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