are always trying to improve their process, because the process will constantly yield the players.

The Reds have their own process. It's not as systematic, nor as ruthlessly calculating, as the Astros' process. Even so, the Reds' process emphasizes players who fit a certain profile.

Here's a Mark Sheldon article about the draft with some quotes from Chris Buckley, director of scouting:


"We just find the more athletic they are, the better adjustments they make and the better they can handle everything," Reds senior director of scouting Chris Buckley said after the Draft ended Wednesday night. 
..... 
As is often the case, the Reds loaded up on pitching and took 21 pitchers over the three days. But they also loaded up players that play up and down the middle of the field. Fifteen picks were either catchers, middle infielders or center fielders. 

"We always try to do that," Buckley said. "Todd, Devin and Drew Stubbs were up the middle guys. All are very athletic. A lot of these guys do different things well, and we project them for something else."



So, there you have it, in a nutshell. The Reds look for (1) athleticism and (2) players who play up-the-middle defensive positions. 

A quick look at the team's picks in the top 20 rounds bears this out: 13 pitchers, 1 catcher, 3 shortstops, 2 second basemen, and 2 centerfielders. Not a corner player in the bunch. 

There is clearly a lot of value in athleticism at premier defensive positions. So, targeting such players make sense...to a degree. At the same time, by focusing almost exclusively on that profile, you are overlooking a certain subset of players. A potentially valuable subset. 

This excluded subset includes corner players and players who are longer on baseball skills than athleticism and tools. The obvious problem is that most impact hitters come from the corner spots and most disciplined hitters are longer on skills than tools. 

There are only so many Troy Tulowitzkis and Robby Canos in the world and even if they are in the draft pool then they won't be there for long. In the current top 20 round draft class, Blake Trahan might be the one player who overlaps both the Reds criteria (athleticism, premier position) and the disciplined hitter criteria (controls the zone, more walks than whiffs, etc) that I think they need. There just aren't many who fit that particular profile.

So, are the Reds, an organization frequently short on disciplined hitters, undercutting their ability to develop them by adopting a draft strategy that largely eliminates them from consideration? It seems like it.

If they didn't like Brendon Sanger (4th round, 135th overall to the Angels), then maybe they could have reeled in David Thompson (4th round, 119th overall to the Mets), David Kerian (9th round, 284th overall to the Nationals), Austin Byler (11th round, 316th overall to the Diamondbacks), or any number of players who fit a more disciplined profile. None of these types of players may pan out, but the underlying point is that you can't end up with a Matt Carpenter type if you don't draft disciplined hitters. You can't really teach the ability to control the strike zone, you either have it or you don't.

At the opposite end of the "organizational philosophy" spectrum from the Reds would probably be the Cardinals, who are never short on disciplined hitters. The Cardinals are willing to draft and develop players who are short on athleticism and long on baseball skills. Players like Matt Carpenter, Allen Craig, and Stephen Piscotty leap to mind.

In the modern game, there is very little more valuable than a plus hit-tool and/or plus on-base ability. That means that the acquisition cost of those types of players is massive. Simply put, if the Reds aren't drafting those players, then they won't be able to acquire them without incurring massive expense.

Draft and develop them, it's the only way. That means that the ability to control the strike zone should be a much larger thumb on the scale in the draft process. Unfortunately, it isn't. 

Wednesday, June 10, 2015

Final 2015 Reds Draft List


Here's a look at every 2015 draft pick by the Reds, courtesy of Baseball America:



RNDPICKTEAMPLAYERPOSSCHOOLSTBONUSREPORTS
111RedsTyler StephensonCKennesaw Mountain (Ga.) HSGA
249RedsAntonio SantillianRHPSeguin HS, Arlington, TexasTX
2.571RedsTanner RaineyRHPWest AlabamaAL
384RedsBlake TrahanSSLouisiana-LafayetteLA
4115RedsMiles GordonOFSt. Ignatius of Loyola Catholic SS, Oakville, OntarioON
5145RedsIan KahaloaRHPCampbell HS, Ewa Beach, HawaiiHI
6175RedsJimmy HergetRHPSouth FloridaFL
7205RedsJordan RamseyRHPUNC WilmingtonNC
8235RedsMitch PiatnikSSState JC of FloridaFL
9265RedsSarkis OhanianRHPDukeNC
10295RedsZach ShieldsOFUNC WilmingtonNC
11325RedsBrantley BellSSState JC of FloridaFL
12355RedsAlexis DiazRHPJuan Jose Maunez HS, Naguabo, P.R.PR
13385RedsAndrew JordanRHPHuss HS, Gastonia, N.C.NC
14415RedsAustin OrewilerRHPRiceTX
15445RedsBlake Butler2BCollege of CharlestonSC
16475RedsJake JohnsonRHPSoutheastern LouisianaLA
17505RedsJ.D. Salmon-Williams2BSuzuki SS, Brampton, OntarioON
18535RedsIsaac AnestyLHPOur Lady of Lourdes Catholic HS, Guelph, OntarioON
19565RedsMike SalvatoreRHPEwing HS, Ewing Township, N.J.NJ
20595RedsRock RuckerLHPAuburn-MontgomeryAL
21625RedsSatchel McElroyOFClear Creek HS, League City, TexasTX
22655RedsDarren ShredRHPSt. Roch Catholic SS, Brampton, OntarioON
23685RedsEdward CharltonOFNew Jersey TechNJ
24715RedsJoseph ZanghiRHPCumberland (N.J.) JCNJ
25745RedsJames Vasquez1BCentral FloridaFL
26775RedsDwanya Williams-SuttonOFGreenfield School, Wilson, N.C.NC
27805RedsAlejo LopezSSGreenway HS, PhoenixAZ
28835RedsRonnie RossomandoRHPBunnell HS, Stratford, Conn.CT
29865RedsElih MarreroCCoral Gables (Fla.) HSFL
30895RedsJoseph Purritano1BDartmouthNH
31925RedsEthan Skender2BMetamora (Ill.) Township HSIL
32955RedsWil McAfferRHPSentinel SS, West Vancouver, B.C.BC
33985RedsTyler PeytonRHPIowaIA
341015RedsConnor BennettRHPBuford (Ga.) HSGA
351045RedsAlexander KrupaCFIowa Western CCIA
361075RedsMitchell TrippRHPCentral FloridaFL
371105RedsRiley ThompsonRHPChristian Academy of LouisvilleKY
381135RedsMatt Kroon3BHorizon HS, Scottsdale, Ariz.AZ
391165RedsKevin SantiagoSSRafaelina E. Lebron Flores HS, Patillas, P.R.PR
401195RedsJonathon Armwood1BSt. Edward's (Texas)TX