[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ParagonIntelNYC ManagementTrack by Paragon Intel ManagementTrack by Paragon Intel posts on X about investment, catalyst, longterm, $bdx the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1284943487536898051/interactions)  - X Week XXXXX +26% - X Month XXXXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +866% ### Mentions: XX [#](/creator/twitter::1284943487536898051/posts_active)  - X Week XX +1.70% - X Month XXX -XX% - X Months XXX +2.10% - X Year XXX +36% ### Followers: XXX [#](/creator/twitter::1284943487536898051/followers)  - X Week XXX +0.32% - X Month XXX +0.96% - X Months XXX +8.90% - X Year XXX +11% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1284943487536898051/influencer_rank)  ### Social Influence [#](/creator/twitter::1284943487536898051/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [investment](/topic/investment) 16.79%, [catalyst](/topic/catalyst) #43, [longterm](/topic/longterm) 1.12%, [$bdx](/topic/$bdx) #98, [becton dickinson](/topic/becton-dickinson) #60, [$lpla](/topic/$lpla) #3, [$see](/topic/$see) 1.12%, [$tdg](/topic/$tdg) 1.12%, [$sn](/topic/$sn) 1.12%, [$gxo](/topic/$gxo) #11 **Top accounts mentioned or mentioned by** [@herbgreenberg](/creator/undefined) **Top assets mentioned** [Beldex (BDX)](/topic/$bdx) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [LPL Financial Holdings, Inc. (LPLA)](/topic/$lpla) [Sealed Air Corp (SEE)](/topic/$see) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [SpaceN (SN)](/topic/$sn) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [UnitedHealth Group (UNH)](/topic/$unh) [Fortrea Holdings Inc. Common Stock (FTRE)](/topic/$ftre) [Entegris, Inc. (ENTG)](/topic/$entg) [Insulet, Corp. (PODD)](/topic/$podd) [Incyte Corporation (INCY)](/topic/$incy) [DAOLaunch (DAL)](/topic/$dal) [Hershey Co (HSY)](/topic/$hsy) [BABB (BAX)](/topic/$bax) [Vulcan Materials Company (VMC)](/topic/$vmc) [Alight, Inc. (ALIT)](/topic/$alit) [Ally Financial, Inc. (ALLY)](/topic/$ally) [PepsiCo, Inc. (PEP)](/topic/$pep) [Expedia Group Inc (EXPE)](/topic/$expe) [Intuit Inc. (INTU)](/topic/$intu) [Rocket Companies, Inc. (RKT)](/topic/$rkt) ### Top Social Posts [#](/creator/twitter::1284943487536898051/posts) --- Top posts by engagements in the last XX hours "1. CEO Meury's methodical career progression and proven commercial acumen make him well-suited to scale Incyte and manage its transformational product launches and clinical pipeline. $INCY Follow for investment ideas with management as a catalyst. #Incyte #INCY #WilliamMeury" [X Link](https://x.com/ParagonIntelNYC/status/1976992016622825565) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-11T12:43Z XXX followers, XXX engagements "3. Meury is seen as a solid choice to translate Incyte's pipeline potential into sustained commercial success leveraging his expertise in business development and successful exits. $INCY Follow for investment ideas with management as a catalyst. #Incyte #INCY #WilliamMeury" [X Link](https://x.com/ParagonIntelNYC/status/1977093935043350598) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-11T19:28Z XXX followers, XXX engagements "1. A 27-year Delta veteran with deep financial experience as former CFO and President CEO Bastian is considered a strong fit for the role given his long-term track record. $DAL Follow for investment ideas with management as a catalyst. #DeltaAirLines #DAL #EdwardBastian" [X Link](https://x.com/ParagonIntelNYC/status/1979159552583962907) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-17T12:16Z XXX followers, XX engagements "2. According to sources his "rockstar persona" growing autocratic streak and detachment from operational realities present long-term risks to governance and strategic agility. $DAL Follow for investment ideas with management as a catalyst. #DeltaAirLines #DAL #EdwardBastian" [X Link](https://x.com/ParagonIntelNYC/status/1979221715629625665) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-17T16:23Z XXX followers, XX engagements "2. According to sources Polen's emphasis on appearances and short-term results has strained organizational culture led to talent attrition and undercut long-term innovation. $BDX Follow for investment ideas with management as a catalyst. #BectonDickinson& #BDX #ThomasPolen" [X Link](https://x.com/ParagonIntelNYC/status/1979586122876391473) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-18T16:31Z XXX followers, XX engagements "3. Polen's track record is not worthy of a turnaround with the share price falling (28%) under his leadership resulting in more than (70%) alpha destruction. $BDX Follow for investment ideas with management as a catalyst. #BectonDickinson& #BDX #ThomasPolen" [X