The Russia Mafia is part and parcel of Russian intelligence. Russia is a mafia state. That is not a metaphor. Putin is head of the Mafia. So the fact that they have deep ties to Donald Trump is deeply disturbing. Trump conducted FIVE completely private meetings and conferences with Putin, and has gone to great lengths to prevent literally anyone, even people in his administration, from learning what was discussed.
According to an ex-KGB spy...Russia has been cultivating Trump as an asset for 40 years.
Trump was first compromised by the Russians in the 80s. In 1984, the Russian Mafia began to use Trump real estate to launder money.
In 1984, David Bogatin — a convicted Russian mobster and close ally of Semion Mogilevich, a major Russian mob boss — met with Trump in Trump Tower right after it opened. Bogatin bought five condos from Trump at that meeting. Those condos were later seized by the government, which claimed they were used to launder money for the Russian mob.
“During the ’80s and ’90s, we in the U.S. government repeatedly saw a pattern by which criminals would use condos and high-rises to launder money,” says Jonathan Winer, a deputy assistant secretary of state for international law enforcement in the Clinton administration. “It didn’t matter that you paid too much, because the real estate values would rise, and it was a way of turning dirty money into clean money. It was done very systematically, and it explained why there are so many high-rises where the units were sold but no one is living in them.”
When Trump Tower was built, as David Cay Johnston reports in The Making of Donald Trump, it was only the second high-rise in New York that accepted anonymous buyers.
In 1987, the Soviet ambassador to the United Nations, Yuri Dubinin, arranged for Trump and his then-wife, Ivana, to enjoy an all-expense-paid trip to Moscow to consider business prospects.
A short while later he made his first call for the dismantling of the NATO alliance. Which would benefit Russia.
At the beginning of 1990 Donald Trump owed a combined $4 billion to more than 70 banks, with $800 million personally guaranteed by his own assets, according to Alan Pomerantz, a lawyer whose team led negotiations between Trump and 72 banks to restructure Trump’s loans. Pomerantz was hired by Citibank.
Interview with Pomerantz
Trump agreed to pay the bond lenders 14% interest, roughly 50% more than he had projected, to raise $675 million. It was the biggest gamble of his career. Trump could not keep pace with his debts. Six months later, the Taj defaulted on interest payments to bondholders as his finances went into a tailspin.
In July 1991, Trump’s Taj Mahal filed for bankruptcy.
So he bankrupted a casino? What about Ru...
The Trump Taj Mahal casino broke anti-money laundering rules 106 times in its first year and a half of operation in the early 1990s, according to the IRS in a 1998 settlement agreement.
The casino repeatedly failed to properly report gamblers who cashed out $10,000 or more in a single day, the government said."The violations date back to a time when the Taj Mahal was the preferred gambling spot for Russian mobsters living in Brooklyn, according to federal investigators who tracked organized crime in New York City. They also occurred at a time when the Taj Mahal casino was short on cash and on the verge of bankruptcy."
....ssia
So by the mid 1990s Trump was then at a low point of his career. He defaulted on his debts to a number of large Wall Street banks and was overleveraged. Two of his businesses had declared bankruptcy, the Trump Taj Mahal Casino in Atlantic City and the Plaza Hotel in New York, and the money pit that was the Trump Shuttle went out of business in 1992. Trump companies would ultimately declare Chapter 11 bankruptcy two more times.
Trump was $4 billion in debt after his Atlantic City casinos went bankrupt. No U.S. bank would touch him. Then foreign money began flowing in through Deutsche Bank.
The extremely controversial Deutsche Bank. The Nazi financing, Auschwitz building, law violating, customer misleading, international currency markets manipulating, interest rate rigging, Iran & others sanctions violating, Russian money laundering, salvation of Donald J. Trump.
The agreeing to a $7.2 billion settlement with with the U.S. Department of Justice over its sale and pooling of toxic mortgage securities and causing the 2008 financial crisis bank.
The appears to have facilitated more than half of the $2 trillion of suspicious transactions that were flagged to the U.S. government over nearly two decades bank.
The embroiled in a $20b money-laundering operation, dubbed the Global Laundromat. The launders money for Russian criminals with links to the Kremlin, the old KGB and its main successor, the FSB bank.
That bank.
Three minute video detailing Trump's debts and relationship with Deutsche Bank
In 1998, Russia defaulted on $40 billion in debt, causing the ruble to plummet and Russian banks to close. The ensuing financial panic sent the country’s oligarchs and mobsters scrambling to find a safe place to put their money. That October, just two months after the Russian economy went into a tailspin, Trump broke ground on his biggest project yet.
Directly across the street from the United Nations building.
Russian Linked-Deutsche Bank arranged to lend hundreds of millions of dollars to finance Trump’s construction of a skyscraper next to the United Nations.
Construction got underway in 1999.
Units on the tower’s priciest floors were quickly snatched up by individual buyers from the former Soviet Union, or by limited liability companies connected to Russia. “We had big buyers from Russia and Ukraine and Kazakhstan,” sales agent Debra Stotts told Bloomberg. After Trump World Tower opened, Sotheby’s International Realty teamed up with a Russian real estate company to make a big sales push for the property in Russia. The “tower full of oligarchs,” as Bloomberg called it, became a model for Trump’s projects going forward. All he needed to do, it seemed, was slap the Trump name on a big building, and high-dollar customers from Russia and the former Soviet republics were guaranteed to come rushing in.
New York City real estate broker Dolly Lenz told USA TODAY she sold about 65 condos in Trump World at 845 U.N. Plaza in Manhattan to Russian investors, many of whom sought personal meetings with Trump for his business expertise.
“I had contacts in Moscow looking to invest in the United States,” Lenz said. “They all wanted to meet Donald. They became very friendly.”Lots of Russian and Eastern European Friends. Investing lots of money. And not only in New York.
Miami is known as a hotspot of the ultra-wealthy looking to launder their money from overseas. Thousands of Russians have moved to Sunny Isles. Hundreds of ultra-wealthy former Soviet citizens bought Trump properties in South Florida. People with really disturbing histories investing millions and millions of dollars. Igor Zorin offers a story with all the weirdness modern Miami has to offer: Russian cash, a motorcycle club named after Russia’s powerful special forces and a condo tower branded by Donald Trump.
Thanks to its heavy Russian presence, Sunny Isles has acquired the nickname “Little Moscow.”
From an interview with a Miami based Siberian-born realtor... “Miami is a brand,” she told me as we sat on a sofa in the building’s huge foyer. “People from all over the world want property here.” Developers were only putting up luxury properties because they “know that the crisis has not affected people with money,”
Most of her clients are Russian—there are now three direct flights per week between Moscow and Miami—and increasing numbers are moving to Florida after spending a few years in London first. “It’s a money center, and it’s a lot easier to get your money there than directly to the US, because of laws and tax issues,” she said. “But after your money has been in London for a while, you can move it to other places more easily.”
In the 2000s, Trump turned to licensing deals and trademarks, collecting a fee from other companies using the Trump name. This has allowed Trump to distance himself from properties or projects that have failed or encountered legal trouble and provided a convenient workaround to help launch projects, especially in Russia and former Soviet states, which bear Trump’s name but otherwise little relation to his general business.
Enter Bayrock Group, a development company and key Trump real estate partner during the 2000s. Bayrock partnered with Trump in 2005 and invested an incredible amount of money into the Trump organization under the legal guise of licensing his name and property management. Bayrock was run by two investors:
Felix Sater, a Russian-born mobster who served a year in prison for stabbing a man in the face with a margarita glass during a bar fight, pleaded guilty to racketeering as part of a mafia-driven "pump-and-dump" stock fraud and then escaped jail time by becoming a highly valued government informant. He was an important figure at Bayrock, notably with the Trump SoHo hotel-condominium in New York City, and has said under oath that he represented Trump in Russia and subsequently billed himself as a senior Trump advisor, with an office in Trump Tower. He is a convict who became a govt cooperator for the FBI and other agencies. He grew up with Micahel Cohen --Trump's disbarred former "fixer" attorney. Cohen's family owned El Caribe, which was a mob hangout for the Russian Mafia in Brooklyn. Cohen had ties to Ukrainian oligarchs through his in-laws and his brother's in-laws. Felix Sater's father had ties to the Russian mob.
Tevfik Arif, a Kazakhstan-born former "Soviet official" who drew on bottomless sources of money from the former Soviet republic. Arif graduated from the Moscow Institute of Trade and Economics and worked as a Soviet trade and commerce official for 17 years before moving to New York and founding Bayrock. In 2002, after meeting Trump, he moved Bayrock’s offices to Trump Tower, where he and his staff of Russian émigrés set up shop on the twenty-fourth floor.
Arif was offering him a 20 to 25 percent cut on his overseas projects, he said, not to mention management fees. Trump said in the deposition that Bayrock’s Tevfik Arif “brought the people up from Moscow to meet with me,”and that he was teaming with Bayrock on other planned ventures in Moscow. The only Russians who are likely have the resources and political connections to sponsor such ambitious international deals are the corrupt oligarchs.
In 2005, Trump told The Miami Herald “The name has brought a cachet to certain areas that wouldn’t have had it,” Dezer said Trump’s name put Sunny Isles Beach on the map as a classy destination — and the Trump-branded condo units sold “10 to 20 percent higher than any of our competitors, and at a faster pace.”“We didn’t have any foreclosures or anything, despite the crisis.”
In a 2007 deposition that was part of his unsuccessful defamation lawsuit against reporter Timothy O’Brien Trump testified "that Bayrock was working their international contacts to complete Trump/Bayrock deals in Russia, Ukraine, and Poland. He testified that “Bayrock knew the investors” and that “this was going to be the Trump International Hotel and Tower in Moscow, Kiev, Istanbul, et cetera, and Warsaw, Poland.”
In 2008, Donald Trump Jr. gave the following statement to the “Bridging U.S. and Emerging Markets Real Estate” conference in Manhattan: “[I]n terms of high-end product influx into the United States, Russians make up a pretty disproportionate cross-section of a lot of our assets; say in Dubai, and certainly with our project in SoHo and anywhere in New York. We see a lot of money pouring in from Russia.”
In July 2008, Trump sold a mansion in Palm Beach for $95 million to Dmitry Rybolovlev, a Russian oligarch. Trump had purchased it four years earlier for $41.35 million. The sale price was nearly $54 million more than Trump had paid for the property. This was the height of the recession when all other property had plummeted in value. Must be nice to have so many Russian oligarchs interested in giving you money.
In 2013, Trump went to Russia for the Miss Universe pageant “financed in part by the development company of a Russian billionaire Aras Agalarov.… a Putin ally who is sometimes called the ‘Trump of Russia’ because of his tendency to put his own name on his buildings.” He met with many oligarchs. Timeline of events. Flight records show how long he was there.
Video interview in Moscow where Trump says "...China wanted it this year. And Russia wanted it very badly." I bet they did.
Also in 2013, Federal agents busted an “ultraexclusive, high-stakes, illegal poker ring” run by Russian gangsters out of Trump Tower. They operated card games, illegal gambling websites, and a global sports book and laundered more than $100 million. A condo directly below one owned by Trump reportedly served as HQ for a “sophisticated money-laundering scheme” connected to Semion Mogilevich.
In 2014, Eric Trump told golf reporter James Dodson that the Trump Organization was able to expand during the financial crisis because “We don’t rely on American banks. We have all the funding we need out of Russia. I said, 'Really?' And he said, 'Oh, yeah. We’ve got some guys that really, really love golf, and they’re really invested in our programmes. We just go there all the time.’”
A 2015 racketeering case against Bayrock, Sater, and Arif, and others, alleged that: “for most of its existence it [Bayrock] was substantially and covertly mob-owned and operated,” engaging “in a pattern of continuous, related crimes, including mail, wire, and bank fraud; tax evasion; money laundering; conspiracy; bribery; extortion; and embezzlement.” Although the lawsuit does not allege complicity by Trump, it claims that Bayrock exploited its joint ventures with Trump as a conduit for laundering money and evading taxes. The lawsuit cites as a “Concrete example of their crime, Trump SoHo, [which] stands 454 feet tall at Spring and Varick, where it also stands monument to spectacularly corrupt money-laundering and tax evasion.”
In 2016, the Trump Presidential Campaign was helped by Russia.
(I don't have the presidential term sourced yet. I'll post an update when I do. I'm sure you probably remember most of them...sigh. TY to the main posters here. Obviously I'm standing on your shoulders having taken a lot of the information or articles from here).

Title says it all. Going to suggest a player to be drafted in either the first or second round (or third for HOU at the moment) for each team, along with a player to target in free agency, and a player to potentially trade for.
Trying to avoid overlap as best I can, but some may have similar targets. Resources used include PFF, The Draft Network, and OverTheCap. Enjoy!

Arizona Cardinals (8-8)

Trade Target: DT J.J. Watt, Houston Texans - The last deal between Arizona and Houston worked out well. Why not try again and add a serious piece to their pass rushing arsenal in Watt. An ideal interior fit for Arizona, Watt would help them push for the playoffs in his final seasons in the league.
Draft Pick: C Creed Humphrey, Oklahoma - Reuniting Kyler Murray with his old center for the Sooners would be an excellent move. The Cardinals currently have Mason Cole at center, but could easily slide him over to guard to make room for Humphrey if they wanted a significant upgrade at an underrated position.
Free Agent Signing: TE Jonnu Smith, Tennessee Titans - Arizona would be wise to look at adding Jonnu Smith into the equation on offense. One of the NFL's best after the catch at the TE position, he'd be another fun weapon to slot alongside Murray and Hopkins.

