Request a briefing →

☰

Data & Analysis

ManagementTrackHeron EventsBETAAnalytics PlatformMCP & Data Integrations

Diligence Services

Management Diligence Advisory & InterviewsPublic RecordsBusiness Diligence Advisory & InterviewsAI-Led Interviews

Applied AI

Heron Insight ServicesSkills & Thought Leadership

About Us

Who We ServeSector Coverage
Compliance & Quality
Whitepapers & Media
Our StoryLeadershipCareersContact Us

Log in

Heron Platform ↗Custom Projects ↗Request a briefing →
Whitepapers & Media

Evidence, published

Research, commentary, and media from the Heron team — white papers drawn from our interview library, conversations with investors and operators, and company announcements.

White paper · validityBase Research
Do negative management findings predict returns? A systematic backtest of Heron Intelligence data
March 2026 · validityBase Research tested 403 negative findings on public companies, 2022–2025. A beta-hedged short portfolio returned 41.1% over the period with a 0.72 Sharpe ratio.
Executive summary page of the validityBase backtest report showing the cumulative return chart
AllWhite PapersPodcastsIn the NewsPress Releases
White papers
View all
White Paper · validityBase Research
Do negative management findings predict returns? A systematic backtest
March 2026 · 403 events, 2022–2025, Russell 3000 universe
Podcasts
View all
Podcast · InDaloop
How Intel Lost the Chip War — And Whether It Can Be Saved
August 2025 · 33 min · With Luke Dormehl
Podcast · InDaloop
Reviving Starbucks: Leadership, Challenges, and Strategies
August 2025 · 36 min · With Keith Epstein
Podcast · InDaloop
Inside UnitedHealth: What Went Wrong — and What Comes Next
June 2025 · 32 min · With Keith Epstein
In the news
View all
The Wall Street Journal
Lululemon’s new CEO is already in the hot seat — and she hasn’t even started
1 May 2026 · Paragon Intel quoted on what Heidi O’Neill inherits at Lululemon
Los Angeles Times
Disney names theme parks head Josh D’Amaro as new CEO
3 February 2026 · Paragon Intel quoted on Josh D’Amaro’s appointment as chief executive
Bloomberg, via Fortune
Kohl’s considers replacing headhunter that found the CEO it fired
20 May 2025 · Heron founder David Rynecki on the flags raised before Ashley Buchanan took the job
Bloomberg
Starbucks’ new CEO has to contend with crisis and Howard Schultz
13 August 2024 · Paragon Intel quoted on Brian Niccol’s arrival at Starbucks
Business Insider
Alt data provider Paragon Intel will track CEO performance with new ratings
May 2024 · Profile of the ManagementTrack Rating launch
Bloomberg
Starbucks’s boss is a move-fast espresso drinker new to retail
3 September 2022 · Paragon Intel quoted on Laxman Narasimhan’s move to Starbucks
Business Insider
How Paragon Intel is quantifying what good executives look like
October 2020 · Profile of Paragon Intel’s management analytics approach
Bloomberg
GE’s challenges linger as superstar CEO reaches one-year mark
1 October 2019 · Paragon Intel quoted on Larry Culp’s first year at GE
Bloomberg
GE’s Larry Culp faces ultimate CEO test in trying to save a once-great company
12 June 2019 · Paragon Intel quoted on the GE turnaround
Press releases
View all
Press Release
Heron Intelligence and Paragon Intel merge to create the world’s largest management insights provider
25 August 2026 · PR Newswire
Press Release
Blue Heron Research Partners is now Heron Intelligence
17 March 2026 · PR Newswire
Press Release
Blue Heron launches the Diligence Library
21 October 2025 · PR Newswire
Press Release
Paragon Intel study finds elite credentials are a poor predictor of CEO success
21 August 2025 · PR Newswire
Press Release
The first predictive rating for executives: Paragon Intel unveils ManagementTrack Rating (MTR)
22 May 2024 · BusinessWire

Working on a story, or want the underlying research?

We share data and background with journalists and analysts covering management quality, executive transitions, and primary research.

Contact the team

Media inquiries, please email media@heron-intelligence.com.