Link](https://x.com/ParagonIntelNYC/status/1979630661020287436) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-18T19:28Z XXX followers, XX engagements "1. CEO Steinmeier with XX years of operational excellence will continue aggressive growth at LPL Financial maintaining strategic initiatives he helped formulate. $LPLA Follow for investment ideas with management as a catalyst. #LPLFinancialHoldings #LPLA #RichardSteinmeier" [X Link](https://x.com/ParagonIntelNYC/status/1958865840549298608) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-08-22T12:16Z XXX followers, XXX engagements "1. CEO Rhodes will refocus Ally Financial on its core auto industry strengths leveraging his 25+ years in banking to enhance the auto business ecosystem. $ALLY Follow for investment ideas with management as a catalyst. #AllyFinancial #ALLY #MichaelRhodes" [X Link](https://x.com/ParagonIntelNYC/status/1962486432192160165) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-09-01T12:03Z XXX followers, XXX engagements "1. CEO Kivits with XX years of operational excellence will enhance Sealed Air's efficiency and growth through strategic transformation and vertical realignment. $SEE Follow for investment ideas with management as a catalyst. #SealedAir #SEE #PatrickKivits" [X Link](https://x.com/ParagonIntelNYC/status/1966845154448261455) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-09-13T12:43Z XXX followers, XX engagements "2. Former colleagues from Henkel WestRock and H.B. Fuller praise Kivits as a mission-focused leader with integrity and a knack for empowering managers to succeed. $SEE Follow for investment ideas with management as a catalyst. #SealedAir #SEE #PatrickKivits" [X Link](https://x.com/ParagonIntelNYC/status/1966902575443128395) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-09-13T16:31Z XXX followers, XX engagements "3. Kivits is set to drive Sealed Air's growth enhance sustainability and improve effectiveness with his out-of-the-box thinking and industry expertise. $SEE Follow for investment ideas with management as a catalyst. #SealedAir #SEE #PatrickKivits" [X Link](https://x.com/ParagonIntelNYC/status/1966947073464418533) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-09-13T19:28Z XXX followers, XX engagements "1. According to sources CEO Lisman is a sharp financially disciplined leader with deep M&A experience making him a strong successor to abide by TransDigm's M&A growth model. $TDG Follow for investment ideas with management as a catalyst. #TransDigm #TDG #MichaelLisman" [X Link](https://x.com/ParagonIntelNYC/status/1974455302054387847) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-04T12:43Z XXX followers, XXX engagements "2. Lisman's operational experience is limited as he has never run a business unit so he must rely heavily on his executive team to execute the TransDigm playbook. $TDG Follow for investment ideas with management as a catalyst. #TransDigm #TDG #MichaelLisman" [X Link](https://x.com/ParagonIntelNYC/status/1974512688660095384) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-04T16:31Z XXX followers, XXX engagements "3. Sources describe him as a personable and inquisitive leader but his success will hinge on managing talent gaps and maintaining continuity in the decentralized structure. $TDG Follow for investment ideas with management as a catalyst. #TransDigm #TDG #MichaelLisman" [X Link](https://x.com/ParagonIntelNYC/status/1974557226011345114) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-04T19:28Z XXX followers, XXX engagements "1. CEO Tanner's XX years at PepsiCo in snacks and beverages makes him a much better fit for Hershey than his disappointing tenure as Wendy's CEO where the stock fell by nearly half. $HSY Follow for investment ideas with management as a catalyst. #TheHershey #HSY #KirkTanner" [X Link](https://x.com/ParagonIntelNYC/status/1974817188646142386) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-05T12:41Z XXX followers, XXX engagements "3. Tanner is expected to improve Hershey's execution but his success will be tested by his ability to manage through surging cocoa costs for the company's flagship chocolate products. $HSY Follow for investment ideas with management as a catalyst. #TheHershey #HSY #KirkTanner" [X Link](https://x.com/ParagonIntelNYC/status/1974919116646432781) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-05T19:26Z XXX followers, XXX engagements "1. CEO Barrocas's relentless customer focus and rapid innovation model have fueled explosive growth transforming the company into a global powerhouse with over $5.5B in sales. $SN Follow for investment ideas with management as a catalyst. #SharkNinja #SN #MarkBarrocas" [X Link](https://x.com/ParagonIntelNYC/status/1975170021899846115) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-06T12:03Z