Atlanta Falcons (4-12)

Trade Target: S Tracy Walker, Detroit Lions - With a new regime coming in, Detroit is headed towards an extended rebuild, and acquiring assets for up-and-down players like Walker could be a consideration. Now, still young, Walker has plenty of potential for the Falcons, and if the price is right, could be a tremendous bargain.
Draft Pick: QB Justin Fields, Ohio State - While Matt Ryan will remain the QB of the Falcons next season, due to his contract, the Falcons should plan for the future and add a Georgia native in Fields, one of the better QB's out of college football in recent years. He'd be able to develop behind Ryan under the tutelage of new head coach Arthur Smith.
Free Agent Signing: CB Mackensie Alexander, Cincinnati Bengals - The Falcons do not have positive cap space at the moment (currently projected $30 million over the limit) so even after reworking deals and cutting some players, they'll be bargain shopping more than anything else. PFF projects Alexander to fetch a deal of about 2-years, $6 million, which could be feasible for the Falcons. He'd be a solid veteran presence across from CB A.J. Terrell.

Baltimore Ravens (11-5)

Trade Target: OLB Whitney Mercilus, Houston - I list him in "trade target" as he's technically under contract in Houston going into 2021. However, it's 99% more likely that the Texans cut him and Baltimore pursues him as a newly released free agent. Kind of cheating on my listings, but I like the idea of Mercilus in Baltimore after Houston cuts him. It'd be a coup for Houston if they could get a pick for him. Mercilus is a veteran pass rusher who could step into a role in Baltimore should OLB Matt Judon depart for greener pastures...green meaning money of course.
Draft Pick: WR Rashod Bateman, Minnesota - The idea of Bateman in Baltimore remains one of my favorite potential pairings for any player likely to be selected in the first round of the draft. Similar to Keenan Allen in my opinion, Bateman could become the go-to wide receiver the Ravens lacked last season.
Free Agent Signing: G Jon Feliciano, Buffalo Bills - The Ravens need to bolster the middle of their offensive line, and a tough veteran like Feliciano could be ideal target for the Ravens. With a big contract committed to LT Ronnie Staley, a cheaper veteran like Feliciano could match price tag with talent. Good value for the Ravens.

Buffalo Bills (13-3)

Trade Target: DT Malcom Brown, New Orleans Saints - The Saints are in cap space purgatory, and thus could be looking to offload some decent players like Brown simply to get back under the cap. He's a solid starting DT who could be available for cheap in the Saints push to real in their financial situation. A strong fit next to Ed Oliver on the inside.
Draft Pick: LB Chazz Surratt, North Carolina - Given their limited cap space, the Bills may have to decide between re-signing OT Daryl Williams and LB Matt Milano. If so, a replacement like Surratt could be a smart move for Sean McDermott and co. as Surratt is a quick backer who excels in space and has shown plenty of promise in coverage.
Free Agent Signing: DE Romeo Okwara, Detroit Lions - The Bills aren't loaded with cap space (barely above 0 if the cap stays down at $175 million), but I'd imagine they'll find some ways to free some cap up. If they do, they may want to consider Okwara, a rising pass-rusher, as a replacement for some of their own departing edge rushers. He tallied 10 sacks this season after hitting 7.5 sacks in 2018 in Detroit. While not elite, Okwara's likely a solid value pass-rusher for a contender like the Bills.

Carolina Panthers (5-11)

Trade Target: DT Akiem Hicks, Chicago Bears - The Panthers just drafted DT Derrick Brown, but pairing him and Hicks together could become a dominant duo in the middle of that defense. And with DT Kawann Short a likely cut candidate, Hicks could be an instant upgrade for Carolina.
Draft Pick: LB Micah Parsons, Penn State - Forget the QB position, if the Panthers have the opportunity to land Parsons at 8th overall, they should pull the trigger. He'd be an immediate boost of speed, instincts and athleticism into their linebacker corps, a strong replacement for Luke Kuechly.
Free Agent Signing: TE Gerald Everett, Los Angeles Rams - More of a move tight end than a traditional in-line blocker, Everett could be an exceptional value signing for someone, as he's not likely to command as much money as Hunter Henry or Jonnu Smith, but is a very good player himself.

Chicago Bears (8-8)

Trade Target: QB Jimmy Garoppolo, San Francisco 49ers - Unless the Bears are set to bring back Mitch Trubisky, who played a bit better to end the season but still not strong enough, the Bears should look at the veteran QB market. While Garoppolo has had some injury issues, he's a notable upgrade over Trubisky and could give them a steady veteran presence for a couple of more years.
Draft Pick: OT Christian Darrisaw, Virginia Tech - There's growing buzz that Rashawn Slater could join Penei Sewell in the top-10, leaving him just out of the Bears' grasp. But Darrisaw is quite the consolation prize as he's a first-round caliber offensive tackle himself who could fill a big need for the offense in the Windy City.
Free Agent Signing: WR Sammy Watkins, Kansas City Chiefs - Watkins and Bears head coach Matt Nagy did not cross paths in Kansas City, but a recommendation from Andy Reid could push the two together. The Bears are another team facing some cap complications, and thus may need a cheaper replacement for Allen Robinson on the outside. If so, Watkins has been a strong complimentary receiver who could pair well with rising youngster Darnell Mooney.

Cincinnati Bengals (4-11-1)

Trade Target: G Joe Dahl, Detroit Lions - Finding protection and weapons for QB Joe Burrow is the primary goal for Cincinnati this offseason before they enter the coaching carousel in 2022. Dahl is a strong pass protector who has grown into a quality starter. However, with large contracts for C Frank Ragnow coming up, along with big deals in place for Decker and Vaitai, Detroit may need to send Dahl out for picks.
Draft Pick: OT Penei Sewell, Oregon - There is buzz that Northwestern's Rashawn Slater may be viewed as OT1, and I get the hype, however, I'm sticking with Sewell for now. The Bengals should draft Sewell and get him ready to go as their franchise left tackle in 2021.
Free Agent Signing: CB Troy Hill, Los Angeles Rams - The Bengals have a healthy chunk of cap space, and should use of that to bring back CB William Jackson III. However, they should not stop there, they should also make a push for a quality veteran cornerback like Hill to bolster their defense in the meantime.

Cleveland Browns (11-5)

Trade Target: LB Jaylon Smith, Dallas Cowboys - After looking like an elite linebacker from 2017-2019, Smith had a rough year under now fired defensive coordinator Mike Nolan. A fresh start in Cleveland could be ideal for both teams, as Smith is still young enough, 26 years, to be a strong piece to their defense for years to come.
Draft Pick: DT Daviyon Nixon, Iowa - The Browns are in a strong position at 26th overall to sit and see who the top defensive lineman on the board is. If they're lucky enough for it to be a high potential defensive tackle like Nixon, it'd be an ideal situation to bring him in the replace Ogunjobi. A defensive end like Jayson Oweh or Jaelan Phillips could also work here.
Free Agent Signing: S Marcus Williams, New Orleans Saints - The Browns could use a big upgrade on the back end, and Williams, at only 24 years old, would be a premium add for a team who finally broke through the playoffs. PFF projects Williams to command a deal around 4-years $57 million, and the Browns would likely have the money to make that happen, sitting tenth in cap space this offseason.

Dallas Cowboys (6-10)

Trade Target: CB Mike Hughes, Minnesota Vikings - Hughes was a first-round pick for the Vikings in 2018, but has not lived up to the billing so far. Dallas is in need of several new faces on its defensive backfield, and perhaps a new situation could be best for Hughes to turn his NFL career around. For Dallas, a cheap flier on defense.
Draft Pick: CB Patrick Surtain II, Alabama - The Cowboys defense is a mess at many levels, and so picking a premium defensive player like Surtain would be a wise for Dallas to get things straightened out. He's consistently been pegged as the top corner of this draft cycle and makes a lot of sense in Dallas.
Free Agent Signing: DT Dalvin Tomlinson, New York Giants - The Cowboys ranked 31st in total rushing yards surrendered in 2020, meaning they'll need to make it a priority to find a run-stuffer like Dalvin Tomlinson to get their defense back on track. While most teams are geared towards stopping the pass, you simply cannot be as bad in run stopping as Dallas was and expect to be competitive.

Denver Broncos (5-11)

Trade Target: QB Marcus Mariota, Las Vegas Raiders - An inter-divisional trade for a QB seems unlikely, but it's something for both sides to consider. The Broncos need to find a veteran QB to bring in to push QB Drew Lock, who has shown flashes in his first two years but has so far been too inconsistent to commit to long-term.
Draft Pick: EDGE Joe Tryon, Washington - More likely a second-round selection here, the Broncos should consider finding a player to develop into Von Miller's replacement, given all the complications with their star pass-rusher recently. Tryon has a high motor and excellent athleticism to develop across from Bradley Chubb.
Free Agent Signing: CB Quinton Dunbar, Seattle Seahawks - Dunbar was an excellent player for Washington previously, but did not meet expectations after getting moved to the Seahawks. Should he walk in free agency, perhaps putting him under a solid defensive coach like Vic Fangio could help him get back into the strong form that made him a coveted player in 2019.

Detroit Lions (5-11)

Trade Target: A Big Haul for Matt Stafford - We suggest one later on, but Detroit's in a full-on rebuild with Stafford wanting out. Peter King recently reported that at least five teams would be willing to offer their first-rounder for Stafford. Detroit should turn it into a bidding war and land as many draft picks as they can to bolster their rebuilding efforts.
Draft Pick: QB Trey Lance, North Dakota State - The Lions are moving on from QB Matthew Stafford after he understandably requested out. With Detroit picking at 7th, there's a very good chance that Trevor Lawrence, Justin Fields, and Zach Wilson are all off the board. Thus, unless Detroit makes a bold move up the board, chances are that they go with Lance, who has the potential to be available with their pick. He has plenty of upside to develop into a starting QB behind a veteran QB, say Tyrod Taylor, reuniting with new Lions offensive coordinator Anthony Lynn?
Free Agent Signing: LB Matt Milano, Buffalo Bills - If we were ranking worst position groups in the league, Detroit's LB corps is in strong contention. An outdated group of lethargic old-school thumpers, almost none of Detroit's LB's are capable of playing modern football at a high level. Detroit should invest some cash into someone who is, such as the Bills LB Matt Milano, an excellent backer with range and some ability in coverage.

Green Bay Packers

Trade Target: WR Michael Gallup, Dallas Cowboys - The Packers wide receivers performed quite well after all the criticism Green Bay received after not bringing in anyone for QB Aaron Rodgers. However, good is the enemy of great, and pairing Gallup with Davante Adams would give Green Bay an elite duo in terms of pass catchers.
Draft Pick: LB Nick Bolton, Missouri - If Jeremiah Owusu-Koramoah was here as well, I think he could be another strong option, but Bolton is an excellent linebacker who can fill gaps inside and fly from sideline-to-sideline.
Free Agent Signing: CB Gareon Conley, Houston Texans - Like the Falcons listed earlier, the Packers don't have positive cap space at the moment, and thus any free agent additions will likely be bargain bin deals. I like the example that PFF lists in their free agency preview, suggesting Conley could replicate Ronald Darby's return, taking a year deal with the aims of getting things turned around and landing a larger deal after that. An opportunity in Green Bay seems like a good start.

Houston Texans (4-12)

Trade Target: Every Pick they can get from the Jets - Even hiring a veteran coach like Culley to run the show and attempt to repair the relationship with Watson, it seems unlikely to me that Houston holds on, given the issues between Watson and owner Cal McNair. Thus, if forced to deal him, the Texans should aim to land at least three first rounders from a team like the Jets, who could see Watson as a better player than any of the QB's available behind Trevor Lawrence.
Draft Pick: QB Zach Wilson, BYU - This obviously assumes a trade with the Jets sends #2 overall to Houston. If so, Wilson looks like the next best bet behind Lawrence in my opinion. He, along with the boatload of additional assets that would come along in this trade, should be a solid foundation for Culley and co.'s rebuild.
Free Agent Signing: S Malik Hooker, Indianapolis Colts - The Texans will start their rebuild without any cap space, meaning that taking chances on younger guys like Hooker, 24 years old, to potentially find useful pieces is key. If they can land Hooker to play safety for them on a cheap 1-2 year deal, that'd be ideal for Houston.

Indianapolis Colts (11-5)

Trade Target: QB Matthew Stafford, Detroit Lions - Easy one here. If the Colts had Stafford in 2020 they probably would have replaced the Bills in the AFC Championship Game. Stafford is only 32 years, meaning he still has a strong 4-5 years left to help the Colts' well-rounded roster make a championship push. Surrendering a first round pick and potentially a 2022 3rd (if there competition from others) is a gamble I'd definitely make if I were Chris Ballard.
Draft Pick: DE Patrick Jones II, Pittsburgh - Assuming the Colts use their first on the aforementioned Stafford deal, then finding a balanced edge rusher like Jones would be a great move for Indy. With players like Denico Autry and Justin Houston headed to free agency (and getting old), the Colts would get a terror on the edge with a tremendous motor and tools to develop.
Free Agent Signing: WR Allen Robinson, Chicago Bears - The Colts have a large amount of cap space, second in the league according to OTC's projections. Given that they will need to conserve some of that war chest for internal extensions, they would be wise to replace T.Y. Hilton with a more dominant receiver like Allen Robinson. An offseason adding Matt Stafford and Robinson together should make Frank Reich and Marcus Brady very excited for 2021.

Jacksonville Jaguars (1-15)

Trade Target: WR Odell Beckham Jr., Cleveland Browns - If the Browns are preparing to move on from Beckham Jr., then perhaps sending him down to Jacksonville to pair up with Urban Meyer could help get him playing elite football again. After posting 1,000 yard season in 3 of the previous 4 seasons, an injury once again cut his year short.
Draft Pick: OT Dillon Radunz, North Dakota State - Not at #1 overall obviously. We all know that will go to QB Trevor Lawrence. However, with the Rams 1st round selection (acquired via the Jalen Ramsey trade), the Jaguars should look to use it on an upgrade to their offensive line in the form of Radunz.
Free Agent Signing: OLB Shaquil Barrett, Tampa Bay Buccaneers - Provided new defensive coordinator Joe Cullen brings a Ravens style 3-4 defense with him, then adding a premier OLB like Barrett while K'Lavon Chaisson develops would be a great move for Jacksonville. With the NFL's lead in cap space, Jacksonville could afford Barrett along with some other instant contributors.

