CVX Earnings Review
Chevron’s Q3 revenue rose 35% to $65.2 billion and EBITDA 75% to $20.2 billion, while production trailed guidance and refining margins drove 46% of segment earnings.
Friday, October 30, 2026
Back to today
From X
A Capital on X
Look at $FDXF. A month of underperformance based on “channel checks,” followed by a ~15% move and multiple analyst upgrades after a single session (catalyst day). https://t.co/X81f5cl6Eh https://t.co/FfwGWZlciQ
Barbarian Capital on X
Starbucks sales miss expectations, but its U.S. turnaround is gaining steam $SBUX https://t.co/kPufTMV5zS
Barbarian Capital on X
Reddit stock plunges 30% after weak outlook, heads for worst day ever $RDDT https://t.co/aemPgp56rc
Barbarian Capital on X
BP’s profits surge to new record on high fuel prices $BP https://t.co/bUl30Vb4Ti
DOMO Capital Management, LLC on X
Woah, massive $PESI news out tonight... DOE breaks ground on new cleanup system at Hanford Site - Elkhorn Media Group https://t.co/jYZklPDW4S
Barbarian Capital on X
CD&R pursues buyout of $40 bn card processor Global Payments $GPN https://t.co/Wil5Zf6xn7
DOMO Capital Management, LLC on X
Woah, massive $PESI news out tonight... DOE breaks ground on new cleanup system at Hanford Site - Elkhorn Media Group https://t.co/QUDq7IMaas
Barbarian Capital on X
"higher sales and recent cost-savings efforts weren’t able to fully offset steeper-than-expected inflation." $NWL Newell Brands Swings to Loss Despite Higher Sales https://t.co/WPRdY3lzz3
Investor Letters
All letters- Artisan Partners Q3 2026 HDLMY $32BIQV $43B
- Sound Shore Management third quarter of 2026 BP $125BLUV $21B
- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.1B
- Broyhill Asset Management third quarter 2026 CACI $15BHONA $50B
- Fairtree Asset Management Q3 2026 SSL $11B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
Bloom: Chinese Scandium Supply Route Restarts
Bloom may have reopened imports of scandium-containing components from China to the United States, according to new trade data.
TSOH Weekly Roundup (10/30/2026)
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Wall Street Erased $16 Billion From a Legal Monopoly Over an AI Myth.
Verisk Analytics’ 40 petabytes of proprietary insurance data and regulatory infrastructure shield its underwriting business from generative…
Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity
Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…
Terry Chrisomalis 2 clicks
What a Marvell-Lumentum Deal Means for DSPs, Lasers, and Modules
Marvell’s reported Lumentum bid would combine DSPs, lasers and optical modules, but $4 billion of cash and $5 billion of debt point to a…
Another Haircut with Avy the Barber
SoFi’s stock case hinges on interest rates, tangible book value and private-credit loan sales after its $1.5 billion equity offering.
Miami International: Q3 Growth And Operating Leverage Impress (Rating Upgrade)
Miami International Holdings posted 20% Q3 revenue growth and 47% EBITDA growth as options volumes, market-share gains and operating…
Seeking Profits 4 clicks
Intel Q3 2026: Dead Inside
Intel’s Q3 2026 datacenter CPU shortage reflects wafer-start planning failures, not substrate constraints, after demand shifted from client…
Bloody Thursday: Defending Alphabet, now Amazon and Intel in the penalty box
Alphabet, Amazon and Intel face market pressure as the big three cloud giants reaffirm AI spending plans.
Twilio CEO: ‘Buy the dip!’
Twilio CEO Khozema Shipchandler urged investors to “buy the dip” after earnings sent the software maker’s shares down 17% after hours.
ENS · short Enersys
EnerSys faces a short thesis as data-center and warehouse vehicle customers shift from lead-acid batteries to lithium-ion.
Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)
Natural Resource Partners is assessed through ROIC, capital-light royalty income and valuation as investors crowd into AI suppliers.
SoFi: DCF Valuation
SoFi's DCF values shares at $18, forecasting adjusted net revenue growth from 30% in 2026 to 3.5% by 2035 as it scales its digital bank…
Weekend Digest #345 (Colombia Election, AUNA, BRKR, China & EM Risk)
Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…
Tractor Supply: A Yield Worth Harvesting
Tractor Supply, the 2,641-store rural lifestyle retailer, is pitched as an undervalued defensive compounder, supported by recurring…
Natera: Is the Future Worth Paying up for?
Natera's long-term future is weighed against its current valuation.
The Formula Hiding in Plain Sight
Spotify’s 761 million MAUs and investor-day formula explain how it holds off Apple, Amazon and YouTube Music despite their loss-leader…
A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.
Bristol Myers Squibb’s bear case centers on patent-cliff revenue losses, debt, and failed drug investment after $28.3 billion of 2019–23…
Adobe Deep Dive
Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…
Seaport Entertainment (SEG): Four Catalysts Begin in August 2026
Seaport Entertainment targets positive property-level EBITDA as announced leases and programming add $31 million, while an August 2026…
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