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OWS Fam!
The late, legendary investor Charlie Munger was a man full of notable quotes. One of his most famous investment strategies was to “invert, always invert.” Inverting, or completely flipping a problem on its head, is one of the most effective ways to find solutions to a problem.
I come back to this thought at least once each NFL season. The DFS season is a grind, and in any given week, we’re always looking for inspiration and creativity. Inverting the “problem” is one of the more pure ways to go about this. Nothing complicated about it; just take everything you see and try to look at it in a completely different way.
That’s kind of the spirit of what this email should always be. At OWS, we send out the Angles Email at the “top” of each week, on Thursday mornings, when the news starts getting juicy and the Sunday slate starts to really take shape. You could say that we’re right in the midst of the setup, getting a look at what lies ahead as situations start to take form. When we lay everything out here in this space, we look at the macros (game totals, overall expectations, matchups to exploit) and then the “angles” element should come in to offer up a unique point of view for some of the games.
The weeks fly by, and as you’ve probably noticed by now, writing the same thing and taking the same approach (win or lose) is not good content. Good content is quite the contrary: it’s content that grabs someone’s attention as different, bold, unique. That’s going to vary week to week, and by trying to keep things fresh, we recognize that the OWS subscribers will sometimes love what we talk about here and sometimes be indifferent about it.Â
What I want to do most as a DFS contributor is to inspire. I personally look for ways to inspire myself each week when we turn the page on the previous slate and look for a new edge in the coming one. This week, for me, it’s all about inversion, because by Week 11, it’s likely you’ve sharpened your process in many different ways, but it’s unlikely you’ve actually flipped it.
When Munger said this, he was looking for undervalued businesses to invest in. When we say it, we’re looking for undervalued games and matchups to dive into. As always, since we can’t cover every scenario, we need to be able to assess slates with a unique lens. It doesn’t have to be a 180-degree shift from the chalk path, but as we cover every week on OWS, you should be building lineups that blend projections and variance.
To invert in Week 11, with 11 games on the slate and only the Colts and Saints on a bye, we should see what happens when we take the opposite approach for our “first look.”
Week 11 :: Inverted
Instead of starting with the best games on the slate, how about starting with the expected scrapes of the barrel. Could any of these teams go off this week?
The Titans have a lowly 15.5-point total hosting the Texans, who crushed them 26-0 in their first matchup this season. Tennessee is off a bye, Houston is likely to be without C.J. Stroud again. Houston’s defense is a top-five unit in nearly every category and expected to stymie Tennessee. However, Cam Ward now has three reliable receivers in Calvin Ridley (expected to return), Chimere Dike, and Elic Ayomanor. If Davis Mills struggles, and the Titans defense/special teams plays how they did in their Week 9 matchup against the Chargers, who knows?
The Giants (vs. Green Bay coming off a short-week loss to Philadelphia) and the Panthers (at Atlanta, with both teams off brutal losses) are implied for under 20 points. Jameis Winston may possibly make his Giants debut here and Bryce Young will try to convince the public (yet again) that he is the franchise QB in Carolina. Nobody expects the Giants to do much here, but maybe Green Bay is beat up physically and emotionally from playing such a hard game on Monday night and coming up short. Atlanta is motivated after its OT loss to Indianapolis in Berlin, but is it possible the Panthers simply have their number this season and can double down on their 30-0 shutout in Week 3?
The Jags and Chargers are one of seven games on the 11-game slate with a spread between 2.5 and 3.5 points. (This is one of the more notable aspects of this slate in general: a lot of games here with a field goal expected to be the difference.) Neither team has inspired much lately, with poor injury luck factoring in on both sides (Travis Hunter, Joe Alt, Omarion Hampton, Rashawn Slater, etc.). If this game was in Week 1, we would have expected plenty of points. Since it’s Week 11, it’s only a 44-point total. The Chargers still throw plenty and the Jags may get Brian Thomas Jr. back this week. Might be something. Might be nothing.
Bengals and Steelers will probably draw more attention than they should because of their crazy Thursday night game just a few weeks ago. A) Thursday games can be wonky, and B) This is still Joe Flacco (for a few more weeks) vs. Aaron Rodgers. I wouldn’t talk you out of it but realize the last matchup was probabilistically the outlier. That said, a 27-point implied total for Pittsburgh is massive, against a horribly bad Bengals defense, especially against tight ends. Interesting setup…
Chicago (22.75) at Minnesota (25.75), San Francisco (25.75) at Arizona (22.75), and Seattle (22.75) at LA Rams (25.75) oddly have the same implied totals and spreads. We could invert these by flipping the expectations and see how that looks. If Chicago were the three-point favorites, we’d expect a strong Caleb Williams performance, filled with big plays and still takeaways and sacks, as that’s the Minnesota defense. We’d also expect a ground-heavy game plan from the Bears and a pass-heavy approach from the Vikes… Arizona will be without Marvin Harrison Jr, but if they were favored in this game instead of San Francisco, we’d see a game plan through Trey McBride and a defense that overperforms against Mac Jones or Brock Purdy. Was San Francisco turning into a pumpkin last week vs. the Rams a one-game thing, or a trend?…With Seattle and the Rams, these teams are so even and so set in their identities we don’t really need to flip the script. LA will run through Stafford and the air attack, but the matchup with Seattle’s defense is stiff on paper. Seattle will run the ball, try to let the defense set the tone, and try to hit the big plays with Sam Darnold on play-action and more schemed looks to JSN. One thing to keep in mind with this cluster of games is that all are expected to be close, which is also to say expecting any of these to be a blowout in either direction is the path least likely.
Three other games to tackle but only one that I will…and that’s the game I would have started this email with in any other week: Tampa Bay at Buffalo. The Bills haven’t completely lost Vegas’ faith as a healthy 5.5-point favorite here. Some of this may be due to the health of the Bucs and some may be due to Josh Allen existing. Buffalo has faced a lot of criticism this week after its shocking loss to Miami last week, so a bounce-back of some sort should be expected. The question with these two teams is, will they look like their best or worst of the 2025 season in this one game?
So many interesting ways to look at a slate. Inverting is just another approach. Take what you do and switch it up a bit this week. Why not?
Looks like I’ll be taking a lot of underdogs…
Good luck building. See you on the site in the coming days, and see you in the Binks channel on Sunday evening!
~Larejo



