From the episode
Chuba falling and Jonathan Brooks rising, you know, it's the hot new commodity... I should I do want to add that just so if people are curious, I'm at about three percent Chuba Hubbard in the Millie right now.
STACKED’s take
NeutralValue
Hubbard falling to seventh-eighth round; Zachariason holds minimal 3% allocation despite stability.
Chuba Hubbard is falling in ADP from fifth-sixth round last year to seventh-eighth round now, with Jonathan Brooks rising to ninth round. Zachariason ranks Chuba only two spots ahead of Brooks in his overall rankings and holds just 3% portfolio allocation in the Millie. He views Chuba as the stable, clear primary back in the Panthers backfield but notes the cost gap between the two has narrowed enough that the ADP spread is now fair, unlike the Rico Dowdle-Chuba dynamic last year where the gap was much wider.
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