Thursday, Dec 12th

Oracle Dummy Page 2.24

The Greatest “Cheat Sheet” In DFS

Each week in The Oracle, OWS team members will take on the key strategy questions from that week’s slate :: sharing their thoughts on how they plan to approach these critical elements from a roster-construction, game theory, and leverage perspective.

Week 2 Topics

1. Week 2: The Turning Points

2. The Gem That Unlocks The Slate

3. Buyer Beware // Buying Low

4. Floating Plays

5. “That was so obvious, how did I not see it?”


1. Week 2: The Turning Points

The Question ::

It is only Week 2, and yet we are already faced a slate that seems likely to have two very clear decision points and situations which will have a huge impact on how the slate turns out:

  1. The Rams without Puka Nacua. The Rams gave Cooper Kupp a massive role without Nacua, while Kyren Williams was still in a bell cow role. Meanwhile, the Rams’ ancillary players (Demarcus Robinson, Tyler Johnson, Colby Parkinson) are extremely cheap. All of this while the Rams have a juicy matchup with the Cardinals on tap.
  2. Christian McCaffrey is almost certainly going to miss Week 2 and his replacement, Jordan Mason, had a huge game against the Jets in Week 1 and has a very low salary relative to his expected usage and offensive environment.

There are a lot of things that impact the outcome of a slate, but these two situations are so extreme and the way the pricing works out they will almost certainly be turning points for the outcomes on Sunday. How are you seeing and approaching these spots?

The Answers ::
JM >>

JM’s answers will be live later today

Hilow >>

In short, I’m playing both and simply figuring out ways to play them that the field is unlikely to utilize.

While we don’t expect Cooper Kupp to see 21 targets every week that Puka is out, we can be highly confident in him seeing 10-13 targets on a weekly basis. Furthermore, we expect those targets to be more downfield against a Cardinals defense that is incapable of generating pressure organically and without the blitz. That should result in a higher aDOT with not everything being these quick hits against a Lions defense that generated the most pressures in Week 1.

As for Mason, we can’t expect him to see a similar pass game role as we would with Christian McCaffrey, but he played an absolutely elite snap rate and saw every running back opportunity for a team that has scored 30 or more points in 16 of 25 Brock Purdy starts in San Francisco. I’ll save some of the way I see to play these guys that the field is unlikely to get to for the End Around and The Slate podcast.

Xandamere >>

I’m likely going to end up being overweight on both of these spots. Generally speaking, ownership doesn’t bother me at running back – I’m fine playing into chalk at the position where production is most dependent on volume when it’s a spot where we can reasonably project a lot of volume on a good offense at a modest salary. As for the Rams, well, Hilow noted the bull case for them as well. I may end up using an “at least 1 Ram” rule on all of my rosters this week. 

Football’s a funny game and players can fail in great spots, but I’m always going to want to play the guys who are in the best spots, even into ownership. There are still plenty of other lineup spots left at which to get different.

Mike >>

Both of these spots fall squarely in the “don’t overthink it” bucket for me, but the Rams in particular are a spot I don’t think we can avoid. It is notable that the five Rams skill players (Kupp, Kyren, Demarcus Robinson, Tyler Johnson, and Colby Parkinson) plus Puka Nacua combined for 85 Draftkings points in Week 1, despite the team only scoring two touchdowns and only Kupp reaching a yardage bonus. Removing Nacua from the equation, it is still highly likely that almost all of the Rams production comes from these five players and they are facing a much worse defense this week. Those five players combined have a salary of about $25k on Draftkings and if the Rams score 3 or 4 touchdowns it is not hard to see the group putting up over 100 points. Even if the Rams simply have another similar outing, around 80 points from that group at their prices would necessitate a situation where either all of them were “solid” or a couple of them were “smashes”. In MME play, I’ll probably have at least 2 Rams in most of my lineups. In smaller field, I’ve been toying with three or even four Rams in lineups even without Stafford.

As for the Jordan Mason situation, that one has more paths to failure, and they are pretty clear:

  1. The 49ers offense struggles against the Vikings similar to how they did when these teams met last year.
  2. The 49ers offense does well, but it is the passing game that most of the production flows through. 

That makes “Purdy Doubles” one of the more interesting leverage opportunities on the slate. 

Everyone focuses so much on “ownership” and trying to be different with every play, but that’s not really necessary. You can have Kupp, Kyren, and another Rams WR/TE at 20%+ ownership each and Deebo Samuel at 15%+, but if you put Purdy/Aiyuk or Purdy/Kittle in that lineup as well you’ve put yourself on a pretty unique path and still have three spots to differentiate more if you feel the need. Lesson of the day, don’t let ownership dictate your path.


2. The Gem That Unlocks The Slate

The Question ::

While individual player takes and situations are important to know and play a role in DFS, we know that locating the right team and game environments is often the critical part to the process. This week, we know the Rams/Cardinals game will be popular due to the aforementioned Rams situation and the Bucs/Lions game should also be a high scoring affair that is rightfully targeted by the field. The Bengals travel to play the Chiefs and that game is likely to draw attention as well. However, this is a 13 game slate which means there are 10 more games on the slate. We are so early in the season that it is likely there is another gem somewhere in there which will be the key to unlocking the slate – which one do you think it is?

The Answers ::

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Thanks for hanging out with us in The Oracle this week

We’ll see you at the top of the leaderboards this weekend!