Paragon Intel

𝐇𝐨𝐰 𝐨𝐟𝐭𝐞𝐧 𝐝𝐨𝐞𝐬 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐝𝐨𝐝𝐠𝐞 𝐭𝐡𝐞 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝐨𝐧 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐜𝐚𝐥𝐥𝐬? Now you can know... for every transcript, for every company, going back 5 years. Very excited to announce the launch of Earnings Call Evasion here at Paragon Intel - We spent over a year tagging transcripts for when management didn't answer the question asked. - We incorporated all of it into training our proprietary AI model. 𝐓𝐡𝐞 𝐫𝐞𝐬𝐮𝐥𝐭? 𝐒𝐞𝐞 𝐞𝐚𝐜𝐡 𝐐&𝐀 𝐭𝐡𝐚𝐭 𝐰𝐚𝐬 𝐟𝐥𝐚𝐠𝐠𝐞𝐝, 𝐨𝐫 𝐬𝐞𝐞 𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝐭𝐫𝐞𝐧𝐝𝐬 𝐰𝐡𝐞𝐫𝐞 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐡𝐚𝐬 𝐠𝐨𝐭𝐭𝐞𝐧 𝐦𝐨𝐫𝐞 𝐨𝐫 𝐥𝐞𝐬𝐬 𝐞𝐯𝐚𝐬𝐢𝐯𝐞. More often than not, abnormal evasion in earnings calls tends to lead to bad news being revealed over the following quarters. Extremely excited for our clients and our team. #AI #management

Laxman Narasimhan is not a good CEO. Paragon Intel said as much when he joined Starbucks in early 2023. Since then, down (50%) against the market. Brian Niccol is a great CEO. We said as much when he joined Chipotle in 2018. Since then, up 481% against the market. The former has been weak in all the places he's needed to be strong. The latter keeps playing to his strengths. Today Narasimhan got the boot and Niccol got the call for the Starbucks CEO job. And just like that, SBUX pops 20% and CMG drops (14%). Leadership quality can be a huge unlock of value or a massive drag on the company. Today put that on full display. #SBUX #Starbucks #CMG #Chipotle https://lnkd.in/eXRTpMq4

Patrick Gelsinger is not a good CEO. Paragon Intel said as much back in July of 2021 If you had invested $100 in Gelsinger while he was CEO at VMWare and Intel, you would have $61. If you had invested in the SOXX, the ETF of his competitors, over the same period, you'd have $1,100. That's the investing side. But bad CEOs also impact people. Companies that don't grow lead to layoffs. In this case >15,000 people. More than 10% of America's workforce is employed by the top 1,000 public companies. Better leaders -> better companies -> better jobs. The c-suite isn't everything, but it's certainly something. #intel #intc #CEO https://lnkd.in/epVi7CdA

Today, for the first time ever, investors can understand how a company will perform based on its management team. ManagementTrack Rating exists for 5,000+ public company executives, analyzing their entire career and understanding how their experience does, or does not, fit with what will make the company succeed. Reach out to [email protected] to learn more! https://lnkd.in/gSrsNZc3

Initial Data Offering (IDO): Paragon Intel ManagementTrack Rating For Executives ManagementTrack Rating (MTR) is the first rating that allows investors to understand how a company will perform based on the executives who run it. Investors now have a quantified management input for their models, with a 0-10 rating for every public company executive that allows for direct comparisons within sectors. MTR is rigorously backtested over 10 years, with 8.8% annual alpha and 127% cumulative alpha. See more details, request an introduction, and join the community in the link below

Today, for the first time ever, investors can understand how a company will perform based on its management team. ManagementTrack Rating exists for 5,000+ public company executives, analyzing their entire career and understanding how their experience does, or does not, fit with what will make the company succeed. Reach out to [email protected] to learn more! https://lnkd.in/gSrsNZc3

In anticipation of our new ManagementTrack Rating launching tomorrow, we spoke with Business Insider about how, for the first time, investors can understand how a company will perform based the executives running them. It's management.... quantified. https://lnkd.in/ewb-SkWe

The $IFF turnaround depends on rightsizing strategy and continuous execution. Our interviews with Fyrwald's former peers provide deep insight into whether his strengths match IFF's opportunities. Report out soon... #IFF #Fyrwald #Clyburn

We interviewed six former colleagues who worked with new CEO Vince Tyra for more than 11 years combined at Broder Bros. and BioPharm Communications. Very mixed feedback. Positive: a driven and strategic CEO who is a strong communicator and driver of sales growth. Negative: a toxic CEO who puts personal interests above his company's. $gild #gildan

----- ULVR's Hein Schumacher ----- Deep executive analysis based on interviews with multiple high-level former colleagues & the best management data on the market. 1. Hein Schumacher, with 26+ years in finance and consumer goods, takes the helm as Unilever CEO, facing challenges like inflation and a complex portfolio. 2. Despite success at Royal FrieslandCampina and Heinz, Schumacher's ability to steer much larger Unilever during tough times is questioned. 3. Ex-colleagues rate Unilever's new CEO high on financial acumen and integrity but note concerns over his interpersonal style and self-awareness. Contact us at paragonintel.com for the full report. #ManagementTrack offers one of the most durable sources of alpha on the market. #Unilever #ULVR #HeinSchumacher #ManagementTrack