Braves Today

Lindsay Crosby breaks down Atlanta Braves Holdings’ earnings call, focusing on why Braves Vision looks costly now yet could be a major long-term success. He explains the shift from a fixed rights-fee model to the Braves owning distribution, subscriptions, ads, and data, plus why expenses were front-loaded while revenue is collected in arrears through later quarters. Attendance, ticket sales, and retail/licensing rose, driven partly by City Connects, while cash flow timing led to increased borrowing despite ample liquidity. Crosby discusses what this means for future payroll, notes management’s emphasis that winning drives revenue, and highlights ongoing Section 162 tax lobbying and potential CBA risks to local media revenue.

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Lindsay Crosby breaks down why the Rangers may explore trades involving Jacob deGrom, Nathan Eovaldi, and Corey Seager despite wanting to compete, citing payroll constraints. He evaluates deGrom’s contract, no-trade clause, recent performance indicators, and potential trade/extension structures; compares Eovaldi as a simpler, lower-cost option with pitch-mix concerns; and explains why Seager’s positional fit is enticing but risky due to health, long-term money, and roster construction issues.

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Read our written work: bravestoday.substack.com

This episode is presented by Kalshi, the prediction market for sports, news and more.

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Lindsay Crosby breaks down four newly posted Asian players—NPB pitchers Kaima Taira and Hiromi Itoh, NPB slugger Teruaki Sato, and KBO third baseman Si-Hwan Roh—through the lens of Atlanta’s need for rotation help and offensive diversification. With MLB’s Dec. 1 lockout deadline ending posting windows, the Braves must act fast. Crosby details Taira’s unique low-slot, high-extension profile and upside, Ito’s innings-eating reliability, and why Sato and Rho are poorer fits given Atlanta’s roster and strikeout concerns. He explains posting fees don’t count toward the CBT, making international signings a potential value play, and concludes the pitchers make the most sense—especially as a paired, cheaper alternative to domestic options.

Join our Discord: https://discord.gg/wksQqVNEpX

Follow Lindsay on Twitter: @CrosbyBaseball

Read our written work: bravestoday.substack.com

This episode is presented by Kalshi, the prediction market for sports, news and more.

Try Kalshi today! Trade $25, get $25 when you sign up with code BLEAV at https://kalshi.com/r/BLEAV

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Lindsay Crosby breaks down a report that the Orioles could listen on nearly anyone, including Gunnar Henderson, and explores what a Braves trade package might realistically require. He then evaluates the eight qualifying-offer free agents, explaining Atlanta’s draft and international penalties, and identifies best fits: Seiya Suzuki and Randy Arozarena (plus a cautious look at Trevor Rogers), while ruling out others like Jake Bauers, Ryan Jeffers, Adrian Morejon, and David Bednar for roster/fit reasons.

Join our Discord: https://discord.gg/wksQqVNEpX

Follow Lindsay on Twitter: @CrosbyBaseball

Read our written work: bravestoday.substack.com

This episode is presented by Kalshi, the prediction market for sports, news and more.

Try Kalshi today! Trade $25, get $25 when you sign up with code BLEAV at https://kalshi.com/r/BLEAV

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Free agency opens at 5 PM as Atlanta faces 11 free agents and must balance retention vs. replacement. The show breaks players into priorities, focuses on whether Mauricio Dubón should get a $23.15M qualifying offer, and urges prioritizing Tyler Mahle for dependable innings. Raisel Iglesias is a conditional return at the right price and role, while Joe Jiménez, Martín Pérez, and Brent Suter are depth/incentive options. Among position players, the Braves likely move on from Ha-Seong Kim, Kyle Farmer, Dominic Smith, and Rowdy Tellez, with Lane Thomas only as cheap bench insurance.

Join our Discord: https://discord.gg/wksQqVNEpX

Follow Lindsay on Twitter: @CrosbyBaseball

Read our written work: bravestoday.substack.com

This episode is presented by Kalshi, the prediction market for sports, news and more.

Try Kalshi today! Trade $25, get $25 when you sign up with code BLEAV at https://kalshi.com/r/BLEAV

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