XXX followers, XXX engagements "2. Sources describe a paradox between his brilliant operational execution and a demanding high turnover management style that prizes speed over employee longevity or collaboration. $SN Follow for investment ideas with management as a catalyst. #SharkNinja #SN #MarkBarrocas" [X Link](https://x.com/ParagonIntelNYC/status/1975237734680694784) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-06T16:32Z XXX followers, XXX engagements "3. While his expertise is well suited for driving innovation sources say his autocratic style is a liability for fixing governance weaknesses and building a sustainable organization. $SN Follow for investment ideas with management as a catalyst. #SharkNinja #SN #MarkBarrocas" [X Link](https://x.com/ParagonIntelNYC/status/1975288065594630363) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-06T19:52Z XXX followers, XXX engagements "2. According to sources Hider is a charismatic data-driven executive whose greatest strength is transforming organizations by institutionalizing his continuous improvement methodology. $BAX Follow for investment ideas with management as a catalyst. #BaxterInternational #BAX #AndrewHider" [X Link](https://x.com/ParagonIntelNYC/status/1975599102231547948) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-07T16:28Z XXX followers, XXX engagements "3. While his skillset is an excellent match for Baxter's needs sources say his demanding and rigid results-first style represents something of a cultural risk for the company. $BAX Follow for investment ideas with management as a catalyst. #BaxterInternational #BAX #AndrewHider" [X Link](https://x.com/ParagonIntelNYC/status/1975651943474245787) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-07T19:58Z XXX followers, XXX engagements "1. As former CEO of U.S. Concrete Pruitt has proven he can improve execution and grow EBITDA making him a strong choice to be Vulcan's next CEO. $VMC Follow for investment ideas with management as a catalyst. #VulcanMaterials #VMC #RonniePruitt" [X Link](https://x.com/ParagonIntelNYC/status/1975897310396617065) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-08T12:13Z XXX followers, XX engagements "3. Sources believe Pruitt is being groomed for the top job with three of four former colleagues giving him a perfect "Fit For CEO" score. $VMC Follow for investment ideas with management as a catalyst. #VulcanMaterials #VMC #RonniePruitt" [X Link](https://x.com/ParagonIntelNYC/status/1976012826025107517) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-08T19:52Z XXX followers, XX engagements "1. According to sources Kelleher is a warm strategic leader whose 30+ years at DHL give him the operational acumen to integrate Wincanton and manage GXO's largest contract. $GXO Follow for investment ideas with management as a catalyst. #GXOLogistics #GXO #PatrickKelleher" [X Link](https://x.com/ParagonIntelNYC/status/1976622829077492082) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-10T12:16Z XXX followers, XXX engagements "2. Sources describe Kelleher as a natural team-builder who fosters a positive loyal working environment by trusting his team to execute which should positively impact GXO's culture. $GXO Follow for investment ideas with management as a catalyst. #GXOLogistics #GXO #PatrickKelleher" [X Link](https://x.com/ParagonIntelNYC/status/1976685015451713877) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-10T16:23Z XXX followers, XXX engagements "3. While his people skills are a plus sources note Kelleher's relaxed style can delay tough decisions and his limited public company exposure and slower operating tempo pose risks. $GXO Follow for investment ideas with management as a catalyst. #GXOLogistics #GXO #PatrickKelleher" [X Link](https://x.com/ParagonIntelNYC/status/1976736811931025475) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-10T19:49Z XXX followers, XXX engagements "1. Hemsley's first tour as CEO created immense value by accelerating growth through M&A making him the logical choice to stabilize UNH amid its current challenges. $UNH Follow for investment ideas with management as a catalyst. #UnitedHealth #UNH #StephenHemsley" [X Link](https://x.com/ParagonIntelNYC/status/1978798180629160444) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-16T12:20Z XXX followers, XXX engagements "2. According to sources Hemsley has a dated playbook and overreliance on a shrinking circle of deputies which may be ill-suited to today's realities. $UNH Follow for investment ideas with management as a catalyst. #UnitedHealth #UNH #StephenHemsley" [X Link](https://x.com/ParagonIntelNYC/status/1978862091571175482) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-16T16:34Z XXX followers, XXX engagements "3. Despite his