Sports Cards Insider – Nov 9, 2021

Welcome to Sports Cards Insider.

We use Moneyball tactics to discover undervalued, mispriced, and hidden gems in Fractional Investing.

sports cards 2021
All stats come from assets trading on secondary markets at Otis, Collectable, and Rally

Last Week

Fractional secondary markets

Sports cards were flat overall last week with only secondary and tertiary sports (with their smaller sample sizes) making major moves.

Overall, the sports cards market seems to have stabilised after a disastrous spring. Blue chips could take the lead here as investors look to safety.

All stats come from assets trading on the secondary markets at Otis, Collectable, and Rally
1967 mickey mantle

This Week

Assets dropping on marketplaces

Five IPOs to contend this week across Rally and Collectable.

Alexander Ovechkin ’05-’06 SP Authentic #190 BGS 9.5 Basket

  • Market Cap: $32k
  • Inferred Value: $30k
  • Date: 11/9/2021 on Collectable
  • Recommendation: Pass [slightly overvalued and uncertain charts. Feels like a coin toss.]

1967 Topps #150 PSA 9 – PWCC A Mickey Mantle

  • Market Cap: $19,950
  • Inferred Value: $25k
  • Date: 11/10/2021 on Collectable
  • Recommendation: Buy [This is well-valued relative to other PWCC-A cards, and Mantle cards have continued to do well]

Shohei Ohtani (Pitching) 2018 Bowman Chrome Auto Orange /25 BGS 9.5

  • Market Cap: $90k
  • Inferred Value: $70k
  • Date: 11/11/2021 on Rally
  • Recommendation: Pass [Valuation]

Shohei Ohtani (Batting) 2018 Bowman Chrome Auto Orange /25 BGS 9.5

  • Market Cap: $73k
  • Inferred Value: $47k
  • Date: 11/11/2021 on Rally
  • Recommendation: Pass [Valuation]

2003 Fleer E-X Essential Credentials Now RC /102 MBA BGS 9.5 LeBron James

  • Market Cap: $175k
  • Inferred Value: $135k
  • Date: 11/11/2021 on Collectable
  • Recommendation: Pass [Valuation]
pele rookie

Undervalued assets trading on marketplaces

Pele 1958 Quigol PSA 8

  • Upside: 120%
  • Market Cap: $225k
  • Inferred Value: $495k
  • Trading at: Rally 11/9/2021

2003 Exquisite LeBron James RPA/99 BGS 8.5

  • Upside: 89%
  • Market Cap: $1.3m
  • Inferred Value: $2.46m
  • Trading at: Collectable 11/9/2021

Lebron James 2003-04 SP Authentic Signatures /500 BGS 10

  • Upside: 33%
  • Market Cap: $150k
  • Inferred Value: $200k
  • Trading at: Collectable 11/10/2021
  • [implies the PSA /50 version of this card on Otis should be trading at ± $500k. It’s currently at $256k]

Jackie Robinson 1948 LEAF PSA 8

  • Upside: 19%
  • Market Cap: $318,750
  • Inferred Value: $380k
  • Trading at: Rally 11/12/2021

Only Alt

OnlyAlt publishes their own valuations for each card on its exchange. Here are a few that are listed well below their OnlyAlt value (DYOR, their valuations aren’t always correct).

Get a free $25 when you sign up to Alt.

2018 Panini Kaboom LeBron James #1 BGS 9.5

  • Price: $7,200
  • Alt Value: $8,815

2019 Panini Spectra Color Blast Tyler Herro #5 PSA 10

  • Price: $6,000
  • Alt Value: $8,154

2003 Exquisite Collection Emblems of Endorsement Larry Bird #LB BGS 7.5

  • Price: $7,000
  • Alt Value: $8,661

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Author

Wyatt Cavalier

Wyatt Cavalier

With a background in finance & intelligence analysis, Wyatt has an unhealthy obsession with finding the best blue chip investment opportunities. His previous newsletter, Fractional, resonated deeply with subscribers, bringing actionable insights and unconventional trading strategies. His rare book collection specializes in banned editions. He currently lives in Spain with his beautiful wife, three young boys, and dog Monty.

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