From the episode
Do I think Devon HN is going to have a higher target share than like Chase Brown this year? Probably maybe, but I think that it's probably closer than we would want to admit.
STACKED’s take
Positive signalValue
Achane's target share advantage over Chase Brown is likely overstated by the market.
JJ Zachariason is lower than the market on Devon Achane, citing that his target share advantage over Chase Brown is likely smaller than the market assumes. Given the stable environment for Brown, Zachariason questions the necessity of drafting Achane at his current RB5 price point.
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