operational prowess Hemsley has twice failed to find a successor and at XX this remains his most important and unresolved task. $UNH Follow for investment ideas with management as a catalyst. #UnitedHealth #UNH #StephenHemsley" [X Link](https://x.com/ParagonIntelNYC/status/1978911666650611883) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-16T19:51Z XXX followers, XXX engagements "3. Though praised for his industry foresight Guilmette is seen as better for growth rather than cost management with mixed reviews from former colleagues. $ALIT Follow for investment ideas with management as a catalyst. #Alight #ALIT #DavidGuilmette" [X Link](https://x.com/ParagonIntelNYC/status/1954994330952745217) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-08-11T19:52Z XXX followers, XXX engagements "2. Steinmeier's tenure as Chief Growth Officer saw LPL shares grow six-fold showcasing his ability to manage revenue growth product evolution and acquisitions. $LPLA Follow for investment ideas with management as a catalyst. #LPLFinancialHoldings #LPLA #RichardSteinmeier" [X Link](https://x.com/ParagonIntelNYC/status/1958927996724617608) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-08-22T16:23Z XXX followers, XXX engagements "3. Former colleagues praise Steinmeier's strategic mindset leadership and financial acumen making him an excellent choice to lead LPL's continued success. $LPLA Follow for investment ideas with management as a catalyst. #LPLFinancialHoldings #LPLA #RichardSteinmeier" [X Link](https://x.com/ParagonIntelNYC/status/1958979841371333011) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-08-22T19:49Z XXX followers, XXX engagements "2. Guilmette's experience with Aon's $2B Global Health Solutions and ability to build long-term relationships will help Alight return to sales growth and expand margins. $ALIT Follow for investment ideas with management as a catalyst. #Alight #ALIT #DavidGuilmette" [X Link](https://x.com/ParagonIntelNYC/status/1965452233555804483) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-09-09T16:28Z XXX followers, XXX engagements "1. CEO Gorin aims to regain share at Expedia's Vrbo and by leveraging her strategic ability and customer focus despite no direct experience in their consumer segment. $EXPE Follow for investment ideas with management as a catalyst. #Expedia #EXPE #ArianeGorin" [X Link](https://x.com/ParagonIntelNYC/status/1967924510222409961) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-09-16T12:12Z XXX followers, XXX engagements "1. CEO Thakral is expected to repeat his PPD success where he oversaw a nearly XX% increase in quarterly sales by winning new contracts to revive Fortrea's profitability and growth. $FTRE Follow for investment ideas with management as a catalyst. #FortreaHoldings #FTRE #AnshulThakral" [X Link](https://x.com/ParagonIntelNYC/status/1977706748862464371) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-13T12:03Z XXX followers, XXX engagements "2. According to sources Thakral is a "natural CEO" and a "good fit" for the role whose sales success at PPD created pressure on operational teams due to his forceful leadership. $FTRE Follow for investment ideas with management as a catalyst. #FortreaHoldings #FTRE #AnshulThakral" [X Link](https://x.com/ParagonIntelNYC/status/1977774424523698685) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-13T16:32Z XXX followers, XX engagements "3. Thakral's strategy for the over-levered Fortrea involves creating a "high-performing culture" with a likely sale of the company if it becomes financially distressed. $FTRE Follow for investment ideas with management as a catalyst. #FortreaHoldings #FTRE #AnshulThakral" [X Link](https://x.com/ParagonIntelNYC/status/1977824732532605199) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-13T19:52Z XXX followers, XX engagements "1. CEO Reeder's background as CFO at GlobalFoundries makes him well-suited to deleverage Entegris and maximize free cash flow a key strategic priority. $ENTG Follow for investment ideas with management as a catalyst. #Entegris #ENTG #DavidReeder" [X Link](https://x.com/ParagonIntelNYC/status/1978071374729019606) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-14T12:12Z XXX followers, XXX engagements "2. Sources describe a polarizing leader; critics from his Lexmark CEO tenure describe him as arrogant opaque and self-serving citing a poor cultural fit. $ENTG Follow for investment ideas with management as a catalyst. #Entegris #ENTG #DavidReeder" [X Link](https://x.com/ParagonIntelNYC/status/1978135836009914539) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-14T16:28Z XXX followers, XX engagements "3. Sources say Reeder is a highly intelligent financially disciplined leader but his propensity for opportunistic