Kansas City Chiefs (14-2)

Trade Target: WR Anthony Miller, Chicago Bears - The Chiefs could easily lose WR Sammy Watkins to free agency, leaving an opening for another wideout to join the rotation. Miller has been fairly productive in Chicago, and could be a solid option to join Tyreek Hill and Travis Kelce in Andy Reid's passing attack.
Draft Pick: G Alijah Vera-Tucker, USC - Vera-Tucker gets mocked to the Chiefs a lot, and it makes perfect sense why. A premier offensive line talent, he has some versatility after playing tackle for the Trojans. While I think his best fit is inside, he'd be an ideal player for Kansas City to add to bolster their protection after investing so much in QB Patrick Mahomes.
Free Agent Signing: C Ted Karras, Miami Dolphins - The Chiefs will also be bargain bin hunting, as they're currently over the cap by $18 million. Thus, a starting caliber center like Ted Karras could prove useful for the defending Super Bowl champs (at this point). Karras signed with the Dolphins for only $3 million last season, and a similar deal with KC could be an absolute bargain when all is said and done.

Las Vegas Raiders (8-8)

Trade Target: DT Akiem Hicks, Chicago Bears - I mentioned Hicks for the Panthers as well, but he'd be a great add for either team, perhaps even more so for the Raiders, who could easily see DT Johnathan Hankins depart in free agency. A disruptive player in the middle, he'd be a nice add in Las Vegas.
Draft Pick: EDGE Azeez Ojulari, Georgia - After shockingly selecting DE Clelin Ferrell at fourth overall in 2019, the Raiders have still been searching for a game changer at DE to go alongside the productive efforts of Maxx Crosby. Ojulari profiles as a high potential pass rusher to scratch that itch for Jon Gruden and co.
Free Agent Signing: S Anthony Harris, Minnesota Vikings - The Raiders may have to get creative to free up the cap space to land Harris, as they're currently over. But if they can do it, he'd be an ideal player to add to the Vegas' defense, now led by defensive coordinator Ken Whisen...uh...Gus Bradley. Harris is an elite free safety who would pair well with Jonathan Abram.

Los Angeles Chargers (7-9)

Trade Target: DT Danny Shelton, Detroit Lions - Shelton struggled in Detroit, but frankly, everyone on Patricia's defense did. Before that, Shelton posted strong results as a 3-4 interior gap-plugger, doing a quality job for both the Browns and Patriots before him. With Linval Joseph on the decline, adding a younger replacement for cheap could be in store.
Draft Pick: G Wyatt Davis, Ohio State - LA needs a couple of new starters on its offensive line, and if the tackles fly off the board before they can get one at 13th overall, then perhaps a top notch guard could also suffice. Davis has been a consistent player for the Buckeyes and projects as an instant impact lineman for someone at the next level.
Free Agent Signing: OT Alejandro Villanueva, Pittsburgh Steelers - A sturdy, veteran left tackle should be a big priority for the Chargers, as the imperative to protect QB Justin Herbert is high. After a breakout season for Herbert, he gives the franchise a ton of optimism under new head coach Brandon Staley. Keeping him upright is something Villanueva would do well at.

Los Angeles Rams (10-6)

Trade Target: QB Gardner Minshew, Jacksonville Jaguars - The Rams are in a pickle with QB Jared Goff. He has not been a strong point for the team recently, but his contract is a bit too heavy to move right now. Thus, a cheaper way to acquire some genuine competition for Goff could be to trade for the affordable Minshew, a solid starter in his own right. Jacksonville will be bringing in Trevor Lawrence anyways to replace him, so perhaps acquiring a pick or so to send him out could be a wise move.
Draft Pick: EDGE Quincy Roche, Miami - Provided that new defensive coordinator Raheem Morris isn't changing the scheme outright, Roche would be an excellent fit at 3-4 OLB in LAR. He's a dynamic pass rusher with excellent physical traits. If he falls to the Rams in the second-round they shouldn't think twice about selecting him.
Free Agent Signing: LB Jarrad Davis, Detroit Lions - The Rams are another team already over the cap, so not a lot to spend on. However, they could use some help at inside linebacker, and Davis projects to be a relatively cheap piece to take a gamble on. Physically impressive, he's struggled with the mental side of the game. If Morris can get him sorted out, it could be excellent value.

Miami Dolphins (10-6)

Trade Target: WR Julio Jones, Atlanta Falcons - The Dolphins will likely have the opportunity to draft a premier wide receiver in the first round, but could also use some of their stockpile to add an established star like Jones. Giving Tua as many options as you can is a wise move.
Draft Pick: RB Najee Harris, Alabama - Reuniting Harris and Tua in a backfield would fill a big need for the Dolphins. Whether taking him with their second selection in the first round or hoping he drops to the second, Miami should get serious about finding a talented running back,
Free Agent Signing: G Joe Thuney, New England Patriots - The Dolphins still have a decent amount of cap space (8th in the league) and could easily use some of that to target an upgrade to the interior of their offensive line by adding Thuney. Thuney crossed paths with Dolphins head coach Brian Flores in New England, and a reunion down south could be profitable for both parties.

Minnesota Vikings (7-9)

Trade Target: DT Tyquan Lewis, Indianapolis Colts - Lewis may not be on the trade block, but the Colts have both defensive tackles locked up ahead of him (Buckner, Grover Stewart). Perhaps they'd consider moving a young, promising 3-technique if Minnesota put together a quality offer for him. He'd instantly fill a need for the Vikings.
Draft Pick: EDGE Gregory Rousseau, Miami - With the failed Yannick Ngakoue tenure, the Vikings still need to find a premium pass rusher. Rousseau sat out 2020, but was dominant the year before and projects as a highly athletic piece for Zimmer to develop.
Free Agent Signing: OT Matt Feiler, Pittsburgh Steelers - Feiler offers a lot of versatility, which works great for Minnesota, as they could insert Feiler as a starting tackle, or slide G Ezra Cleveland into the LT position and put Feiler in at guard. Either way, a relatively affordable upgrade on the OL.

New England Patriots (7-9)

Trade Target: TE Zach Ertz, Philadelphia Eagles - The Eagles are another team finding themselves in a less-than-ideal cap situation, and thus, will likely explore moving a top player like Ertz. While the Patriots have drafted a handful of decent role players at TE, they've lacked a player of Ertz's caliber. He'd be a nice upgrade to help whomever the Patriots land at QB.
Draft Pick: WR Jaylen Waddle, Alabama - It seems unlikely that Devonta Smith or Ja'Marr Chase slip to New England, but I'd imagine they'd be perfectly content with a potential stud like Waddle to bolster their mediocre group of pass catchers. He's a very smooth player with a lot of potential.
Free Agent Signing: QB Andy Dalton, Dallas Cowboys - Dalton got off to a rough start with Dallas in relief of QB Dak Prescott, scoring a total of 13 points in 2 games while throwing 1 touchdown to 3 interceptions. However, he was admirable after that, throwing 13 touchdowns to 5 interceptions while posting a 4-3 record over that stretch. Dalton could be an upgrade over Cam Newton for New England while they hunt for a new franchise QB to replace Tom Brady.

New Orleans Saints (12-4)

Trade Target: Draft Picks for Kwon Alexander, Nick Easton, or Latavius Murray - The Saints game isn't necessarily who they should bring in, but if they can get picks for some players with bloated contracts that they may need to cut. If they can score some late-round picks to move these guys (or others) elsewhere, they need to pull the trigger.
Draft Pick: WR Kadarius Toney, Florida - While it seems like the hype train on Toney has left the station, it'd be incredible if he slipped to the Saints at 28th overall in this draft. An explosive player, he'd be an ideal partner for WR Michael Thomas, giving Taysom Hill or maybe Jameis(?) some excellent weapons.
Free Agent Signing: TE Jacob Hollister, Seattle Seahawks - The Saints, as mentioned, are in cap purgatory. Their signings will be quite minimum once they make the trades, cuts, and restructures required to get them back under the cap. However, one cheaper option could be a solid TE like Hollister, as TE Jared Cook is set to depart. Putting up 25 catches including 3 touchdowns at a price tag a shade over $3 million could be in New Orleans price range.

New York Giants (6-10)

Trade Target: G Gabe Jackson, Las Vegas Raiders - Jackson has been rumored to be available for a little while now. Not yet 30 years old, he's a steady veteran option on the interior of any offensive line and would fit quite well with the Giants.
Draft Pick: WR Devonta Smith, Alabama - If the Dolphins don't take Smith, the Giants certainly should. Ensuring that QB Daniel Jones has the weapons he needs to grow into the franchise QB role is pertinent. Smith is a stud pass catcher and would be an excellent pick if he were on the board at 10th overall.
Free Agent Signing: EDGE Matt Judon, Baltimore Ravens - The Ravens have let a handful of pass rushers walk, and if they do so with Judon this year, the Giants should go get him. While Yannick could also be a Ravens OLB on the market, Judon fits Joe Judge's style a little bit more than Yannick does, and could be available for cheaper, which is important for another cap squeezed team like the Giants.

New York Jets (2-14)

Trade Target: QB Deshaun Watson, Houston Texans - As I do think Justin Fields or Zach Wilson can be good franchise QB's, Watson already is an exceptional one. The Jets should put together a package of picks to go land the beleaguered QB and unite him with Robert Saleh, whom he listed as one of the guys he originally wanted Houston to interview.
Draft Pick: WR Amon-Ra St. Brown, USC - Assuming the Jets send both first-round selections to the Texans in the hypothetical Watson trade, the Jets would still have a premium pick to start off the second-round, one they should use to add a top tier WR like St. Brown who could be a star quickly.
Free Agent Signing: CB William Jackson III, Cincinnati Bengals - If the Bengals can't lock Jackson up to an extension before free agency, the Jets should throw some cash at him to be a foundational piece of Saleh's defense in the Big Apple.

Philadelphia Eagles (4-11-1)

Trade Target: Draft Picks for Zach Ertz, DeSean Jackson, and Alshon Jeffery - Like the Saints, the Eagles probably should focus on offloading bloated contracts rather than bringing anyone in. The cheap rookie contracts that draft picks provide will be needed to steer themselves out of cap purgatory.
Draft Pick: WR Ja'Marr Chase, LSU - The Eagles and Chase are an ideal fit, and new head coach Nick Sirianni sure could use the big play ability that Chase provides. Whichever QB ends up getting the start, they'll be happy to have a guy like Chase to throw to.
Free Agent Signing: CB Bashaud Breeland, Kansas City Chiefs - The Eagles have a horrific cap situation themselves, and thus, a lower-end veteran like Breeland can give them a solid starter at an affordable price as the Eagles try and sort out their defense.

Pittsburgh Steelers (12-4)

Trade Target: QB Sam Darnold, New York Jets - The Steelers may have brought in Dwayne Haskins, but frankly I have little faith there. Instead, they should call up the Jets to figure out what Darnold will cost them. One season behind Roethlisberger in his final go could be a great change of pace for Darnold before taking over.
Draft Pick: RB Travis Etienne, Clemson - Everyone is too cool for elite running backs in the wannabe scouting world. But Etienne is a stud, and the Steelers need a big upgrade at running back. If they don't like their options for QB late into the first, they should give serious weight to taking Etienne and landing an elite player rather than reach for a lesser player elsewhere.
Free Agent Signing: G Elijah Wilkinson, Denver Broncos - Wilkinson had a very rough 2019 season, but has been a good deal better in 2020. He's still on the younger end, not even 26 years old, and could be an affordable gamble for Pittsburgh, who also needs to find their way back under the cap ($35 million over).

San Francisco 49ers (6-10)

Trade Target: QB Matthew Stafford, Detroit Lions - If the Colts don't land Stafford, the 49ers absolutely should. Pairing Stafford and Kyle Shanahan would be fun to watch, and he'd be a much most consistent player for the 49ers than the oft-injured Jimmy G. It's a big move, but one Shanahan may want to consider to make another championship run.
Draft Pick: CB Caleb Farley, Virginia Tech - If the 49ers don't move for Stafford and keep their first-round selection, they should target a top tier corner like Farley as they have a handful of corners (Sherman, Witherspoon, Williams) set to hit the open market.
Free Agent Signing: DT Shelby Harris, Denver Broncos - The 49ers top priority should be retaining OT Trent Williams, but after that, adding a veteran pass rusher on the interior could be a good move. Harris has been a consistent player for Denver, but has yet to be rewarded with a big opportunity, something he could get here alongside Nick Bosa and Arik Armstead.

Seattle Seahawks (12-4)

Trade Target: DT Jonathan Allen, Washington Football Team - I'm not sure the Football Team would move him, but he is on the final year of his deal, and Washington's going to have weigh future deals for DE's Montez Sweat and Chase Young into the equation. If they aren't willing to pony up for three studs on the defensive line, they may look to add some picks in exchange for Allen.
Draft Pick: CB Greg Newsome II, Northwestern - A late riser up the board after a stellar junior year in Evanston. Newsome has ideal size (6'1, 190 lbs) for Seattle and could help fill a gap if they have to choose between Shaquill Griffin and Quinton Dunbar.
Free Agent Signing: DE Carl Lawson, Cincinnati Bengals - A really good fit here, as the Seahawks very much need some pass-rushing help. Lawson has been an excellent player for the Bengals and could find the chance to compete in the playoffs if he heads west for Seattle.

