It remains to be seen whether the whitewashing of the Big Ten in the annual ACC/Big Ten Challenge last week illuminates the weakness of the latter or the prowess of the former. But, as non-conference competition softens a bit heading into the upcoming holiday season, the ACC continues to boast the nation’s unanimous #1 team in addition to what appears to be another strong group behind Duke. One of the teams headlining that upper echelon group — Virginia — has been somewhat of a surprise, as Tony Bennett’s squad has steamrolled its way to a perfect start through eight games. Using their signature pack-line defense to once again stifle the opposition, the Cavaliers are allowing a paltry 85.6 points per 100 possessions (first nationally). If I were your broker, though, I’d exercise some caution before buying into these Wahoos. Consistently beloved by the computer models, Virginia’s placement as the fourth-best team in America (per KenPom) should be met with some healthy skepticism. A home win against a scuffling Wisconsin squad — wherein Virginia managed only 49 points of its own — and a neutral site thumping of Rhode Island (without star guard E.C. Matthews) are fine endorsements of a good team — but tonight, Virginia can play itself into the national conversation as a top-five team with a trip to Morgantown, West Virginia. The Cavaliers face an opponent in West Virginia intent on speeding the game up and making them uncomfortable. Win that game in a hostile environment and buying what the computers are selling on Virginia becomes easier to swallow.
While the most popular form of investing is generally done by following the momentum (see: Bitcoin), the most money can be accrued in buying high quality, proven winners that are undervalued and underappreciated at a particular moment in time by the investment community (see: Apple in 2002). And while it would be unfair to compare Louisville‘s Quentin Snider to the most profitable company in the universe, the analogy still exists. The senior point guard has, without question, experienced numerous ebbs and flows during his career at Louisville, but the highs have been frequent enough to surmise that a tough start to his final campaign can quickly be eradicated. As a junior, Snider shot nearly 48 percent from behind the arc in ACC play, good for fourth in the league. Through this season’s first six games, Snider has made just seven of his first 32 triples. That will improve. It is both fashionable and intellectually lazy to blame the failings of the Cardinals down the stretch in its two losses to Purdue and Seton Hall on rookie head coach David Padgett. And sure, Rick Pitino’s presence on the sideline would have probably made a difference. But veteran players with the experience and success of Snider are supposed to make such a transition in leadership smoother. The bet here is that we start to see more of the Snider who had 22/6/5 in a win over Kentucky a year ago, and less of the Snider who posted a goose egg in the Cards Round of 32 loss to Michigan.
While holding off on buying the euphoria (Virginia) and taking a measured approach in buying dips (Snider), sometimes the wisdom of just punting your losses is the best preservation of capital strategy. Georgia Tech was the feel good story in the ACC last season. But, the Yellow Jackets have followed up last week’s buzzer-beating win over Northwestern with an incomprehensible home loss to Grambling (currently 328th in KenPom) low-lighted by the Yellow Jackets actually scoring Grambling’s final bucket for them — subsequently followed with another home loss to Tennessee. And with star forward Josh Okogie eligible to return from suspension but instead remaining sidelined by a preseason finger injury, it seems Murphy’s Law has enveloped Josh Pastner’s team. This is shaping up as a start to finish lost season in Atlanta.