Saturday, September 30, 2023

State of the Giants: What About Farhan Zaidi?

I think my loyal readers and commenters will back me up on this.  I never bought into the "In Farhan We Trust" hype but I also never joined the "Fire Farhan!" club either.  I expected and acknowledge both FZ and Kap have their strengths and weaknesses as leaders of a major league baseball club.  I crossed the line into believing the Giants needed a change in the Manager's chair somewhere around the time I started describing the end of this season as "chaotic".   Managers can make mistakes, they are often blamed for things that are out of their control but chaos is not an acceptable state for any organization to be in.  When an operation devolves into chaos it's sure sign different leadership is needed.  

That brings us to the President of Baseball Operations, Farhan Zaidi.  If the team he created is in chaos, isn't that ultimately his responsibility?  Does simply replacing the manager fix it?  Once again, a major root cause of the chaos was poor player performance and injuries.  When the POBO's roster construction is almost entirely dependent on bounceback performances and betting on players with injury histories staying healthy, isn't that on him?  

After 5 seasons at the helm I think it's fair to take stock of what FZ has and has not accomplished. What are his strengths and what are his weaknesses?  We'll start with what I think he has done well:

1.  He implemented a vision for coaching and player development across all levels of the organization.  It's a vision I completely agree with although the results so far are mixed.  Many players have clearly benefitted but how far up players can be coached is still a debatable subject.  IMO, it's clearly a better approach than Sabean's benign neglect where prospects either sank or swam on their own and the minor league system was for weeding out the weak as opposed to actively trying to improve them.

2.  Scouting and Drafting is also a bit of a mixed bag but overall the farm system, while not elite, is in much better shape than 5 years ago and this year's cohort of international prospect in the DSL is particularly encouraging, albeit not for the near term.  

3.  FZ has done a good job of finding "hidden gems" in minor league free agency and lower level trades.  YtY, LMWJ and Thairo Estrada stand out as examples.  I would point out, however, that Brian Sabean was not too shabby at finding undervalued players like Gregor Blanco, Joaquin Arias and Andres Torres.  

4.  FZ has stayed out of "albatross" contracts.  The organization had many underperforming players this season but only 1 of those(Haniger) is signed beyond next season.  The team is way under the CBT threshold, has zero long term under-performing investments and an improving farm system.  On paper that's great place to be.  The problem for FZ is this years free agent market is extremely top heavy with very limited opportunity for addressing the biggest need which is acquiring at least 2 middle of the order bats.  

So where does FZ come up short?  

1.  While the overall farm system is improved, 2 of the first 3 first round draft picks appear to be busts and the 4'th(Crawford) is not looking great so far.  That has delayed establishing an elite homegrown core that The Churn requires to be successful.  

2.  While the "hidden gems" are rewarding to see and root for, FZ has failed to pull off any "visionary", balance-of-power altering trades that takes the overall talent to the next level.  Not saying those kinds of trades are easy to make but they are usually necessary in any rebuild or organization turnaround.

3.  I am not convinced that FZ fully understands talent evaluation beyond the studying the statistical spreadsheets which honestly, most of us amateurs here can do just as well if we understand the basics of sabermetric analysis.  To my eye, FZ is still stuck back in the Moneyball era where every armchair GM identified the same players as "undervalued" from looking at OPS and BABIP's.

Based on his most recent comments, FZ sounds just as confused about the direction he wants to take as the fans.  He has a system which he believes in and has gotten good at but it has obviously not produced the results he expected.  While he said a few things that are right about needing to make some longer term commitments to players and get younger and more athletic, we've heard that from him in the past.  It's just that it's a whole lot less clear how he finds those players in this particular offseason.  I mean, if he couldn't do it last offseason(and he did try), how on Earth is he going to do it this offseason?

