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Ford vs Ferrari Part 1 - Greasing the Wheels

From the guys who brought you The Greatest Short Burn of the Century..
Oh man, oh man, oh man.
Not again.
-Drizzy
Preface:
Please believe me when I say I really wanted to take this month off and enjoy the snow in Tahoe. But as I was driving, something caught my eye...
Make no mistake. This stock is not going to be nearly as volatile or profitable as GME. In fact, this might be so boring that most of you will ignore me yet again. And that’s exactly why I like it. I’ll do my best to make this engaging, but the fact is, this is going to be a slow grind. Both this DD and the stock.
Also, as a bonus, Reddit is currently public enemy #1 in the eyes of the media. Why don’t we do a quick heel-turn and join their side? Are they gonna hate us for buying boring value stocks? They won’t know what hit them. That will be a fun show to watch.
Anyway… let’s take a look under the hood. As always, not financial advice. Just education. NOTHING IS A RECOMMENDATION. We are just sharing knowledge here. Ok SEC?
Intro:
Ford (NYSE: $F -- NOT NASDAQ:$FORD), is another depressed deep value multiple expansion arbitrage play. No short squeeze this time. The GME asymmetry may not be seen again for 10 years.
It might seem boring and unsexy on the surface, but Ford is a fantastic company in the midst of one of the best turnarounds in American history. And with a little help from our friend Mr. Options (or as Buffett called, Financial Weapons of Mass Destruction) we can turn a boring old Ford into a lightning fast Ferrari using the quadruple income option wheel strategy. Don’t try this at home. If you don’t know what CSPs, CCs, or vega are, stick to shares. Those should work just fine.
Let’s break this down into 5 parts: electrification story and leadership, multiples expansion, technical analysis, options, and the trade.
By the way, in 2019, the Ford F-Series was second only to the Apple iPhone, which raked in $55 billion, in terms of total revenue generated. The F-Series generated more revenue than the NFL, MLB, NBA, and the NHL combined, which added up to $40 billion. Just something to think about.
The wheels on the bus go round and round, round and round...
Electrification story and leadership:
Let’s jump into history for a second. Ford had a meteoric rise from 1997 - 1999 from $15 to around $32 at the peak. This was due to $F reporting massive earnings increases each quarter:
They were just feasting and feasting. Jim Farley looks like the best person alive to revitalize Ford, capable of tripling the stock in 2-3 years. Look at the last two quarters:
Here are excerpts from the Q3 earnings and some other notable highlights:
Farley: Now that plan, which was introduced to the Ford team and many stakeholders on October 1, is very straightforward. Among other things, No. 1, we will compete like a challenger, earning each customer with great products but as well services with rewarding ownership experiences. Number two, we're moving with urgency to turn around our automotive operations, improve our quality, reduce our cost and accelerate the restructuring of underperforming businesses.
And third, we're going to grow again but in the right areas, allocating more capital, more resources, more talent to our very strongest businesses and vehicle franchises; incubating, scaling and integrating new businesses, some of them enabled by new technology like Argo's world-class self-driving system; and expanding our leading commercial vehicle business with great margins but now with the suite of software services that drive loyalty and generate reoccurring annuity-like revenue streams; and being a leader in electric vehicle revolution around the world where we have strength and scale. So now speaking about EVs. To start with, we're developing all-new electric versions of the F-150 and the Transit, the two most important, highest-volume commercial vehicles in our industry. These leading vehicles really drive the commercial vehicle business at Ford, and we're electrifying them.
Quick sidebar here from my buddy M: "Whereas traditional manufact / consumer / industrials are valued on an EBITDA multiple, SAAS has historically been valued on a revenue multiple, which translates to flat out higher valuations. EVs themselves are not necessarily a higher margin product that justifies a higher multiple (at least not that I've seen), but tech services / subscriptions are the real money makers in this game. Hint Hint companies like Apple throwing everything they have at trying to integrate services and subscriptions over the last 5 years"
This further justifies the expansion multiples we expect will catch up to leading EV automakers (see below).
We own work at Ford. And these electric vehicles will be true work vehicles, extremely capable and with unique digital services and over-the-air capabilities to improve the productivity and uptime of our important commercial customers. The electric Transit, by the way, will be revealed next month, and you heard about it here first, for all of our global markets. We believe the addressable market for a fully electric commercial van and pickup, the two largest addressable profit pools in commercial, are going to be massive.
Now you're going to see our strategy of electrifying our leading commercial vehicles and our iconic high-volume products expand very quickly at Ford.
When you look at our results, they reflect the benefit of our decision two years ago to allocate capital to our strongest franchise, namely: pickups, a whole range of utilities across the world, commercial vehicles and iconic passenger vehicles. Additionally, we saw higher-than-expected demand for our new vehicles in the quarter.
Together, these factors, plus the strongest performance from Ford Credit in 15 years, led to a total company adjusted EBIT margin of 9.7%. That's 490 basis points higher than last year.
As an outcome of all this, we generated $6.3 billion in adjusted free cash flow.
The strong cash flow in the quarter gave us the confidence and the ability to make a second payment on our corporate revolver, which we did on September 24. So now we have fully repaid the entire $15 billion facility, and we ended the third quarter with a strong balance sheet, including nearly $30 billion in cash and more than $45 billion of liquidity, which provides us with the vital financial flexibility we need.
Check out this credit downgrade weeks before Ford paid off their revolving credit facility. Smells like GME?
Alright. What about Q4-2020 and beyond? Ford is expected to post a loss. TA is signaling a beat (see the TA section). Ford is spending this money in order further restructure and deliver on the following items in their pipeline:
Bronco:
Mach-E vs Tesla Model Y. Just the fact that there is debate between the better car is bullish for Ford.
The upcoming 2021 F-150 has positive consumer reviews as well:
Ford Raptor launch (just happened today, customers are excited. Look at the comments on YouTube and IG)
Further potential tailwinds:
The Postal Service told Trucks.com that it expects to reach a contract with one or more of the teams bidding for the business in the federal government’s second fiscal quarter of 2021. That works out to the first quarter of next year.
English please? Ford is a strong company. Farley is delivering on his promises and can lead the company towards an operationally efficient turnaround towards electrification. Combine this with a loyal customer base rivaled only by AAPL, and you get another special opportunity. This is the turning point.
Multiples Expansion:
Now here lies the crux of the thesis. Amidst all the EV hype, Ford is being unfairly ignored at an extremely depressed multiple compared to the other companies in the EV space. Here are some comparisons (numbers may be slightly outdated, pulled earlier this week, more relative comparison than absolute):
$Ticker - Market Cap - TTM Revenue MM - TTM EBITDA MM - Revenue Multiple - Ebitda Multiple
TSLA - $810B - $28B - $4B - 29X - 202X
NIO - $92B - $12B - ($7B) - 7.6X - (NaN)
GM - $78B - $116B - $18B - 0.7X - 4.3X
F - $44B - $131B - $10B - 0.3X - 4.4X
That’s an eyesore. Let’s focus on just TSLA and Ford, because why not. Assuming Ford can quickly turn towards electrification (from the evidence above), these two companies are fair comparisons. No Tesla is not a software/energy company, look at their automotive % of revenue. Stop it. It has only recently dropped to 80% due to the expansion of their leasing division. Energy is still a tiny part of TSLA.
Revenue Multiple:
TSLA = 29X
F = 0.3X
EBITDA Multiple:
TSLA = 202X
F = 4.4X
Yes those numbers are correct. Look at them for 60 seconds and tell me what you see. Quick quote from my buddy M:
Just zoom out and think. TSLA is for sure ahead of the rest on their tech and charging infra right now. But in terms of just overall bottom line infrastructure and manufacturing capability; once the GMs, Fs, and VWs of the world can get the ball rolling, they are way ahead in that aspect. Much more experience in production and retail / distribution channels, as well as logistics sourcing. Plenty of battery makers, and self driving tech makers out there too right now. Small to mid scale M&A will probably be the name of the game if I had to guess.
This is why Burry is short $TSLA, but two scenarios can unfold: either the high-flying stocks drop, or Ford rises. I believe we will land somewhere in the middle, with Ford rising as we begin to enter the optimism phase in the final third of our bull market.
Shorting is a dangerous game anyway... So I’ve been hearing on the news...
TA, Options:
Exhibit A from our resident chart whisperer J (who will remain unnamed because you monkeys keep bothering him).
Larger view.
As you can see, the trendline has broken out.
Exhibit B from our resident quant T (also to rename unnamed):
Starting on 1/4 you'll find right tail distributions into any liquidation which represent large buying. Which has led up to a recent run-up and eventually left tail distributions which represent short coverings which lead into the gaps and thinner distributions where there aren't any major bids. Even with the pullback on 1/22 we see more right tail distribution after the profit taking from the recent run-up, which means someone is buying up the inventory.
This is unusual for F, where F trades within tight ranges. On 2/1 you can see a bimodal distribution which means a new player has stepped in, which we assume has additional knowledge apart from the larger players that were already in the market. The recent range between 10.70 and 11.20 indicates that the market has accepted this price range as fair value. Without additional research at first glance we can see that a large player (or players) is buying up a significant amount of inventory.
On 1/4 we find that the volume increased to 77,559,128 from the previous trading of 34,462,454 (125% increase) and 33,127,776 the day before that. Volume has been higher since.
On our first major left tail distribution (which represents short covering) since the buying on 1/4 the volume was at 113,707,973.
Exhibit C
250k shares of F 10.92; 100k F 11.04; 3.53m F 9.78; 708k F 9.78; 500k F 9.64; 377k F 9.50; 338k F 9.50; 201k F 9.75; 192k F 9.80; 150k F 9.77
These are blocks of shares bought in the past 7 days
Top OI changes:
+19610 F 02/05/21 11 C 43821 38% 13% 48%
+12904 F 02/05/21 12 C 31929 38% 11% 52%
Top OI positions:
170902 F 02/19/21 10 C +807 26% 49% 25%
112480 F 02/19/21 12 C +3207 29% 29% 41%
The percentages are bid mid ask.
Someone is bullish on Ford.
For an earnings play, daily RSI is oversold looking towards an uptick.
Options gamma is interesting to note as well.
Open interest on 2/5 $13 and $15Cs are also notable. Could be covered calls? Could be someone knows something?
Could be Jeff reading too much into the tea leaves. Not financial advice. Just showing you what I see.
The Trade: The simplest way is just to purchase shares and collect dividends as Ford may reinstate them sometime in 2021. Possibly leaps if you feel adventurous.
For the option junkies like myself, and as a tribute to the greatest company in American history, I will use the wheel(s). The GME trade was a very special and momentous occasion. Now that we have a bankroll, we’ll just quietly play theta gang as we enjoy our lives and spend time with our families and loved ones. Here’s a good summary.
This is not for amateurs. I mean, none of this is financial advice anyway, just educational.
But in a nutshell, I will: 1) Buy shares, 2) Sell CSPs 30-45 days out with 0.3 delta, 3) sell CCs with 0.3 delta (will reconsider this if Ford goes vertical) 4) Collect dividends.
The Wheel doesn’t work on everything. Here are the qualifications from the above post, let me know if this sounds familiar:
Hmm...
Conclusion:
Ford is a massive, complex, multinational corporation so I’ve likely missed very many things, but I wanted to get this out before ER so I can flex again. (No market manipulation here lol. My buddy's multi-million dollar block buys didn't move the needle one iota.) There are many things I haven’t covered, and simply don’t know yet. As more facts begin to unfold, and as I spend more time with the stock, I’ll share the information here. Also, every time I post about an equity, it seems to go down. Lol... (GME). With all this in mind, this is still a very risky bet.
Nevertheless, I like what I’ve seen thus far. Ford looks like a fantastically healthy company in the midst of a turnaround towards electrification with a phenomenally depressed multiple according to the market’s appetite. It deserves a multiple trending towards TSLA’s, not a dying auto manufacturer. Jim Farley has shown early to be a great CEO and I think he can continue the transformation. We’ve begun to enter a phase of exuberance, so I’ll choose to long Ford instead of short TSLA.
As a bonus, we have the opportunity to join forces with the boomers and talking heads and bet on one of their favorite companies. Time for America to be on the same side again. We’ve been divided for too long.
I know my GME posts were lucky. I’ll stake my reputation on another bet. One call sure is lucky. What about two? In any case, investing is a marathon, not a sprint. Glad to be a part of this journey with you all. Note: I will not discuss GME in the comments, which all depends on Ryan Cohen. There is nothing further to add until Q4 earnings.
And finally, we’ve officially entered the last phase of our very long bull market. This is not necessarily a sell signal yet, as some of the greatest returns can come in this period and can last for a long time. I will do my best to look for the signal and sound the alarm. The world will be celebrating, and I will be bearish. Burry’s passive indexing bubble call in combination with Thiel’s government debt bubble call will lead us into a dark time of unprecedented proportions. Tail risk hedging won’t work as the declines will be slow at first, and then fast and violent and unrecoverable. Be careful. Listen to Ken Fisher. Thank you very much for your time.
Positions: Bullish shares, LEAPS, on-going quadruple income wheel strategy as Ford reinstates the dividend. Timeframe 12-18 months. Watch out VIGILANTLY for macro risks. Bear market is on the horizon. Drop some Fs in the chat to pay respects.
PT: $32 with a chance of $98 if we start to see exuberance in the broader market.
-JA
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A Guide to The Weeknd's Discography

Since The Weeknd is performing at the Super Bowl Halftime show, I thought it’d be nice to post a little guide to his discography for anyone interested in looking to do a deep dive into his work. I would’ve posted this the day of the event, but I assume that some people would probably like to go through it over the weekend.
This shares a direct overview of his released material, talking about his career and the background of the music, the videos, the meanings and all. I’ve written this from a pop perspective, keeping in mind that his history might be fairly new for general pop fans.
I also go into the storyline of the red suit character, if your interested in catching up on that narrative before the Halftime show (which will continue the story), I’ve listed the chronological order below followed by an explanation of that narrative.
I wanna be clear that the interpretations/theories are not conclusive. Abel rarely shares the metaphors or meanings behind his music. This is based on widely based on fan discussion/mutual interpretation. Fans can feel free to expand on anything in the comments.
It is important to know about Abel's backstory to get a certain perspective of where he’s coming from, especially when discussing the songs that deal with substance abuse. These recent articles cover his early years really well and share an up-to-date point of view of his success.
Variety 2020
Billboard 2021 - Also a good source for getting to know his team.
So, an essential TL;DR is this: Abel Tesfaye came from a broken home, he was born to Ethiopian immigrant parents who split up when Tesfaye was less than seven. He then lived with his mother and grandmother, only rarely seeing his father but having a nice impression of him. His drug addiction started as soon as he was a high schooler, he turned to shoplifting to pay for this need of various substances. Soon he dropped out of high school, leaving his home the same weekend, which would later inspire his stage name, The Weeknd. The name is reference/homage to the weekend his life changed.
Quick side note, I didn’t think this post would nearly reach the character limit. So I’ve cut out excess detail and lists of producers (with the exception of After Hours since we’re in that era).
Table of contents
  1. XO.
  2. House of Balloons.
  3. Thursday.
  4. Echoes of Silence.
  5. Trilogy.
  6. Kiss Land.
  7. King of the Fall.
  8. Beauty Behind The Madness.
  9. Starboy.
  10. My Dear Melancholy.
  11. After Hours.

XO.

XO is the record label that The Weeknd and co. created in order to publish the first mixtape (House of Balloons) and the ones that would follow afterwards. XO has a lot of meanings that have to do with what went into the music and what still goes into it. XO is what the fans call themselves, popularly with the phrase XO Till We OD (shortened to XOTWOD); another way of saying “we’re ride or die for The Weeknd and his team.”
While some argue that it could mean anything since there isn’t clear meaning to it, fans continue to associate the abbreviation with ecstasy (X) and oxycontin (O). That definition stems from XOTWOD, fans assume it’s true because of the team’s history of drug usage. While others take it as it’s classical definition “hugs and kisses” because of the consistent lyrical nature of The Weeknd’s songs.
Overtime the definition of XO is simply known as: the fans, the crew, and the label. The Weeknd is more than just one person, he comes with XO. For the sake of clarity in this writeup, I’m going to refer to his crew as XO and the fans as “the fans.”
XO still serves as a record label, the current roster is The Weeknd, Belly, Nav, and Black Atlass. It remains The Weeknd’s record label and was his first label before becoming a subsidiary of Republic Records.
Throughout his career, The Weeknd has worked with Illangelo, a Canadian producer who’s work the fans adore. Carlo “Illangelo” Montagnese was one of main the producers on The Weeknd’s Trilogy, he’s credited on each track. The fan base claims his work to be some of the most notable artistry in The Weeknd’s discography. Their work together continued with Beauty Behind The Madness, Illangelo worked on seven tracks for that album. He then returned for After Hours working on another seven tracks.
DaHeala, another Canadian producer, is another significant factor in The Weeknd’s music. Jason “DaHeala” Quenneville worked as lead producer on Kiss Land. He returned to work on six tracks for The Weeknd’s Beauty Behind The Madness, including the hit Earned It. DaHeala returned as a writer for six of the songs on Starboy. Then DaHeala worked on nine After Hours tracks, and worked as the only producewriter alongside The Weeknd for bonus tracks Missed You and Final Lullaby.

