Friday, October 30, 2026

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.

CVX $423B

Cestrian Capital Research Oct 30 3 clicks

Oct 30 AZN $285B

AstraZeneca (AZN) Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

Oct 30 SNY $114B

SNY Earnings Review

Cestrian Capital Research 1 click

From X

@ACapitalLP Oct 30

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

@BarbarianCap Oct 30 1 click

Barbarian Capital on X

Starbucks sales miss expectations, but its U.S. turnaround is gaining steam $SBUX https://t.co/kPufTMV5zS

@BarbarianCap Oct 30

Barbarian Capital on X

Reddit stock plunges 30% after weak outlook, heads for worst day ever $RDDT https://t.co/aemPgp56rc

@BarbarianCap Oct 30

Barbarian Capital on X

BP’s profits surge to new record on high fuel prices $BP https://t.co/bUl30Vb4Ti

@DOMOCAPITAL Oct 30

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

@BarbarianCap Oct 30 1 click

Barbarian Capital on X

CD&R pursues buyout of $40 bn card processor Global Payments $GPN https://t.co/Wil5Zf6xn7

@DOMOCAPITAL Oct 30 1 click

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

@BarbarianCap Oct 30

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

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.

BE $63B

Hunterbrook Oct 30 4 clicks

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.

MKL $23BADT $7.2B

TSOH Investment Research Oct 30 1 click

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…

VRSK $26B

First Strike Research Oct 30 7 clicks

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,…

TNGX $3.7B

Terry Chrisomalis Oct 30 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…

MRVL $150BLITE $62B

Vik's Newsletter Oct 30 1 click

Smart Fit: Global Fitness Ambitions (Ticker: SMFT3)

Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…

ESMR $1.9M

Emerging Moats Research Oct 30 2 clicks

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.

SOFI $22B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 29 3 clicks

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…

MIAX $3.4B

Seeking Profits Oct 29 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…

INTC $348B

Irrational Analysis Oct 29 2 clicks

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.

INTC $348B

The Technology Letter Oct 29 1 click

CC · long

the chemours inc.

Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.

CC $2B

Value Investors Club May 29

NLOP - I'm Buying Again

NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.

NLOP $133M

Nat Stewart - Stock Picking Newsletter Jan 27 1 click

Market Leader in a Growing Industry Trading at 6x EBIT

Stride operates 89 virtual and blended public K-12 schools in 31 states and trades at 6x EBIT after an operational setback.

LRN $3.2B

Easy Value Jan 26

Lincoln Post: NFLX and Theaters, FCNCA Earnings

Netflix’s proposed Warner Bros. acquisition could preserve or expand theatrical releases, supporting cinema chains such as Cinemark and…

CNK $4.5BFCNCA $26B

Base Hit Investing Jan 25

Programmatic DSPs

Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…

EVC $638M

The Mikro Kap Jan 25 1 click

Can AI Read the Market?

Gemini’s chart-only analysis favors Nutrien, soybeans, nickel and sugar, while rating Constellation Software a sideline despite its 40%…

NTR $33B

AmsterdamStocks Jan 25

Mispriced Kalshi Contract: Condiment Bar

Kalshi’s 76% contract price for Starbucks saying “condiment bar” on its next earnings call exceeds a transcript-based estimate of 31.6%.

SBUX $119B

First Strike Research Jan 22

Affirm (AFRM): Buy Now, Cry Later

Affirm, a $25 billion buy now, pay later lender, faces a short thesis comparing its model with failed subprime monoline finance companies.

AFRM $25B

Kerrisdale Capital Jan 21

FTAI Power and QXO's next aquistion

FTAI Power plans to convert CFM56 jet engines into 25 MW gas turbines for data centers, targeting 100 annual units and $750 million to $1…

FTAI $20BQXO $12B

Kairos Research Jan 20 1 click

Coupang Expert Insight Interview (No Paywall)

Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, margins and competitive risks as CPNG trades 35% below its…

CPNG $27B

Speedwell Memos Jan 20 1 click

Friday, October 30, 2026

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DOMO Capital Management, LLC on X

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