We'll dig deeper into Hot Stove strategy after the season ends but I do see a narrow window of opportunity here.  The market for pitchers is much stronger than for hitters.  The Giants have a relative surplus of young pitching.  I think there may be opportunity to sign a couple of ace or near-ace level pitchers in free agency enabling FZ to trade younger pitching for younger hitting.  It's a very small eye of the needle to thread.  Unfortunately his comments the past few days do not inspire confidence that he has the trading savvy to pull it off deals of that magnitude and it may be time to replace him with someone who does. 

39 comments:

  1. Great post Doc! I'm not in the "in Farhan we trust" or "fire Farhan" camp either. His 1st 2 years 2019, 2020 were pleasant surprises since they had bad contracts on the books and stayed near a 500 record. The last 2 years have been disappointments. If I were to pick if either FZ or Kap had to go, I would pick Kap. It seems the players stopped playing for him. FZ tried to sign big free agent hitters. But came up short and signed 2nd tier free agents that didn't work out. Regarding FZ's comments, he's definitely a smart person, but I think he said and promised too much last off season which bothered me . I'd rather see him not say too much about off season plans so fans hopes don't get their hopes too sky high. I think the improvement in the farm system definitely helps his case. We'll see if FZ has any trading savy or not.

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  2. Rich Aurilia, Jeff Kent. JT Snow Doc come on, Barry Bonds.
    I take Sabes and Bobby Evans in a heartbeat.
    Buster, Matt, Bum.Jonathan Sanchez, Sergio Romo, Javy Lopez, Wilson and the guy who cut his hand geeting a frozen burger to the BBQ

    Really!!

    Richard in Winnipeg

    You know i have crapped o Farhan because he is a slide rule guy.
    What does a ball player look like.

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    1. Well, if you remember I was not happy when Bobby Evans was canned. I would be much more comfortable with the Giants firing FZ now than I was when Bobby was let go.

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    2. It's been a difficult 6-7 seasons for the Giants.I was not happy that they fired Evans and if I remember correctly had a hard time finding someone to take the job. They should have had someone in line who wanted the job. They settled on FZ. If they ever move on from FZ I hope they'll have a good candidate in mind to replace him. Former Giants owner Bob Lurie was smart when he fired the GM Tom Haller at the time, he had Al Rosen lined up to take over and the rest is history.

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    3. In addition who knows the real reasons why it looks like FZ survived but Kap didn't. The issues in the clubhouse culture probably did him in. Im not sure if firing FZ is a good idea just yet. They need to be ultra aggressive in the trade and free agent markets this off season and hiring a new PBO can be a long and uncertain process like it was back in 2019 when they hired FZ. I

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  3. We fans can do statistical spreadsheets - does it mean competitive advantage at the professional level requires something else, if everyone can do it and get pretty much the same results? Maybe non-stat spreadsheets, that is to say, traditional scouting, instead, uncovers more undervalued gems? If every other analytics department has the same or similar desirable players and thus creating an overvalued market for those players, won't be there other good players who get undervalued as a result? If this is Zaidi's vision (using stats), I can't say I completely agree that we can find value more often this way.

    Making longer term commitments to players - I suppose this refers to the Churn, almost all players are under team control (and longer term commitment refers to longer playing time*), and I don't suppose it applies to free agent pitchers, where the team's approach has been one year-plus player's option, because of injury risk, with a few (minor) exceptions - minor in the sense that the years are either two or three, but not five or more that would be typical of more popular free agent pitchers.

    *But I could be wrong in this interpretation.

    On the other hand. We also have the following.

    Opportunity to sign a couple of ace or near ace level pitchers - I suppose, here, it would be hard to sign them by offering one year plus one year option contracts.