House of Balloons.

Didn't wanna make this NSFW, so here's the super clean edited cover
This is a happy house. We’re happy here. (House of Balloons/Glass Table Girls)
One of the most iconic title tracks of all time. House of Balloons is about a lifestyle of drugs, sex, and partying; all in effort to drown out self-doubt. It comes from a place of wanting to make it big while doing what you can to survive, all while pretending everything’s alright. The mixtape describes various sorts of women, how they’ve had impacted the life of someone who’s already down on his luck.
Fans often refer to House of Balloons as The Weeknd’s best work. The mixtape was the first introduction the world got of XO, and it was one hell of a way to make an impression. It’s personal for the fans and Abel because it’s the only piece of work known to be based on his life. At the end of the day he’s a songwriter, with many of his albums he creates scenarios and world that he likes to explore through the music. But House of Balloons is known to be based entirely on his life. It remains The Weeknd’s most critically acclaimed work.
House of Balloons was crafted through the influences of Hip-Hip/Indie-Rock with the main focus on R&B. Through the genius of Ilangelo, the record was—and is—mesmerizing capturing the essence of a lifestyle that The Weeknd described as “anti-everything.”
House of Balloons assisted The Weeknd in gaining the attention of Republic Records, which would then host The Weeknd’s own label XO. Though hesitant at first, XO decided to partner with Republic after the co-founding brothers Monte and Avery Lipman kept coming back to Toronto solely for The Weeknd.
House of Balloons received three videos, The Knowing, Wicked Games and Twenty Eight. The Knowing was the very first video The Weeknd made, so of course it’d be something other-worldly; it essentially reflects the song itself but in a sci-fi setting. Twenty Eight represents Abel’s life after fame but also his remorse of letting captivating women into his life.
Fun fact— House of Balloons is an actual place in Toronto, it was where him and his crew lived after he dropped out of high school. They’d host parties, call girls, do drugs, and to make it less depressing they’d fill it with balloons.

Thursday.

Valerie on the cover
Welcome to the other side. (Life of the Party)
Thursday consists of the same themes as HoB; sex and drugs. But there’s a twist, he’s in a semi-relationship with this girl Valerie. She’s the only one on his mind, even though they meet only one day of the week, any guesses on what day that could be? Through The Weeknd’s phenomenal voice and the insane production, we’re also presented with this story of a toxic relationship where Valerie used to have the upper hand but she no longer does when she falls for The Weeknd.
While Thursday isn’t entirely about the relationship of The Weeknd and Valerie, it consists of reflections to Abel’s life after the release of House of Balloons. The song Rolling Stone notably has a double meaning, in which Abel asks his fans if they’ll stick with him when he gets mainstream appeal and decides to change his sound.
The track Valerie wasn’t on the original release of Thursday, it added when Trilogy was released. Ending the mixtape with Heaven or Las Vegas meant that The Weeknd’s actions with and without Valerie were a result of his fatherless childhood, making him push anyone away. That meaning behind Thursday doesn’t change when Valerie is added to the track list, it just means that both want the toxic relationship back.
The Zone (feat. Drake) was the first feature The Weeknd had on any of his work, the video for it was released in November of 2012. Rolling Stone had also received a video in October of 2012. Both were directed by The Weeknd and reflect the two different aspects of Thursday. The Zone has Valerie living it up in the House of Balloons. And Rolling Stone has The Weeknd doing a photoshoot for Trilogy, reflective of the song itself.
Fun Fact— the female voice heard in Lonely Star is The Weeknd’s, he pitched his voice to make it sound like a woman’s.

Echoes of Silence.

Diana on the cover
Laisse tomber les filles. Un jour c'est toi qu'on laissera. [Leave the girls alone. One day it’ll be you they will leave.] (Montreal)
Out of a dark introductory into the early life of The Weeknd, Echoes of Silence is the darkest work of his Trilogy. Let’s be honest the story here isn’t entirely ethical at times but makes for one hell of a mixtape.
Similar to Thursday, Echoes of Silence follows a storyline. After accumulating success, The Weeknd gains the attention of various women. There was this one woman (D.D.) who he liked but she initially rejected him (Montreal). The woman came back to him for his fame status and evidently fell in love with him (Outside), but now that he’s got the upper hand he treats him like a groupie (XO/The Host) and lets... bad things happen to her; she’s gotta pass a test before she can get with him. This test is either drugs or his crew (Initiation). He ultimately tells this woman that he’s not exactly longterm-relationship material, perhaps because her love is temporary (Same Old Song), because he’s Next. With the end of Echoes of Silence (originally ending on the title track) the listener is left to wonder why The Weeknd left her if he’d simply want her to stay.
As a side note— Initiation should not be condoned. It remains true that The Weeknd is a songwriter and the progression of time has changed perspectives. But a song that makes such suggestions as Initiation should not be ethically/morally claimed or celebrated.
The mixtape follows The Weeknd’s lifestyle after he’s gained all this success, he’s still the same person but now he’s gotten everything he wanted. Some tracks such as The Fall continue to emphasize his journey into stardom and his acceptance of fame being temporary. With the added Till Dawn (Here Comes The Sun), The Weeknd acknowledges the changes in his life, realizing that the old lifestyle is no longer there for him or his past lovers.
Echoes of Silence is known as an underrated gem of The Weeknd’s discography, it’s well received by fans and critically acclaimed but often brushed under the rug in discussion of his work. A lot of fans and casual listeners play the mixtapes through Trilogy rather than their respective albums. This often leads to people not playing EoS either at all or only the first few tracks, this is predominantly due to the nature of the compilation being nearly three hours long.
Fun fact— D.D. is a cover of Michael Jackson’s iconic Dirty Diana. Fans have named the woman in Echoes of Silence Diana because of this track. Various theories argue that the mixtape itself is based on the Dirty Diana itself with exaggerations of the truth, or whether or not it’s a story The Weeknd crafted based on the song.

Trilogy.

Rolling Stone video doubled as a shoot
You don’t know what’s in store. (High For This.)
Trilogy is a compilation of The Weeknd’s mixtapes, House of Balloons, Thursday, and Echoes of Silence. These three mixtapes were released 3-4 months apart from one another for free digital download in 2011, they gained quite a lot of attention from various industry executives.
Prior to the release of Trilogy, The Weeknd featured on Drake’s Take Care with Crew Love. The song was Abel’s first exposure to a Rap crowd/Rap fans, more people began listening to his music after the release of Take Care. The Weeknd then featured on Wiz Khalifa’s Remember You, which served as the second single off Wiz Khalifa’s O.N.I.F.C. Following those two releases, The Weeknd released Wicked Games as the first single off Trilogy.
Trilogy was formed after The Weeknd came under Republic Records’ management. The compilation album reached a debut/peak position of 4 on the Billboard 200 while reaching number one on the US Top R&B/Hip-Hop Albums chart. It’s a well received album with the highlight said to be House of Balloons, which arguably went on to influence various sorts of R&B music of the 2010s.
Videos for Trilogy

Kiss Land.

Iconic
I went from starin' at the same four walls for 21 years. To seein' the whole world in just 12 months. (Kiss Land)
Kiss Land is based on The Weeknd’s tour life. Visiting unfamiliar places gave Abel horror movie vibes. A guy who used to own the city (Toronto) he lived in is now a small fish in the ocean of the entire world. The Weeknd’s first studio album was a great introduction into the sound he would soon get well acquainted with.
While continuing the R&B sound with the essence of Dark Wave, the album explores emptiness and regret throughout the lyrics—or what pop fans could categorize as dark pop—. The Japanese aesthetic used for various videos and the single covers/booklet reflects the themes of feeling overwhelmed by such a loud world that there’s no point in being if you don’t belong.
The album explores the real-world and the women in it as well as regrets regarding past actions, namely letting go of women who could’ve been the one in Adaptation. The Weeknd attempts to find that satisfaction in other women and past lovers, but accidentally falls for a sex worker in Belong To The World. With Wanderlust he accepts and expresses that love in the modern world isn’t entirely possible. While continuing to tour the world he enjoys these new experiences with XO (Live For feat. Drake), as well as the new women in his life (Kiss Land). And when he’s back home, he accepts the loss of the relationship he cherished.
Kiss Land debuted and peaked at number two on the Billboard 200. It was fairly acclaimed but gained a massive cult following. There were four videos for made for the album, the title track, Belong To the World, Live For (feat. Drake), and Pretty. Those four songs received interesting visuals that kept up with their respective themes while Belong To the World/Kiss Land got visuals that matched the aesthetic of the album. To this day fans ask Abel for a part two to the horror-movie-inspired album after he said it’s the only album he would have a sequel for.
Videos for Kiss Land
Fun Fact— The video for Kiss Land on YouTube is an extremely edited version of the actual video shot for the song. The directors cut further explores the erotic-horror themes if the album.

King of the Fall.

King of the Fall 2020 cover (even though I talk about three other songs here)
Driving by the streets we used to walk through like a triumph. (King of the Fall)
These next few song were released between the Kiss Land and Beauty Behind the Madness era. Some fans would classify them as part of the Beauty Behind the Madness era—I’d say the same tbh—but they stand apart on the basis of success and acclaim. It’s a transition between The Weeknd being an underrated R&B musician to being a mainstream artist with massive recognition and appreciation.
The first of these four songs is King of the Fall. A fan favourite and a standout in The Weeknd’s discography. This is one of The Weeknd’s few Rap tracks, it gained a lot of attention within the Rap sphere. It was the way in which XO would announce that they’ve made it, little did they know that this was just the start.
Prior to the release of Beauty Behind the Madness (BBTM), The Weeknd gained mainstream attention. The Weeknd’s exposure to mainstream music was uphill, it wasn’t overnight. The first taste of BBTM came from Often, a song that reflected the themes of sex that Abel was known for. The track was released more than a year before BBTM’s release and had made it onto the trackless unlike King of the Fall. Slowly but surely The Weeknd gained exposure, his main sources of exposure were through a collaboration and a soundtrack.
Most pop fans heard about The Weeknd through his hit collaboration with Ariana Grande, Love Me Harder. The collab was made through Republic when The Weeknd said he wanted more than what he had gotten through Kiss Land. Ariana and Abel had formed a real bond cough The Hills cough, their bond assisted the song in becoming a memorable hit for both artists. Love Me Harder was a top ten hit on the Billboard Hot 100.
Later that year, The Weeknd was featured on the Fifty Shades of Grey soundtrack with Earned It, as well as Where You Belong. Earned It became a massive hit peaking at 3 on the Billboard Hot 100 and receiving an Oscar nomination for The Weeknd; a massive milestone for XO. Earned It kept up with Abel’s signature lyrics but the production differed heavily from the sort of R&B he was known for.
Videos from that era

Beauty Behind the Madness.

I can hear this image
I'm that ***** with the hair singin' 'bout poppin' pills, fuckin' bitches, livin' life so trill. (Tell Your Friends)
Following the success of Love Me Harder and Earned It, the Beauty Behind the Madness era began with The Hills. This was The Weeknd’s first number one on the Billboard Hot 100. Along with the video, The Hills became an addictive classic. The production and lyrics mirror a mature version of the sound that was originally found on Trilogy. It was truly in keeping with The Weeknd’s character, the only difference was his haircut.
Next came Can’t Feel My Face, a Max Martin production that differed greatly from anything The Weeknd put out in the past. In past songs, Abel had expressed his fear of losing his following if he went mainstream simultaneously asking his fans if they’d stay. He repeats that sentiment in the Can’t Feel My Face video. The sound has changed, the lyrics stay the same but now he’s a pop-star. The song became a hit as it reached number one on the Billboard Hot 100. With this massive bop previous fans still stayed, The Weeknd becoming a pop singer didn’t at all alter his image or sound; he mastered it.
In The Night and Acquainted were released as singles on the same day, the were the only singles to come after the release of Beauty Behind The Madness. The former received a music video treatment that followed the theme of the song itself while also starring Abel’s girlfriend at the time, Bella Hadid. Acquainted was robbed of a video even though Abel had shown off the fact that a video was in development; the song kept in the tone of The Weeknd’s work prior to BBTM.
Beauty Behind the Madness captures a Hollywood-based reality that The Weeknd came to understand: the dark aspects of your life will continue to follow you wherever you are. Real Life, Losers (feat. Labrinth), Tell Your Friends, Dark Times (feat. Ed Sheeran), and Prisoner (feat. Lana Del Rey) all capture a nihilistic view of a dream achieved.
Most of the videos of Beauty Behind The Madness have a mysterious white man. He’s featured in The Hills, Can’t Feel My Face, and Tell Your Friends. That man represents the devil. Throughout his journey in those videos, (The Hills) Abel runs into the devil after his car crash, (Can’t Feel My Face) he’s at the club then lights him on fire. The significance behind the fire could be selling his soul to the devil, BBTM is about Hollywood and a popular Hollywood myth is that celebrities sell their souls to the devil in exchange for fame. So in the Can’t Feel My Face video, Abel changes his sound to Pop (from R&B) thus leaving his signature sound in order to become famous, everyone starts enjoying his music once he’s sold his soul.
Then we see The Weeknd burying himself in Tell Your Friends, perhaps leaving the old Abel behind after the deal with the devil. However, instead of thanking the devil, Abel takes his revenge and shoots him. But wait, there’s more! The album trailer for BBTM features the devil burning a billboard with The Weeknd’s face on it, revealing Beauty Behind The Madness. HOWEVER, the final cut for the video features the devil being arrested while The Weeknd watches. This is a more realistic form of karma that the devil gets.
Videos for BBTM

Starboy.

Filled with bops
If I could, I'd trade it all, trade it for a halo. And she said that she'll pray for me, I said, "It's too late for me.” (Ordinary Life)
After the massive success of Beauty Behind the Madness, there was a lot of hype around what The Weeknd would do next; evidently he decided to explore Pop. The fandom he had gained wasn’t entirely based in the Pop sphere, his fans consisted of general Rap fans, but Starboy attracted the Pop audience.
Initially, most of his older fans couldn’t get behind Starboy, it differed greatly from the previous sound. It was crazy to think that the guy who made Trilogy managed to make such a Pop-centric album. But this was Abel expressing his versatility.
Since this is where most pop fans found out about Abel’s work and became fans I won’t talk too much about the singles, rather more about the album itself. His work with Daft Punk cemented this album in an efficient mix between Pop and R&B, where Beauty Behind the Madness was more R&B with Pop, Starboy was considered Pop with R&B.
Beyond the genres, Starboy explores two evident themes. One being his life with fame and recognition. The next being his love life in Hollywood, this aspect of the album came from his relationship with Bella Hadid which ended after the release of the album.
The cross became the symbol for that era and appeared in the album’s photoshoot as well as the videos. There was never any conclusive word on the use of the cross but there are various theories about it, something to note is that Abel was raised Christian, it could perhaps be a reflection of his past.
The cross he uses to destroy his accolades (Starboy video) is assisting him rather than something that’s holding him back. Abel’s upbringing was rough but now he’s celebrating it rather than feeling bad for himself. The cross continues to come up in the Party Monster video, this time it’s in the party house he’s making his way through. Then it shows up in the video for Reminder, this time in the form of his merch, the people wearing it are perhaps representative of his fans. Then we see it in the False Alarm video, both Abel and the girl are wearing it; the notable thing being that Abel holds his cross up before dying. Then in the brilliant video for Secrets, after giving up on the girl he’s with he leaves the building to find a giant cross. And finally in the I Feel It Coming video, The Weeknd sports a shiny cross necklace, and Daft Punk find it years and years after Abel froze.
The videos tell us that the cross is an evident piece of his story. This could mean that his past will always be with him, no matter what sort of fame he’s experiencing he’ll always be who he once was.
Also, I’m gonna take this moment to once again the genius that is the Secrets (both the song and the video). Yes it’s my favourite song/video off of Starboy but it’s so underrated.
Videos for Starboy, Secrets video bottom right
Fun Fact— Most demos of the tracks on Starboy weren’t as pop as they became, they started off R&B but became pop after production.

