1. X
  2. ManagementTrack by Paragon Intel
Log inSign up
ManagementTrack by Paragon Intel
3,142 posts
Image
user avatar
ManagementTrack by Paragon Intel
@ParagonIntelNYC
Unbiased and objective analysis of management teams and how they impact performance through data and research. 7 years of uncorrelated alpha for top investors.
New York
paragonintel.com
Joined July 2020
110
Following
957
Followers
RepliesRepliesMediaMedia

New to X?

Sign up now to get your own personalized timeline!

Create account

By signing up, you agree to the Terms of Service and Privacy Policy, including Cookie Use.

Terms·Privacy·Cookies·Accessibility·Ads Info·© 2026 X Corp.
Don't miss what's happening
People on X are the first to know.
Log inSign up
  • Pinned
    user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Dec 22, 2023
    CEO Ability → Company Strategy → Company Execution → Stock Performance. For over 7 years Paragon Intel has honed a resilient approach to alpha-generation for the top hedge funds in the world.
    Image
    8.2K08.2K
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Feb 15, 2022
    Many thanks to @RealVision & @42macroDDale for having us on to discuss why Management Matters and the future of Management Analytics
    user avatar
    Real Vision
    @RealVision
    Feb 15, 2022
    What can corporate jet flight logs & a CEO’s property records tell us about the future of a company? @ParagonIntelNYC CEO, @PopplewellTy tells @42macroDDale how a combo of investigative techniques, journalism & investor know-how can help forecast the future of public companies.
    Image
    00:00
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Aug 1, 2024
    Replying to @tomwarren
    First he underperformed massively at vmware, and now this. Back in July 21, we interviewed his former colleagues. They described a self-confident tech evangelist who projects inspiration across a company by driving toward aggressive goals... but also as an uncreative
    11K011K
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Sep 26, 2024
    Replying to @FinanceLancelot
    $SMCI CEO Liang is flagged on our platform as having one of the worst track records of compliance and reporting issues out of every executive. Inventory accounting, disclosure controls, internal controls, impairments, and late filings... the list goes on and on...
    3.3K03.3K
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Aug 1, 2024
    Replying to @zerohedge
    First he underperformed massively at vmware, and now this. Back in July 21, we interviewed his former colleagues. They described a self-confident tech evangelist who projects inspiration across a company by driving toward aggressive goals... but also as an uncreative thinker,
    1.8K01.8K
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Aug 13, 2024
    Replying to @KobeissiLetter
    In January 2023, ManagementTrack said $SBUX CEO Narasimhan would fail: Since then, he's underperformed the market by (50%+. Interviews with his former colleagues indicated he was weak in all the areas he needed to be strong. We also went long on $CMG after Niccol in 2018...
    2.2K02.2K
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Mar 5, 2024
    Replying to @patrick_oshag
    We're a 7 year overnight success focusing on the management portion of an investment thesis. Replacing the old method of "met the CEO, seems like a good guy" which wasn't very predictive of success.
    2.1K02.1K
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Feb 27, 2023
    Tomorrow at 2p et, we are hosting a call to discuss our negative executive diligence report on new CEO Johnson at $LUMN
    Image
    1.2K01.2K
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    May 1, 2024
    Replying to @irbezek
    Minute Narasimhan took the helm they didn't have a chance. "Arrogant" "insecure" "operationally very weak" - just a few things that came up consistently when we spoke to his former peers. The whole point was to execute on Shultz' strategy. He's not that guy.
    8920892
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Jan 13, 2021
    Our President, Colby Howard, will be on @Benzinga's PreMarket Prep today at 8:35 a.m. ET! Tune in here: benzinga.com/premarket-prep
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Jan 31, 2023
    Tomorrow at 1pm ET we are hosting a call on our work on $SBUX CEO Narasimhan We are Negative on Narasimhan - hes a strong strategist but Weak Operator Poor Fit to Execute Reinvention Strategy reachout to [email protected] to register
    Image
    6510651
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Aug 1, 2024
    Replying to @KobeissiLetter
    First he underperformed massively at vmware, and now this. Back in July 21, we interviewed his former colleagues. They described a self-confident tech evangelist who projects inspiration across a company by driving toward aggressive goals... but also as an uncreative thinker, a
    2.1K02.1K
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Jun 28, 2021
    We have a bespoke project that is now off embargo on $RBA and CEO Ann Fandozzi. We are very positive on Fandozzi’s ability to create value at @RitchieBros and came away with the conclusion that she is one of the strongest #CEOs we have ever analyzed: #ManagementMatters:
    Image
  • user avatar
    ManagementTrack by Paragon Intel
    @ParagonIntelNYC
    Dec 11, 2020
    SolarWinds appointed a new external CEO: Sudhakar Ramakrishna, former CEO at Pulse Secure. We have initiated our research process on $SWI to produce a report that will combine fundamental research and proprietary interviews w/former colleagues and industry experts.
Advertisement
Advertisement