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#45401 | |
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Member
Join Date: Jan 2019
Location: Pennsylvania
Posts: 2,785
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Quote:
Sounds like someone didn’t get any boxes! Sent from my iPhone using Tapatalk |
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#45402 |
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Member
Join Date: Jan 2019
Posts: 2,188
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#45403 |
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Member
Join Date: Jan 2019
Location: Pennsylvania
Posts: 2,785
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#45404 |
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#45405 |
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Member
Join Date: Feb 2020
Location: Thousand Oaks, CA
Posts: 1,154
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#45406 |
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Member
Join Date: Jan 2019
Posts: 2,188
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#45407 | |
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Member
Join Date: Jan 2019
Location: Pennsylvania
Posts: 2,785
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Quote:
Wait, you’re going to be mature and rational about it?! Don’t you know this is BO?! This is no place for that!! Sent from my iPhone using Tapatalk |
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#45408 |
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Member
Join Date: Feb 2020
Location: Thousand Oaks, CA
Posts: 1,154
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Apologies. I order and I open. Sometimes I get a purple Witt RC auto /10 and most times I do not. Still a lot of fun, but not every box is Christmas.
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#45409 |
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#45410 |
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Member
Join Date: Feb 2020
Location: Thousand Oaks, CA
Posts: 1,154
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#45411 |
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Member
Join Date: Oct 2007
Location: North Carolina
Posts: 11,429
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EV is garbage for every product on the market. That doesn't make a product immediately good or bad. Go look at what 2018 Topps Update jumbo boxes cost. Then calculate the EV and tell me it isn't garbage. Doesn't mean the product is. As products have demand or popularity over time the gap between price and expected value grows wider and wider. So as much as you want to use that as your guide, its actually the opposite. Crappy products come down in price and the EV ratio improves.
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#45412 |
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Member
Join Date: Jan 2019
Posts: 2,188
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#45413 | |
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Member
Join Date: Jan 2019
Posts: 2,188
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Quote:
I'm not saying you can't make money flipping under a greater fool theory on this release. Just that 90% of boxes are going to be tremendous losers at $479. |
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#45414 |
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Member
Join Date: Jan 2019
Posts: 2,188
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I'm not trying to dispel the theory that you can make money flipping these. I'm trying to dispel the FOMO that these are "loaded" when there's less than ~1000 total cards in the print run that are worth $500; being all Kurtz autos, Wood auto parallels, low numbered/super autos, Ohtani auto, low numbered parallels of about 2% of the base set, and some of the 1/1s.
Not sure on exact number of boxes, but assuming 389 autos of each rookie at one per box, you're looking at almost 15,000 boxes. Last edited by Boredlawyer; 08-31-2025 at 09:52 AM. |
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#45415 |
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Member
Join Date: Jan 2019
Posts: 2,188
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Napkin math on hits
15k boxes -~400 Kurtz autos ~200 Wood parallel autos (base won't break even) ~40 superfractors autos ~50 low numbered Judge, Ohtani, Skenes parallels that would break even Low numbered Wilson, Sasaki, Kim, Jobe, Schwell, Waldrep, Shaw, Campbell, Crews, Smith, Rice parallels. Maybe 400 of these total? You can snag a Campbell orange for less than the price of a box but maybe Rice gold goes for $750? Throw in maybe 150 total Sapphire autos-Trout, Ohtani, low numbered parallels of them and the others, and maybe 50 more Non auto Sapphires. And maybe 25-50 1/1s go for $500+? Most won't clear $200. So maybe 1350 total cards, at most, across 15k boxes that break even at $700 per box? Maybe a couple hundred more to account for low numbered variation parallels, low numbered Skenes stuff, anything I overlooked. Just don't see the value at $700 If underlying value is this low, then I flip all day |
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#45416 | |
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But at what point do people who love to rip or jump into breaks say no? When EV is 20% of cost? 10%? This is really one of the driving questions for the market. But that's even assuming the market is somewhat rational/logical. Throw in that ppl love that chase/gambling and others have FOMO and that can sustain the market for awhile.