My Dear Melancholy.

Note the comma
They said our love is just a game, I don't care what they say. But I'ma drink the pain away, I'll be back to my old ways. (Privilege)
Oof (but in a good way, this whole thing is a bop). For this one I’m gonna talk extensively about The Weeknd’s relationships, which personally feels really invasive but it’s but it’s essential when talking about these sad boy anthems. Beyond that I’d just like to state that though they are part of the narrative both Bella Hadid and Selena Gomez deserve respect/privacy.
So when it comes to Pop music fans I think it’s safe to say that we all know a lot about this one. My Dear Melancholy (MDM) came after the very public relationship of The Weeknd and Selena Gomez. However it’s not just about Selena, some songs reflect his relationship with Bella Hadid (whom he got back with a month after MDM’s release).
My Dear Melancholy consists with The Weeknd’s exploration/mastery of merging Pop and R&B together. The EP was praised by fans for its lyrics and production, many went on to theorize that it was his most personal project since House of Balloons. The EP was the shortest album to reach number one on the Billboard 200.
My Dear Melancholy and fan conspiracies; name a better duo. The first theory being that the EP is entirely about Selena Gomez which wasn’t too much of a mystery since the lyric “I almost cut a piece of myself for your life” exists. Not only did MDM come after Abel’s relationship with Selena Gomez but also after his relationship with Bella Hadid. As far as fans were aware those two relationships were the most important relationships Abel had ever been in.
In theory, the songs about Bella and Selena can be categorized. Call Out My Name, Try Me, and Privilege are likely about Selena. Wasted Times, and Hurt You are likely about Bella. Leaving I Was Never There to act as an introspective look into The Weeknd’s life, basically making him hop back on his vices for comfort.
Another popular theory was that My Dear Melancholy was the first of another trilogy. This rumour was widely believed due to the comma at the end of the title on the album cover. But the fans soon gained a real reason to believe this theory, since the CEO of XO (the record label), Sal had liked an Instagram post that featured the cover and alleged date. Since Trilogy is a fan favourite this conspiracy spread like wild fire, so much so that fake titles and covers were made. The name of this trilogy would be: (1)My Dear Melancholy, (2)We’re Alone Together, (3)Abel.
Only one song served as a single for the EP. Call Out My Name was released nearly two months prior to the actual release of the album, it debuted/peaked at number four on the Billboard Hot 100. The mysterious video captures The Weeknd in various atmospheric places that reflect the tone of the EP, a haunting yet unexplained reality that the listener is to reflect on.
From the cover, to the music, to the video, to lyrics, My Dear Melancholy is an introspective reflection of heartbreak.
Call out my name video

After Hours.

Talented, Brilliant, Incredible, etc.
My darkest hours. (After Hours)
After Hours comes after success but references two lows in The Weeknd’s life. The album welcomes darkness and leads the listener towards a dead-end. The Weeknd’s past two albums (Beauty Behind The Madness and Starboy) ended on hopeful notes, they left the listener with a sense of hope but all hope his lost with After Hours.
Fans compare After Hours to House of Balloons—a rare occurrence considering House of Balloons’ acclaim—arguing that both albums are on the same level. Debate continues on whether or not both albums are on the same caliber. The belief that After Hours stems from reality does a lot to help its side of the argument.
The era began with Mercedes-Benz commercial that featured Blinding Lights, that was our first taste of the everlasting bop. Heartless was premiered on an episode of Memento Mori hours before its release on the 27 of November (2019), Blinding Lights was released two days later. Both videos were as brain melting as promised and the served as the tip of the iceberg.
After Hours was released nine days after COVID-19 was declared a pandemic, there was a massive risk in releasing an album that would not have a lot of promotion after it’s release (other than magazine coverage). There was no telling whether or not people would pay attention to the album during the height of the fear surrounding the pandemic, but it was a massive success. After Hours debuted at number one on the Billboard 200, with singles Heartless and Blinding Lights topping the Billboard Hot 100.
The album is layered with haunting productions that remains predominantly R&B but dives deep into Pop with some of the tracks. Max Martin produced the massive hit Blinding Lights as well as In Your Eyes, Save Your Tears, Hardest to Love, and Scared to Live which samples Elton John’s Your Song. Other notable producers include Metro Boomin who worked on the hit Heartless as well as Escape from LA, Faith, and Until I Bleed Out. With Kevin Parker on the interlude Repeat After Me.
Beyond the production are the narrative driven lyrics. In theory the album references two significant events in Abel’s life, his second breakup with Bella Hadid and his arrest in Las Vegas. The latter was due to his misbehaviour; in January 2015 he punched a cop in Vegas, lmao. Which means that After Hours is a recollection of The Weeknd’s first few years in LA. He merges the concept of his breakup with the idea of being an upcoming star, feeling free in the city of lights all while diving deep into the meaninglessness of those lights.
While After Hours starts with loneliness and a second chance it leads up to Abel returning to his vices of lust. In Alone Again his loneliness caught up to him and he’s asking for a second chance. He acknowledges his mistakes and situation in Too Late/Hardest to Love, in Scared to Live his ex then returns to him for a second time. He remembers his past ways in Snowchild and the way in which it lead to better days, but where do you go after such highs? In Escape From LA he faces the superficial reality of Hollywood, glad that he got that he got back with his ex, while continuing to question if it’s worth it. But he fucks up the second chance when she pulls up to the studio.
Who is she? Much like the other mysteries surrounding The Weeknd’s music, we may never know. Is it all more of The Weeknd’s songwriting ability or is it driven by reality? Fans found a merge between the two to be more accurate, After Hours is about heartbreak and a return to the vices that held The Weeknd back.
Heartless is when The Weeknd is once again back to his ways, he may have been in a serious relationship but after throwing that away he spirals back to the way he once was. It’s sad but it’s one hell of a song. Speaking of brilliant songs, Faith is when Abel admits that he’s back on his vices, he states that he needs his ex back with him till the end; he’s back to self-loathing.
So when he says he’s blinded by the lights, there’s two meanings to it. The Faith outro tells us that he’s in a car with flashing lights, a cop car (as confirmed by Abel) to be exact. Then Blinding Lights tells us that while he’s watching the bright lights of Vegas pass him by he calls out for the girl that he regrets losing. That is the peak of the After Hours narrative. He’s behaving badly over the loss of the girl he loved and is now at the worst position trying to find her and gain her trust for a third time.
Following Blinding Lights is In Your Eyes, this is where The Weeknd vows not to judge her; he can see right through her but will never do anything to make her upset. Does this mean their back together? Not exactly. Save Your Tears details a sort of moving-on that The Weeknd isn’t ready for but tries to help her move on, blind to his own inability to move on. Does it work? Not really. Repeat After Me (Interlude) shows that he’s still trying to convince himself that he’s unfazed by the loss of a meaningful relationship.
Then you hear a true masterpiece. The title track is a spiral into true regret and an apology for his actions, he admits that his ex girlfriend is the only reason he lives. In a dark lonely city she’s the only one keeping him sane. But his pleas fail, Until I Bleed Out is when The Weeknd no longer wants her in his life so much so that he wants to erase his memory of anything related to her. The bonus tracks then echo the final sentiment.
It’s one sad ass album, ain’t it. But here’s where the Red Suit Character comes in.
Shoutout to the makeup department
The album isn’t the only narrative to follow with After Hours. The videos for the album follow their own sort of narrative. The story follows an unnamed guy that goes by “red suit character” according to The Weeknd.
There’s a lot of confusion and endless theories surrounding this character’s story, after The Weeknd confirmed that it’s about a decent into Hollywood culture it makes more sense… kind of. I’m gonna discuss the storyline without talking about the movies that have influenced it, this way the focus remains on the character.
The order of these videos is Heartless / Blinding Lights / Blinding Lights (Live on Kimmel)* / After Hours short film / In Your Eyes / Until I Bleed Out / Snowchild / Too Late / Live at AMAs* / Save Your Tears
*Though all live performances could count as part of the narrative, these one relate directly with the videos that follow.
He’s is first seen in Vegas with Metro Boomin (Heartless), intoxicated on various substances. He dives deeper into his high until he licks a frog, after that he faces the true effects of this high. He’s frightened by the result and runs far away from Vegas. (Blinding Lights) He’s then found in LA, where he’s dancing in the street, hypnotized by the singer, beat up by guards, and races past all those bright lights in his Benz. Ultimately realizing the shallowness of the Los Angeles fantasy.
(Blinding Lights Live on Kimmel) We then find him performing Blinding Lights live, while he attempts to find more reason in within the madness city; he couldn’t find it on the streets so he goes to the stage. (After Hours short film) Even then there’s no meaning to anything in the city, he mindlessly wanders into the depth of the subway where he’s dragged by the reality of it all and ends up possessed. (In Your Eyes) After being possessed he chases the woman whose boyfriend he just murdered, she runs into a club falls deeper into the After Hours fantasy, in a successful attempt to defend herself she beheads the red suit character and dances all over LA with his head, iconic behaviour.
(Until I Bleed Out) Then in an ethereal dreamscape, red suit character finds himself in a House of Balloons. He’s trying to escape, but the people there keep pulling him in; he’s getting higher while observing Glass Table Girls. He spirals into the antarctic, the other side of the world. From Heatless to this point in his story, his vices lead him back to the lowest point in Abel’s life. Is it Hell, Heaven or Las Vegas? (Snowchild) He relives his career up until the point where his story began. Considering he’s dead, his life basically flashed before his eyes.
(Too Late) LA girls find the red suit character’s head and live their best life. They wanna have sex with him so they find the best boy parts by calling up a stripper who could be the body. The stitch the head up with the body and do what they want. But now he’s brought back to life. (Live at AMAs) He’s had work done… He went in to get his nose fixed and the doctor said “you sure that’s all you want?” The red suit character’s face is healing while he tries to celebrate his life on top of a bridge.
(Save Your Tears) Surrounded by a masked cult he debut’s his new face. Do they like it? Are they impressed? Not instantly, their masks translate no expression so how’s he to know? Is any of this worth it? Nope red suit character continues to die inside. He finds a maskless girl in the crowd, she’s lively unlike the rest; but even then, nothing on the inside nothing on the outside. He wants death again, somehow a second chance with this city is still pointless. He tries to kill himself via the girl and himself but it’s all a facade; theatrics.
His story continues but that’s all we know so far.
The videos make a lot of film references. This post by explain these references very well, as well as past album references here (part one) and here (part two).
After Hours is inspired by a lot of movies, since Abel is in fact a cinephile. The main movies that inspired the aesthetic and storytelling are believed to be Fear and Loathing in Las Vegas (1998), Casino (1995), Joker (2019), Uncut Gems (2020), and After Hours (1985). The album tells two sad narratives but remains one of The Weeknd’s best works yet. He’s expanded his videography and enhanced the interest of people who casually enjoy his music and of course his fans.
But the era isn’t over, by the time this is posted his Super Bowl Halftime show is yet to happen. And it’ll continue the red suit character’s story.
Videos for After Hours (so far)
Fun Fact—The Heartless video features a reference to Thursday. When he’s trying to run from Vegas, a sign behind him flashes “Heartless / Heaven or Las Vegas.” This could be a reference to Abel running from his past, after all Heartless is about him returning to his vices.

END.

Thank you for reading this, again, I didn’t realize it would end up being this long. But I hope this this served as a nice refresher for any fans who wanted to revisit Abel’s work before the Super Bowl.
And I really hope that anyone interested in getting into his music finds this helpful. Once again, the theories/interpretations mentioned aren’t conclusive, they’re widely based on fan discussion/mutual interpretation.
Due to the character limit I couldn’t add too links to the albums, so here are some artist links.
Apple Music | Spotify | YouTube | The Weeknd’s Shop | Tidal | Genius
submitted by AHSWeeknd to popheads [link] [comments]

My $112,000 climate change portfolio at the age of 19 & what I've learned

First of all, I am incredibly privileged. When my grandpa passed away in March, I inherited $30,000. I had $10,000 saved up as well from working the prior summer and that $10,000 was already invested in the stock market. In high school I found out about stocks in my economics class and the day I turned 18 I invested every penny I had.
Once again, I am privileged to be able to invest this money at all.. I have a college fund to pay my tuition, I don’t have to worry about when my next meal is coming, and I have the freedom to spend my money as I choose.
Anyways, in March & April when the market crashed I decided it was time to really dive into the stock market. I spent about 5 hours every day researching companies and I’m here to share what I’ve learned.
In my opinion, the companies you invest in should be an extension of your worldview. Where do you think the world will be in 10 years+ and what industries will prosper from the change. As I was raised in a liberal family and hold these values, I’m quite concerned with Climate Change. I’ve taken college classes in this realm since and learned more about the risks we face. I believe that any company whose mission revolves around mitigating the climate crisis will prosper in the coming decades.
That being said, I’ll list the companies I hold and a very brief synopsis of what they do and why I hold their stock. Please do your own research; this is only meant to introduce young investors to a certain mindset that I hold and the companies that I choose to support.
1) Tesla (TSLA)
portfolio weight: 22.86%
gain/loss 1026% gain
You guys all know what Tesla is about. They are the premier EV company with goals of cutting battery costs by 56% and producing 20,000,000+ cars in the decade. They also have a growing energy business with solar roofs, panels, battery storage and an autobidder software. Tesla is priced insanely high by traditional metrics. If these metrics are your investing style then it’s not for you. If you’re like me, and you look for companies to hold for decades then I believe Tesla is one of the best investments out there. What other company will benefit from the transition to renewables in response to climate change and changing political conditions?
2) MP Materials (MP)
portfolio weight: 12.68%
gain/loss: 197% gain
MP is the only active rare earth mineral miner in the U.S. They produce neodymium concentrates which are important components in NDPR magnets; used in EV motors, wind turbines, electronics & much more.
I bought MP during their early pre-merger days and have already seen considerable profits in a few months. I’ve been shaving this position to keep it around 10% because it is a commodity play which can be quite risky. That being said, rare earths are expected to appreciate substantially in price as EV demand increases. Furthermore, MP is moving downstream to refine their rare earths themselves, as they currently ship them to China to be refined, and in the future they plan on manufacturing their own NDPR batteries. This will increase their margins greatly.
3) Planet 13 (PLNHF)
portfolio weight 5.35%
gain/loss: 147.71% gain
This one is a MJ stock and I’m focusing mostly on my Climate Change investments on this post so I’ll keep it brief. They own a superstore in Vegas and have their own brands. I believe the MJ industry is going to explode soon and PLNHF will benefit.
4) Jinko Solar (JKS)
portfolio weight: 4.91%
gain/loss: 268.88% gain
Jinko Solar is a leading solar panel manufacturer in China. They’ve seen market consolidation in China and are poised to benefit from increasing demand and incentives around solar energy. Specifically, South East Asia is expected to see dramatic growth in renewables as China/India are responsible for a large portion of global emissions and are also seeing considerable growth in GDP and population. It’s a play on the South East Asian economy and renewable industry.
5) SolarEdge (SEDG):
portfolio weight: 4.89%
gain/loss: 108.5% gain
SolarEdge is the global leader in panel inverters, which turn the sun’s D.C. current into usable electricity for households (A.C. current). The inverter space is a much more consolidated industry with higher margins than panels. They trade at a more expensive multiple and are expected to see dramatic top and bottom line growth in the coming years. Solar panels need inverters to perform; simple as that. With fewer companies focused on this space, I expect the top players to have a large market share and grow along with the solar energy market. SEDG is also expanding into the energy storage and EV charging markets with recent acquisitions.
6) Enphase Energy (ENPH)
portfolio weight: 4.43%
gain/loss: 203.08% gain
Enphase is also in the inverter market, with their differentiated microinverters. Micro Inverters are generally used in smaller systems and optimal for residential solar. Everything said above about the inverter market is true for Enphase as well. Enphase’s business goes beyond inverters though. They are targeting a full residential energy ecosystem, with storage and their “Enlighten” software App, which will manage home energy usage and sell excess energy back to the grid. Enphase is very much a play on a future decentralized microgrid, with homes trading energy to each other as prices fluctuate.
7) Canadian Solar (CSIQ)
portfolio weight: 4.42%
gain/loss: 118.32% gain
Canadian Solar is another panel manufacturing company. They are also seeing growth in market share as smaller players struggle during the pandemic. CSIQ is a low cost producer with residential, commercial and grid level projects. They are planning on expanding their recurring revenue stream through full and partial ownership of solar projects. You can read more about this on the IR page. CSIQ is a pure solar play with an international footprint and vast management expertise. They will certainly benefit from any movement towards renewables, especially if legislation is passed to set a price on carbon.
8) Lemonade (LMND)
portfolio weight: 3.93%
gain/loss: 112.52 gain
Lemonade is not a climate change related investment. It’s highly speculative but I think their management team and business model is really cool so I put some money in (and quickly more than doubled it). I’ll be brief here, but basically they are a home/rentepet insurance company that takes a flat 25% cut of premiums as revenue and uses the remaining money to pay out claims. They aim to align incentives by donating anything left over beyond the 25% to a charity of customers choosing. Also, their use of AI makes the registration and claims process seamless and “delights” customers.
9) TPI Composites (TPIC)
portfolio weight: 3.73%
gain/loss: 153.99% gain
TPIC manufacturers wind blade composites. They supply the top five wind turbine companies outside of China. I wrote about them on prior posts so I’ll just copy & paste here:

63% of total wind blade manufacturing is outsourced to companies like TPI and they are the market leader in this space with about 20% market share globally. The business currently has low margins, but they target a 12% EBITDA margin for the future, and they trade at a measly 0.74 P/S ratio currently. They are also expanding into EV composite manufacturing and have a contract with Workhorse to manufacture vehicle parts for them.

