I've stepped back a bit in the last few days, partially as I had other things to do and partially because I wanted to see how the discussion developed.
I find the idea that Moshiri sold £200 million worth of Arsenal shares just to buy £87.5 million of Everton shares (possibly £130 million approx with his options) and do nothing with them in a rising market of football valuations frankly ludicrous.
He looked at Everton for possibly as long as 18 months, and he has extensive due diligence capability. He would have recognised, as I did 12 months ago on national radio that the club was (i) woefully under-capitalised and (ii) had appalling management at Board and executive level. Therefore he would have known that the acquisition of 49.9% alone without any further investment would have been a poor investment decision particularly as it necessitated the sale of his Arsenal shares.
Undoubtedly the window did not go as planned, possibly down to unrealistic expectations of our pulling power but possibly down to poor execution of whatever strategy we had firstly by Ryazanstev (although he has to be credited with the Lukaku/Raiola situation), probably through lack of football experience rather than ability, and certainly later in the window when there was a tactical change the performance of the Chairman and CEO.
I've said before, Moshiri has made his fortune privately away from the public glare, and there is no way his first major foray into public life with an investment in Everton, would be allowed to end in damage to his reputation. There's no way just the purchase of 49.9% without further investment can become successful - our competitors are moving further ahead at a faster rate than we can manage. He (Moshiri) knows additional investment is required, if he didn't have the means to provide it he'd never have made the acquisition in the first place.
I maintain that the capture of Koeman and Walsh should be evidence enough regardless of some stuttering on the player acquisition front of Moshiri's ambition and ability to execute on that.
To come into a club which had regressed into the bottom half of the table, had no European football, and very little trophy prospects, and be able to not only attract figures of the stature of Koeman and Walsh, but also grease the wheels enough to make it happen, shows that he is a serious player.
He's displayed the ruthlessness to assess Martinez and his staff as unfit to carry out his ambition and promptly released them
He's shown his knowledge of the managerial market to identify Koeman and Walsh
He's shown that he has a proposition that is attractive enough to make one forego European football and the other leave the champions.
He's then shown that he has the financial clout to make those two difficult deals happen in terms of compensation (as well as providing the necessary financial packages for both).
Yes we've learned some lessons in terms of getting deals over the line at the level of the market we want to operate in but for me Moshiri has already shown more than enough to negate these ridiculous shouts of 'fraud' or 'asset stripper'.