    Lastly, one observation. We often read about SSS (Small Sample Size) bias. It is very important in statistics. Not so much in science. In science, you have a hypothesis. You do an experiment. If confirmed, maybe another team or two will do the same to verify. Small sample of trials or experiments. Not so in flipping coins. You have to flip many, many times. Thus, while platooning has been around for decades, as have been pitching-hitting handedness matchups, defensive shifts and versatile players, with the Giants, you see overwhelming instances of those, because once there is some statistical finding from your analytics staff, you need to run a large sample size to get the desired outcome. Thus, you have to go overboard. Excessive platooning, pinch-hitting based on what side the pitcher is throwing from, etc. Otherwise, it falls prey to SSS bias. It's like investing. If your style if value, you don't want to switch to growth and back and forth. Just keep pinch hitting every chance you. Keep doing it, again and again. Keep flipping that unbiased coin, and eventually you get close to 50/50 heads and tails. For some fans, that can possibly become very boring, tiring or just ugly.

    Then, there is this consideration about samples. You can more reliably make projections for future ML (major league) production based on past ML numbers, and less reliable if based on past minor league numbers. Thus, it's easy to understand that it would be least reliable to project from high school, or college, to major league productivity. Consequently, I would assume traditional scouting (which involves different kind of projecting, and not easy nor reliable either) would do better than statistical analyses when it comes to drafting. If a mixture of both is the way to go, I would overweigh the former. I suppose this is where I might again differ with Zaidi and his vision. Of course, you need good scouts (humans, thus not uniformly the same quality, and the need to get good ones - semething not a fan can do: finding and hiring a good scout). I would also suggest we have more scouts than other teams, to the same extent we have more coaches than other teams. So if a typical team has X number of coaches, and we have K times X number of coaches, our numbers of scouts should be K times Y, where Y is the number of scouts a typical team has, where K > 1, probably 2 or 3.





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  4. Part 2 (my original comment was too long)

    One more thing - albatross contracts. If we did not get good results from our short term free agent signings last offseason, does it matter if we are below CBT and now we want to do longer term contracts? We signed Conforto instead of Cubs' Bellinger, Haniger instead of Dodgers' JD Martinez. Perhaps in hindsight, the process was correct and it was just Small Sample Size manifesting. It would be worth it to look into it when the team reviews this season later on. If there is some useful lessons here, make use of them.

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  5. FZ is sounding like a puppet for greg johnson and that is very concerning. greg johnson has to allow FZ to spend this offseason. greg johnson is equally as guilty as FZ on moneyball and should follow the houston and atlanta business models and not the A's as combo of veterans and homegrown talent.

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    1. I know Greg Johnson recently made a comment about a "break even" point which we may be misinterpreting. In fairness we should also mention Greg Johnson apparently gave FZ the green light to sign Aaron Judge and/or Carlos Correa to ginormous contracts this last offseason.

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  6. I’m confused about how this is supposed to work — hire a manager now, even though FZ admittedly faces a huge challenge in significantly making improvements for the coming season? It seems like the Johnsons aren’t putting themselves in an opportunistic position to make a bigger change by landing a new head of baseball ops after next season? It just doesn’t seem like ownership is thinking about really shaking things up … just buying FZ some more time. If anything, maybe this whole second-half will nudge the front office to be more aggressive this off-season. As you’ve pointed out, though, FZ hasn’t shown any real enthusiasm for taking big chances on trades that might go against what the numbers imply. One other thought: If Kim Ng’s contract is really up with the Marlins after this season, why not give her another chance to interview for the Giants’ top job?

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    1. I don't think hiring a manager now has any bearing on whether FZ stays or goes or vice-versa. There are only 30 MLB managing jobs and about 1000 qualified people who would die to have one of those 30 jobs. If FZ stays a qualified manager will take the job. If FZ gets fired at the end of next season and a new POBO wants a different manager, next years guy will be grateful for the opportunity.

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  7. I tend to give FZ credit-- he is good at finding gems and I'm sure he may have had a hand in player development. No GM is perfect and the ones that are winning tend to have plenty of firepower. I am wondering though-- are the frequent openers and platoons more of his call or more of Kap's call? Pure speculation but it would be nice to let the players play in a specific role more.

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    1. It appeared to me Kap and FZ were in lock-step on pitching deployment. I remember one of the first extended comments FZ made after he took the job was a fairly impassioned defense/promotion of the Opener concept. He basically said he could prove with numbers that Openers give the team a better chance to win.