10) Skyworks Solutions (SWKS)
portfolio weight: 2.83%
gain/loss: 60.57% gain
Skyworks is a semiconductor focused on connectivity chips for all kinds of devices. They aren’t climate change related which is the point of this post so I’ll leave it at that.
11) Tattooed Chef (TTCF)
portfolio weight: 2.65%
gain/loss: 55.90% gain
Tattooed Chef is a play on the rising plant-based food trend. They make a variety of frozen food items, widely available in Walmart, Costco and Target. They are expanding into Whole Foods, Trader Joe’s and many more stores, where I expect them to be very successful. The plant based market is exploding for a couple of reasons. Firstly, there is more research on the health benefits of a plant based diet, with athletes such as Chris Paul & Todd Gurley endorsing these brands. Also, consumers are becoming increasingly aware of the threat of climate change and how avoiding red meat can have a positive impact on the planet. I expect TTCF to benefit off of these trends and continue innovating in the plant-based space. I bought in 3 weeks ago and the price has exploded since then.
12) Workhorse (WKHS)
portfolio weight: 2.60%
gain/loss: 35.90% gain
Workhorse is an electric delivery van company. They manufacture last mile electric vehicles and are developing drones to further decrease last mile delivery costs. They are a play on the e-commerce industry and electrification of vehicles. I’m invested in them because last mile delivery is responsible for a large chunk of transportation carbon emissions and in desperate need of electrification. I also believe that Workhorse will get a large chunk of the upcoming USPS contract which will provide a stable revenue stream.
13) Aphria (APHA)
portfolio weight: 2.45%
gain/loss: 53% gain
Aphria is another MJ play for me. Once again they aren’t a climate change investment so I’ll keep it brief. They just finalized a merger with Tilray, making them the biggest cannabis producer in the world. They are based in Canada and I believe they will be the market leader in Europe, due to their infrastructure advantage through owning CC Pharma.
14) Vestas Wind Systems (VWDRY)
portfolio weight: 2.40%
gain/loss: 197.44% gain
Vestas is the global leader in wind turbine manufacturing and installation. They are one of the few pure wind plays in the stock market, making them an attractive choice for anybody looking to get exposure to wind. A big driver if future growth will be their service and maintainace business, which their management team has been focused on in recent quarters. This is a higher margin business with consistent recurring revenues.
15) Facebook (FB)
portfolio weight: 2.38%
gain/loss: 20.61% gain
I’m selling out of FB very soon but I still hold them for now. FB is an incredible business and I’m sure they’ll see growth in the future, but it just isn’t for me (anymore). I consider ethics a lot in my investments, which many of you may consider stupid but idc.
16) Hannon Armstrong (HASI)
portfolio weight: 2.18%
gain/loss: 57.40% gain
HASI is a REIT, which solely makes climate change related investments. They invest in the land under solar projects, energy efficient buildings and much more. HASI is a great dividend play and I expect their stock price to appreciate as climate change worries are exacerbated in the future.
17) Beyond Meat (BYND)
portfolio weight: 2.10%
gain/loss: 21.24% gain
I made a post with some DD earlier this year on Beyond so I’ll just link that below:
https://www.reddit.com/stocks/comments/if9tmj/beyond_meat_bynd_fundamental_analysis_with_my/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
18) Brookefield Renewable Partners (BEPC)
portfolio weight: 2.06%
gain/loss: 87.23% gain
BEPC owns and operates a portfolio of renewable energy assets. Earlier this year they completed a merger with Terraform Power, expanding their solar & wind footprint. They are also the primer owner of hydroelectric power plants, which produce a consistent source of electricity. BEPC has a strong management team and owns valuable assets that will greatly appreciate in value as government incentives expand around renewable energy consumption. They also pay a nice dividend.
19) Disney (DIS)
portfolio weight: 2.03%
gain/loss: 50.06% gain
I’m invested in Disney mostly for some portfolio diversity. I’m a big fan of their streaming platform and business strategy revolving around that. This one isn’t climate change related so I’ll leave it at that.
20) First Solar (FSLR)
portfolio weight: 1.84%
gain/loss: 70.47% gain
First Solar is an American based panel manufacturer and projects operator. They used differentiated technology with Cadmoum Telluride panels, which are supposed to increase output and lifetime at a higher cost. FSLR is just another play on the growing solar industry, and being U.S. based seems to reward them a higher earnings multiple in the market than their peers. They also have a beautiful balance sheet.
21) Trulieve Cannabis (TCNFF)
portfolio weight: 1.44%
gain/loss: 5.33% gain
Trulieve is another Cannabis play. This one based in the U.S. with a large medical market in Florida. Nuff said. (Do your own research)
22) Star Peak Energy Transition (STPK)
portfolio weight 1.43%
gain/loss: 55.45% gain
Star peak is a brand new holding for me and already shot up like crazy. It’s one of these merger companies (the word is censored on this subreddit). merging with Stem energy storage. Stem is involved in the battery storage industry, with mostly grid level storage systems. They currently have an even larger market share than Tesla and my reason for holding this stock is mostly as a hedge against Tesla’s energy business.
23) Shopify (SHOP)
portfolio weight: 1.10%
gain/loss: 18.19% gain
Shopify is an eCommerce platform, which allows customers to seamlessly design their own website and process payments. I’ve used Shopify in the past and am a big fan of the business, which is a big part of why I’m invested. They have a steep valuation but I plan on holding for 10+ years.
Total gain: 181.52%
(Note: I’ve taken some profits on a few of my stocks so the unrealized gain from my current holdings is less than my “total” gain by a few % points.)
Yes, I’m young and idealistic and have a lot to learn but I do know a few things. Here’s some of the lessons I’ve learned along my 1 and a half year journey in the market.
  1. By investing in a company, you are supporting them financially. Buying pressure on companies’ stocks increases the price and allows them to raise capital more efficiently. It might be hard to hear, but when you buy Exxon stock, you are helping them destroy our planet. The same is true vice versa.
  2. Don’t listen to anybody on reddit. Seriously. Nobody here knows any better than you. Do your own research, form your own judgements. If you’re gonna pick individual stocks then following advice on reddit is not the way to go. Reading through investor relations pages is the best way to go. Watch videos and read articles about both sides of the story with different companies. Don’t take these videos as facts though, just absorb what other people think and judge the validity of the information for yourself. It’s important to become an independent thinker. This is a slow process but eventually you’ll get the hang of things.
  3. Invest with a 10+ year timeline. This is especially true if you’re young like myself. Don’t concern yourself with daily or even monthly swings in a stock. Ask yourself if the company will be worth substantially more in a decade. If not, then say, if so then buy and hold. Don’t try to time the market or swing trade. You’re just bringing on unnecessary risk. Buy and hold and buy some more.
  4. Assess your own risk tolerance. As I’m sure several people will point out, my portfolio is incredibly speculative and risky from a traditional viewpoint. I have a really fucking high risk tolerance, so I invest with a “riskier” mindset. If I were to lose all my money tomorrow, I’d be fine. I’m going to have a college degree in a couple years and I’m not worried about being able to find a job. My reason for investing is about having the financial freedom to do whatever I want in life, and not worry about money in the future. If you’re investing for retirement or to pay off student loans, then I recommend taking a more conservative approach and maybe buying some index funds. However, if you’re young and have a stomach for risk like myself, then go crazy.
In conclusion, I’ve had an incredible year or so in the market. I don’t expect to have even close to these same returns in the future, but I’ve learned a thing or two and I’m here to share this information. You may disagree with everything I said and all the stocks I own and that’s okay! Don’t copy my portfolio and take everything I say with a grain of salt, however I hope you find some wisdom from this post!
Edit: Since a bunch of people pointed out angrily in the comments that holding FB, DIS, SHOP and MJ stocks don't really align with "your investments should be an extension of your worldview," I agree with you guys. There are some notable exceptions, and not everything that us as humans do in our everyday lives align with our values. This is true of my portfolio too, however about 80% of the investments are climate change related, 10% weed (which I like) and the other 10% tech. If 90% of your actions in life further your world view then you're doing pretty damn good IMO
Edit2: Also people seem to be pissed bc I inherited a lot of the money (3/4 of it) that I invested. I acknowledged already that I'm very lucky to be in this position and I don't really know what else to say about that, other than I aim to do something good with the money that I make
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3 Round Mock Draft 1.0

