I like this analogy:

[W]hy did the Houston Rockets draft Yao Ming? They couldn't not draft him. The lessons for financial markets are obvious. Drafting Yao Ming is like writing the disguised naked put. You see the money in front of you, you see the return in front of you, you see the potential in front of you, none of the alternatives are so glamorous, and so you can't not do it.

The comments on that post are interesting as well. I don't know whether the 7'4" injury tendency is real or an artifact of small sample size, but I know that in baseball, 6'4" seems to be the biological limit for catchers' ability to have long careers (may be $$)