From the episode

He's probably not that much better than Laporta and Kraft rest of season. So if you sold likely and got Laporta and got something else with it, it's probably a good trade, right?

STACKED’s take

Positive signalValue

Waller is a buy-low candidate in tight end trades.

Waller is mentioned as a buy-low candidate; the speaker suggests that if you sold Likely and acquired Waller along with something else, it would likely be a good trade, implying Waller's value is depressed relative to his rest-of-season potential.

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