This is just mock draft 1 and we're a long way from the actual draft so I'm open to criticism, position suggestions, player evaluation disagreements, etc. Let me know what you think (third round explanations deleted due to word count restraints).
  1. Jacksonville Jaguars - QB Trevor Lawrence, Clemson. Lawrence is in the discussion for best QB prospect of all time and will be the pick.
  2. New York Jets - QB Justin Fields, Ohio State. I'm working under the assumption that Deshaun Watson will not be traded. After a deep dive into analytics and spending way too much time breaking down game tape, I personally would go with Fields over Wilson. But, they have virtually the same grade and I would not be shocked by either player being picked.
  3. Denver Broncos (from Miami via Houston) - QB Zach Wilson, BYU. With Zach Wilson still on the board at pick 3, John Elway, George Paton and the Broncos go all in to get their franchise QB. If your division rival is lining up Patrick Mahomes under center, you need to do better than Drew Lock to compete. The Broncos have a franchise left tackle to anchor their line, and a very talented young group of weapons. They've build a roster friendly to a franchise QB, so the timing is right to make this move for Denver. As the Rams have proven, you don't need first round picks to build a roster that competes for championships.
  4. Atlanta Falcons - OT Penei Sewell, Oregon. I 'm not sure this move will be popular with Falcons fans, but here goes. With the Broncos trading up and taking the last of the top QBs in this class off the board, the Falcons suddenly have a difficult decision to make. Do you take a raw, inexperienced QB like Trey Lance, or do you take best player available? Here I have the Falcons going best player available because Matt Ryan is still a top QB, and due to his contract situation he's going to be on the roster for at least two more years. That gives them a bigger window to add more talent to the roster before selecting Ryan's replacement. And it would probably be prudent for the Falcons to build a roster then get a QB, rather than get a QB and build the roster after, when the QB prospect in question is a project. Unfortunately, there are no pass rushing prospects who really fit here, although Dean Pees' defense should help to mask that deficiency some and there are good value prospects who should be available on day 2. A.J. Terrell had a promising rookie season, but beyond him they need both depth and talent at CB so one of the top CB prospects is an option here. However, for Arthur Smith's new offense getting a prospect like Sewell is too good of an option. With his contract being easy to move on from, I'm projecting the Falcons cut James Carpenter and select Sewell to move to guard to start his career. This gives them a lot of talent on the offensive line and a lot of flexibility in the future. Should Matthews begin to decline, they can move on and slide Sewell out to left. If McGary doesn't get better in his third year, Sewell could be a long term replacement there. And the main factor that led me to making this pick is that Arthur Smith didn't take the Atlanta job to rebuild. He's got a really good QB in Matt Ryan and Sewell at guard gives the Falcons the best chance at closing out the Ryan era on a high note.
  5. Cincinnati Bengals - OT Rashawn Slater, Northwestern. Thanks to the Broncos trading up for Wilson, the Bengals are guaranteed at least one of the top offensive line prospects in the class being on the board, and although Sewell is gone at 4 Slater is still an excellent prize at 5. As tempting as it may be to reunite Burrow and Chase, the Bengals have to protect their franchise QB. Ideally, Jonah Williams is healthy, but after two years he's had a tough time staying on the field so a guy like Slater who can play any position on the line is perfect here.
  6. Philadelphia Eagles - WR Devonta Smith, Alabama. While I do think it would be smart for the Eagles to draft a CB here, I think Nick Sirianni's odds of surviving in Philly will go way down if he can't fix Wentz. I also think Roseman knows his job is tied to the success of Wentz, given the contract he gave to Wentz. Because of that I've decided to go with a WR here. If I'm being honest, I'm not entirely sure that Smith is the best WR prospect in this class. It's really close between the top 3. However, I think the areas in which Smith excels make him the best fit for Sirianni's offense.
  7. Detroit Lions - WR Ja'Marr Chase, LSU. While QB was expected to be a target, thanks to the acquisition of Jared Goff the Lions do not need to draft a QB here. In fact, I think it's pretty unlikely that the Lions pick a QB here. Jared Goff has had success in the NFL and he's helped lead his team to a Super Bowl, he may not be a top QB but he's a capable starter. Given the influx of draft capital, the Lions cap situation, and the fact that Goff's contract is virtually unmovable for the next two years they are likely going to use this window to build the roster back up. While I think a CB could be a good fit here, they did just draft Okudah last year who should be given a chance to grow in a new defense, especially since the transition from college to the NFL takes longer at that position. Micah Parsons is tempting here too, as linebacker is a need for the Lions. But given the cap situation and the fact that Kenny Golladay, Marvin Jones, Mohamed Sanu, and Danny Amendola are all set to be free agents, I've decided to give the Lions a WR. Not only does this give the Lions a cheap, young, and talented option at WR (allowing them to move on from some of those would-be free agents), he's also arguably the top prospect left on the board.
  8. Carolina Panthers - CB Patrick Surtain II, Alabama. There are a lot of options the Panthers could go with here. I debated between Micah Parsons and Surtain here because while I think the Panthers defense should improve next year, they're still missing consistent ILB play as well as a true #1 CB. Ultimately I chose Surtain over Parsons based on positional value given similar position on my board. I also chose Surtain over Farley because I think he's a better fit in Phil Snow's defense. He's physical and sticky in coverage, and I think he would be a great complement at cornerback to go with safety Chinn. I think OL could be considered here, but I'm not sure reaching for OL when there is better value at other positions of need makes sense. Trey Lance could be an option here, but I (perhaps incorrectly) think Fitterer and Rhule will pass on a QB if they can get a top defensive prospect. This would effectively buy another year for them to build up the roster if they choose to go with a QB in the first round of 2022.
  9. Miami Dolphins (from Denver) - LB Micah Parsons, Penn State. Thanks to a number of trades, real and mocked, the Dolphins have a lot of draft capital and they can use some of that to get weapons for Tua Tagovailoa. But here, they take the best player still on the board. Brian Flores loves to blitz, and Parsons is one of the best blitzing linebacker prospects in years. Jaylen Waddle would be a good pick here too, but the fit is too perfect for me to pass here.
  10. Dallas Cowboys - CB Caleb Farley, Virginia Tech. The Cowboys offense will not be a problem with Prescott back in the lineup. The defense needs a lot of work though, so as tempting as Kyle Pitts may be the Cowboys will almost certainly go defense here. The Cowboys have some cornerbacks set to be free agents but they are not worth re-signing. Farley is the best cornerback on the board and is a great value here for Dallas. The Cowboys could look at a couple other positions on defense, but they won't find the value they'd be getting in Caleb Farley.
  11. Chicago Bears (from New York Giants) - QB Trey Lance, North Dakota State. With the 49ers pick looming, the Bears pull the trigger to move up and get their QB. The Bears have Nick Foles under contract for two more years but he can be cut after next season. Given that situation, the Bears can afford to sit Lance for at least a year and let him develop. He's got all of the tools to be a great QB, but due to the fact that he only played one year at the FCS level, he falls to 11.
  12. San Francisco 49ers - CB Jaycee Horn, South Carolina. Injuries decimated a roster that is talented enough to compete for championships when healthy, so the 49ers can afford to focus on needs. Horn might be seen as a reach here by some, but the drop-off at cornerback is huge and the 49ers need to address the position in the offseason with so many impending free agents. Regardless, Horn is an excellent prospect and be a good pick for first time DC Ryans.
  13. Los Angeles Chargers - OL Alijah Vera-Tucker, USC. Justin Herbert emerged as one of the most promising young QBs in the game despite poor offensive line play. The Chargers need to improve the line, so they can't justify reaching for a tackle because of positional value. They just need to take the best lineman on the board, and that's Vera-Tucker. There's some discussion as to whether he can make it as a tackle at the next level, but most have him projected as a guard. Wherever he plays, he should be an upgrade for the Chargers.
  14. Minnesota Vikings - EDGE Kwity Paye, Michigan. The Vikings would love to improve their interior offensive line, but there's better value on day 2, so the Vikings go with a pass rusher here. The Vikings had one of the best defenses in 2019, and a big part of that was the pass rush. Last year however, the pass rush was ineffective and the defense fell apart. Getting Danielle Hunter back and pairing him with Paye while rotating D.J. Wonnum and Jalyn Holmes in could restore the Vikings pass rush and help get them back to the postseason.
  15. New England Patriots - LB Jeremiah Owusu-Koramoah, Notre Dame. Although he played in a different scheme at Notre Dame than Bill Belichick uses, Owusu-Koramoah is one of the most versatile defenders in the class. He has shown the ability to rush the passer, drop back in coverage, and his elite sideline to sideline speed for the position that makes him an ideal linebacker against modern offenses. The Patriots need to get younger and faster on defense. As much as I want to add a weapon like Waddle or Pitts to the Patriots, I'm just not convinced that Belichick will actually do that in the first round.
  16. Arizona Cardinals - EDGE Jaelan Phillips, Miami (FL). With Haason Reddick and Markus Golden both set to hit free agency, and Chandler Jones coming off of an injury, heading into his age 31 season, and on the final year of his contract, the Cardinals pass rush is inevitably going to look different in the next couple of years. With a prospect as good as Phillips on the board, drafting him to replace Jones and re-signing Reddick will give the Cardinals a formidable pass rush for the foreseeable future. If the Cardinals want to continue to close the gap with the Rams and Seahawks, they can't let their pass rush decline.
  17. Las Vegas Raiders - WR Jaylen Waddle, Alabama. Every year a couple players drop farther than they should. This year, one of those players is Jaylen Waddle. The Raiders need to improve their defense, and there are some tempting players on the board for the Raiders to take, such as Gregory Rousseau. But the Raiders outside threats could have been better this year, and Jon Gruden will jump at the opportunity to put Waddle with Waller and Ruggs. Waddle is up there with the best weapons in this class, so this is a great value for the Raiders at 17.
  18. Miami Dolphins - WR Kadarius Toney, Florida. Having already landed one of the best defensive players, Miami now turns its attention to surrounding Tagovailoa with the talent to thrive. The Dolphins got good production from DeVante Parker and Mike Gesicki, but could upgrade the rest of their receiving corps. Toney is electric and gives the Dolphins a playmaker over the middle of the field, which is exactly what Miami could use to help Tagovailoa grow.
  19. Washington Football Team - TE Kyle Pitts, Florida. Washington didn't get their QB in this draft, but they get incredible value at 19 in Pitts. Besides Terry McLaurin, Washington doesn't really have a true playmaker at receiver so Pitts would immediately upgrade the offense. Given how good Washington's defense is, if they can't get a QB by trading up their main goal should be to improve their weapons and Pitts would be the ideal scenario.
  20. New York Giants (from Chicago) - EDGE Gregory Rousseau, Miami (FL). The Giants biggest need is probably their wide receiver room, but with the top prospect on the board being a pass rusher, the Giants go with one of the highest upside defensive prospects in the class in Rousseau. The Giants don't have a lot of talent on the edge, so they fill a need here.
  21. Indianapolis Colts - OT Christian Darrisaw, Virginia Tech. The Colts have boasted one of the best offensive lines in the NFL in recent years, and with Anthony Castonzo retiring, the Colts will want to keep their line in top shape by drafting his replacement. His length, athleticism, and intelligence make him the preferred tackle target for the Colts here.
  22. Tennessee Titans - EDGE Joseph Ossai, Texas. The Titans are a very good team, and most improvements that could be made would be to improve depth. But the one area the Titans desperately need to improve if they want to legitimately compete for championships is their pass rush and defensive line. Ossai is the most explosive pass rush prospect left on the board who can fit with their defensive scheme.
  23. San Francisco 49ers (from New York Jets via Seattle) – QB Mac Jones, Alabama. The 49ers move up to get the guy they believe can be their next franchise QB. In this scenario, the 49ers were targeting Trey Lance at 12, but because of the Chicago trade, they opted instead to take Horn, who is higher on the draft board and can help their secondary which will be losing some pieces to free agency. When Mac Jones gets past Washington at 19, they believe they can move up into the mid-20s for a reasonable value and get their QB. The best value in terms of trading draft capital is at 23, and they have to make this move to get ahead of Pittsburgh who could potentially take Jones to replace Ben Roethlisberger. The 49ers are now without a pick until the 5th round, but it's worth it to secure their QB of the future.
  24. Pittsburgh Steelers - OT Jalen Mayfield, Michigan. The Steelers cap space isn't great right now, although Roethlisberger restructuring his contract will help. In any case, the Steelers are going to have to move on from some players, and one that makes sense is Alejandro Villanueva. He's played well, but he's going to be 33 next year, and rather than paying a veteran LT salary with tight cap space, it makes sense to draft his replacement. Mayfield is very technically sound and is nasty, two things that have defined Pittsburgh offensive line play over the years. There may be concern about him playing right tackle at Michigan, but as Jedrick Wills proved for the Browns, a move to left tackle is possible for a top prospect. Running back is also a possibility here, but there's better value in later rounds.
  25. Jacksonville Jaguars (from Los Angeles Rams) - S Trevon Moehrig, TCU. The Jaguars weren't accidentally the number one pick. They were terrible on both offense and defense, and with so much early draft capital they don't have to reach on players in the name of protecting Lawrence at all costs. The Jaguars have some nice weapons on offense, and there will be good offensive line prospects on the board in the second round. They need to improve their secondary badly, and Moehrig is an immediate impact player with good versatility, and would be an instant upgrade over Josh Jones, who should not return to the team in 2021. Moehrig is arguably the highest graded prospect left on the board, he has a high floor, he's ready to play right away, and he fills a need.
  26. Cleveland Browns - LB Zaven Collins, Tulsa. The Browns have a lot of holes on defense, and linebacker in particular is an area that they need to address. Despite being massive for a linebacker, Collins is quick and athletic and can play in coverage. He also has good pass rushing ability, which is an area that Cleveland needs to improve opposite of Myles Garrett. His versatility makes him valuable in multiple packages which should help him get on the field early, something that Cleveland should value at the end of the first round given that their competitive window is open.
  27. Baltimore Ravens - EDGE Azeez Ojulari, Georgia. The Ravens need to give Lamar Jackson better weapons on the outside, but with such a good, deep running attack, the Ravens can afford to wait until the second round. The Ravens have several pass rushers set to become free agents, and they won't be able to bring all of them back. In any case, the Ravens could use an upgrade at the position anyway. Although Ojulari played in 4 man fronts, his size, speed, and athleticism make him a natural fit as an edge rusher in a 3 man front defense. His energy is also a great fit for the Ravens defense.
  28. New Orleans Saints - EDGE Jayson Oweh, Penn State. The Saints have the worst cap situation in the NFL and because of that they're going to lose some key free agents. One guy that they almost certainly will not be able to retain is breakout DE Trey Hendrickson, who registered 13.5 sacks in 2020 and should be in line for a nice raise on the free agent market. Oweh has tremendous upside due to his freakish athleticism, explosiveness, and length. He's a bit raw, and will need some time to develop, but with Cameron Jordan on the opposite side of the line Oweh is the type of player the Saints can afford to target.
  29. Green Bay Packers - WR Tutu Atwell, Louisville. Aaron Rodgers covers the deficiencies of the wide receiver room well, but the Packers do need to improve their weapons. Adams and Tonyan are good pieces, but St. Brown, Lazard, and Valdez-Scantling can't be the secondary options at wide receiver. Adding an electric slot receiver in Atwell makes sense given the profile of the rest of the receivers on the roster.
  30. Buffalo Bills - EDGE Joe Tryon, Washington. The Bills have a very complete roster, but they could definitely improve their pass rush. Getting to the quarterback, namely Patrick Mahomes, will be the Bills best chance of getting over the hump and into the Super Bowl. Tryon is a nice scheme fit, and should be able to see the field instantly, something a contender like Buffalo will be looking for here. I was tempted to mock a running back here, as there's great talent left on the board, but I think the Bills are more likely to ride with their 3rd round picks from 2019 and 2020, Singletary and Moss.
  31. Tampa Bay Buccaneers - DT Levi Onwuzurike, Washington. The Buccaneers have a loaded offense, so the focus should be on the defense, specifically the defensive line. With Gholston having only one more year on his contract, and Suh set to be a free agent, a high upside 3-tech like Onwuzurike makes a lot of sense here. Not to mention, a team that is good enough to make the super bowl can afford to draft BPA, and Onwuzurike is among the best players still on the board here.
  32. Kansas City Chiefs - OL Alex Leatherwood, Alabama. Kansas City needs to start getting younger on the offensive line. Both Eric Fisher and Mitchell Schwartz are under contract for 2021, but after that they're free agents. Leatherwood has shown the versatility to slide in anywhere on the line, and could be a day one starter for the Chiefs wherever they need him. This pick could also be used on another weapon or a defensive player, but the value here is too good for Leatherwood.
Round 2
  1. Jacksonville Jaguars - DL Dayvion Nixon, Iowa. One of the hallmarks of Urban Meyer's Florida and Ohio State teams were deep, talented defensive lines. The Jaguars have a few nice pieces in Josh Allen and Doug Costin, but overall the unit needs to improve. Nixon is one of only a few interior defensive line prospects who offers high upside impact, and getting him here at the start of the second round is good value.
  2. New York Jets - CB Greg Newsome II, Northwestern. The Jets have problems with their cornerbacks. Their best cornerback is set to be a free agent, but even if he returns he's only a slot corner. Bryce Hall has shown a lot of promise, but there's not much on the roster behind him. Newsome is a smart, instinctive corner who will fit into Saleh's scheme nicely, and should be ready to compete for a starting role early.
  3. Atlanta Falcons - RB Najee Harris, Alabama. While it may be unlikely that there are no running backs in the first round (hasn't happened since 2014), I think this draft is so talented that it could happen. As I said earlier, I think the Arthur Smith will try to make win now moves and having a power running game is an important part of Arthur Smith's offensive philosophy. Najee Harris is the top running back on the board and the top prospect left on the board, so everything from fit to value is excellent here for Atlanta.
  4. Miami Dolphins (from Houston) - RB Travis Etienne, Clemson. Another running back off the board, this time it's the electric back from Clemson. Having already added Toney, now the Miami offense gets arguably the top receiving back in the class. This move makes the offense one of the fastest in the league, and the combination of Etienne and Gaskin gives the Dolphins one of the best young running back rooms in the league.
  5. Philadelphia Eagles - CB Eric Stokes, Georgia. I nearly went with a CB in round 1 for the Eagles, but it was too hard to pass up on a receiver. The Eagles have a nice CB1 in Slay, but he's getting older and the rest of the CB group needs to be upgraded. Stokes has the ideal size, speed, and length that teams are looking for on the outside and has the experience to challenge for a starting spot early.
  6. Cincinnati Bengals - EDGE Patrick Jones II, Pittsburgh. The Bengals already added a top offensive lineman for Burrow, but they have to address the defense early on. Even if the Bengals re-sign Lawson, they need to have more talent on the defensive line to get pressure on opposing QBs. Jones is a good scheme fit and his versatility makes him an attractive option here in the 2nd round.
  7. Carolina Panthers - LB Nick Bolton, Missouri. The Panthers add another impact playmaker for Phil Snow's defense, a guy who could fill the void that they were unable to fill after Keuchly's retirement. There are several options here, but Bolton at 39 is incredible value and the Panthers jump all over a guy with first round upside.
  8. Miami Dolphins (from Denver) - C Landon Dickerson, Alabama. Ted Karras is set to be a free agent, but Miami can upgrade the center position here and get the best prospect at the position in the draft. Dickerson has positional versatility and is well respected for his leadership so this is a great value and culture pick for Miami.
  9. Detroit Lions - CB Aaron Robinson, UCF. Robinson has the ideal size and length that NFL teams look for, and he's got a lot of experience both inside and outside. The production from the Lions CB room was abysmal in 2020, so more talent needs to be added, even if Jeff Okudah makes the expected year two leap.
  10. New York Giants - WR Amon-Ra St. Brown, USC. Dave Gettleman is a meat and potatoes guy, and he got his high upside defensive lineman in the first round. But he's going to have to start giving Daniel Jones weapons if they really believe he's the future. Obviously getting Saquon Barkley back will help, but the wide receiver room is aging, and Amon-Ra St. Brown is an outside receiver with WR1 potential who can inject youth and talent into that position group for the Giants.
  11. New York Jets (from San Francisco) - OG Wyatt Davis, Ohio State. The fact that the Jets have a weak offensive line is no secret. Mekhi Becton was a home run draft pick at left tackle last season, but the Jets need to continue adding offensive line talent to avoid their next franchise QB getting killed. Despite another All-American season, Davis' 2020 tape is not as good as his 2019 tape, so he falls to the mid-2nd here. While there are some concerns, he's the best interior offensive line prospect left on the board and he does have upside.
  12. Dallas Cowboys - DT Christian Barmore, Alabama. The Cowboys defense needs to improve, especially in the run game. Neville Gallimore showed promise, but adding Barmore gives the defensive line a lot more depth and talent. Barmore has the experience to step in right away and produce, something that will be important for the Cowboys who should be looking to win a down NFC East with a healthy Prescott.
  13. Jacksonville Jaguars (from Minnesota) - TE Pat Freiermuth, Penn State. Friermuth is an excellent pass catching TE, but he's also one of the better blocking tight ends in this class. This versatility addresses two needs for Jaguars on offense. There's a lot of upside in the Jaguars WR room, so adding a playmaker at TE makes sense, especially because their top tight ends are getting older.
  14. New England Patriots - WR Terrace Marshall Jr., LSU. The Patriots need to address the wide receiver position, and after passing on a WR in the first round they land a falling Marshall with the 46th pick, so the Patriots end up with a great value in the 2nd round.
  15. Los Angeles Chargers - OT Teven Jenkins, Oklahoma State. The Chargers line was so bad, and the value at 47 is so good, that I'm going to mock the Chargers double dipping at offensive line with their first two picks. Sam Tevi's contract is up, and he was not good enough to re-sign. The Chargers have to upgrade this spot, and getting a guy like Jenkins here is an easy decision.
  16. Las Vegas Raiders - DT Marlon Tuipulotu, USC. The Raiders need to upgrade the defensive line, especially on the interior where Maliek Collins and Johnathan Hankins were not high impact players. Tuipulotu has great strength and technique, and has three years of starting experience so he should be ready to start right away for the Raiders.
  17. Arizona Cardinals - CB Asante Samuel Jr., Florida State. Arguably the biggest need for Arizona is cornerback, but with the way the board fell in the first the value was better for other positions of need. Here in the 2nd, they get one of the stickiest corners in the draft. He's a bit undersized, but he's great in man coverage and will be a good scheme fit for Vance Joseph's defense.
  18. Miami Dolphins - EDGE Ronnie Perkins, Oklahoma. The Dolphins pick for the fifth time in this mock already, and have addressed a lot of needs so far. One area where they could get better is pass rush depth. While Perkins doesn't jump out as an ideal fit in Flores' defensive scheme, he's got the size, strength, and athleticism should allow him to transition to a standup edge rusher, or rotate in on pass rush situations with his hand on the dirt. He's got all the tools to create pressure in the NFL, and would give Flores a weapon that would allow him to get creative with his defensive play calls.
  19. Washington Football Team - OT Samuel Cosmi, Texas. Washington has an aging line, so getting some youth in the building would be a good strategy. Cornelius Lucas played well enough to have a chance to win the starting LT job in 2021, but he'll be 30 and in a contract year and Morgan Moses will have two years left on his contract. Financially it would make sense to get a long term solution at tackle early in the draft. Cosmi's strengths are a good fit for Scott Turner's blocking schemes.
  20. New York Giants (from Chicago) - CB Tyson Campbell, Georgia. Using this additional pick acquired from Chicago, the Giants address three of their biggest needs in the first two rounds by taking Campbell to go with Rousseau and St. Brown. There are definitely issues on Campbell's tape, but his assignment's in Graham's defense should minimize those weaknesses while maximizing his strength in man coverage. Campbell has elite size, length, and athleticism, so he has tremendous upside.
  21. Tennessee Titans - WR Rondale Moore, Purdue. The Titans have a very good offense, but are likely going to move on from Corey Davis after the emergence of A.J. Brown. Adding arguably the most electric playmaker in the draft, Rondale Moore, would help keep the Titans offense among the most potent in the NFL.
  22. New York Jets (from Indianapolis) - RB Javonte Williams, UNC. The Jets need to add some weapons, and with Jamison Crowder and Denzel Mims on the roster, and better free agent options such as Allen Robinson, Corey Davis, JuJu Smith-Schuster, and Kenny Golladay potentially hitting the market, the Jets can add the best weapon on the board, Javonte Williams. He's excellent in the passing game and should fit nicely with the new running scheme.
  23. Kansas City Chiefs (from Pittsburgh) - WR Rashod Bateman, Minnesota. With one of the top WR prospects still on the board, and a number of teams ahead of them who could look for a WR, the Chiefs pull the trigger and move up. The Steelers, who have a lot of players headed to free agency, are happy to move down and get more draft picks to try to rebuild the roster with cheaper contracts. Bateman is a good route runner with excellent high point skills, so he's a perfect fit in the offense to replace Watkins.
  24. Seattle Seahawks - OT Dillon Radunz, North Dakota State. The Seahawks need to make a move on the offensive line at some point, and Radunz is a good prospect here. Cedric Ogbuehi is a free agent, but they could upgrade at RT anyway, and Duane Brown is 35 and only has one year left on his contract. The Seahawks could possibly look at a pass rusher or cornerback here, but the best value on the board is at tackle.
  25. Los Angeles Rams - LB Baron Browning, Ohio State. There are rumblings that some teams view Browning as a potential first round talent. The athleticism is off the charts, and he's got the speed, explosiveness, length, and motor that NFL teams covet. The upside is undeniable and he's lauded for his character and leadership. Combine that with his experience and versatility, and he's the kind of guy who can come in right away and upgrade the Rams inside linebacker spot, one of the few positions that needs a major upgrade for a team that's going all in to win a Super Bowl.
  26. Baltimore Ravens - WR Nico Collins, Michigan. The Ravens need to give Lamar Jackson better weapons on the outside, and Nico Collins has elite size and vertical ball skills, something the Ravens are missing at wide receiver. A lot of the best remaining day 2 caliber receivers are better suited for a slot role, so the Ravens pull the trigger on one of the best outside guys left on the board.
  27. Cleveland Browns - EDGE Jordan Smith, UAB. The Browns desperately need to get some pass rushing help opposite of Myles Garrett. There are some red flags with Smith, but the size and athleticism of Smith make him too good to pass up here. With Collins and Smith, the Browns defense gets a lot bigger, faster, and more talented.
  28. New Orleans Saints - LB Chazz Surratt, North Carolina. All of the Saints moves are going to be made with the salary cap in mind. One of the obvious cost saving moves is to cut Kwon Alexander. The Saints would save more than $13 million without taking on any dead money. Surratt is an excellent player who provides the Saints good value here.
  29. Buffalo Bills - DT Jay Tufele, USC. The Bills will want to add a cornerback at some point, but with the way the board has fallen Tufele is too good of a value here to pass up on. The Bills need to get better interior defensive line play, and Tufele fits nicely into Frazier's defensive scheme, so this is a good fit as well.
  30. Green Bay Packers - CB Ifeatu Melifonwu, Syracuse. The Packers could address a number of positions here, but Kevin King played poorly and is set to become a free agent anyway. Melifonwu has elite size, and has been climbing draft boards. He may be a bit of a project, but we're getting into the range where there are very few instant impact guys left on the board.
  31. Tampa Bay Buccaneers - C Creed Humphrey, Oklahoma. With Donovan Smith, Ryan Jensen, and Aaron Stinnie's contracts all set to expire either this year or next year, adding some offensive line help makes sense. Jensen is the weakest of the group, and will likely walk in 2021 if the Buccaneers can acquire a top prospect through the draft. Regardless, the Buccaneers are going to have to add more depth to the center group so the talented Humphrey fills a need.
  32. Pittsburgh Steelers (from Kansas City) - RB Michael Carter, North Carolina. James Conner is set to be a free agent, and it makes financial sense for the Steelers to move on from him. Carter is an excellent value at the bottom of the second round, and he's excellent in the passing game, so he'll be a great fit for the Steelers. Running backs also have the ability to make an impact right away, which is crucial for a team looking to make one last run with QB Ben Roethlisberger.
Third Round
  1. Jacksonville Jaguars - OT Liam Eichenberg, Notre Dame.
  2. New York Jets - WR Elijah Moore, Ole Miss.
  3. Houston Texans - S Jevon Holland, Oregon.
  4. Atlanta Falcons - EDGE, Carlos Basham Jr., Wake Forrest.
  5. Cincinnati Bengals - WR D'Wayne Eskridge, Western Michigan.
  6. Philadelphia Eagles - EDGE Quincy Roche, Miami (FL).
  7. Miami Dolphins (from Denver) - S Richie Grant, UCF.
  8. Detroit Lions - LB Cameron McGrone, Michigan.
  9. Carolina Panthers - QB Kyle Trask, Florida.
  10. Washington Football Team (from San Francisco) - CB Elijah Molden, Washington.
  11. Dallas Cowboys - LB Pete Werner, Ohio State.
  12. New York Giants - OT James Hudson, Cincinnati.
XX. New England Patriots - Forfeited
  1. Los Angeles Chargers - DT Tommy Togiai, Ohio State.
  2. Minnesota Vikings - OG Ben Cleveland, Georgia.
  3. Arizona Cardinals - C Josh Myers, Ohio State.
  4. Las Vegas Raiders - S Ar'Darius Washington, TCU.
  5. Miami Dolphins - CB Shaun Wade, Ohio State.
  6. Washington Football Team - WR Tylan Wallace, Oklahoma State.
  7. Chicago Bears - OT Walker Little, Stanford.
  8. Indianapolis Colts - EDGE Hamilcar Rashed Jr., Oregon State.
  9. Tennessee Titans - DT Marvin Wilson, Florida State.
  10. New York Jets (from Seattle) - LB Charles Snowden, Virginia.
  11. Pittsburgh Steelers - WR Shi Smith, South Carolina.
  12. Detroit Lions (from Los Angeles Rams) - S Hamsah Nasirildeen, Florida State.
  13. Cleveland Browns - DT Jaylen Twyman, Pittsburgh.
  14. Minnesota Vikings (from Baltimore) - WR Amari Rodgers, Clemson.
  15. Cleveland Browns (from New Orleans) - WR Seth Williams, Auburn.
  16. Green Bay Packers - EDGE Payton Turner, Houston.
  17. Buffalo Bills - CB Paulson Adebo, Stanford.
  18. Tampa Bay Buccaneers - EDGE Dayo Odeyingbo, Vanderbilt.
  19. Pittsburgh Steelers (from Kansas City) - TE Brevin Jordan, Miami (FL).
Compensatory Picks
  1. New England Patriots - QB Davis Mills, Stanford.
  2. Los Angeles Chargers - TE Hunter Long, Boston College.
  3. New Orleans Saints - RB Jermar Jefferson, Oregon State.
  4. Dallas Cowboys - S Andre Cisco, Syracuse.
  5. Tennessee Titans - OT Brady Christensen, BYU.
  6. Los Angeles Rams - CB Israel Mukuamu, South Carolina.
  7. San Francisco 49ers - EDGE Victor Dimukeje, Duke.
  8. Los Angeles Rams - OT Spencer Brown, Northern Iowa.
  9. Baltimore Ravens - DT Tyler Shelvin, LSU.
  10. New Orleans Saints - CB Kary Vincent Jr., LSU.
Trades:
Indianapolis Colts receive: QB Sam Darnold New York Jets receive: Indianapolis 2021 2nd, 5th
This trade value is based on internet rumors and a similar trade in 1987, where the San Francisco 49ers sent a 2nd and 4th round pick to Tampa Bay for 2nd year starter Steve Young. Steve Young was 3-16, with 11 TDs, 21 INTs, a 53.3 comp% and a 63.1 QB rating in two seasons with Tampa Bay but his upside netted a nice return. I think for several reasons, such as the fact that neither Douglas nor Saleh drafted Darnold and the potential to reset the cap window by drafting a 1st round QB, the Jets will trade Darnold. The Colts have a good offensive line and much better weapons than the Jets, so Indianapolis could be a good destination for Darnold after they missed out on Stafford.
***
Denver receives: Houston 2021 1st (3) via Miami Miami receives: Denver 2021 1st (9), 2nd (40), 3rd (71), 2022 1st, 2nd, 2023 2nd
***
Chicago receives: New York Giants 2021 1st (11) New York Giants receive: Chicago 1st (20), 2nd (52), 2022 1st
***
San Francisco receives: Seattle 2021 1st (23) via New York Jets New York Jets receive: San Francisco 2021 2nd (43), 4th, 2022 2nd
***
Kansas City receives: Pittsburgh 2021 2nd (55) Pittsburgh receives: Kansas City 2021 2nd (64), 3rd (95) ***
QB Notes: New England signs Ryan Fitzpatrick Indianapolis trades for Sam Darnold from New York Jets New Orleans re-signs Jameis Winston Washington re-signs Kyle Allen
submitted by burnercmw to NFL_Draft [link] [comments]