Tampa Bay Buccaneers (11-5)

Trade Target: QB Sam Darnold, New York Jets - The Bucs are another team that should explore the asking price for Darnold. While Brady is still winning his battle against time, it seems unrealistic to expect it to continue for too much longer. The Bucs could potentially land his heir apparent in Darnold.
Draft Pick: Christian Barmore, Alabama - Between Barmore and Daviyon Nixon, I think both have a case to make as DT1 in this class, but Barmore projects as a bit better fit to Todd Bowles' 3-4 defense than Nixon does. The Bucs add an impact defensive lineman to pair on the inside with Vita Vea, giving them flexibility in replacing Ndamukong Suh.
Free Agent Signing: OLB Tyus Bowser, Baltimore Ravens - The Bucs have a good chunk of cap space available, but will need to prioritize some re-signings like LB Lavonte David, OLB Shaq Barrett, and TE Rob Gronkowski. Thus, they may not have a lot of cash to throw out there after bringing back some of their own. Bowser is a good value to add as a rotational pass rusher, scoring some decent grades from PFF as a backup for Matt Judon and Yannick in Baltimore. An expanded role in Tampa could pay off for both sides.

Tennessee Titans (11-5)

Trade Target: OLB Jacob Martin, Houston Texans - As sad as it is, Martin's 3 sacks in 2020 would have led the team for Tennessee. In a passing era, you need to get after the QB better than the Texans are doing. While team's are hesitant to trade within the division, the Texans should be more focused on acquiring picks to rebuild, which they could get by moving a decent rotational pass-rusher.
Draft Pick: OLB Joseph Ossai, Texas - Really the Titans should be focused on landing a high potential pass-rusher, and Ossai figures to be a hot name in that range. He's a springy pass rusher who can inject some life into one of the league's worst team's at getting to the QB.
Free Agent Signing: WR T.Y. Hilton, Indianapolis Colts - After a strong season in 2020, WR Corey Davis seems a bit unlikely to return, as he'll likely fetch more on the market than the Titans can afford to pay him. Thus, they should consider adding a veteran replacement to pair with budding star A.J. Brown at wide receiver.

Washington Football Team (7-9)

Trade Target: QB Deshaun Watson, Houston Texans - Another team I think should really make a push for Watson. It'll cost them at least a 2021 and 2022 first-round pick, along with probably another second and DT Jonathan Allen or some other player. It could definitely cost more than that! But Watson would solidify Washington as the top team in the NFC East for the next few years. With QB and DE locked in with Watson, Sweat, and Young, this could be a potential dynasty in the division.
Draft Pick: OT Teven Jenkins, Oklahoma State - A potential second-round target, Washington should look to find a developmental tackle to eventually slot into their lineup. Morgan Moses and Cornelius Lucas were a solid pairing last year, but both are about to turn 30 years old, and Jenkins has a lot of potential. A year to develop before taking a spot in the starting lineup would ideal for everyone involved.
Free Agent Signing: WR Kenny Golladay, Detroit Lions - Washington managed to build a passing attack out of Terry McLaurin and a handful of role players at RB and TE. While it worked in 2020, it does not seem very sustainable, as Washington should use its cap space to bring in a premier WR to pair with Terry McLaurin. Pairing up McLaurin's speed with Golladay's ability to go win contested balls is an ideal complementary pairing.

1 - Jacksonville Jaguars - Trevor Lawrence, QB, Clemson - At this point, the only way Lawrence wont go first is if the Jags somehow write the wrong name on the card.
2 - New York Jets - Justin Fields, QB, OSU - Zach Wilson vs Justin Field has become a hotter debate in recent times, with mocks seems to split 50/50 on which of the 2 will go before the other. This one will likely end up coming down to preference, but personally I prefer Field’s upside and athleticism. Still, it’ll probably end up being a close call overall.
3 - Carolina Panthers (via MIA via HOU - sends 1.08, 3.73, 2022 CAR 1st, 2022 CAR 2nd, for 1.03) - Zach Wilson, QB, BYU - This seems like a lot at first glance, but I’d bet on the Panthers being much improved next year with the return of a healthy McCaffery and Joe Brady/Matt Rhule having another year to establish their system. What that means is that if the Panthers can improve at QB, they could be a legitimate playoff contender. Teddy Bridgewater is not the answer, and IMO when you have someone as good as CMC, you need to give him a good QB. The Panthers don't want to end up like the Vikings, sticking a bunch of mediocre at best QBs next to their stud RB.
4 - Atlanta Falcons - Trey Lance, QB, NDSU - I know there’s a large portion of Falcons fans who really want to go anywhere but QB here, but how much longer can Matt Ryan play at a high level? With the 2022 QB class still full of question marks, grabbing your guy of the future right now would be a prudent move. Its instant gratification vs long term strategy. And with the success of raw QBs at the next level under proper development, Trey Lance looks like a solid bet. He’s got a great arm, and plays smart enough to only have a single interception in his college career. There’s a serious ceiling here, and he could absolutely benefit from learning from Matt Ryan for a year. Arthur Smith completely revitalized Tannehill as well, so maybe he could turn Lance into a stud.
5 - Cincinnati Bengals - Penei Sewell, OT, Oregon - Seems like it ends up working out for the Bengals, who really need to protect Joe Burrow. There’s been whispers that teams have Rashawn Slater over Sewell currently, but I partially chalk that up to prospect fatigue. IMO Sewell’s the best OT in the class, and although he’s got areas he can improve, his body of work is utterly dominant currently. If he can polish up his technique and stay healthy, he’ll be a godsend to the Bengals OL.
6 - Eagles - Ja’Marr Chase, WR, LSU - DeVonta Smith has been crazy this year, but it seems like people have forgotten Ja’Marr Chase was just as dominant last year too. Honestly, the Eagles really can't go wrong here with either WR, but IMO Chase is more of a sure thing to be dominant in the NFL, as minute of a difference as that is.
7 - Detroit Lions - DeVonta Smith, WR, Alabama - After that insane performance against Ohio State, I don't think the Lions can pass up on Smith here, even as bad as their defense is. With their entire WR corps being possible FAs, they need to find replacements ASAP, especially if they cannot find a way to agree to a deal with Kenny Golladay. As for Smith well, he’s a beast. Plain and simple. Y’all saw what he did to Ohio State in just one half.
8 - Houston Texans (Via MIA via DET - Sends Deshaun Watson, 2022 HOU 3rd for 1.08, 2.50, 2022 MIA first, 2023 MIA first, Tua Tagovailoa, salary fillers) - Kwity Paye, EDGE, Michigan - The Dolphins send away Tua + a ton of picks for a shiny new franchise QB, and the Texans begin their rebuild. First up is addressing the defensive line. JJ Watt is very likely gone, Whitney Mercilus is done, and Jonathan Greenard has disappointed. They need someone who can make a serious impact, now. Kwity Paye has been one of the most dominant players in college football, with an insane pressure rate, and is a supposed athletic freak who runs a sub 6.8 3 cone at 6’4’’, 272, with some claiming it being as low as 6.37. No matter what the time ends up being, it's utterly insane for someone of his size, and he could likely play the same role that Watt does for the Texans.
9 - Denver Broncos - Micah Parsons, LB, Penn State - The Broncos do really need CB, but there’s a pretty big hole in the middle of the defense next to Alexander Johnson. Josey Jewell isnt a 3 down LB, and it's really hard to pass up on Parsons here, an elite LB who can be the tonesetter of the Broncos defense from day one. Pairing up Parsons and Johnson should give Denver two monsters in the middle of the defense.
10 - Dallas Cowboys - Caleb Farley, CB, Virginia Tech - Now that Dan Quinn’s the new DC, meaning that they’ll be running a ton of Cover 3. And with how much Quinn loves his physical/athletic CBs who can play both man and zone, Caleb Farley is the natural pick here IMO. He’s sticky as glue, with fluid hips and a size profile that NFL teams dream of, perfect for pattern-match that should be used a lot in Dallas next season. His zone coverage does need a little work, but the Cowboys will likely be doing mostly spot-drop zone, which is pretty simple to pick up, and outside of injury concerns, Farley should be a huge help for the Dallas defense.
11 - New York Giants - Jaycee Horn, CB, South Carolina - The Giants love their press man coverage, but were forced to run zone a lot last year due to how bad their cornerbacks were outside of James Bradberry. Jaycee Horn fits their preferred scheme, and also shores up that huge hole at CB2 that they have. No CB in the class is as good as disrupting WRs at the LOS as Horn is, and he’ll be a great addition to what was a surprisingly good defense last year.
12 - San Francisco 49ers - Patrick Surtain, CB, Alabama - The 49ers have 0 CBs under contract next year. They need building blocks now, especially with Robert Saleh now gone. Patrick Surtain fits into their zone heavy system perfectly. He’s got elite ball skills, is consistently disruptive, and can stick to WRs like glue. He’d be the perfect guy to replace Richard Sherman if the 49ers cant bring him back, and should be able to slot in at CB1 or CB2 immediately.
13 - LA Chargers - Rashawn Slater, OL, Northwestern - Slater’s a guy who's been getting a ton of hype in recent times, with some even putting him above Sewell. How much of that is real and how much of it is smoke? Hard to say at this point, but I do know that he’ll be an upgrade no matter where he slots in for the Chargers. Protecting Herbert should be there #1 priority right now, especially for the terrible LA OL. Slater should be a fantastic player for the Chargers from day 1.
14 - Miami Dolphins (Via Minnesota Vikings - sends 1.18, 3.82 for 1.14) - Jaylen Waddle, WR, Alabama - Miami goes ALL in here. With Watson now on the roster, their window is now, and they treat it with urgency, giving up some more draft capital to grab the last of the 3 main stud WRs in the class. Jaylen Waddle fits what Miami needs right now, a speed demon joystick who would be what Will Fuller was for Watson in Houston, a connection that was lethal even with Fuller being injured constantly. Watson to Waddle should be one of the deadliest partnerships in the league, turning the Miami offense into a high powered scoring machine.
15 - New England Patriots - Mac Jones, QB, Alabama - Mac Jones is a guy who’s worked his way from fringe QB prospect all the way up to R1 guy. I'm not sure if the NFL likes him as much as most people in the draft community do, but he’s a smart QB who was instrumental in leading the Crimson Tide to a National Championship. I’d say he grades out pretty well at all the important areas of being a QB, like his arm, going through progressions, that kind of thing. This only big flaw IMO is his ability to extend plays, but the Patriots have the OL to shore up that weakness. The main question here is how will Mac Jones play without any solid WRs? The Patriots receiving corps is barren, so that will be something that must be addressed soon.
16 - Arizona Cardinals - Wyatt Davis, OG, Ohio State - The Cardinals offensive line seems to consistently lose at the LOS, something that was a huge part in them not making the playoffs. With that in mind and all of the top 3 CBs long gone, they grab the mauling OG out of Ohio State, an absolute mauler who can hit hard to create space in the run game. He’s a great fit for the Cardinals run game, and should give them some of the nasty they’ve been lacking.
17 - Las Vegas Raiders - Jeremiah Owusu-Koromoah, LB, Notre Dame - It's hard to say what the Raiders will go with, as Mayock has not been on the job that long, but this is a pick that I agree with Daniel Jeremiah on. The Raiders lack that dynamic linebacker who can move around and cover everything, and JOK should be able to line up all over. He’s perfect for an NFL that seems to value positionless players more, and especially for a Raiders defense that’s going to be stuck against Travis Kelce for the near future.
18 - Minnesota Vikings - Gregory Rousseau, DE/DT, Miami - When your sack leader is a guy you traded away half way through the season, there's a problem. That Vikings defense was inexcusably bad this year, even with the loss of Danielle Hunter, and basically cost their offense a shot at the playoffs. They need to add some juice to the pass rush ASAP. Gregory Rousseau would be perfect, a raw and crazy athletic player who can line up all over the defensive line to wreak havoc. Considering Minnesota turned one athletic freak into a stud, they should have confidence that they can make Rousseau great too, and he’d be a wonderful addition, especially considering the fact that the Vikings have moved around their edge rushers to exploit mismatches, most notably against the Saints.
19 - Washington Football Team - Christian Darrisaw, OT, Virginia Tech - There doesn't seem to be a solid answer at QB available here for Washington, so they look to bolster up their trenches in order to replace the departed Trent Williams. Darrisaw has the size and length to be a fantastic NFL tackle, along with an extremely strong anchor and some great agility for his size. His technique needs to be cleaned up a little, but he could easily lock down the LT spot for Washington in the future.
20 - Chicago Bears - Rashod Bateman, WR, Minnesota - Allen Robinson is gone, leaving a huge hole at WR1 for Chicago. Seeing as there’s not really a great way to fix Chicago’s QB situation, they instead look to try and make the most of their closing window. Rashod Bateman should come in and be the WR1 for Chicago, a great route runner with sure hands who can snag a ball and some more yards after the catch. Hopefully Trubisky builds a much better connection with him than he did with Arob.
21 - Detroit Lions (Via IND - sends Matthew Stafford for 1.22, salary filler) - Zaven Collins, LB, Tulsa - The Lions defense really needs help at LB. Jarrad Davis is probably starting again, but Tavai really shouldnt be. Zaven Collins can step in and be the best LB in the Lions from day 1, an absolute freak athlete who can cover, can stop the run, and even has a pass rushing upside. He’s the perfect chess piece for the new Lions defense to build around, and should be an immediate impact player from day 1.
22 - Tennessee Titans - Daviyon Nixon, DT, Iowa - The Titans need pass rush in every capacity, and that includes from the defensive line. Jeffery Simmons is a monster, but he doesn't get much help. He’d pair up great with Daviyon Nixon, a freak athlete out of the B1G who excels most when he gets to pin his ears back and just attack the QB. His ability to cause issues down the middle should help alleviate the Titans pass rush issues somewhat.
23 - New York Jets (Via SEA) - Kyle Pitts, TE/WR, Florida - The Jets just need to add weapons to their team at this point. Their WR corps has little promise outside of maybe Mims, and their TE corps is equally barren. Pitts addresses both of those issues at once. Able to play all over the lineup, Pitts can work as both a huge WR and a TE, able to consistently beat coverages and get catches against defenses. He’ll be a great weapon for Fields to utilize, a truly dynamic threat who could be one of the best receivers on the Jets from day 1.
24 - Pittsburgh Steelers - Liam Eichenburg, OT, Notre Dame - A lot of the Steeler’s tackle depth, most notably starting LT Alejandro Villenueva, will be lost to FA, and Pittsburgh needs to address that ASAP. Liam Eichenburg isnt the most athletic OT with a crazy high ceiling, but he’s a solid technician who should be able to start from day 1, perfect for a contending team like the steelers.
25 - Jacksonville Jaguars (via LAR) - Samuel Cosmi, OT, Texas - The Jaguars need to protect their investment, especially with Cam Robinson a question mark to be back due to his poor play. Protecting a young QB should be the #1 priority after landing one, and Cosmi is a tantalizing prospect to add. He’s got plenty of athleticism and a frame that’s waiting to be filled out, a solid pass blocker who can deal with speed rushers really well. He’s a high ceiling prospect who could become a great LT and lock down Tlaw’s blind side for the future.
26 - Cleveland Browns - Jaelen Phillips, EDGE, Miami - Sometimes it just feels like the Browns defensive line is just Myles Garrett. That can't stand. The Browns need to give Garrett some help in the pass rush, and that's why they pick Jaelen Phillips. There’s a lot of injury concerns here, but if Phillips can stay healthy, he’s an absolute MONSTER in the pass rush, having notched 8 sacks in just 5 games this year. If he can stay on the field, he and Garrett should give opposing offensive lines some serious headaches.
27 - Baltimore Ravens - Alijah Vera-Tucker, iOL, USC - The Ravens need to bolster their offensive line more. After the loss of Marshall Yanda, the Ravens offensive line has taken a notable step back, and Ronnie Stanley’s injury certainly didn't help there. AVT’s easily BPA at this point, an interior beast who is a stone wall with excellent hand usage. He should be able to make the Ravens offensive line even better, and boost their already lethal run game to higher levels.
28 - New Orleans Saints - Kyle Trask, QB, Florida - Im sorry, I don't think Taysom Hill is an NFL level QB. Especially not for a title contender. Drew Brees is retired, and I doubt Winston will be back. That means QB is the most glaring hole in NO. Kyle Trask might never be Patrick Mahomes, but he’s a good solid player who can make accurate passes, adjusts to pressure well, and is willing to extend plays. With the Saints filled with weapons and talent, Trask should be a good enough game manager to help the Saints be contenders for the rest of their window.
29 - Green Bay Packers - Levi Onwuzurike, DT, Washington - Kenny Clark and Keke Kingsley are building blocks along the defensive line, but the Packers could afford to add some depth. Onwuzurike has been mocked in the first by DJ, and he tends to have his ear to most NFL team’s pulse. Onwuzuriki’s calling card is his length and athleticism, which combined with his explosiveness and motor results in him just running over people at times. He does need to improve his power and add more consistently, but the addition of Onwuzurike could make the Packers defensive line a force as good as the Steelers DL.
30 - Buffalo Bills - Travis Etienne, RB, Clemson - The Bills just need playmakers especially in the run game, and Etienne is one of the best pure playmakers in the class. He’s an explosive threat who must be addressed at all times, or else he could break free and gash the defensive for serious yardage. His acceleration and contact balance make him a problem to tackle, and with supposed 4.3 speed, defenders won't be able to catch him once he gets into open space. He’s no slouch in the pass game either, putting up solid production at Clemson and flashing the ability to run a few option routes. The Bills already have their Jim Kelly and Andre Reed in Josh Allen and Stefon Diggs. Time to add the Thurman Thomas of the trio, and turn Buffalo into an offense that can toe to toe with the Chiefs.
31 - Tampa Bay Buccaneers - Jalen Mayfield, OT, Michigan - Donovan Smith is very likely gone this year, meaning that Tampa would have a hole at one of the tackle spots opposite of Wirfs. No matter if they move Wirfs to LT or keep him at RT, Mayfield would be a great get opposite of him. Mayfield’s a dependable run blocker who has good feet, and although he's not finished just yet, if Tampa can utilize his athletic gifts to the fullest, he’d be a great compliment to their current franchise OT.
32 - Kansas City Chiefs - Joe Tryon, EDGE, Washington - Joe Tryon’s another player who is apparently well regarded according to DJ. He’s shown flashes of being a great pass rusher, but he’s really still a WIP in most areas, especially as a run defender. However, he does fit the mold of what the Chiefs want in their pass rushers, standing at 6’5 262. Kansas City does need the help on the EDGE, and they can afford to take a gamble here, considering the Mahomes led offense should be able to easily cover up any defensive deficiencies for the next few years.

