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      
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Report by Paragon Intel

A multi-month deep-dive into Rob LoCascio including conversations with more than 12 former colleagues paints a picture of a CEO who is unfit to be in the seat. Paragon Intel’s sources revealed that LoCascio can be a patronising bully who has created an intimidating culture. He lacks the strategic focus required of CEO and his desire for fame makes him a worse operator. Sources repeatedly spoke about LoCascio blurring the lines between his personal endeavours and company resources. His ManagementTrack Rating of 2.3 is one of the lowest on Paragon’s platform.

Edition 160 - 12 May 23