NY Jets Discord 3 Round Mock

Hello,
We did a pre-FA mock draft in the Jets discord with 32 members GMing for the various teams. Some of the GMs provided explanations below on their thought process for the picks. Sheets link
1) Jacksonville (Gmoney): QB Trevor Lawrence, Clemson #16
I pick Trevor because we needed a qb and Trevor is a generational talented qb
 
2) NY Jets (stackingdollars): QB Zach Wilson, BYU #1
Both Fields and Wilson have great qualities but I think Wilson has the edge. The biggest advantage Wilson has is his anticipation. I think he would fit very well in the LaFleur offense and can become a franchise QB with the Jets.
 
TRADE: Miami gives 1.03 (3), Carolina gives 1.08 (8), 3.09 (73), 2022 CAR 1st
3) Carolina (cantstopthis): QB Justin Fields, OSU #1
Justin Fields is a highly talented prospect with all the tools to become a franchise guy. In Carolina, he can sit behind Teddy B and work with elite skill position players to truly hone in the skills to allow him to reach his full potential. Moving ahead of Atlanta was important because it allowed me to secure one of the top QBs in the class. Moving a future first and a third this year felt like great value because I was able to snag a QB I believe has elite potential in the nfl, while maintaining seconds which I can use to build around Fields.
 
4) Atlanta (jorjor): T Penei Sewell, Oregon #58
A very good tackle who I think is bpa rn. I don’t feel good taking Lance this early so I took the best player at the pick.
 
5) Cincinnati (Sliz): T Rashawn Slater, Northwestern #70
This is the worst case for Cinci, and they'll be kicking themselves for a meaningless late season win over Houston. OT1 Sewell was off the board, as were the top 3 QBs that could fetch decent tradeback value. While Chase has been a common mock, I think a Higgins/Boyd duo is easily complimented without spending this much capital to address it. With no trade back partner, Slater (OT1 on some boards) is a nice consolation. Slater will slot in as an immediate starter at tackle with versatility to slot inside should CIN address the tackle spot opposite Jonah Williams in FA.
 
6) Philadelphia (Salty): WR Ja’Marr Chase, LSU #1
The Eagles are light in the weapons department. They haven't have a reliable receiver in years, and the negatives of that have shown their face the past 2 years, with Carson Wentz and Jalen Hurts struggling at times to move the ball because of the lack of Receivers. Justin Fields was off the board at 6 and I feel like Wentz or Hurts paired with such a dominant prospect at Receiver could work wonders. Chase is a unique blend of size, speed, and talent at the WR position. He has solid size at 6 foot and a bit over 200 pounds, with sure hands and really good route running. His 2019 season at LSU was incredible and he produced one of the best WR seasons of all time at the collegiate level. I have no doubt with his abilities that he will immediately be able to put up good numbers and improve the offense and passing game, giving the eagles a much needed extra dimension to their offense.
 
TRADE: Detroit gives 1.07 (7), 3.25 (89), San Francisco gives 1.12 (12), 2.11 (43)
7) San Francisco (Anc): QB Trey Lance, NDSU #5
Kyle Shanahan is too good of a coach to keep languishing with a mediocre Jimmy G who is only okay when he can stay healthy. Trey Lance is a boom/bust prospect with a TON of upside and a big learning curve. In this scenario, he has the opportunity to either sit and learn with a capable bridge QB, OR if Shanahan chooses kick start his career in the best system in the league at empowering QBs to be successful. Lance joins a loaded team that, despite having some deficiencies in the IOL and a few pieces potentially leaving in FA on the defense, is ready to compete for the division right now and can afford moving down in round 2 to try and secure the future face of the franchise at QB. If he works out, the Niners get to have the type of athletic and dynamic QB under center that Shanahan has never had.
 
8) Miami (tolgzz): WR DeVonta Smith, Alabama #8
Bringing Tua a much needed weapon and ex teammate.
 
9) Denver (paxton): CB Caleb Farley, Virginia #3
At this position with no QBs in consideration, I chose to address Denver's most obvious need, CB. Farley has an almost impossible blend of physical traits. Size, speed, fluidity. Farley to me projects as a shutdown corner who plays on WR1s on the outside. In a division with Tyreek Hill, Henry Ruggs and Keenan Allen, he's a perfect fit. While Surtain was in consideration, I dont think he can match the traits and athleticism and will struggle against speedy receivers in the AFC West. Farley's ceiling is too high to pass on here.
 
10) Dallas (spencerw): CB Patrick Surtain II, Alabama #2
With a depleted DB core and 6 S/CBs entering FA, CB is the biggest need for the Dallas Cowboys. Going for Surtain, a corner whose best fit is an outside man-coverage CB is a huge upgrade and can be a day 1 starter on the outside for the Cowboys. Surtain's length and athleticism creates a lock-down potential that can be extremely helpful for a defense lacking talent across all three levels.
 
TRADE: NY Giants give 1.11 (11), New Orleans gives 1.28 (28), 2022 NOR 1st
11) New Orleans (Misery): LB Micah Parsons, Penn St #11
 
12) Detroit (Zingy): T Christian Darrisaw, Virginia Tech #77
Detroit sucks, OT is the second most valuable position in the NFL, Darrisaw will be a really really good tackle in the NFL and has experience playing in the scheme Goff has played in his entire career. One of the first building blocks that will actually be on this team when they get a real QB in a year or two. Okudah and Darrisaw might be the only 2 on the roster in 5 years.
 
13) LA Chargers (run1609): CB Jaycee Horn, South Carolina #1
The Chargers have a pressing need at CB with Michael Davis entering free agency (I expect him to be retained) and CHJ/Casey Heyward on the wrong side of 30. He profiles as a lockdown man CB who new HC Brandon Staley hopes can approximate the role Jalen Ramsey played for him across town with the Rams.
 
TRADE: Minnesota gives 1.14 (14), 3.27 (91), Arizona gives 1.16 (16), 3.16 (80), 2022 ARI 2nd
14) Arizona (Brodie): TE Kyle Pitts, Florida #84
 
TRADE: New England gives 1.15 (15), 3.33 (97), 7.15 (241), Tampa Bay gives 1.31 (31), 2.31 (63), 3.31 (95), 2022 TAM 2nd
15) Tampa Bay (rgoing): EDGE Gregory Rousseau, Miami #15
Tampa is a perfect spot for GR. He can learn behind JPP and Barrett for a year or so and get more refined as a pass rusher. Rousseau is someone who I believe can play all across the DLIne and won’t have any pressure to start right away. At only 20 years old and equipped with excellent measurables and a high motor, the sky is the limit for him.
 