As the title mentions, I've gotten more and more humble about my draft projections as the misses keep adding up. Still, it's fun to do.
Note: these picks are based on whom I would select at the spot, NOT whom I think the team will select.
(1) Jacksonville: QB Trevor Lawrence, Clemson
Based on pure resume and physical profile, Trevor Lawrence is a generational QB prospect. To my eye, he doesn't look quite as sharp as all that; he's been missing some throws in big games. Still, we have to remind ourselves that he's only 21 and still has some polishing to do. When you have a kid with all the tools to be a franchise QB, you have to trust your coach to get the most out of him.
(2) New York Jets: QB Justin Fields, Ohio State
The Jets' selection of Sam Darnold is a good example of how not to develop a super-young QB. After 3 years, Darnold hasn't improved; if anything, he's regressed. I'm worried about his confidence and his contract going forward, so we're going to wipe the slate clean and start fresh with another young QB.
The idea of going for an Ohio State QB after Dwayne Haskins may be scary, but Fields shows more mobility and presumably more maturity. Again, Haskins is another example of a young QB who needed more time than he got, so a team like the Jets may be wise to grab a bridge QB (Ryan Fitzpatrick? Andy Dalton?) to make sure we don't see another kids' confidence shatter before our eyes.
(3) Miami (via HOU): OT Penei Sewell, Oregon
Based on "need," this isn't the way to go. The Dolphins have invested a ton of draft capital on the offensive line already. Still, I'm going with the most value on the board, and that's Penei Sewell to me. I'm taking a franchise LT over a top WR every day of the week and figuring out the rest (and the line reshuffling) later on.
Frankly, I don't know if I'd ever invest a top 3 pick in a wide receiver unless they were a physical freak (like a Calvin Johnson or Julio Jones). While I like these receivers, they don't clear that bar to me.
(4) Atlanta: DE Patrick Jones II, Pittsburgh
After three safe picks, we're going wildly off the board here with a prospect that some sites don't even consider a first rounder. But when I see those low projections for Patrick Jones, I feel like I'm missing something. Because every time I watch him, I see a top 10 talent with a good combination of power and explosiveness. Of the top d-linemen in the class, he'd be my personal pick to register 10 sacks a year. A pass rusher with legitimate juice off the edge would be exactly what the doctor ordered in Atlanta; hell, they've needed that for about 5 years now.
In theory, the idea of drafting a QB like Zach Wilson and letting him develop behind Matt Ryan is tempting, but it may be a year premature. If they can start Ryan in 2021 and 2022, then they can cut him with only $8.6M in dead money beyond that. I'd rather wait a year to find that heir apparent.
(5) Cincinnati: DE Kwity Paye, Michigan
The offensive line has been an obvious source of concern, but I'd also suggest the defensive line needs a lot of help as well. The team looked like they developed an allergy to sacks. Outside of Carl Lawson, no Bengal had more than 2.0 sacks or 11 QB hits. An athlete like Kwity Paye could help a lot in that regard; he can shift around the line and help shore up that unit. I like him for 4-3 teams a little more than more ballyhooed Greg Rousseau. As far as the OL goes, we'd have to trust Jonah Williams at LT and then load up on supporting help in rounds 2 and 3.
(6) Philadelphia: CB Patrick Surtain II, Alabama
The Eagles allowed opposing QBs to register a 68% completion percentage despite having a top corner in Darius Slay. Clearly, the guy needs some help (especially as he rounds 30). I know a lot of people on the sub aren't sold on Patrick Surtain as CB1 in the class, but I've always been impressed by him. He has enough size and skills to be a long-time starter.
I also considered a WR here, but we're going to have to hope that Jalen Reagor and J.J. Arcega-Whiteside develop into a serviceable tandem at some point. We're talking about kids with the talent to be R1 and R2 picks respectively (even if they may have been slight "reaches.")
(7) Detroit: WR Devonta Smith, Alabama
The Detroit Lions defense is obviously a major concern. They're big and slow and abused often. I wouldn't even rule out another CB despite taking one in the top 5 last year.
Meanwhile, the Lions' passing game doesn't appear to be a major need right now, but the emphasis may be on right now. I don't anticipate them being able re-sign both Kenny Golladay and Marvin Jones, so adding another playmaker may be crucial. The common comp to Marvin Harrison makes a lot of sense to me; he reminds me of the Colts great with his quickness, his route running, and his hands.
(8) Carolina: QB Zach Wilson, BYU
QB Teddy Bridgewater is... fine. He's OK. He's accurate. He's likable. He's fine. And at age 28, he could potentially be a "fine" starter for the next 4-5 years. Still, when you have a coordinator like Joe Brady (for now, anyway), you'd want a dominant passing game and I'm not sure Bridgewater will ever give you that. In fact, his success dipped over the course of the season. In terms of 4-game splits, his completion percentage went from 73.1% to 69.8% to 67.0% to 65.9%.
I'm not 100% sold on Zach Wilson yet, but he certainly has some dynamic ability and some higher ceiling. So while a corner like Jaycee Horn may be the safe pick, we'll take a bigger swing here. And as an added bonus, the clean-cut blond kid looks like Christian McCaffrey, so maybe defenses will be confused by that.
(9) Denver: LB Micah Parsons, Penn State
If Zach Wilson had slipped to # 9, the Denver Broncos would be strongly considering him here. But without an obvious R1 option on the board (sorry Kyle Trask), we'll start to plug smaller holes instead.
As good as the Broncos defense may be, their run defense has always lagged behind their pass defense. Drafting a thumper like Micah Parsons may help that. I don't see Parsons as a top 3 talent like some others do, but he'd still be a sure starter and someone who could help their run defense (which allowed 4.8 yards per carry.) Their current ILBs aren't bad, but Parsons can be a Pro Bowler.
(10) Dallas: CB Jaycee Horn, South Carolina
Speaking of defense with some "holes," the Dallas Cowboys may as well be Swiss cheese. They allowed 34 passing touchdowns to quarterbacks and 5.0 yards per carry in the running game. Jaycee Horn isn't going to be able to solve all those problems on his own, but he'd be a nice start. Like the other top corners in the class, he has plus size at 6'1" and can hold up in both facets.
(11) N.Y. Giants: WR Ja'Marr Chase, LSU
2021 is going to be a make or break season for QB Daniel Jones and maybe his GM David Gettleman as well. They both need this passing game to take a major leap up. Darius Slayton and Sterling Shepard are fine options, but this is a team that still lacks a true # 1 receiver. I don't view Ja'Marr Chase as a "special" talent like others do, but he should be able to fulfill that need as a traditional primary option. And besides, the combo of Giants and LSU WRs have never gone wrong in the past, right?
(12) San Francisco: CB Caleb Farley, Virginia Tech
Others have Caleb Farley as CB1, while I have him at # 3 right now. Still, his playmaking should be a major threat on a San Francisco team that's able to generate pressure up front.
(13) L.A. Chargers: OT Samuel Cosmi, Texas
The need for a tackle is obvious, but selecting Samuel Cosmi to fill it may be less popular. Still, I like the kid's height and movement ability. Having him mentored by Bryan Bulaga should be good for his development as well.
(14) Minnesota: DT Jay Tufele, USC
Mike Zimmer's defensive line used to be a strength of the team, but that's been deteriorated over time. Jay Tufele is my favorite DT in this class, with some underrated pass rushing juice on top of the sturdiness in the run game. In a vacuum, I may prefer a pure edge rusher, but this isn't the strongest DE class in my mind.
(15) New England: QB Trey Lance, North Dakota State
In the past, I've always been very critical of quarterbacks that I don't trust to win in the pocket. But nowadays, it seems like it's hard to win if you have a quarterback who can't evade pressure, get outside, and make plays with his legs.
Trey Lance may be a wild swing here, but we'd have to presume that Josh McDaniels and company would have the ability to tailor a scheme to fit his strengths.
(16) Arizona: DE Gregory Rousseau, Miami (Fla.)
Florida TE Kyle Pitts would be the clearest upgrade to the depth chart, but it doesn't appear that tight end is a top priority for Kliff Kingsbury's offense. In lieu of that, let's finally take Gregory Rousseau off the board.
Rousseau's one of the most difficult prospects to figure out to me. I didn't really like what I saw in that stellar 15 sack year (it felt like a lot of sloppy technique), but there's a good chance that he refined his game and became a legitimate top 5 prospect. Trouble is: we'd never know it because he didn't play. Still, we'll let the Cards take the gamble. They've been missing a big end like this since they let Calais Campbell go.
(17) Las Vegas: OG Wyatt Davis, Ohio State
Jon Gruden and Mike Mayock built this team to dominate with their running game, but it hasn't come into fruition yet; Josh Jacobs averaged less than 4.0 yards per carry. Beefing up that line should be a continued emphasis. There's some natural concern about Wyatt Davis in R1 after other Buckeye interior linemen have busted, but we have to trust the resume and tape here. This kid should a plug-in starter here, presuming his title game injury is only a minor setback.
(18) Miami: WR Jaylen Waddle, Alabama
Speaking of injury concerns, we have no clue what Jaylen Waddle will look like next season after his terrible injury and terrible decision to come back and get hurt again. Before all that, I would have considered him a top 10 pick. We're going to trust the medical staff here, with the hope that Waddle may be able to get Tua Tagovailoa to trust the deep ball again.