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  8. Seems to me Greg Johnson is taking more of an active role than in the past. What role does Larry Baer have ? I see him @ home games and some road games, usually sitting with important people and family.

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    1. Good question. I wondered the same thing a few days ago.

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    2. +1 to this comment. I’m also curious why he’s been so prominent. I don’t need any more reminders how the Johnson family is running my favorite sports team. I do appreciate that the best writers always do put pressure on them though.

      - Fan

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  9. Players are not robots or automatons...you need to put them out there and let them play. Lamonte proved, when he finally got half a chance, he can hit lefties. As he pointed out, he did it in college. Sign Haniger and platoon him? RIDICULOUS! Hit Mathias for Craw. also ridiculous. Gotta show faith in your guys. Involve everyone, but in the right way, as Dusty did...also, player options create mercenaries, not committed teammates.

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    1. I'm not sure it's fair to say Kap sees players as robots or automatons. I think he has a vision for how to get the most out of a 25 man roster that goes against the grain of many decades of roster construction doesn't work without the right players. I watched an episode of Ted Lasso last night about how he discovered "Total Football" and recognized it as being the same principle as the "Triangle Offense" in basketball. It struck me that the basic idea is not dissimilar to what Kap does with a pitching staff and with a lineup. But as Ted Lasso discovered, you have to have the right players, whole lot of preparation to make it work and most importantly buy-in from the players.

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    2. ....and yes, it requires some flexibility depending on the situation

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  10. So many interesting thoughts on the Giants to read in the last few days. Here is my take…
    1) Gabe Kapler was exactly what Farhan Zaidi thought he would be and wanted him to be. It is no surprise that FZ has been rather reserved these past few days. I believe FZ was lucky to keep his job and, always a sharp guy, well knows it. Throughout history, you fire the manager and keep the GM/President because you have the players needed to win, but for whatever reason (misjudgment, player/manger clash, et al) they are not being used on the field properly. Does anyone here believe the Giants have the players needed to win?
    2) FZ has shown talent to build the bottom half of the roster. This roster is filled with guys who are good support players. But support players support stars. A guy who can carry a club for extended periods of the season. Buster Posey was like that. Hunter Pence was like that. Barry Bonds was like that. For more limited periods, Pablo Sandoval and Brandon Belt were like that. Wilmer Flores, although a fine player, is not like that. Neither is Thairo Estrada or Lamont Wade. That is Farhan Zaidi’s legacy.
    [1 of 5]