16) Minnesota (beezus): EDGE Kwity Paye, Michigan #19
With darrisaw and horn coming off the board at 12 and 13, the Vikings sought a trade back knowing there would be suitors hungry for one of waddle/pitts. The cardinals called and offered 1.16 and a 2022 2nd for the pick. We countered, adding in a pick swap of 91 and 80. Arizona obliged and it was a done deal.
At 16, it came down to paye, AVT, and Christian barmore. After seeing a trade with the football team fall through, the Vikings took the toolsy edge rusher from Michigan. Kwity Paye has the athletic tools and the build to become an elite pass rusher. His ceiling combined with Minnesota’s pedigree of developing defensive talent is a recipe for success for the Vikings.
 
17) Las Vegas (jmah): IDL Christian Barmore, Alabama #58
I’ve only watched Christian Barmore in the national championship game, but he should really help the Raiders trash defense.
 
18) Miami (tolgzz): LB Zaven Collins, Tulsa #23
With this pick Dolphins bring in a LB they plan to start from day 1. Collins brings with him size and power combined with his athleticism. He can defend the run, play the pass in coverage and even be used to rush the QB. Collins fills a spot of need for Dolphins and hopefully turns into a stud LB for them for years to come
 
19) Washington (klondike): QB Mac Jones, Alabama #10
Good fit. Lots of talent and running plays out of the backfield. Smart player, good game manager. Ideal fit for both parties. He can sit behind Alex Smith for however long.
 
20) Chicago (Mayor): WR Jaylen Waddle, Alabama #17
With the Bears offense being eternally awful, Allen Robinson looking like a goner more and more and rookie WRs more frequently making plays fresh out of college picking up Waddle will hopefully jump start this offense with whatever vet QB the bears roll with in 2021
 
21) Indianapolis (Viddstuff): T Sam Cosmi, Texas #52
While the colts are lacking all over at offense, Costanzo retiring really put them in a tough spot. I could have gone WR here, but the colts offense can get creative with their weapons, and it was too early to overdraft the QB on the board. Cosmi would fit in well on the blindside and protect whoever starts at QB for a long time.
 
22) Tennessee (botlane): EDGE Azeez Ojulari, Georgia #13
Azeez Ojulari is an attempt to fix one of the biggest voids in the Tennessee Titans defense, the pass rush. Ojulari has a great get-off, a mixture of speed, bend and power which makes his kit very powerful to take even the most agile lineman off of their game. A great athlete with tremendous upside, Ojulari's explosion off the line is marvelous, paired with a great jab/stab, he is able to create space with his length. If you don't jam him at the line and initiate contact, he's got a solid enough technique that pairs with his athleticism. Ojulari has the intangibles to be a great pass-rusher in this league and if he keeps developing, that's right where he's headed.
 
23) NY Jets (stackingdollars): WR Rashod Bateman, Minnesota #0
Entering this off-season the Jets are in need of a WR. Bateman has tremendous route running ability and great hands. Pairing this pick with QB Zach Wilson will help give the Jets offense the spark they are looking for.
 
24) Pittsburgh (Fireblast): QB Kyle Trask, Florida #11
Although this might be a bit of a reach, Steelers desperately need a qb and neither big benor dwayne haskins is it. The plan here would be to sign a FA guy, let trask sit behind him for a year, and then he takes the reigns. Trask with the right devolopment can probably be at least a decent enough starter I'd guess, not near where ben was in his prime, but very qbs are that good.
 
25) Jacksonville (Gmoney): T Alex Leatherwood, Alabama #70
 
TRADE: Cleveland gives 1.26 (26), Green Bay gives 1.29 (29), 3.29 (93)
26) Green Bay (herb): CB Asante Samuel Jr, FSU #13
So my reasoning for picking Samuel is the packers need someone to pair up with Jaire Alexander, Samuel was the best choice available and he can really bring a much needed CB2 to Green Bay.
 
27) Baltimore (oman): EDGE Jayson Oweh, Penn St #28
Ravens have Judon and McPhee hitting the open market, thus opening some obvious holes. I was looking WR initially but given how the draft played out so far I liked the edge options more. I like his athletic ability in Winks scheme and he should be a good fit.
 
28) NY Giants (rubbersoul): WR Rondale Moore, Purdue #4
 
29) Cleveland (Huntington): EDGE Joe Tryon, Washington #9
Tryon is a tall, big, athletic edge who can play standing up or can be a traditional 4-3 DE. He can both drop back in coverage or rush the passer. He’s a 3-down player who can grow and complement Garrett. A very productive 2019 overshadowed by his opting out in 2020. Tryon is a high energy player with the size to defend the run though its an area he needs to improve. With Vernon both injured a free agent, Tryon will have a chance to start immediately.
 
30) Buffalo (AntRob): RB Najee Harris, Alabama #22
The Bills completely abandoned the run for large portions of last year and basically told Josh Allen to go win games by himself. The Bills need some juice in the backfield, I don't have confidence in Singletary or Moss being that guy for them, as evidenced by Daboll's playcalling.
Harris is the most well rounded back in this class and checks every box for me. What makes him valuable in addition to his frame and run + catch ability is his elusivity (wiggle...light, nimble feet) and his power. The blending of all these things together gives you a really upper class RB prospect that will finally be able to bring the Bills offense some multiplicity and balance in scheme.
 
31 New England (rgoing): LB Jeremiah Owusu-Koramoah, Notre Dame #6
The patriots fielded calls at the 15th spot, although there are questions surrounding the Quarterback position, New England ultimately felt a trade back with the Buccaneers was to the 31st pick was the best move.
New England does not draft for need in the first round, they draft for best available player. The Patriots drafted Jeremiah Owusu-Koramoah out of the University of Notre Dame with the 31st pick. Although JOK is listed as a linebacker, New England isn't going to just utilize his talents there. JOK is the new breed of defender, his ability and versatility allows him to play different roles on defense the perfect type of player for the patriots.
 
TRADE: Kansas City gives 1.32 (32), Cincinnati gives 2.06 (38), 4.06 (110), 7.05 (231)
32) Cincinnati (Sliz): IOL Alijah Vera-Tucker
No matter what they do in FA, the value was too good to pass up here. With OL needy teams (MIA, NYJ) sitting ahead of the Bengals this trade up felt necessary to lock up a top guy. A 4th and a 7th (Bengals got a 7th back in the Dunlap trade) was a cheap price to pay to get there, while also picking up the 5th year option.
AVT projects as a solid OG that should be a consistent starter on an IOL that desperately needs a long-term piece. I feel AVT's an insanely safe pick to be productive, putting him a tier above the next group of guys each with their own question marks (medical or otherwise). Paired with Slater in rd 1 and a healthy Jonah Williams, CIN now has several young cornerstone pieces to protect and grow with Joe Burrow and open lanes for Mixon. AVT has positional versatility, allowing the Bengals the chance to let guys compete for multiple spots and see what lineup works the best. This is a make or break year for Taylor. This is a franchise that needs to protect the future in Joe Burrow. Double dipping at OL helps both those facets.
 
33) Jacksonville (Gmoney): S Trevon Moehrig, TCU #7
 
34) NY Jets (stackingdollars): IOL Creed Humphrey, Oklahoma #56
NYJ’s OL was a huge improvement from 2019 but it still needs work especially in the middle. Creed offers versatility and a long term option at center. Connor McGovern would be able to play OG as he has experience there, or Creed can play OG as he has taken some snaps there during the senior bowl. Creed has quick hands and good size and can bring stability on the OL for years to come.
 
35) Atlanta (jorjor): CB Tyson Campbell, Georgia #3
 
36) Miami (tolgzz): S Andre Cisco, Syracuse #7
 
TRADES: Philadelphia gives 2.05 (37), Denver gives 2.08 (40), 4.09 (115), 2022 DEN 6th
37) Denver (Paxton): WR Kadarius Toney, Florida #1
I was shocked Toney fell this low, and after having tried to trade up multiple times before, I was finally able to make it work. I felt I needed to jump the chiefs so some might say I overpaid, but hey. Toney was IMO BPA, his evasiveness is unmatched in this class and he is a willing contested catcher. Toney is a perfect fit alongside Jeudy, Sutton and Hamler and will provide the Broncos with a true "weapon". While WR isnt close to the broncos most pressing need, this pick makes the broncos offence a lethal force.
 
38) Kansas City (teutonic): G Jalen Mayfield, Michigan #73
I tried trading up for the falling JOK but had no takers on my trade offers and when it got to my pick I felt comfortable with enough options that I elected to trade back for an extra 4th and 7th. Mayfield is a big man who I think will slot into a guard position at the next level, he's extremely strong and fits a need on the OL.  
TRADES: Carolina gives 2.07 (39), 2022 CAR 5th, Chicago gives 2.20 (52), 3.20 (84), 2022 CHI 4th
39) Chicago (Mayor): IOL Wyatt Davis, Ohio St #52
 
40) Philadelphia (Salty): EDGE Joseph Ossai, Texas #46
I originally had pick 37, and was looking at Ossai as well as other players like Nick Bolton as a possible selection. However, the Broncos came to me with a nice offer that netted me a current 4th and a 2022 6th while only moving back 3 spots. I acquired the 40th pick and used that on Ossai.
Ossai is a great pass rusher who is also talented in the run game. He was moved around a good amount in college before settling as an EDGE for the Texas Longhorns. He is big and fast, and can be moved around the D line. The Eagles run a 4-3 defense which Ossai can excel in, and he also works very well in other defensive packages. Putting Ossai on this already promising D Line with names like Derek Barnett, Brandon Graham, Josh Sweat, and most importantly Fletcher Cox could put this line back at the peaks they experienced in 2017, when their defense could take over and destroy the opposing offense.
 
41) Detroit (Zingy): EDGE Jaelan Phillips, Miami #15
 
42) NY Giants (rubbersoul): LB Nick Bolton, Missouri #32
 
43) Detroit (Zingy): WR Terrace Marshall, LSU #6
 
44) Dallas (spencerw): IDL Daviyon Nixon, Iowa #54
I'm once again addressing the putrid Dallas defense that gave up almost 30 points a game last season. Nixon can line up at the 3-tech as a 4-3 DT under Dan Quinn and can make an immediate impact on the inside as a power gap rusher and can help with one of the worst rush defenses in the league (almost 160 rush yards/game). I was hoping to grab Bolton here, but Nixon is a solid IDL that can shore up a huge hole in the Dallas defense on day 1. The Cowboys now have 2 young defensives pieces to begin rebuilding/rejuvenating a declining side of the ball.
 
45) Jacksonville (Gmoney): TE Pat Freiermuth, Penn St #87
 
46) New England (rgoing): T Jackson Carman, Clemson #79
The Patriots picked Clemson standout Jackson Carman. The Patriots are unsure if he will stay at Tackle or move to guard, what they do know is that they received a powerful and athletic player standing at 6’5 330. Carman is best known for his superb run, although he was able to neutralize DROY Chase Young in the 2019 CFP Playoffs last season. Carman fits perfectly for the Patriots offense as they are known for their smash mouth football, and play-action passing.
 
47) LA Chargers (run1609): IOL Trey Smith, Tennessee #73
This pick is contingent upon his medicals checking out (blood clots in lungs, 2018). Frankly, I'm not positive as to what a Joe Lombardi offense will look like, but I do know that Smith has what it takes to succeed at the next level. Very powerful, consistenly wins in a phone booth but has the requisite athleticism for his size to win in space too.
 
48) Las Vegas (jmah): EDGE Carlos Basham Jr, Wake Forest #9
Carlos Basham Jr.: I've seen PFF tweet about this guy before so I think he might be good. Raiders D line is already looking much improved with Barmore at 17 and now "Boogie" Basham at 48.
 
49) Arizona (Brodie): IDL Marvin Wilson, FSU #21
 
50) Miami (tolgzz): RB Travis Etienne, Clemson #9
 
51) Washington (klondike): T Liam Eichenberg, Notre Dame #74
WFT desperately needs tackle. He has shown great strides in advancing his game. Not the most physically gifted player, but he plays smart football.
 
TRADE: Carolina gives 2.20 (52), LA Rams gives 2.25 (57), 6.25 (210), 2022 LAR 5th
52) LA Rams (prime): LB Dylan Moses, Alabama #32
The Rams are projected to be bottom-5 in cap space in both 2021 and 2022 once the Stafford trade goes through according to OTC, and they don’t have a first-round choice until 2024. Even worse, they have six starters projected to be UFAs this year (Reynolds, Blythe, Floyd, Ebukam, Johnson, Hill), and four next year (Corbett, Kiser, Young, Fuller). As a result, landing a future starter with this pick was crucial. I was willing to move up a little because of how important it was to land a future starter here. Moses had a dominant 2018 season before missing 2019 with a knee injury and rebounding in 2020, and I think he fits well as a 3-4 ILB replacement to either Micah Kiser or Kenny Young in 2022.
 
53) Tennessee (botlane): EDGE Jaylen Twyman, Pitt #97
 
54) Indianapolis (Viddstuff): EDGE Patrick Jones II, Pitt #91
 
55) Pittsburgh (Fireblast): RB Kenneth Gainwell, Memphis #19
Although the steelers have some other needs, RB I felt was a major one. James connor isn't the answer, and I think gainwell although only really playing 1 season fully can provide versatility in the backfield, as not only did he have almost 1500 yards on the ground, with an average of over 6 yds per carry, he also had just over 600 yds receiving. Overall, I think he can be a solid RB for the steelers, assuming their offensive line holds.
 
56) Seattle (Kdelgado): IOL Landon Dickerson, Alabama #69
 
57) Carolina (cantstopthis): CB Greg Newsome II, Northwestern #2
After the Chiefs took Jalen Mayfield, I was left in an awkward spot. I didn't feel too strongly about any of the guys on the board at 2.39. Luckily, the Chicago Bears came calling and I was able to regain some of the assets that were lost in the trade up for Justin Fields. At 2.52, I had a few guys on my board I was comfortable with and decided to trade back 5 spots, taking a chance that at least one of my guys would be there. Luckily, Newsome was still on the board.
Greg Newsome II has been rising on boards everywhere, and rightfully so. He has good ball skills to combine with solid athleticism as well as a nice frame that will help him to succeed at the next level. He also has good awareness as well as good instincts to help him out. Newsome will fit right in with the Carolina Panthers, who were among the leaders with their usage of cover 3 and zone.
 
58) Baltimore (oman): IOL Ben Cleveland, Georgia #74
 
59) Cleveland (Huntington): S Richie Grant, UCF #27
Grant is tall, athletic, versatile player who can play both FS or SS and even nickel if necessary, though likely slots as aFS. A productive ball hawk, high motor player, and energetic tackler, the Senior Bowl star Grant has the makings to be a fan favorite in Cleveland for years to come.
 
60) New Orleans (Misery): WR Elijah Moore, Ole Miss #8
 
61) Buffalo (Antrob): IDL Levi Onwuzurike, Washington #95
One of the more glossed over storylines of the Bills 2020 season was their defensive regression. They lost a lot of talent in their front 7 to FA. This pick attempts to replenish the young talent in that area. Levi is quickly becoming a big riser in the draft as more people familiarize themselves w/ his 2019 film. He's a really talented defensive lineman who has the ability to develop into a potential every down force. He has a matured frame and plays with an explosiveness that jumps off on tape. In addition to his physical tools, he is also pretty advanced from a technical perspective as well, as he knows how to use his hands and understands the importance of filling space and occupying gaps. To me, in a relatively weak IDL class, he's one of the few prospects who could become something worth noting at the next level, mainly due to how well rounded he is. His natural athleticism, burst, quickness and get-off coupled with his technical refinements (hands, leverage, body control) give me confidence that he can effect the QB consistently in the passing game. Whereas his strength, quickness, instincts, length and leverage make me optimistic he can be good against the run in time as well.
 
62) Green Bay (herb): WR Amon-Ra St Brown, USC #8
 
TRADE: New England gives 2.31 (63), Philadelphia gives 3.06 (70), 4.09 (113), 2022 PHI 5th
63) Philadelphia (Salty): CB Eric Stokes, Georgia #27
I originally had the 70th overall pick in the draft, but I had not addressed one of the Eagles biggest needs yet in the draft; Cornerback. The Eagles have struggled with that position, and it has been a weak point of their defense the past few years. Greg Newsome II went a few picks before and I was getting worried that there wouldn't be a quality Corner available at my pick. Because of this fear, I traded up to pick 63. Admittedly, I overpaid. I gave up pick 70, the 4th round pick I got from the Broncos trade back, as well as a 2022 5th for pick 63, to the Patriots. This was an overpay, yet one with a reason, as it was used to secure a good Corner for the team.
Eric Stokes is a good Corner prospect who can be a day 1 starter who develops into a impact player for the Eagles. He is on the taller side at 6'1", and can play both man and zone well. He has some ball skill issues and you might see him not making some easy interceptions at the next level and can clean his technique up some, but hes a good prospect that is a bit of a steal at the end of the second round. With Stokes on the team the secondary will improve and might finally have some promise.
 