Note: I'm including trades in this mock, but since it's only one round, I'm not going to get too much into detail about compensation outside of 1st round picks and players. Most trades that happen in reality tend to swap some later round picks as well, often going both ways; go ahead and assume some of that will be happening where it makes sense, but I won't be going through all of the draft value stuff to work out those specific numbers. I'm also not making firm assumptions about free agency, but I'll mention situations that I think are most likely and relevant, so forgive me if I'm a bit inconsistent about where free agents come into play and where they don't.

Important free agency / trade notes:

• Watson traded to the Jets, Darnold to Texans, trade explained in mock.
  
• Garoppolo to the Colts for a day 2 pick and some change.
  
• Minshew to SF for a mid-round pick.
  
• Cousins stays in Minnesota.
  
• Ryan stays in Atlanta.
  
• Winston to the Bears as a free agent.
  
• Trubisky to the Patriots as a free agent.
  

1) JAX - Trevor Lawrence, QB, Clemson
This pick doesn't need much explanation. He's the best QB prospect we've seen since Luck, he's been pretty much locked in as #1 overall since his freshman year, and the Jags are taking him.
2) NYJ > HOU - Justin Fields, QB, Ohio State
Trade: Texans trade Deshaun Watson to Jets for #2, #23, a future 1st round pick, and Sam Darnold.
There it is, Watson's going to New York. Watson wants out, the Texans don't want to trade him, but I think Watson will call their bluff and sit out the season if they don't let him go. The Texans are a dumpster fire, but they know they're better off getting assets in return for Watson than letting him quit because they wanted to look tough. The Jets get the new face of their franchise for a pretty fair price -- Miami is the other likely trade partner IMO and I think they're content to stick with Tua and not get stuck in a bidding war, so the price for NYJ might not actually be as high as people may expect (it's important to remember, when comparing this to the Stafford trade, the Rams paid extra to offload Goff's contract).
Now, onto the pick. I actually have Zach Wilson as QB2 on my board, but with Darnold joining, the Texans can take the guy that I think has an edge in terms of athleticism. David Culley is coming from Baltimore with Lamar Jackson, and I could see him leaning towards the running threat in this scenario. Plus, if Jack Easterby is still pulling the strings, Fields being outspoken about his religious faith might be enough of an edge over Wilson (who despite going to BYU, has never really said much about his beliefs). I know that sounds crazy, but the Texans are crazy right now, and I'm just a guy eating popcorn waiting to see what happens.
3) MIA > CAR - Zach Wilson, QB, BYU
Trade: Dolphins trade #3 to Panthers for #8 and a future 1st.
Another trade breaks, and another QB goes. The Dolphins are in a really interesting spot at #3 overall. They didn't make a blockbuster move for Watson, and they'll build around Tua. Tua wasn't anything amazing as a rookie, but he certainly didn't look bad; expectations for rookie QB's have gotten a bit out of hand lately. Miami have their choice of any non-QB in the draft, and they'll be looking hard at Sewell here, as well as the receivers. But they also aren't desperate for OL help, and there's a ton of WR talent in this draft, so when Carolina offers a 1st round pick for a 5 spot drop, that's a pretty good deal. On Carolina's side, they're more than happy to jump Atlanta and screw their division rivals out of an excellent QB prospect. The Falcons are probably furious with this trade, but they weren't willing to overpay to move up one spot when they do still have Matt Ryan in at least the short term. The Panthers need a QB sooner rather than later, and a 1st rounder next year is a pretty fair price for what may be a franchise QB.
Zach Wilson is my QB2 in this draft. He's got the arm, the smarts, and the ability to move around and extend plays and make things happen. He reminds me a lot of Baker Mayfield, that's something Rhule can be excited about. Joe Brady might not be in Carolina for long, but he'll have fun with a guy like Wilson.
4) ATL - Penei Sewell, OT, Oregon
The Falcons miss out on the elite QB prospects, and with maybe the best WR corps in the NFL, their decision isn't too difficult here. They could reach a bit for the top CB or EDGE in the draft, but none of those guys are quite the blue-chip prospect that Sewell is. Sewell is probably, at worst, the 3rd or 4th best player in the draft, and could well be the best of them all. The Falcons have a reliable LT in Jake Matthews, but Sewell can come in as an immediate starter at either LG or RT in place of Carpenter or McGary.
5) CIN - Ja'Marr Chase, WR, LSU
The Bengals are sad to miss out on Sewell, but they can't be too sad when they land Chase. After a year of QB shuffling at LSU, opting out of the 2020 season might actually have been more protective of Chase's draft stock than harmful. Yes, DeVonta Smith stole the spotlight and skyrocketed up draft boards to challenge Chase for the WR1 spot, but Chase has about 30 pounds on Smith and might be a safer bet in terms of durability. It also gives the Bengals the chance to reunite Joe Burrow with his favorite college target.
6) PHI - DeVonta Smith, WR, Alabama
And Smith wasn't far behind. The Eagles are in desperate need of WR help. They took Reagor in the late 1st round last year, but he didn't contribute much after missing some time with injury, and Smith is too good to pass up. They've got to find some way to help Carson Wentz regain some confidence in hopes of being at least a decent starter again, and if they have to turn to Hurts, he's familiar with Smith from his time at Bama.
7) DET - Jaylen Waddle, WR, Alabama
I honestly don't like mocking big runs like this. 3 QB's in a row in the top 3, and then 3 WR's in a row after that. It doesn't sound all that realistic, and I'm well aware that probably none of what I predict will come true (aside from Lawrence). But this pick makes too much sense. The Lions shipped out Stafford and got Goff and picks in return, and they're entering what seems to be a full rebuild. I don't think there's any way Kenny Golladay sticks around. Basically all of their WR's are free agents this year. They need to give Goff something to work with if they roll with him, and I don't think they gamble on Trey Lance at this spot. Waddle missed most of this season, but he was being hyped up as the Bama star WR going into 2020 for a reason. He's the last of the real blue-chip elite WR talents in a very strong WR class, and that's hard to pass up.
8) CAR > MIA - Micah Parsons, LB, Penn State
The Dolphins miss out on an elite WR. That stings. But they do have another 1st round pick and this draft class is pretty stacked. They might not be getting Jaylen Waddle, but there are some other quality 1st round talents that should be available later. At this spot, they give Brian Flores the best LB in the class. Parsons is an interesting prospect. He's a freak athlete, fairly versatile, and despite some character concerns, he could be a leader on this defense for years. He can come in as an immediate replacement for Elandon Roberts and learn from Kyle Van Noy, possibly shifting between ILB and SLB.
9) DEN - Trey Lance, QB, NDSU
While the Lions weren't ready to gamble on Lance at 7, the Broncos pounce on him at 9. Drew Lock isn't the worst QB in the world, but in a division with Mahomes and Herbert (and Carr isn't a slouch, either), the Broncos have to find a talented QB if they want to have any hope of competing. Trey Lance is a pretty unique prospect, coming from an FCS school with only 1 year of starting experience and not playing in 2020 (outside of a hastily thrown-together showcase game that really isn't much to judge). He's an incredible athlete with a ton of upside, and he threw ZERO interceptions in his one season as a starter. Yes, the fact that he played in the FCS at one of the most dominant programs in college football history can't be ignored, but the talent is pretty obvious. This might be Elway's last chance to right the ship at QB, so you have to imagine they'll be all-in on giving Lance all of the support they can.
10) DAL - Patrick Surtain II, CB, Alabama
The Cowboys could go a few different ways here -- Slater or Darrisaw at OT, Pitts at TE, Paye or Rousseau on the edge, but CB is the most glaring need on this team, and Surtain looks like the complete package. The Cowboys drafted Trevon Diggs out of Bama last year, and he had an up and down season. Awuzie could be on his way out, and they desperately need someone that can take over the CB1 role and take some of the pressure off of Diggs. Surtain looks like he can be an NFL CB1, and he'll link up with an old teammate in Dallas.
11) NYG - Kyle Pitts, TE, Florida
The Giants need help in a lot of areas, but if they're going to stick with Daniel Jones for another year, he needs all the help he can get. It's too early here to reach for a WR, but the Giants need a reliable pass catcher. Sterling Shepard is a decent option, but he's not exactly a game changer. Evan Engram, despite somehow making the pro bowl this year, is not a good TE. He's fast, but he can't catch a cold. Enter Kyle Pitts. Pitts is everything that Engram was supposed to be, except he can catch the ball. He can play TE, he can split out wide, and he can run some gadget plays. Whatever it is, he's probably better at it than most anyone else on the roster.
12) SF - Caleb Farley, CB, Virginia Tech
First things first, the QB trade. This pick wasn't involved, but I can't really let it go unaddressed. The 49ers part ways with Garoppolo, sending him to Indy for a day 2 pick (either a 2nd rounder, or a 3rd and another pick, whatever). Then they send a mid-round pick (I'd think probably a 4th) to Jacksonville for Minshew. So Gardner Minshew will be the presumed starter for 2021, competing with Mullens for the job.
The top 4 QB's are gone and the 49ers don't want to reach for Mac Jones here. Farley is the top CB on a lot of boards. I don't think he's quite as good as Surtain right now, but he's got a ton of potential to be great. The 49ers already don't have the greatest CB corps, and they could be losing Sherman and Verrett to free agency, without much left behind to take over.
13) LAC - Rashawn Slater, OT, Northwestern
This one's pretty simple. Chargers have found their franchise QB in Herbert, now they need to protect him. Their OL is... not great. Slater is a very solid OL prospect. He was an amazing LT at Northwestern (watch him vs Chase Young when they played Ohio State), and any teams with concerns about his measurables for a tackle can slot him in at LG and expect a quality starter.
14) MIN - Christian Darrisaw, OT, Virginia Tech
The Vikings probably would have preferred Slater here, but Darrisaw is still a solid OL prospect. I considered going with Vera-Tucker as more of a true OG, but the value just isn't there in my eyes. There's some solid IOL talent available later, and a good tackle is hard to come by.
15) NE > LV - Gregory Rousseau, EDGE, Miami
Trade: Raiders trade #17 and later picks to Patriots for #15.*
Shocker, the Patriots trade down. After signing Mitchell Trubisky back to be the presumed starting QB, they trade down from #15 to gain some draft caiptal. The Raiders make a small jump to get ahead of the Cardinals and take the top EDGE on their board. Rousseau may be raw, but he's a hell of an athlete, and the upside is too much for Mayock and Gruden to pass up. It's like the Saints' Davenport trade a few years back, just way less expensive.
16) ARI - Jaycee Horn, CB, South Carolina
The Cardinals make a pretty simple pick here. They need real CB help, and Horn is the top CB on the board. I love Jaycee Horn as a prospect. I actually have him as the 1b to Surtain's 1a on my board. He's an absolute ballhawk, and while he's a little handsy in coverage, that can be coached.
17) LV > NE - Terrace Marshall Jr., WR, LSU
I know the Pats don't do well with 1st round WR's, but they don't have many better options. The lack of offensive weapons clearly played at least some part in Brady's departure. If the Patriots want to be contenders again, they need to be able to score points, and Garoppolo needs receivers that are better than N'Keal Harry and the corpse of Julian Edelman. Marshall is a tall WR that can play on the outside, in the slot, and move around to create mismatches. He should provide a reliable target for Jimmy and the new-look Pats.
18) MIA - Rashod Bateman, WR, Minnesota
The Dolphins passed on elite WR's in the top 5, but they'll take the top WR available here to give Tua some help. Bateman isn't a burner, but he's god decent size and he's a great route-runner, so he should be able to create some separation and give Tua go-to option.
19) WAS - Mac Jones, QB, Alabama
The 5th QB goes. I know Mac Jones is a bit of a controversial prospect. He had all the talent in the world at Bama, and he doesn't exactly stand out as a huge talent compared to guys like Fields and Wilson. But he's proven to be a poised, accurate passer with a good head on his shoulders. I don't see him getting past Washington. I think Jones can be successful NFL QB in the right situation. Is WFT the right situation? I'm not sure. But I think Rivera will like what he sees, and Alex Smith could be the perfect mentor for him.
20) CHI - Liam Eichenberg, OT, Notre Dame
The Bears bring in Winston as a free agent in hopes of solving their eternal QB problem. If nothing else, he's got the arm to sling it downfield in the windy city. He was the best option available (really the only free agent worth going after as a possible starter), and they'll keep Foles for another year to compete with him. The least they could do is beef up the OL. Eichenberg is a pro-ready LT that the Bears can slot in from day 1.
21) IND - Kwity Paye, EDGE, Michigan
With Garoppolo coming in at QB, the Colts can turn their attention elsewhere. With needs at OL and WR, it's not the easiest decision, but Paye falling right into their laps is too much to pass up. Paye is the #1 EDGE on a lot of boards, so a fall to 21 is probably not likely. The Colts don't mind. They get to snatch him away from the Titans, too.
22) TEN - Daviyon Nixon, DT, Iowa
Nixon burst onto the scene this year at Iowa as a pass-rushing 3T. Tennessee needs help all over the DL, and Nixon is a nice piece to start with. He might need some time get up to NFL speed, but he showed massive production and the Titans will hope for more.
23) NYJ > HOU - Rondale Moore, WR, Purdue
The Texans got their QB in Fields, now they need to support him. Fuller is likely gone, Cooks is likely gone this year or next, and that would leave Keke Coutee as the next best WR on the roster. Moore does not have the size of a WR1. He'll work mostly out of the slot and on gadget plays. But he's electric. He could bring life to an offense that will be rebuilding from the ground up. Anything to try to win back some fans.
24) PIT - Samuel Cosmi, OT, Texas
With Villanueva likely leaving in free agency, the Steelers take the top OT on the board as an immediate replacement. Cosmi might end up slotting in at RT, as the Steelers might like Okorafor more on the left.
25) JAX - Eric Stokes, CB, Georgia
The Jags will take a hard look at going OL here to protect Trevor Lawrence, but they can't afford not to make a move in the secondary. Stokes can be a playmaker at CB.
26) CLE - Zaven Collins, LB, Tulsa
Collins seems to go to the Browns in pretty much every mock, but it makes too much sense for me to go another direction. He can do it all. He's a great run stopper, he excels rushing the passer, and he's not totally helpless in coverage, either. He'll be a nice defensive piece in a pretty talented Browns team.
27) BAL - Alijah Vera-Tucker, OG, USC
The Ravens look hard at EDGE here, but Vera-Tucker is one of the top talents available, and they need help on the OL. He'll slot into the RG spot, and hopefully be playing next to Orlando Brown, though I think Brown could be on his way out soon.
28) NO - Jeremiah Owusu-Koramoah, LB, Notre Dame
The Saints are going to look very different next year. Brees is all but officially retired, and we'll likely see a lot of roster turnover in order to get under the cap. The most obvious move that will be made is the release of OLB Kwon Alexander. Luckily, Owusu-Koramoah has just the skillset to come in and take on that coverage LB role.
29) GB - Nick Bolton, LB, Missouri
The Packers have a big need at CB, but the value just doesn't line up there for me. They could also use a good coverage-savvy LB, and Nick Bolton fits that bill.
30) BUF - Wyatt Davis, OG, Ohio State
Not a flashy pick, but the Bills live and die with Josh Allen. An upgrade at guard should help Allen live.
31) TB - Joseph Ossai, EDGE, Texas
The Bucs really don't have too many glaring needs, so this pick comes down to BPA on their shortlist. For me, this comes down to Ossai and Jalen Mayfield. When in doubt, take the pass rusher. Ossai should fit nicely as a 3-4 OLB in Tampa. Both Barrett and Pierre-Paul are free agents this year, and they won't keep both.
32) KC - Jaylen Mayfield, OT, Michigan
KC is a simple pick. You got Mahomes? Protect Mahomes. Mayfield can play tackle, or move into guard if needed. He's the best OL on the board, and the last pick of round one.