decisions and detached style raise questions about his consistency. $ENTG Follow for investment ideas with management as a catalyst. #Entegris #ENTG #DavidReeder" [X Link](https://x.com/ParagonIntelNYC/status/1978188658101416188) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-14T19:58Z XXX followers, XXX engagements "1. Krishna's deep product pedigree from Intuit overseeing products like TurboTax and Credit Karma makes him uniquely suited to lead Rocket's tech-driven transformation. $RKT Follow for investment ideas with management as a catalyst. #RocketCos #RKT #VarunKrishna" [X Link](https://x.com/ParagonIntelNYC/status/1978433999669256630) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-15T12:13Z XXX followers, XXX engagements "1. Supporters praise CEO Polen's strategic vision but sources say his overconfident micromanagement and resistance to course-correct make him ill-suited for a turnaround. $BDX Follow for investment ideas with management as a catalyst. #BectonDickinson& #BDX #ThomasPolen" [X Link](https://x.com/ParagonIntelNYC/status/1979528724618809699) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-18T12:43Z XXX followers, XX engagements "1. McEvoy's 20+ years at J&J in MedTech and Diabetes Care are highly relevant to Insulet's mission providing a track record of driving innovation and commercial execution. $PODD Follow for investment ideas with management as a catalyst. #Insulet #PODD #AshleyMcEvoy" [X Link](https://x.com/ParagonIntelNYC/status/1979890625672589393) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-19T12:41Z XXX followers, XX engagements "2. According to sources McEvoy is a high-energy visionary leader known for her emotional intelligence and ability to build inclusive cultures and empower teams. $PODD Follow for investment ideas with management as a catalyst. #Insulet #PODD #AshleyMcEvoy" [X Link](https://x.com/ParagonIntelNYC/status/1979948771095028129) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-19T16:32Z XXX followers, XX engagements "3. While respected for her vision sources expressed concern about her executional depth citing a need to slow down and sharpen focus on implementation and operational challenges. $PODD Follow for investment ideas with management as a catalyst. #Insulet #PODD #AshleyMcEvoy" [X Link](https://x.com/ParagonIntelNYC/status/1979992559528153476) [@ParagonIntelNYC](/creator/x/ParagonIntelNYC) 2025-10-19T19:26Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ParagonIntelNYC ManagementTrack by Paragon Intel
ManagementTrack by Paragon Intel posts on X about investment, catalyst, longterm, $bdx the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +26%
- X Month XXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +866%
Mentions: XX #
- X Week XX +1.70%
- X Month XXX -XX%
- X Months XXX +2.10%
- X Year XXX +36%
Followers: XXX #
- X Week XXX +0.32%
- X Month XXX +0.96%
- X Months XXX +8.90%
- X Year XXX +11%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% technology brands XXXX%
Social topic influence investment 16.79%, catalyst #43, longterm 1.12%, $bdx #98, becton dickinson #60, $lpla #3, $see 1.12%, $tdg 1.12%, $sn 1.12%, $gxo #11
Top accounts mentioned or mentioned by @herbgreenberg
Top assets mentioned Beldex (BDX) Becton Dickinson and Co (BDX) LPL Financial Holdings, Inc. (LPLA) Sealed Air Corp (SEE) TransDigm Group, Inc. (TDG) SpaceN (SN) GXO Logistics, Inc. (GXO) UnitedHealth Group (UNH) Fortrea Holdings Inc. Common Stock (FTRE) Entegris, Inc. (ENTG) Insulet, Corp. (PODD) Incyte Corporation (INCY) DAOLaunch (DAL) Hershey Co (HSY) BABB (BAX) Vulcan Materials Company (VMC) Alight, Inc. (ALIT) Ally Financial, Inc. (ALLY) PepsiCo, Inc. (PEP) Expedia Group Inc (EXPE) Intuit Inc. (INTU) Rocket Companies, Inc. (RKT)
Top Social Posts #
Top posts by engagements in the last XX hours
"1. CEO Meury's methodical career progression and proven commercial acumen make him well-suited to scale Incyte and manage its transformational product launches and clinical pipeline. $INCY Follow for investment ideas with management as a catalyst. #Incyte #INCY #WilliamMeury"
X Link @ParagonIntelNYC 2025-10-11T12:43Z XXX followers, XXX engagements
"3. Meury is seen as a solid choice to translate Incyte's pipeline potential into sustained commercial success leveraging his expertise in business development and successful exits. $INCY Follow for investment ideas with management as a catalyst. #Incyte #INCY #WilliamMeury"
X Link @ParagonIntelNYC 2025-10-11T19:28Z XXX followers, XXX engagements
"1. A 27-year Delta veteran with deep financial experience as former CFO and President CEO Bastian is considered a strong fit for the role given his long-term track record. $DAL Follow for investment ideas with management as a catalyst. #DeltaAirLines #DAL #EdwardBastian"
