They've been deeply underwhelming in many ways. Crucially, they seem to have stabilised the club's finances - but we're football fans not economists. Bringing back Moyes and, so far, adding zero players to the playing squad is really not a statement of intent or ambition. Obviously, we can make a fuller - and fairer - analysis when the window closes, but they've definitely underwhelmed so far. But that can change quickly enough.
The bigger issue for me is if they keep the manager in the summer. Then all the lofty hopes of ambition and competing can be put into relief given that many of the Moyesettes were telling us they simply wanted him back to keep us up. If he achieves that task, then his work here should be done. Unless the Friedkins think Everton circa 2012 should be the limit of their ambitions. I mean, fair enough, it means we'll be respectable - but any notions of truly competing will need to be put on ice. They will have shown themselves to be mainly about protecting their investment rather than maximising its potential - a bit like Moyes: conservative.
That said, I doubt he'll survive their ruthlessness for too long even if he does stay. He'll go on too many of those long winless runs to satisfy them, if their Roma behaviour is anything to go by.
This is an incredibly ridiculous viewpoint and I'm glad you're nowhere near the running of the club