EVENTS:   Semiconductors: Bubble Burst or Bear Market Trap? - David Scott/CHA-AM Advisors - 17 Sep 26     ROADSHOWS: US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 26      
Filters

The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Consumer Staples

Report by Paragon Intel

CFO-Elect Monish Patolawala's ManagementTrack Rating* of 0.8 is in the bottom 4% of the 1,250 CFOs on the platform and is a significant downgrade to the 5.3 MTR of ADM's existing C-Suite. Patolawala destroyed (113%) alpha as a CFO at 3M; he has 9 "Level 2 & 3" career F.L.A.G. Risks (Financial, Legal, Audit, Governance Flags); a mixed incentive hit rate (achieved 50% of his incentive compensation targets 2020-2023); and is classed as an Inconsistent Sandbagger Guidance Forecaster (beats 51% and misses 28% of his financial guidance to investors).

*The MTR model employs a statistical ML algorithm to predict executive / company outperformance relative to their sector. It utilises 200+ signals and over a 10-year back-test a MTR long-short portfolio generated an average annual alpha of 8% with a 90% hit rate.

Edition 190 - 12 Jul 24