I give more credit to body of work (entire tenure), than this year. The two previous are the mean for his tenure and above avg for UK's program, so one has to give him credit for resetting expectations, but we can't have selective amnesia. We need to be careful what we wish for because the grass isn't always greener. I analyze this, similarly as I would the investments I choose for clients. What is the past performance vs recent and what tis the risk vs reward of divesting, which has tremendous cost and much higher risk than most would conceive when making emotional decisions vs strictly analytics.