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  11. 3) Where do you find these players who carry a club? Well, you can draft them (Posey). Or trade for them (Pence). Or sign them as FA (Bonds). That is the job of a GM/President. In his 5 drafts as GM/President, FZ has drafted in the first round: H. Bishop (10th pick), P. Bailey (13th pick), W. Bednar (13th pick), R. Crawford (29th pick), and B. Eldridge (16th pick). Bad luck? Maybe. But a good GM makes his own luck. Posey was widely regarded as the top player in that year’s Draft but let the word out that he would not sign for less than $6 million. That scared off the 4 (small market) teams – Tampa, Pittsburgh, KC, and Baltimore - drafting ahead of the Giants. Sabean not only drafted him but gave Posey $6.2 million – the largest up-front bonus in Giants history – to seal the deal. That is how Brian Sabean did things. Go after the big fish and be sure you land him. Farhan Zaidi? Well, in his case, the results speak for themselves.
    4) We have read much about FZ and GK being data analytics gurus. Well, here is some data I have: The Dodgers saw fit to let Zaidi go. They are run by a guy - Andrew Friedman - who wins (Tampa first, now the Dodgers). Kapler? He was let go by both the Dodgers and Phillies. The Phillies are run by a guy – Dave Dombrowski - who wins (Miami, Detroit, Boston, and now the Phillies). Even Brian Sabean had a track record (the Yankees) before he came to SF. FZ is a guy that other teams found useful, but not essential.
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  12. 5) All the things Zaidi has done in four years reveal that. Set aside the Draft misses. And the FA signings. The Giants have played NINE guys in CF this year. A team with a very promising CF in Luis Matos, all of 21, wants to make sure they give AB’s so they can take a look at AJ Pollock and Cal Stevenson - over him? Are we supposed to believe Kapler did this without Zaidi being onboard? When Willie Mays came up to the Giants, he started his MLB career going 0-23. After the game that day, Leo Durocher saw a 20-year-old Mays crying in front of his locker. Durocher asked him “What’s the matter, son?” Mays said “I don’t belong up here. I can’t play here. I can’t help you. Send me back to the minors.” Durocher replied: I brought you up here to do one thing – play center field. As long as I am manager, you are my center fielder”. It should be noted that Durocher and the Giants moved the excellent center fielder they already had – Bobby Thompson – to 3B to make room for Mays. Zaidi and Kapler? How would you feel if you were Luis Matos? And, among players on your side or the other side, word gets around. It is not unreasonable to assume that this is part of the reason why many free agents – not the second tier (Conforto, Haniger) but the crème of the crop (Harper, Judge, Swanson, Martinez, Freeman) always seem to sign elsewhere?
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  13. 6) The most disappointing thing I heard Zaidi say upon delivering the news about Kapler? How “I know I have to think about things differently”. In the 4 years Zaidi has been here – has he ever given any indication that he is the type of man who would do that? All I have ever seen is a man who is supremely confident in his approach, his conviction that analytics is the main driver of all his decisions. He made sure he moved out (or stood by while others moved them out for him) his former manager (Bruce Bochy) and the former GM (Brian Sabean) – both of whom had a very different approach to his (less analytical, more gut instinct and loyalty shown with acquiring and handling players). Even if Zaidi was truly willing to change (I do not believe this is so), why would you want him to? Why would you want Zaidi-lite?
    7) The only way this move makes sense for the Giants is if they see Farhan Zaidi to eventually be moved out of his current role but stay on as “head of analytics” when the time comes to move on from Zaidi as President. But if that is so, the next question is: Who would want to come to the Giants as his replacement and still want him around? Unless they plan on prying Andrew Friedman away form the Dodgers (not bloody likely) keeping Zaidi makes no sense.
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  14. 8) Summary: If they are serious about turning the page on this failed experiment that was Farhan Zaidi, the Giants should let him go, now. Start over from scratch, rather than postpone for another year, what they will have to eventually do anyway.
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    1. Wow enjoyed reading your post! That's probably why Sabean left because FZ didn't give him enough to do. Big mistake. Maybe ownership should hire another experience front office person to help FZ with trades and free agent signings, someone with a scouting background.

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    2. Hello LG, I thank you for the kind words.

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    3. As far as not landing the big fish, are we sure Judge was ever really coming here? Seemed pretty clear- in hindsight of course, that Judge was going to be a Yankee unless the Giants waaay overpaid. And why wouldn't he stay a Yankee? Dude is clearly thinking about the end game. That may or may not work out. But if it does? Correa?

      Remember, we were all "Lunatics" for wanting Guerrero, who went on to win the MVP and probably could have, behind Bonds, catapulted the Gigantes back in to the WS... Then all the "fire Sabes!" and eventually, "Fire Melonhead!" rhetoric started... Followed by winning the lottery on Timmy, Posey, Bum... and shiny but poorly built Tigers and Rangers.

      Not hating on either front office/ management but I think the brakes could be pumped on the FZ and Kap hate.

      Good read!

      Rob in Vancouver

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  15. I don’t have a whole lot of substance to add other than this is an excellent post and group of comments.

    Personally, I would be fine with keeping Zaidi on for another year with plenty of board supervision (read: Posey) and an experienced, independent field manager. He does have some unique skills and is a smart guy, and it will be interesting to see if he can adapt and learn.

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  16. I know that Dick Tidrow died. He was the major architect of the farm system that brought the titles. Were there no assistants under him that learned from him?

