Wow, thanks for all the comments on What’s His Hand? Nit vs LAG! For whatever reason this post generated more guesses and discussion than any other WYP. And sorry for the delay in getting results up – I just ran out of time yesterday.
Hero’s Hand
I’ll start by telling you my hand, since it will make it easier to talk through why I played the way I did: I had QT.
Many people correctly deduced this, and a few asked why I didn’t shove flop with an open-ended draw and possibly a live overcard as well. The short answer is that I doubted Villain would fold much of anything he considered worth raising, and since I had a pretty good idea of his hand, I expected to make better decisions on future streets despite being out of position. Jamming the flop couldn’t be a big mistake, but I thought I had a better expectation playing the hand out.
Villain’s Flop Raise
Alex hits the nail on the head with his comment:
On a dry, rainbow board, it is typical live player mentality to raise TPTK to “protect your hand”. This man, although described as Tight-Passive, probably will 3b AA/KK pf, and possibly QQ, which is why 80% of the time on the flop, Andrew can put him on one “exact hand”
I couldn’t be certain, but I strongly suspected AJ. Other candidates are discounted but not eliminated for various reasons: overpairs probably 3bet pre, top pair with a worse kicker may not raise at all, sets are always unlikely and also may raise more or not at all, and two-pair hands are probably not in Villain’s pre-flop calling range.
A few people questioned whether AJ was even in Villain’s pre-flop range. Although I raised “under the gun”, we were only five-handed, so I was essentially raising the cutoff (remember that it was a straddled pot). Also I think the primary way in which this sort of player responds to someone he perceives as overly aggressive is to assume that player never has anything. He’s going to play more or less his entire button range as though I hadn’t raised at all, including hands that he might fold to raises from other players.
Why Bet the Turn?
Despite my relative certainty about his hand, I’ll admit to two things: I didn’t know how he’d respond to a bet, and I didn’t know what he’d do if I checked. With my exact hand, that compelled me to bet for two reasons:
1. A check could result in a shove that I wouldn’t be able to call. If I bet less than all in, there was a chance that even if Villain didn’t fold he would just call. At that point I wouldn’t expect him to ever fold the river, so I’d be freerolling on the rest of the money he had behind. This wouldn’t be a good play on his part, but that’s no proof that he wouldn’t do it.
2. I had 29.5% equity against AJ, and the size of Villain’s stack was roughly the size of the pot, so I needed barely any fold equity to justify betting and, if necessary, calling off the rest. This is more or less equivalent to jamming the flop, except that I expected my fold equity to be better on a (slightly) scary turn card like this one as opposed to on the flop. I didn’t mean to represent a turned straight so much as two-pair. I wouldn’t actually play T9/JT this way, but that wouldn’t necessarily stop Villain from seeing monsters.
Admittedly there’s some tension here with my pre-flop claim that Villain wasn’t inclined to give me any credit. My hope was that a strong line combined with the fact that the pot was getting large and threatening his entire stack might put a little more fear in him than a $30 pre-flop raise.
Gareth asks, “if Andrew wanted to semi-bluff the turn, why did he choose such a size?” My hope was that $175 would somewhat effectively leverage Villain’s entire stack without require me actually to risk it all. In other words, it might not have quite as much fold equity as shoving, but I thought it would have perhaps 85% of the fold equity for a much lower cost.
Villain’s Call
It might have been a little excessive to bump my certainty to 95%, but James Antill sums it up when he says, “we can rule sets out here, nit villains at worst snap call sets here IMO even if they think they are losing and even if they don’t fold river when they see how much it is.” More likely, as Jeff says, “he would continue to be aggressive” and shove turn with a set, which is what he should have done with AJ if he wasn’t going to fold it but passive players don’t always think that way.
Similarly, I can’t see JQ or QQ tanking. With those hands, he’d have top pair plus a good draw and would probably call much more quickly. The sense I got was that Villain was debating folding, not raising, and I don’t think folding would cross his mind with those hands. Even with KJ he might be more inclined to call than with AJ because of the gutshot, but I considered that the next most likely possibility.