__________________
IG: Asian62150 |
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#45417 |
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Member
Join Date: Jan 2008
Posts: 13,766
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a 10% chance to make your money back on 1 card is actually pretty good.
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#45418 | |
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Member
Join Date: Jan 2019
Posts: 2,188
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Quote:
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#45419 | |
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Member
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Quote:
- If breakers accumulate less boxes, then there's more boxes available on the secondary market (wax prices => lower). - If breakers break less boxes, then there's less singles (for a given player) available on the secondary market (single prices => higher) |
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#45420 |
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Member
Join Date: Oct 2007
Location: North Carolina
Posts: 11,429
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Right here is where most go wrong. You not seeing the value, or it not being good value in your opinion does not equal true no value. There is a difference between each of our opinions on value versus what the market actually says the real value is.
I always use breakers to prove the market value, because that is where most volume gets eaten up. At the current price point of $750, all it takes to equal that price is a random team break at $25 a spot (we aren't getting into specifics of fees and yada yada yada). At this price point, I don't see anyone looking for a Sapphire break and saying "$25 is too much here, I'm out". But instead, the mindset it more along the lines of "sure, that's nothing" and if they miss they do it again because of how little that amount is. This is where the market dictates value. It doesn't matter how much people hate breakers or say its a horrible way to spend your money. That is irrelevant. The fact of the matter is that is where the money is being spent. That is how the people have chosen to spend their money. So that is where you find what the true market value of something like this is. You follow the actual data, not each of our opinions. Also, for the record, I was not the one who said the product was loaded. My entire opinion of this particular release was in comparison to the same release from last year that sells in the neighborhood of $800 a box. And this one has more potential IMO. |
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#45421 | |
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Member
Join Date: Dec 2021
Location: Maryland
Posts: 390
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Quote:
I fell prey to FOMO on this. My personal box is waiting for my kid to get home tomorrow so both of us can be here for it. While waiting to open it, I got into a random team break on Layton. I got my PC team and got the Cowser Padparadscha (my first papa, although I have plenty of 1/1 of other players) plus a gold Gunnar image variation and 2 more orange parallels. This looks like it's shorter printed compared to last year. It seems like 75% of boxes have either a black, red or padparadscha. Checklist is shorter from last year, and there's 2 Shohei's plus a few other top players with the image variations. So, I'd definitely say it's an improvement even if the rookie checklist isn't as good as past years. Would've been nice to have Cam Smith and Kurtz to have base cards, but honestly, I'd say with shortened checklist, this is better than it's been in years. Last edited by Osfan81; 09-01-2025 at 09:38 PM. |
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#45422 |
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Member
Join Date: Dec 2021
Location: Maryland
Posts: 390
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Anybody know where the odds are posted? I can’t find them now.
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#45423 |
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Member
Join Date: Mar 2022
Posts: 5,145
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#45424 | |
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Member
Join Date: Jan 2019
Posts: 2,188
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Quote:
I just don't see what's pushing this checklist to $1000 as some have posited--sounds like we disagree with the actual checklist more than anything. I see references to the smaller base checklist being a driving point, but most of the rookie base are still garbage. |
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#45425 |
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Member
Join Date: Oct 2007
Location: North Carolina
Posts: 11,429
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Disagree completely. I don't participate on either side of breaks, but I also don't call someone a fool just because they want to drop $30 or so on a break. For some people its entertainment. For some its gambling. For some its truly just wanting their teams cards. Everyone that does it has their own reasoning. But the fact remains. That is demand. You can call someone a fool all you want, but that doesn't take away the demand and market value. I think people are foolish to spend $300,000 on a sports car, but people do it every day. It may not be for me, but the market is still there. A lot of people here who hate breakers refuse to open their eyes and see that they are in the minority. The vast majority of the hobby enjoy it. Any and all of us here on blowout not liking it or not participating in it changes nothing.
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