    I know that FZ has always liked to do his own thing. But his thing doesn't work. Even when they won 107 games, it was mostly by smoke and mirrors. And the whole "gotta aim for the fences" thing proved to be their undoing, from a hitting standpoint.

    FZ seems to be a micromanager. I wouldn't be shocked if he had a hand in the lineups and even some in-game decisions. However, this has proven to be a losing formula. It's simple. The manager is in charge of the team. The GM's job should be to address any needs that might arise over the course of the season.

    That system won them three titles in five seasons. They need to return to it. Getting Wotus to come out of retirement and manage would be a good start. However, FZ, in my opinion, is perhaps too caught up in his own ideas. Cutting him loose might be necessary.

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    1. The rap on Tidrow was he only knew pitching. They brought in John Barr who had a longstanding scout-player relationship with Buster Posey and drafted him. The rest is history. Unfortunately Barr's drafting track record tailed off after he drafted Buster, Crawford, Belt and Joe Panik.

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  17. After consecutive horrible seasons (2017: 64-98 and 2018: 73-89), FZ inherited good but old players running out their strings and next-to-nothing on the Farm.
    The Giants best hitters in 2019? Posey? Belt? Slater? Sandoval? Crawford? No, they were YtY and Pillar – acquired by FZ.
    Did the old guys do better in 2020? No, Posey even opted out.
    After a renaissance in 2021 when the planets aligned and all the old heroes had their last hurrah, normalcy returned and the team was led by FZ acquisitions while he loaded the Farm.
    Pitching has not been the problem in the FZ era, and the Giants have a lot of young pitchers coming.
    His drafting has been bad? His first pick was a bust, but 3 or 4 of 2019 may find their way: Fitzgerald, McCray, MacDonald, Waites, Winn, Wright. 2020 looks pretty good: Bailey, Harrison, Schmitt. Some pitchers will likely show up from 2021, and maybe Vaun Brown.
    FZs Churn and the pitchers have kept SF from dropping out of the National League.
    2024 is it: Produce or ?

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    1. Winn was drafted in 2018, the same year as Bart, I believe.

      These are by the previous GM/POBO: Luciano, Matos, Ramos, Doval, Rogers, Webb, Winn, Slater, Hjelle, Bart, Villar, etc.

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  18. I believe this team will be excellent by 2025 and Zaidi should be given time till then.

    The core is in place as has been stated elsewhere: Webb, Luciano, Matos (who will be a star imo), Bailey + a big FA signing + lots of young complementary players

    Once a core is in place FZ can do what he does better than any other GM which is to find useful players on the margins and excel with short FA deals.

    This still remains a .500 roster and I’m afraid by holding his feet to the fire he will trade from the core to save his job to win now.

    He’s been a good GM and he needs a touch longer of a leash.

    - Fan

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    1. I'm not so sure FZ is the best in the business at finding players on the margins. How many times do I have to point to Gregor Blanco, Andres Torres and Joaquin Arias to show a case can be made that Sabes was every bit as good, if not better? The Churn giveth and The Churn taketh. For every YtY, LMWJ and Thairo Estrada there was about 3 of players like AJ Pollock, Mark Mathias and Yermin Mercedes were worse than replacement and devalued the roster. I do share your fear that when faced with a make-or-break season, FZ will be pressured into doing something that not only won't work but will cripple the team for years to come which is why it might be better to just let him go now.

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  19. Doc that is true but Sabes was also excellent at finding those marginal players especially at his peak. But that’s why he won so many WS!

    Churn also does taketh, but the problem is that Farhan has too many degrees of freedom right now. He has too many roster spots that are churnable. With a real core hopefully he will have less slots for that type of tinkering.

    - Fan

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    1. So whose fault is it there are so many churnable roster spots. Reminder he's had 5 full years to close that gap and it's only gotten wider.

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    2. I think FZ needs a new analytic, injury history analysis and risk management!

      Rob in Vancouver

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