64) Kansas City (teutonic): LB Chazz Surratt, UNC #21
A converted QB, Surratt is another very toolsy player for the chiefs. I like the speed he plays with and he fits the mold of the 'modern' LB. He has a lot of work to do still but I think with the right coaching he can realize his potential.  
65) Jacksonville (Gmoney): CB Shaun Wade, Ohio St #24
 
66) NY Jets (stackingdollars): CB Elijah Moldin, Washington #3
Jets lack CB depth and arguably their best CB, Brian Poole, is a FA this year. Molden has great instincts, but is a little undersized, and can play ideally as a nickel CB. He thrives in zone coverage and is solid in run support. Molden can be a starter from day 1 and grow into the Saleh defensive system.
 
67) Houston (Kdelgado): T Teven Jenkins, Oklahoma St #73
 
68) Atlanta (jorjor): EDGE Quincy Roche, Miami #2
The falcons suck at edge and Quincy Roche is my favorite edge rusher available.
 
69) Cincinnati (Sliz): IDL Jay Tufele, USC #78
With Geno Atkins aging out a bit, and a potential cap casualty either this year or next, it was hard to pass on the top rated player on my board by a large margin (second time a USC player has slipped to my range). Tufele is a dominant player at the 3T with versatility to take snaps along the interior as needed. He offers value on all 3 downs, and gives a stud to slot in beside DJ Reader longterm. With the run on CBs and Edge players prior to our pick, Bengals take another pick to build the trenches.
 
70) New England (rgoing): IOL Quinn Meinerz, UW-Whitewater #77
Senior Bowl standout Quinn Meinerz gets selected, not many know about Wisconsin Whitewater since it is a D3 school. Meinerz impressed and dominated at the Senior Bowl, some scouts had him rising into the top 100 even the top 50 for best available players. Questions always rise when drafting a player at a lower level, I think the Senior Bowl eliminated any of those speculations for Mr. Meinerz. The Patriots love the value they have received with their pick!
 
71) Denver (paxton): LB Charles Snowden, Virginia #11
I was scared the patriots would pick him. Really good fit for their...ahem….organizational philosophy. Anyways, Maybe this is a bit of a reach, but it’s impossible for me to pass on Snowden. You can't teach his physical tools. A 6’7 defender who can play all over the front 7, paired with Vic Fangio? This is a bit of a risk, but its at a position of need for the Broncos and I believe his tools, ceiling and football IQ make it a risk worth taking.
 
72) Detroit (Zingy): S Jevon Holland, Oregon #8
 
73) Miami (tolgzz): WR Tylan Wallace, Oklahoma St #2
Miami selects WR Tylan Wallace to add yet another weapon for their QB they decided to stick with Tua. Tylan they feel slipped to their laps in this draft and believe he cant be a very solid weapon with good upside that has been overshadowed by an elite WR class.
 
74) Washington (klondike): CB Aaron Robinson, UCF #31
 
75) Dallas (spencerw): CB Ifeatu Melifonwu, Syracuse #23
I go defense for the third time in as many picks, I was hoping for an OT (not big on Radnunz) but none really fell the way I wanted, this is the second CB drafted but I see Ifeatu excelling way more as a S in the next level, this fills another hole Day 1 IMO and cleans up the secondary.
 
TRADE: NY Giants give 3.12 (76), New England gives 3.31 (95), 4.15 (120)
76) New England (rgoing): WR D'Wayne Eskridge, W Michigan #1
Patriots selected speedy receiver D’Wayne Eskridge out Western Michigan University. There were many questions why the Patriots waited to take a receiver until the 76th pick in the draft, Eskridge was the reason why! The former track star runs a (4.3 – 4.4) 40yd, putting him up as one of the fastest WR in the draft. There were a bunch of questions about the low level competition in the MAC, but D’Wayne showed he can go up against some of the best at the Senior Bowl this year. The idea is that D’Wayne can come in and be a starter day 1 on special teams returning kicks as well as a slot receiver.
 
77) voided
 
78) LA Chargers (run1609): T Dillon Radunz, NDSU #73
Was ecstatic to see Radunz at this pick. Has been training with the recently-retired Joe Staley all year and it showed at the Senior Bowl last week, where he was named OL of the week by his peers. The Chargers have no long-term pieces at OT and a ROTY that needs protecting. Radunz fits the bill perfectly.
 
79) Minnesota (beezus): S Hamsah Nasirildeen, FSU #23
 
80) Minnesota (beezus): IOL Josh Myers, Ohio St #71
At the top of the third round, the Vikings had 4 players they were targeting: jay tufele, Jevon Holland, Dillon radunz, and hamsah nasirildeen. Three of the four were gone by the time our picks came around, three out of the four were gone (whoever took Dillon radunz is a stupid dumb idiot head). After taking nasirildeen at 79, it came down to Myers and walker little. The Vikings ultimately went with Myers at 80, shying away from Little’s injury history. Myers offers a strong run blocking profile coming out of the gate, but is admittedly a work in progress in the pass game. Regardless, an upgrade over Dakota “turnstyle” dozier was needed, and Myers should be a day one improvement.
 
81) Las Vegas (jmah): S Paris Ford, Pitt #12
I searched Paris Ford on YouTube and he has a highlight vid with almost a million views. That’s a steal in the 3rd round.
 
82) Miami (tolgzz): IDL Tyler Shelvin, LSU #72
The Pick is In. Dolphins select IDL Tyler Shelvin, LSU. Miami adds a true nose tackle in Shelvin adding to their DL to help stop against the run. With Miami's plan to rotate DL Shelvin will be in during running downs where the Dolphins lack run stoppers on the DL.
 
83) Washington (klondike): RB Demetric Felton, UCLA #10
 
84) Carolina (cantstopthis): T Walker Little, Stanford #72
Little is a high upside prospect who has the potential to be one of the better tackles in this draft. With great size and length, Little is able to eliminate defenders from the play. He also has solid athleticism and can play in multiple schemes. With the Panthers oline being up in the air right now, it was important to take a guy who could protect Fields blindside.
 
TRADE: Indianapolis gives 3.21 (85), Cleveland gives 3.28 (92), 6.27 (212)
85) Cleveland (Huntington): S Keith Taylor, Washington #27
Taylor is a tall cornerback who isn’t afraid to tackle ball carriers or receivers. A senior, he’s athletic and has experience playing both man and zone coverage. Can stay with most receivers but will get burnt by speedsters one on one. Lack of any collegiate interceptions is concerning, but his size and coverage skills will earn him a role in any NFL secondary.
 
86) Tennessee (botlane): IDL Tedarrell Slaton, Florida #56
 
87) NY Jets (stackingdollars): LB Cameron McGrone, Michigan #44
The Jets LB group has a few question marks. CJ Mosley has pretty much had 2 years off from football, Neville Hewitt is a free agent, and Blake Cashman can’t stay healthy. McGrone can be a three down LB adding some depth and becoming a starter.
 
88) Pittsburgh (Fireblast): IOL Deonte Brown, Alabama #65
An absolutely huge frame at 6'4 350lbs, I believe Brown can be a solid Guard in the nfl, his size means that he can be a force both in pass and run blocking, and I think overall he can be a big peice of that aging O-line, perhaps replacing one of their current guards within the next year or 2.
 
89) San Francisco (Anc): EDGE Dayo Odeyingbo, Vanderbilt #10
Niners get good value here as Odeyingbo falls to them at 89. With a number of players departing in FA or victims of potential cuts across the DL, SF targets a versatile player who lined up both as a 3T and on the EDGE productively. Odeyingbo has great length which he knows how to use to his advantage to control his opponents, and has a high ceiling as a pass rusher. He has a strong club move and uses his athleticism to quickly close out on QBs once he gets free. Needs work to refine his pass rush attack, as the most common reps involve him relying on his length and burst. Against the run he has a lot of work to do, especially on the interior where his subpar pad level can get him blown up too often. Does do a good job at setting the edge. Overall, Odeyingbo is something of a project which isn't the best fit for the Niner's timeline but we didn't want to pass on good value at a position group of need.
 
90) Cleveland (Huntington): WR Dyami Brown, UNC #2
Tall, vertical receiver who had a highly productive collegiate career. Athletic with a great burst, he can get down the field and go after deep balls. An energetic blocker and able ball carrier, he’s a potential 3 down WR if he works on his release and route tree. Can contribute immediately and has starting WR potential.
 
91) Arizona (Brodie): CB Shakur Brown, Michigan St #29
 
92) Indianapolis (Viddstuff): WR Marlon Williams, UCF #6
With questions surrounding TY Hilton’s return, I decided to take a WR who could fill in in case TY leaves. While not a traditional slot Wr, Williams provides skill over the middle as a big slot wr, and will be a good target for any QB. He should get snaps early as a rookie.
 
93) Cleveland (Huntington): LB Jabril Cox, LSU #19
Tall, agile LB with superb coverage skills. A natural 4-3 OLB who fits the Browns scheme very well. Has the ability to cover TE or RB and has tremendous range and motor. Needs to learn how to take on and disengage blocks, but has the makings of a 3 down OLB who can do it all.  
94) Buffalo (Antrob): T Spencer Brown, N Iowa #76
After having a really good season Daryl Williams is set to hit FA. I think the Bills should prioritize re-signing him, but even at his best I wouldn't view him as a long term solution at RT. Spencer Brown is an interesting prospect who's recently gotten more attention after having a really nice week at the Senior Bowl. Standing at 6'8" he offers unique length and size at the Tackle position. He also has good mobility and a light, nimble lower half in which he still has the opportunity to fill out to really solidify his anchor which is already pretty decent. He plays with the 'mean streak' that you always want to see out of your OL. And as a small school guy, dominated his competition which you always want to see, which he parlayed into solidifying himself as a guy in the Senior Bowl against legitimate rushers. The hope would be that he and Dion Dawkins can be the anchors on the Bills edges in regards to protecting Josh Allen and opening up running lanes for Najee Harris for the next decade.
 
95) NY Giants (rubbersoul): EDGE Hamilcar Rashed, Oregon St #9
 
96) Kansas City (teutonic): EDGE Payton Turner, Houston #98
Turner is another player with an ideal frame that is raw. He is a big edge player with some positional versatility that should be able to take over for Kpassgnon.  
97) Tampa Bay (EFS): IOL Aaron Banks, Notre Dame #69
At 6'6", 330 lbs, Aaron Banks is a dependable, well-rounded, G who also has some experience playing at T. He's a smart player who frequently reaches the second level and neutralizes oncoming defenders. In Tampa Bay, he'll serve as a backup to Ali Marpet and serve as a welcome depth piece.
 
98) LA Chargers (run1609): LB Baron Browning, Ohio St #5
 
99) New Orleans (Misery): CB Israel Mukuamu, South Carolina #24
 
100) Dallas (spencerw): TE Brevin Jordan, Miami #9
I went with a piece I think can be utilized anywhere on the field besides wideout, he lined up all over the place at miami and was used a lot in pass/run blocking and route running, I wanted to go OT at some point but the board never really fell the way I wanted to so I decided to go with a high utility weapon for them to use
 
101) Tennessee: WR Seth Williams, Auburn #18
 
102) LA Rams (prime): EDGE Joshua Kaindoh, FSU #13
Floyd and Ebukam are free agents in 2021, and given the Rams’ relatively poor standing with the salary cap, it may make sense to try to get edge rushers early in the draft. Kaindoh fits the athletic mold of Floyd, and he has the length to give tackles fits whilst he develops his pass-rush arsenal over the next couple seasons.
 
103) San Francisco (Anc): CB Paulson Adebo, Stanford #11
 
TRADE: LA Rams gives 3.39 (103), Minnesota gives 4.14 (119), 6.15 (201)
104) Minnesota (beezus): IDL Tommy Togiai, Ohio St #72
tommy togaia profiles as a player who can offer year one upside as a run defender at the three tech with potential to develop as a pass rusher. This past year he logged 24 pressures and three sacks for the Buckeyes, and could continue to grow as a pass rusher under the tutelage of MN’s exceptional defensive coaching
 
105) Baltimore (oman): WR Damonte Coxie, Memphis #10
 
106) Saints (misery): EDGE Rashad Weaver, Pitt #17
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what to do in vegas if you're under 21 video

10 things to do under 21 in LAS VEGAS - YouTube LAS VEGAS SIGN AT NIGHT Things to do in Vegas under 21 ... VEGAS INDOOR SKYDIVING THINGS TO DO IN LAS VEGAS UNDER 21 What to do in Vegas if under 21 (Las Vegas Music Video ... Top 10 Things to do in Las Vegas if You're Under 21 ...

Hi. I am a first time poster but not a Vegas virgin! We are getting married in LV next year at the Bellagio and my younger brother will be attending the wedding and staying in town for a few days before.. My brother is over 18 (we're from the UK) but under 21. I was wondering if anyone has experience of how easy/difficult it can be in LV with teenagers of this age? Here are 10 of the top things to do in Las Vegas if you are under the US drinking age of 21. Catch the Jabbawockeez in Action One of the headlining acts based in the Luxor Hotel and Casino, Jabbawockeez is an eight-man dance crew specialising in hip-hop, theatrics, and mysterious costumes. Also known as the Pinball Museum, Vegas’ Pinball Hall of Fame is a must-see for gamer nerds and lovers of nostalgia. For 25 cents a play, you’ll have access to over 200 non-violent machines perfect for all ages. I want to take my friend to Vegas and he’s only 17. I’m not even 21 I’m 19 but there’s more to do if you’re 18+. But since I’m with a 17 year old, what is there to do there? Las Vegas is an adult wonderland, but if you’re under 21, it can be hard to navigate. Luckily, there’s plenty to do even when you’re not of legal drinking and gambling age—it just takes a bit more digging to find it. With this nifty guide, we’ve done the heavy lifting for you. Las Vegas is known for huge, grandiose pools, but if you are staying at a smaller hotel or at a hotel "off strip," your pool may not be as exciting as some of the more famous hotels' pools. However, most hotels that are famous for their pools have non-guest day rates--just give the hotel a call to check rates and availability. During the week, people under 21 are allowed in non-gambling pool areas. Your kid will be impressed when you take her to the Tank to see sharks and a huge water slide As you can see there are TONS of thigs to do in Vegas if you are under 21 and/or not a gambler, and I just named a few things. Most of the things I named are free, but some cost a fee so be sure to check on admission prices. Here are a two tips: 1) as soon as you arrive get a tourist book. There are a couple kinds, one is a little pocket sized book called 24/7 (or something similar) and They simply do not understand that Vegas is not just for those who are above the age of 21, anyone can have a little fun in Sin City! 1. Treasure Island Pool (or any pool with no age restrictions) Each year we stay at Treasure Island, so we may be a bit biased, but it really is a good time. Answer 1 of 18: Hey all, Not speaking for myself, but for my sisters who are under 21, what kinds of things can you do. They are 18 and 20 so not too young. Any ideas or input would be great. If you're 18 can you go to the... If you’re under 21 in Las Vegas it really can be a sad and frustrating place. Tell anyone working in Vegas that you aren't 21 and they’ll treat you like a child, as you are basically not legal to do anything there that will make them money! I do still quite enjoy going to Las Vegas because it is filled with entertainment and pleasure. Here is a list of my Top 5 things you can do

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10 things to do under 21 in LAS VEGAS - YouTube

I tried making this video look professional but with Iphone quality you can only do so much😂But were improving ever single video and its only going to get be... http://VegasVideoNetwork.comTop 10 Things to do in Las Vegas if your Under 21 - Living in Las Vegas Podcast #207Sometimes people in Vegas suck. Golfing with ... We took on Indoor skydiving for the first time at Vegas Indoor Skydiving! It was absolutely crazy and so much fun! definitely can't wait to go back! Check it... ★ SUBSCRIBE for new videos every M/W/F & weekly live streams★ Website: http://bit.ly/GottLoveMerchandise★ If you’d like to support our channel directly t... Two young bucks, hittin the Vegas Strip.

what to do in vegas if you're under 21

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