JustDario
JustDario
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JustDario

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Stock
Macro
Long Term

Hong Kong-based entrepreneur, angel investor, and finance veteran with over a decade of experience in trading, securities structuring, derivatives, and fintech in Europe and Asia. My focus is on data-driven analysis of macro and stocks to identify investment opportunities, especially asymmetric ones. My public research is available on justdario.com.

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Joined on 1st June 2026

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JustDario
Public Post

Exxon (XOM) Q2 Earnings


  • Revenue & Other Income: $116.02B (Est. $103.1B)
  • Adj. EPS: $3.52 (Est. $3.54)
  • FCF: $17.2B (Est. $15.64B)
  • Production: 4,514 Koebd (Est. 4,227)
  • Refinery Throughput: 3,562 Kbd (Est. 3,630)

EPS and production miss were due to a larger-than-expected production loss in Qatar assets

JustDario
Public Post

Strong Q2 earnings numbers from Chevron CVX


  • CHEVRON 2Q EPS $6.11
  • 2Q LIQUIDS PRODUCTION 1,491 MB/D, EST. 1,457
  • 2Q WORLDWIDE PRODUCTION 4,070 MBOE/D, EST. 3,981
  • 2Q DOWNSTREAM EARNINGS $4.87B, EST. $4.13B
  • 2Q ADJ EPS $6.06, EST. $5.65
  • 2Q CASH FLOW FROM OPS $22.6B, EST. $19.72B
  • 2Q REV. & OTHER INCOME $70.06B, EST. $67.93B
  • 2Q UPSTREAM EARNINGS $8.18B, EST. $8.1B
  • 2Q ADJ. CASH FLOW FROM OPS $19.7B
JustDario
Public Post

CONFIRMED - Next Live Stream at 9pm EST today


If you cannot join the live stream, please drop any question or topic you want me to address in the comments section of this post