River Action
Of course all of this is academic. Whatever Villain had was ahead of me, and I didn’t expect him to fold the river with the price he’d be getting, so my plan was to check and give up if I didn’t improve.
As many of you noted, my check precludes my having a hand that beats Hand A (ie what I expected Villain to have 95% of the time). Alex referenced an article of mine entitled Calling is Not a Compromise, in which I argue that,
There is one reason to check and call on the river, and that’s to induce bluffs. If you don’t expect your opponent to bluff the river, then your options are either to value bet the hand yourself or to check and fold. Checking and calling makes no sense in this situation because virtually any player’s calling range will be wider than his value betting range.
Results
Hand A: AJ
Hand B: KJ
Hero’s Hand: QT
Villain did in fact have AJ and won the pot after checking down the river.
Hey Andrew,
I don’t typically post in online forums, but just wanted to say thanks. Your strategy articles and blogs are some of the most insightful that I have ever read. They are very well written and provide loads of information on how high level players play the game. They’ve really helped to take my game to the next level, and provide a solid framework for me to work with.
Keep up the good work!
-Alex
Lol, I just posted this in the discussion page about this hand because I didn’t notice the results page.
“I’m assuming villian’s range pre is roughly 22+,AT+,KJ+. I’m leaving QQ-AA in his flatting range, some of the time, because he has been described as tight passive. If these hands are not meant to be interpreted as part of his pf range from the description, then I’m going to be way off. I also think KJ is pretty borderline. Hero’s range pre is obv. wide.
Given that his sizing correlates with his hand strength, I’m assuming sets are not in his flop min raising range. I am ruling out any bluffs or thin value hands (TT or worse). This leaves AJ,KJ,and QQ+. Hero’s calling range consists of any OESD,QQ+,and slowplayed sets. I’m not saying he would not raise these hands, but I don’t think he would fold any of them, and I think he would fold all worse hands like AJ,gutshots, and random floats. It seems like it would be very ambitious to try to take this away given the SPR. Granted, villian isn’t consciously thinking about this, but he knows he’s gotta lotta money in there.
Assuming hero is not bluffing the turn due to the pot being huge relative the stacks, he must have a value hand that can beat Hand A, and his hand must contain some blockers to Hand B. So I don’t think hero can have 55,99,JJ,AJ,or KJ. Hero also can’t have AA because that is also ahead of villian’s entire range and would be a mandatory river value bet, as villian is not prone to bluff or value own himself. This leaves Hero With KK or QQ.
Hero must be quite certain that villian will fold Hand A to a river bet and call with Hand B. To put it another way, Hero assumes he is not good more than 50% of the time when called on the river.
If Hero has KK then hand B would have to be AA. The problem is if Hand B is AA, then neither QQ or AJ can be eliminated as Hand A. Although AJ is combinatorically more lilkely than QQ is can’t be 95% of villian’s range while QQ is 0-1% as none of the villians actions eliminate either hand, and Hero has no blockers to either hand.
If Hero has QQ then Hand A must be AJ, but I can’t find any reason why KK would more likely be Hand B than AA or vice versa, as hero has no blockers to either hand, and villian’s line has not made either hand more likely than the other.
Thus I am stuck. I have made three assumptions based on the villian’s description, and at least one of them are wrong.
1. Villian might flat pre with QQ+, and is equally likely to flat KK or AA.
2. Hero’s turn bet is 100% for value in this spot.
3. Hero checks river assuming a value bet is not +EV because Hand A won’t call and that turning his hand into a bluff is futile because Hand B wont’ fold. Moreover, he assumes villian will never bet Hand A for value or turn it into a bluff. Therefore Hero checks with the intention of check/folding, although greater than 95% of the time the Hero expects to see a free showdown, because villian probably won’t value bet Hand B either.
This is a really cool hand, I can’t wait to see the results.”
I now realize I was completely wrong about assumption #2, and mostly wrong about assumption #1.
The only thing I’m left wondering about is if both those assumptions were true, would assumption #3 be reasonable? Or is it the case that that line and thought process on the river could never be correct against a villian with which we had only about an hour of history? More directly, is QQ always a shove if Hand A is AJ?