X Link @ParagonIntelNYC 2025-10-17T12:16Z XXX followers, XX engagements
"2. According to sources his "rockstar persona" growing autocratic streak and detachment from operational realities present long-term risks to governance and strategic agility. $DAL Follow for investment ideas with management as a catalyst. #DeltaAirLines #DAL #EdwardBastian"
X Link @ParagonIntelNYC 2025-10-17T16:23Z XXX followers, XX engagements
"2. According to sources Polen's emphasis on appearances and short-term results has strained organizational culture led to talent attrition and undercut long-term innovation. $BDX Follow for investment ideas with management as a catalyst. #BectonDickinson& #BDX #ThomasPolen"
X Link @ParagonIntelNYC 2025-10-18T16:31Z XXX followers, XX engagements
"3. Polen's track record is not worthy of a turnaround with the share price falling (28%) under his leadership resulting in more than (70%) alpha destruction. $BDX Follow for investment ideas with management as a catalyst. #BectonDickinson& #BDX #ThomasPolen"
X Link @ParagonIntelNYC 2025-10-18T19:28Z XXX followers, XX engagements
"1. CEO Steinmeier with XX years of operational excellence will continue aggressive growth at LPL Financial maintaining strategic initiatives he helped formulate. $LPLA Follow for investment ideas with management as a catalyst. #LPLFinancialHoldings #LPLA #RichardSteinmeier"
X Link @ParagonIntelNYC 2025-08-22T12:16Z XXX followers, XXX engagements
"1. CEO Rhodes will refocus Ally Financial on its core auto industry strengths leveraging his 25+ years in banking to enhance the auto business ecosystem. $ALLY Follow for investment ideas with management as a catalyst. #AllyFinancial #ALLY #MichaelRhodes"
X Link @ParagonIntelNYC 2025-09-01T12:03Z XXX followers, XXX engagements
"1. CEO Kivits with XX years of operational excellence will enhance Sealed Air's efficiency and growth through strategic transformation and vertical realignment. $SEE Follow for investment ideas with management as a catalyst. #SealedAir #SEE #PatrickKivits"
X Link @ParagonIntelNYC 2025-09-13T12:43Z XXX followers, XX engagements
"2. Former colleagues from Henkel WestRock and H.B. Fuller praise Kivits as a mission-focused leader with integrity and a knack for empowering managers to succeed. $SEE Follow for investment ideas with management as a catalyst. #SealedAir #SEE #PatrickKivits"
X Link @ParagonIntelNYC 2025-09-13T16:31Z XXX followers, XX engagements
"3. Kivits is set to drive Sealed Air's growth enhance sustainability and improve effectiveness with his out-of-the-box thinking and industry expertise. $SEE Follow for investment ideas with management as a catalyst. #SealedAir #SEE #PatrickKivits"
X Link @ParagonIntelNYC 2025-09-13T19:28Z XXX followers, XX engagements
"1. According to sources CEO Lisman is a sharp financially disciplined leader with deep M&A experience making him a strong successor to abide by TransDigm's M&A growth model. $TDG Follow for investment ideas with management as a catalyst. #TransDigm #TDG #MichaelLisman"
X Link @ParagonIntelNYC 2025-10-04T12:43Z XXX followers, XXX engagements
"2. Lisman's operational experience is limited as he has never run a business unit so he must rely heavily on his executive team to execute the TransDigm playbook. $TDG Follow for investment ideas with management as a catalyst. #TransDigm #TDG #MichaelLisman"
X Link @ParagonIntelNYC 2025-10-04T16:31Z XXX followers, XXX engagements
"3. Sources describe him as a personable and inquisitive leader but his success will hinge on managing talent gaps and maintaining continuity in the decentralized structure. $TDG Follow for investment ideas with management as a catalyst. #TransDigm #TDG #MichaelLisman"
X Link @ParagonIntelNYC 2025-10-04T19:28Z XXX followers, XXX engagements
"1. CEO Tanner's XX years at PepsiCo in snacks and beverages makes him a much better fit for Hershey than his disappointing tenure as Wendy's CEO where the stock fell by nearly half. $HSY Follow for investment ideas with management as a catalyst. #TheHershey #HSY #KirkTanner"
X Link @ParagonIntelNYC 2025-10-05T12:41Z XXX followers, XXX engagements
"3. Tanner is expected to improve Hershey's execution but his success will be tested by his ability to manage through surging cocoa costs for the company's flagship chocolate products. $HSY Follow for investment ideas with management as a catalyst. #TheHershey #HSY #KirkTanner"
X Link @ParagonIntelNYC 2025-10-05T19:26Z XXX followers, XXX engagements
"1. CEO Barrocas's relentless customer focus and rapid innovation model have fueled explosive growth transforming the company into a global powerhouse with over $5.5B in sales. $SN Follow for investment ideas with management as a catalyst. #SharkNinja #SN #MarkBarrocas"
