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 $45B
- Sound Shore Management third quarter of 2026 BP $125BLUV $21B
- Curreen Capital July–September 2026 CLVT $1.1BAAP $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 $49B
- Fairtree Asset Management Q3 2026 SSL $11B
- Alluvial Capital Management Third Quarter 2026 BSVN $565MFTLF $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…
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…
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.
TRIP · long Tripadvisor INC
Tripadvisor (TRIP) is presented as a long idea.
Cashing In on the OTC
Table Trac (TBTC), a $22 million casino-software provider, trades at 4.7x EV/EBIT as maintenance revenue from 300-plus casinos compounds…
Revisiting Veeva #2
Veeva plans Falcon agents for pharmacovigilance, clinical-trial documents and regulatory writing, targeting multibillion-dollar…
Performance Review: H1 2026
REIT holdings outperformed in H1 2026, with Veris Residential sold in a $19-per-share take-private and FrontView REIT trimmed after a 78%…
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
Monte Investments Market Brief Vol CXXIV
Rocket Lab and Firefly won access to US space contracts as AI-driven HBM demand tightens memory-chip supply through 2027.
Over Target
Ukraine’s Black Sea attacks on CPC infrastructure threaten Kazakhstan’s 1.4 million bpd oil export route through Russia, putting Chevron’s…
Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers
Intel's silicon photonics CPO work shows precise 16-wavelength lasers but suffers SOA four-wave-mixing noise and weaker link performance…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
The Wall Comes Down One Ticker at a Time
NewLake Capital Partners’ potential NYSE or Nasdaq uplisting contrasts with falling revenue, three vacant properties and an 88% AFFO payout…
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David Orr
Deep Sail Capital
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DOMO Capital Management, LLC
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Fierce_beast
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Investor letters we follow
- 1 Main Capital
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- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
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- Vulcan Value Partners
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- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