So, tell me why I'm wrong, why I'm right for the wrong reasons, and why I'm an idiot in general.

NEW INFO 5 Results from share redemption are posted. Less than .2% redeemed. Very bullish as investors are showing extreme confidence in the future of PLBY.
https://finance.yahoo.com/news/playboy-mountain-crest-acquisition-corp-120000721.html
NEW INFO 4 Definitive Agreement to purchase 100% of Lovers brand stores announced 2/1.
https://www.streetinsider.com/Corporate+News/Playboy+%28MCAC%29+Confirms+Deal+to+Acquire+Lovers/17892359.html
NEW INFO 3 I bought more on the dip today. 5081 total. Price rose AH to $12.38 (2.15%)
NEW INFO 2 Here is the full webinar.
https://icrinc.zoom.us/rec/play/9GWKdmOYumjWfZuufW3QXpe_FW_g--qeNbg6PnTjTMbnNTgLmCbWjeRFpQga1iPc-elpGap8dnDv8Zww.yD7DjUwuPmapeEdP?continueMode=true&tk=lEYc4F_FkKlgsmCIs6w0gtGHT2kbgVGbUju3cIRBSjk.DQIAAAAV8NK49xZWdldRM2xNSFNQcTBmcE00UzM3bXh3AAAAAAAAAAAAAAAAAAAAAAAAAAAA&uuid=WN_GKWqbHkeSyuWetJmLFkj4g&_x_zm_rtaid=kR45-uuqRE-L65AxLjpbQw.1611967079119.2c054e3d3f8d8e63339273d9175939ed&_x_zm_rhtaid=866
NEW INFO 1 Live merger webinar with PLBY and MCAC on Friday January 29, 2021 at 12:00 NOON EST link below
https://mcacquisition.com/investor-relations/press-release-details/2021/Playboy-Enterprises-Inc.-and-Mountain-Crest-Acquisition-Corp-Participate-in-SPACInsider-ICR-Webinar-on-January-29th-at-12pm-ET/default.aspx
Playboy going public: Porn, Gambling, and Cannabis
!!!WARNING READING AHEAD!!! TL;DR at the end. It will take some time to sort through all the links and read/watch everything, but you should.
In the next couple weeks, Mountain Crest Acquisition Corp is taking Playboy public. The existing ticker MCAC will become PLBY. Special purpose acquisition companies have taken private companies public in recent months with great success. I believe this will be no exception. Notably, Playboy is profitable and has skyrocketing revenue going into a transformational growth phase.
Porn - First and foremost, let's talk about porn. I know what you guys are thinking. “Porno mags are dead. Why would I want to invest in something like that? I can get porn for free online.” Guess what? You are absolutely right. And that’s exactly why Playboy doesn’t do that anymore. That’s right, they eliminated their print division. And yet they somehow STILL make money from porn that people (see: boomers) pay for on their website through PlayboyTV, Playboy Plus, and iPlayboy. Here’s the thing: Playboy has international, multi-generational name recognition from porn. They have content available in 180 countries. It will be the only publicly traded adult entertainment (porn) company. But that is not where this company is going. It will help support them along the way. You can see every Playboy magazine through iPlayboy if you’re interested. NSFW links below:
https://www.playboy.com/
https://www.playboytv.com/
https://www.playboyplus.com/
https://www.iplayboy.com/
Gambling - Some of you might recognize the Playboy brand from gambling trips to places like Las Vegas, Atlantic City, Cancun, London or Macau. They’ve been in the gambling biz for decades through their casinos, clubs, and licensed gaming products. They see the writing on the wall. COVID is accelerating the transition to digital, application based GAMBLING. That’s right. What we are doing on Robinhood with risky options is gambling, and the only reason regulators might give a shit anymore is because we are making too much money. There may be some restrictions put in place, but gambling from your phone on your couch is not going anywhere. More and more states are allowing things like Draftkings, poker, state ‘lottery” apps, hell - even political betting. Michigan and Virginia just ok’d gambling apps. They won’t be the last. This is all from your couch and any 18 year old with a cracked iphone can access it. Wouldn’t it be cool if Playboy was going to do something like that? They’re already working on it. As per CEO Ben Kohn who we will get to later, “...the company’s casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth.” Honestly, I stopped researching Scientific Games' sports betting segment when I saw the word ‘omni-channel’. That told me all I needed to know about it’s success.
“Our SG Sports™ platform is an enhanced, omni-channel solution for online, self-service and retail fixed odds sports betting – from soccer to tennis, basketball, football, baseball, hockey, motor sports, racing and more.”
https://www.scientificgames.com/
https://www.microgaming.co.uk/
“This latter segment has become increasingly enticing for Playboy, and it said last week that it is considering new tie-ups that could include gaming operators like PointsBet and 888Holdings.”
https://calvinayre.com/2020/10/05/business/playboys-gaming-ops-could-get-a-boost-from-spac-purchase/
As per their SEC filing:
“Significant consumer engagement and spend with Playboy-branded gaming properties around the world, including with leading partners such as Microgaming, Scientific Games, and Caesar’s Entertainment, steers our investment in digital gaming, sports betting and other digital offerings to further support our commercial strategy to expand consumer spend with minimal marginal cost, and gain consumer data to inform go-to-market plans across categories.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tMDAA1
They are expanding into more areas of gaming/gambling, working with international players in the digital gaming/gambling arena, and a Playboy sportsbook is on the horizon.
https://www.playboy.com/read/the-pleasure-of-playing-with-yourself-mobile-gaming-in-the-covid-era
Cannabis - If you’ve ever read through a Playboy magazine, you know they’ve had a positive relationship with cannabis for many years. As of September 2020, Playboy has made a major shift into the cannabis space. Too good to be true you say? Check their website. Playboy currently sells a range of CBD products. This is a good sign. Federal hemp products, which these most likely are, can be mailed across state lines and most importantly for a company like Playboy, can operate through a traditional banking institution. CBD products are usually the first step towards the cannabis space for large companies. Playboy didn’t make these products themselves meaning they are working with a processor in the cannabis industry. Another good sign for future expansion. What else do they have for sale? Pipes, grinders, ashtrays, rolling trays, joint holders. Hmm. Ok. So it looks like they want to sell some shit. They probably don’t have an active interest in cannabis right? Think again:
https://www.forbes.com/sites/javierhasse/2020/09/24/playboy-gets-serious-about-cannabis-law-reform-advocacy-with-new-partnership-grants/?sh=62f044a65cea
“Taking yet another step into the cannabis space, Playboy will be announcing later on Thursday (September, 2020) that it is launching a cannabis law reform and advocacy campaign in partnership with National Organization for the Reform of Marijuana Laws (NORML), Last Prisoner Project, Marijuana Policy Project, the Veterans Cannabis Project, and the Eaze Momentum Program.”
“According to information procured exclusively, the three-pronged campaign will focus on calling for federal legalization. The program also includes the creation of a mentorship plan, through which the Playboy Foundation will support entrepreneurs from groups that are underrepresented in the industry.” Remember that CEO Kohn from earlier? He wrote this recently:
https://medium.com/naked-open-letters-from-playboy/congress-must-pass-the-more-act-c867c35239ae
Seems like he really wants weed to be legal? Hmm wonder why? The writing's on the wall my friends. Playboy wants into the cannabis industry, they are making steps towards this end, and we have favorable conditions for legislative progress.
Don’t think branding your own cannabis line is profitable or worthwhile? Tell me why these 41 celebrity millionaires and billionaires are dummies. I’ll wait.
https://www.celebstoner.com/news/celebstoner-news/2019/07/12/top-celebrity-cannabis-brands/
Confirmation: I hear you. “This all seems pretty speculative. It would be wildly profitable if they pull this shift off. But how do we really know?” Watch this whole video:
https://finance.yahoo.com/video/playboy-ceo-telling-story-female-154907068.html
Man - this interview just gets my juices flowing. And highlights one of my favorite reasons for this play. They have so many different business avenues from which a catalyst could appear. I think paying attention, holding shares, and options on these staggered announcements over the next year is the way I am going to go about it. "There's definitely been a shift to direct-to-consumer," he (Kohn) said. "About 50 percent of our revenue today is direct-to-consumer, and that will continue to grow going forward.” “Kohn touted Playboy's portfolio of both digital and consumer products, with casino-style gaming, in particular, serving a crucial role under the company's new business model. Playboy also has its sights on the emerging cannabis market, from CBD products to marijuana products geared toward sexual health and pleasure.” "If THC does become legal in the United States, we have developed certain strains to enhance your sex life that we will launch," Kohn said. https://cheddar.com/media/playboy-goes-public-health-gaming-lifestyle-focus Oh? The CEO actually said it? Ok then. “We have developed certain strains…” They’re already working with growers on strains and genetics? Ok. There are several legal cannabis markets for those products right now, international and stateside. I expect Playboy licensed hemp and THC pre-rolls by EOY. Something like this: https://www.etsy.com/listing/842996758/10-playboy-pre-roll-tubes-limited?ga_order=most_relevant&ga_search_type=all&ga_view_type=gallery&ga_search_query=pre+roll+playboy&ref=sr_gallery-1-2&organic_search_click=1 Maintaining cannabis operations can be costly and a regulatory headache. Playboy’s licensing strategy allows them to pick successful, established partners and sidestep traditional barriers to entry. You know what I like about these new markets? They’re expanding. Worldwide. And they are going to be a bigger deal than they already are with or without Playboy. Who thinks weed and gambling are going away? Too many people like that stuff. These are easy markets. And Playboy is early enough to carve out their spot in each. Fuck it, read this too: https://www.forbes.com/sites/jimosman/2020/10/20/playboy-could-be-the-king-of-spacs-here-are-three-picks/?sh=2e13dcaa3e05
Numbers: You want numbers? I got numbers. As per the company’s most recent SEC filing:
“For the year ended December 31, 2019, and the nine months ended September 30, 2020, Playboy’s historical consolidated revenue was $78.1 million and $101.3 million, respectively, historical consolidated net income (loss) was $(23.6) million and $(4.8) million, respectively, and Adjusted EBITDA was $13.1 million and $21.8 million, respectively.”
“In the nine months ended September 30, 2020, Playboy’s Licensing segment contributed $44.2 million in revenue and $31.1 million in net income.”
“In the ninth months ended September 30, 2020, Playboy’s Direct-to-Consumer segment contributed $40.2 million in revenue and net income of $0.1 million.”
“In the nine months ended September 30, 2020, Playboy’s Digital Subscriptions and Content segment contributed $15.4 million in revenue and net income of $7.4 million.”
They are profitable across all three of their current business segments.
“Playboy’s return to the public markets presents a transformed, streamlined and high-growth business. The Company has over $400 million in cash flows contracted through 2029, sexual wellness products available for sale online and in over 10,000 major retail stores in the US, and a growing variety of clothing and branded lifestyle and digital gaming products.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
Growth: Playboy has massive growth in China and massive growth potential in India. “In China, where Playboy has spent more than 25 years building its business, our licensees have an enormous footprint of nearly 2,500 brick and mortar stores and 1,000 ecommerce stores selling high quality, Playboy-branded men’s casual wear, shoes/footwear, sleepwear, swimwear, formal suits, leather & non-leather goods, sweaters, active wear, and accessories. We have achieved significant growth in China licensing revenues over the past several years in partnership with strong licensees and high-quality manufacturers, and we are planning for increased growth through updates to our men’s fashion lines and expansion into adjacent categories in men’s skincare and grooming, sexual wellness, and women’s fashion, a category where recent launches have been well received.” The men’s market in China is about the same size as the entire population of the United States and European Union combined. Playboy is a leading brand in this market. They are expanding into the women’s market too. Did you know CBD toothpaste is huge in China? China loves CBD products and has hemp fields that dwarf those in the US. If Playboy expands their CBD line China it will be huge. Did you know the gambling money in Macau absolutely puts Las Vegas to shame? Technically, it's illegal on the mainland, but in reality, there is a lot of gambling going on in China. https://www.forbes.com/sites/javierhasse/2020/10/19/magic-johnson-and-uncle-buds-cbd-brand-enter-china-via-tmall-partnership/?sh=271776ca411e “In India, Playboy today has a presence through select apparel licensees and hospitality establishments. Consumer research suggests significant growth opportunities in the territory with Playboy’s brand and categories of focus.” “Playboy Enterprises has announced the expansion of its global consumer products business into India as part of a partnership with Jay Jay Iconic Brands, a leading fashion and lifestyle Company in India.” “The Indian market today is dominated by consumers under the age of 35, who represent more than 65 percent of the country’s total population and are driving India’s significant online shopping growth. The Playboy brand’s core values of playfulness and exploration resonate strongly with the expressed desires of today’s younger millennial consumers. For us, Playboy was the perfect fit.” “The Playboy international portfolio has been flourishing for more than 25 years in several South Asian markets such as China and Japan. In particular, it has strategically targeted the millennial and gen-Z audiences across categories such as apparel, footwear, home textiles, eyewear and watches.” https://www.licenseglobal.com/industry-news/playboy-expands-global-footprint-india It looks like they gave COVID the heisman in terms of net damage sustained: “Although Playboy has not suffered any material adverse consequences to date from the COVID-19 pandemic, the business has been impacted both negatively and positively. The remote working and stay-at-home orders resulted in the closure of the London Playboy Club and retail stores of Playboy’s licensees, decreasing licensing revenues in the second quarter, as well as causing supply chain disruption and less efficient product development thereby slowing the launch of new products. However, these negative impacts were offset by an increase in Yandy’s direct-to-consumer sales, which have benefited in part from overall increases in online retail sales so far during the pandemic.” Looks like the positives are long term (Yandy acquisition) and the negatives are temporary (stay-at-home orders).