X Link @ParagonIntelNYC 2025-10-06T12:03Z XXX followers, XXX engagements
"2. Sources describe a paradox between his brilliant operational execution and a demanding high turnover management style that prizes speed over employee longevity or collaboration. $SN Follow for investment ideas with management as a catalyst. #SharkNinja #SN #MarkBarrocas"
X Link @ParagonIntelNYC 2025-10-06T16:32Z XXX followers, XXX engagements
"3. While his expertise is well suited for driving innovation sources say his autocratic style is a liability for fixing governance weaknesses and building a sustainable organization. $SN Follow for investment ideas with management as a catalyst. #SharkNinja #SN #MarkBarrocas"
X Link @ParagonIntelNYC 2025-10-06T19:52Z XXX followers, XXX engagements
"2. According to sources Hider is a charismatic data-driven executive whose greatest strength is transforming organizations by institutionalizing his continuous improvement methodology. $BAX Follow for investment ideas with management as a catalyst. #BaxterInternational #BAX #AndrewHider"
X Link @ParagonIntelNYC 2025-10-07T16:28Z XXX followers, XXX engagements
"3. While his skillset is an excellent match for Baxter's needs sources say his demanding and rigid results-first style represents something of a cultural risk for the company. $BAX Follow for investment ideas with management as a catalyst. #BaxterInternational #BAX #AndrewHider"
X Link @ParagonIntelNYC 2025-10-07T19:58Z XXX followers, XXX engagements
"1. As former CEO of U.S. Concrete Pruitt has proven he can improve execution and grow EBITDA making him a strong choice to be Vulcan's next CEO. $VMC Follow for investment ideas with management as a catalyst. #VulcanMaterials #VMC #RonniePruitt"
X Link @ParagonIntelNYC 2025-10-08T12:13Z XXX followers, XX engagements
"3. Sources believe Pruitt is being groomed for the top job with three of four former colleagues giving him a perfect "Fit For CEO" score. $VMC Follow for investment ideas with management as a catalyst. #VulcanMaterials #VMC #RonniePruitt"
X Link @ParagonIntelNYC 2025-10-08T19:52Z XXX followers, XX engagements
"1. According to sources Kelleher is a warm strategic leader whose 30+ years at DHL give him the operational acumen to integrate Wincanton and manage GXO's largest contract. $GXO Follow for investment ideas with management as a catalyst. #GXOLogistics #GXO #PatrickKelleher"
X Link @ParagonIntelNYC 2025-10-10T12:16Z XXX followers, XXX engagements
"2. Sources describe Kelleher as a natural team-builder who fosters a positive loyal working environment by trusting his team to execute which should positively impact GXO's culture. $GXO Follow for investment ideas with management as a catalyst. #GXOLogistics #GXO #PatrickKelleher"
X Link @ParagonIntelNYC 2025-10-10T16:23Z XXX followers, XXX engagements
"3. While his people skills are a plus sources note Kelleher's relaxed style can delay tough decisions and his limited public company exposure and slower operating tempo pose risks. $GXO Follow for investment ideas with management as a catalyst. #GXOLogistics #GXO #PatrickKelleher"
X Link @ParagonIntelNYC 2025-10-10T19:49Z XXX followers, XXX engagements
"1. Hemsley's first tour as CEO created immense value by accelerating growth through M&A making him the logical choice to stabilize UNH amid its current challenges. $UNH Follow for investment ideas with management as a catalyst. #UnitedHealth #UNH #StephenHemsley"
X Link @ParagonIntelNYC 2025-10-16T12:20Z XXX followers, XXX engagements
"2. According to sources Hemsley has a dated playbook and overreliance on a shrinking circle of deputies which may be ill-suited to today's realities. $UNH Follow for investment ideas with management as a catalyst. #UnitedHealth #UNH #StephenHemsley"
X Link @ParagonIntelNYC 2025-10-16T16:34Z XXX followers, XXX engagements
"3. Despite his operational prowess Hemsley has twice failed to find a successor and at XX this remains his most important and unresolved task. $UNH Follow for investment ideas with management as a catalyst. #UnitedHealth #UNH #StephenHemsley"
X Link @ParagonIntelNYC 2025-10-16T19:51Z XXX followers, XXX engagements
"3. Though praised for his industry foresight Guilmette is seen as better for growth rather than cost management with mixed reviews from former colleagues. $ALIT Follow for investment ideas with management as a catalyst. #Alight #ALIT #DavidGuilmette"
X Link @ParagonIntelNYC 2025-08-11T19:52Z XXX followers, XXX engagements
"2. Steinmeier's tenure as Chief Growth Officer saw LPL shares grow six-fold showcasing his ability to manage revenue growth product evolution and acquisitions. $LPLA Follow for investment ideas with management as a catalyst. #LPLFinancialHoldings #LPLA #RichardSteinmeier"
X Link @ParagonIntelNYC 2025-08-22T16:23Z XXX followers, XXX engagements
