Originally Posted by Beans
I could easily be wrong. Bryan Colangelo seems to me to be like a mutual fund manager and the net effect of all his trades is almost zero (the difference being luck).
He hasn't appeared to be working off a definitive blueprint, and that's what makes the net effect seem less than overwhelming. And that is supposed to be one thing that has changed this year, and hopefully going forward for some time. It's all about the blueprint now. I hope.