https://www.sec.gov/Archives/edgadata/1803914/000110465921006093/tm213766-1_defa14a.htm
This speaks to their ability to maintain a financially solvent company throughout the transition phase to the aforementioned areas. They’d say some fancy shit like “expanded business model to encompass four key revenue streams: Sexual Wellness, Style & Apparel, Gaming & Lifestyle, and Beauty & Grooming.” I hear “we’re just biding our time with these trinkets until those dollar dollar bill y’all markets are fully up and running.” But the truth is these existing revenue streams are profitable, scalable, and rapidly expanding Playboy’s e-commerce segment around the world.
"Even in the face of COVID this year, we've been able to grow EBITDA over 100 percent and revenue over 68 percent, and I expect that to accelerate going into 2021," he said. “Playboy is accelerating its growth in company-owned and branded consumer products in attractive and expanding markets in which it has a proven history of brand affinity and consumer spend.”
Also in the SEC filing, the Time Frame:
“As we detailed in the definitive proxy statement, the SPAC stockholder meeting to vote on the transaction has been set for February 9th, and, subject to stockholder approval and satisfaction of the other closing conditions, we expect to complete the merger and begin trading on NASDAQ under ticker PLBY shortly thereafter,” concluded Kohn.
The Players: Suhail “The Whale” Rizvi (HMFIC), Ben “The Bridge” Kohn (CEO), “lil” Suying Liu & “Big” Dong Liu (Young-gun China gang). I encourage you to look these folks up. The real OG here is Suhail Rizvi. He’s from India originally and Chairman of the Board for the new PLBY company. He was an early investor in Twitter, Square, Facebook and others. His firm, Rizvi Traverse, currently invests in Instacart, Pinterest, Snapchat, Playboy, and SpaceX. Maybe you’ve heard of them. “Rizvi, who owns a sprawling three-home compound in Greenwich, Connecticut, and a 1.65-acre estate in Palm Beach, Florida, near Bill Gates and Michael Bloomberg, moved to Iowa Falls when he was five. His father was a professor of psychology at Iowa. Along with his older brother Ashraf, a hedge fund manager, Rizvi graduated from Wharton business school.” “Suhail Rizvi: the 47-year-old 'unsocial' social media baron: When Twitter goes public in the coming weeks (2013), one of the biggest winners will be a 47-year-old financier who guards his secrecy so zealously that he employs a person to take down his Wikipedia entry and scrub his photos from the internet. In IPO, Twitter seeks to be 'anti-FB'” “Prince Alwaleed bin Talal of Saudi Arabia looks like a big Twitter winner. So do the moneyed clients of Jamie Dimon. But as you’ve-got-to-be-joking wealth washed over Twitter on Thursday — a company that didn’t exist eight years ago was worth $31.7 billion after its first day on the stock market — the non-boldface name of the moment is Suhail R. Rizvi. Mr. Rizvi, 47, runs a private investment company that is the largest outside investor in Twitter with a 15.6 percent stake worth $3.8 billion at the end of trading on Thursday (November, 2013). Using a web of connections in the tech industry and in finance, as well as a hearty dose of good timing, he brought many prominent names in at the ground floor, including the Saudi prince and some of JPMorgan’s wealthiest clients.” https://www.nytimes.com/2013/11/08/technology/at-twitter-working-behind-the-scenes-toward-a-billion-dollar-payday.html Y’all like that Arab money? How about a dude that can call up Saudi Princes and convince them to spend? Funniest shit about I read about him: “Rizvi was able to buy only $100 million in Facebook shortly before its IPO, thus limiting his returns, according to people with knowledge of the matter.” Poor guy :(
He should be fine with the 16 million PLBY shares he's going to have though :)
Shuhail also has experience in the entertainment industry. He’s invested in companies like SESAC, ICM, and Summit Entertainment. He’s got Hollywood connections to blast this stuff post-merger. And he’s at least partially responsible for that whole Twilight thing. I’m team Edward btw.
I really like what Suhail has done so far. He’s lurked in the shadows while Kohn is consolidating the company, trimming the fat, making Playboy profitable, and aiming the ship at modern growing markets.
https://www.reuters.com/article/us-twitter-ipo-rizvi-insight/insight-little-known-hollywood-investor-poised-to-score-with-twitter-ipo-idUSBRE9920VW20131003
Ben “The Bridge” Kohn is an interesting guy. He’s the connection between Rizvi Traverse and Playboy. He’s both CEO of Playboy and was previously Managing Partner at Rizvi Traverse. Ben seems to be the voice of the Playboy-Rizvi partnership, which makes sense with Suhail’s privacy concerns. Kohn said this:
“Today is a very big day for all of us at Playboy and for all our partners globally. I stepped into the CEO role at Playboy in 2017 because I saw the biggest opportunity of my career. Playboy is a brand and platform that could not be replicated today. It has massive global reach, with more than $3B of global consumer spend and products sold in over 180 countries. Our mission – to create a culture where all people can pursue pleasure – is rooted in our 67-year history and creates a clear focus for our business and role we play in people’s lives, providing them with the products, services and experiences that create a lifestyle of pleasure. We are taking this step into the public markets because the committed capital will enable us to accelerate our product development and go-to-market strategies and to more rapidly build our direct to consumer capabilities,” said Ben Kohn, CEO of Playboy.
“Playboy today is a highly profitable commerce business with a total addressable market projected in the trillions of dollars,” Mr. Kohn continued, “We are actively selling into the Sexual Wellness consumer category, projected to be approximately $400 billion in size by 2024, where our recently launched intimacy products have rolled out to more than 10,000 stores at major US retailers in the United States. Combined with our owned & operated ecommerce Sexual Wellness initiatives, the category will contribute more than 40% of our revenue this year. In our Apparel and Beauty categories, our collaborations with high-end fashion brands including Missguided and PacSun are projected to achieve over $50M in retail sales across the US and UK this year, our leading men’s apparel lines in China expanded to nearly 2500 brick and mortar stores and almost 1000 digital stores, and our new men’s and women’s fragrance line recently launched in Europe. In Gaming, our casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth. Our product strategy is informed by years of consumer data as we actively expand from a purely licensing model into owning and operating key high-growth product lines focused on driving profitability and consumer lifetime value. We are thrilled about the future of Playboy. Our foundation has been set to drive further growth and margin, and with the committed capital from this transaction and our more than $180M in NOLs, we will take advantage of the opportunity in front of us, building to our goal of $100M of adjusted EBITDA in 2025.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
Also, according to their Form 4s, “Big” Dong Liu and “lil” Suying Liu just loaded up with shares last week. These guys are brothers and seem like the Chinese market connection. They are only 32 & 35 years old. I don’t even know what that means, but it's provocative.
https://www.secform4.com/insider-trading/1832415.htm
https://finance.yahoo.com/news/mountain-crest-acquisition-corp-ii-002600994.html
Y’all like that China money?
“Mr. Liu has been the Chief Financial Officer of Dongguan Zhishang Photoelectric Technology Co., Ltd., a regional designer, manufacturer and distributor of LED lights serving commercial customers throughout Southern China since November 2016, at which time he led a syndicate of investments into the firm. Mr. Liu has since overseen the financials of Dongguan Zhishang as well as provided strategic guidance to its board of directors, advising on operational efficiency and cash flow performance. From March 2010 to October 2016, Mr. Liu was the Head of Finance at Feidiao Electrical Group Co., Ltd., a leading Chinese manufacturer of electrical outlets headquartered in Shanghai and with businesses in the greater China region as well as Europe.”
Dr. Suying Liu, Chairman and Chief Executive Officer of Mountain Crest Acquisition Corp., commented, “Playboy is a unique and compelling investment opportunity, with one of the world’s largest and most recognized brands, its proven consumer affinity and spend, and its enormous future growth potential in its four product segments and new and existing geographic regions. I am thrilled to be partnering with Ben and his exceptional team to bring his vision to fruition.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
These guys are good. They have a proven track record of success across multiple industries. Connections and money run deep with all of these guys. I don’t think they’re in the game to lose.
I was going to write a couple more paragraphs about why you should have a look at this but really the best thing you can do is read this SEC filing from a couple days ago. It explains the situation in far better detail. Specifically, look to page 137 and read through their strategy. Also, look at their ownership percentages and compensation plans including the stock options and their prices. The financials look great, revenue is up 90% Q3, and it looks like a bright future.
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
I’m hesitant to attach this because his position seems short term, but I’m going to with a warning because he does hit on some good points (two are below his link) and he’s got a sizable position in this thing (500k+ on margin, I think). I don’t know this guy but he did look at the same publicly available info and make roughly the same prediction, albeit without the in depth gambling or cannabis mention. You can also search reddit for ‘MCAC’ and very few relevant results come up and none of them even come close to really looking at this thing.
https://docs.google.com/document/d/1gOvAd6lebs452hFlWWbxVjQ3VMsjGBkbJeXRwDwIJfM/edit?usp=sharing
“Also, before you people start making claims that Playboy is a “boomer” company, STOP RIGHT THERE. This is not a good argument. Simply put. The only thing that matters is Playboy’s name recognition, not their archaic business model which doesn’t even exist anymore as they have completely repurposed their business.”
“Imagine not buying $MCAC at a 400M valuation lol. Streetwear department is worth 1B alone imo.”
Considering the ridiculous Chinese growth as a lifestyle brand, he’s not wrong.
Current Cultural Significance and Meme Value: A year ago I wouldn’t have included this section but the events from the last several weeks (even going back to tsla) have proven that a company’s ability to meme and/or gain social network popularity can have an effect. Tik-tok, Snapchat, Twitch, Reddit, Youtube, Facebook, Twitter. They all have Playboy stuff on them. Kids in middle and highschool know what Playboy is but will likely never see or touch one of the magazines in person. They’ll have a Playboy hoodie though. Crazy huh? A lot like GME, PLBY would hugely benefit from meme-value stock interest to drive engagement towards their new business model while also building strategic coffers. This interest may not directly and/or significantly move the stock price but can generate significant interest from larger players who will.
Bull Case: The year is 2025. Playboy is now the world leader pleasure brand. They began by offering Playboy licensed gaming products, including gambling products, direct to consumers through existing names. By 2022, demand has skyrocketed and Playboy has designed and released their own gambling platforms. In 2025, they are also a leading cannabis brand in the United States and Canada with proprietary strains and products geared towards sexual wellness. Cannabis was legalized in the US in 2023 when President Biden got glaucoma but had success with cannabis treatment. He personally pushes for cannabis legalization as he steps out of office after his first term. Playboy has also grown their brand in China and India to multi-billion per year markets. The stock goes up from 11ish to 100ish and everyone makes big gains buying somewhere along the way.
Bear Case: The United States does a complete 180 on marijuana and gambling. President Biden overdoses on marijuana in the Lincoln bedroom when his FDs go tits up and he loses a ton of money in his sports book app after the Fighting Blue Hens narrowly lose the National Championship to Bama. Playboy is unable to expand their cannabis and gambling brands but still does well with their worldwide lifestyle brand. They gain and lose some interest in China and India but the markets are too large to ignore them completely. The stock goes up from 11ish to 13ish and everyone makes 15-20% gains.
TL;DR: Successful technology/e-commerce investment firm took over Playboy to turn it into a porn, online gambling/gaming, sports book, cannabis company, worldwide lifestyle brand that promotes sexual wellness, vetern access, women-ownership, minority-ownership, and “pleasure for all”. Does a successful online team reinventing an antiquated physical copy giant sound familiar? No options yet, shares only for now. $11.38 per share at time of writing. My guess? $20 by the end of February. $50 by EOY. This is not financial advice. I am not qualified to give financial advice. I’m just sayin’ I would personally use a Playboy sports book app while smoking a Playboy strain specific joint and it would be cool if they did that. Do your own research. You’d probably want to start here:
WARNING - POTENTIALLY NSFW - SEXY MODELS AHEAD - no actual nudity though
https://s26.q4cdn.com/895475556/files/doc_presentations/Playboy-Craig-Hallum-Conference-Investor-Presentation-11_17_20-compressed.pdf
Or here:
https://www.mcacquisition.com/investor-relations/default.aspx
Jimmy Chill: “Get into any SPAC at $10 or $11 and you are going to make money.”
STL;DR: Buy MCAC. MCAC > PLBY couple weeks. Rocketship. Moon.
Position: 5000 shares. I will buy short, medium, and long-dated calls once available.