"3. Former colleagues praise Steinmeier's strategic mindset leadership and financial acumen making him an excellent choice to lead LPL's continued success. $LPLA Follow for investment ideas with management as a catalyst. #LPLFinancialHoldings #LPLA #RichardSteinmeier"
X Link @ParagonIntelNYC 2025-08-22T19:49Z XXX followers, XXX engagements
"2. Guilmette's experience with Aon's $2B Global Health Solutions and ability to build long-term relationships will help Alight return to sales growth and expand margins. $ALIT Follow for investment ideas with management as a catalyst. #Alight #ALIT #DavidGuilmette"
X Link @ParagonIntelNYC 2025-09-09T16:28Z XXX followers, XXX engagements
"1. CEO Gorin aims to regain share at Expedia's Vrbo and by leveraging her strategic ability and customer focus despite no direct experience in their consumer segment. $EXPE Follow for investment ideas with management as a catalyst. #Expedia #EXPE #ArianeGorin"
X Link @ParagonIntelNYC 2025-09-16T12:12Z XXX followers, XXX engagements
"1. CEO Thakral is expected to repeat his PPD success where he oversaw a nearly XX% increase in quarterly sales by winning new contracts to revive Fortrea's profitability and growth. $FTRE Follow for investment ideas with management as a catalyst. #FortreaHoldings #FTRE #AnshulThakral"
X Link @ParagonIntelNYC 2025-10-13T12:03Z XXX followers, XXX engagements
"2. According to sources Thakral is a "natural CEO" and a "good fit" for the role whose sales success at PPD created pressure on operational teams due to his forceful leadership. $FTRE Follow for investment ideas with management as a catalyst. #FortreaHoldings #FTRE #AnshulThakral"
X Link @ParagonIntelNYC 2025-10-13T16:32Z XXX followers, XX engagements
"3. Thakral's strategy for the over-levered Fortrea involves creating a "high-performing culture" with a likely sale of the company if it becomes financially distressed. $FTRE Follow for investment ideas with management as a catalyst. #FortreaHoldings #FTRE #AnshulThakral"
X Link @ParagonIntelNYC 2025-10-13T19:52Z XXX followers, XX engagements
"1. CEO Reeder's background as CFO at GlobalFoundries makes him well-suited to deleverage Entegris and maximize free cash flow a key strategic priority. $ENTG Follow for investment ideas with management as a catalyst. #Entegris #ENTG #DavidReeder"
X Link @ParagonIntelNYC 2025-10-14T12:12Z XXX followers, XXX engagements
"2. Sources describe a polarizing leader; critics from his Lexmark CEO tenure describe him as arrogant opaque and self-serving citing a poor cultural fit. $ENTG Follow for investment ideas with management as a catalyst. #Entegris #ENTG #DavidReeder"
X Link @ParagonIntelNYC 2025-10-14T16:28Z XXX followers, XX engagements
"3. Sources say Reeder is a highly intelligent financially disciplined leader but his propensity for opportunistic decisions and detached style raise questions about his consistency. $ENTG Follow for investment ideas with management as a catalyst. #Entegris #ENTG #DavidReeder"
X Link @ParagonIntelNYC 2025-10-14T19:58Z XXX followers, XXX engagements
"1. Krishna's deep product pedigree from Intuit overseeing products like TurboTax and Credit Karma makes him uniquely suited to lead Rocket's tech-driven transformation. $RKT Follow for investment ideas with management as a catalyst. #RocketCos #RKT #VarunKrishna"
X Link @ParagonIntelNYC 2025-10-15T12:13Z XXX followers, XXX engagements
"1. Supporters praise CEO Polen's strategic vision but sources say his overconfident micromanagement and resistance to course-correct make him ill-suited for a turnaround. $BDX Follow for investment ideas with management as a catalyst. #BectonDickinson& #BDX #ThomasPolen"
X Link @ParagonIntelNYC 2025-10-18T12:43Z XXX followers, XX engagements
"1. McEvoy's 20+ years at J&J in MedTech and Diabetes Care are highly relevant to Insulet's mission providing a track record of driving innovation and commercial execution. $PODD Follow for investment ideas with management as a catalyst. #Insulet #PODD #AshleyMcEvoy"
X Link @ParagonIntelNYC 2025-10-19T12:41Z XXX followers, XX engagements
"2. According to sources McEvoy is a high-energy visionary leader known for her emotional intelligence and ability to build inclusive cultures and empower teams. $PODD Follow for investment ideas with management as a catalyst. #Insulet #PODD #AshleyMcEvoy"
X Link @ParagonIntelNYC 2025-10-19T16:32Z XXX followers, XX engagements
"3. While respected for her vision sources expressed concern about her executional depth citing a need to slow down and sharpen focus on implementation and operational challenges. $PODD Follow for investment ideas with management as a catalyst. #Insulet #PODD #AshleyMcEvoy"
X Link @ParagonIntelNYC 2025-10-19T19:26Z XXX followers, XX engagements