Earnings Analysis

Northrop Grumman Q4 FY12/24 Earnings

Heavy Metal Investing

Lockheed Martin Q4 FY12/24 Earnings Review

Interesting If True

Occidental Petroleum Q4 FY12/24 Earnings Review

In The DMZ

EQT Q4 FY12/24 Earnings Review

On Fire

Chevron (CVX) Q4 FY12/24 Earnings Review

DISCLAIMER: This note is intended for US recipients only and,

Airbnb (ABNB) – Q4 FY12/2024 earnings review

Management had long signalled the eventual launch of new products and services, and in the latest earnings call they finally announced: “The next chapter” begins May 2025.

ExxonMobil Q4 FY12/24 Earnings Review

DISCLAIMER: This note is intended for US recipients only and,

CrowdStrike Q4 FY1/25 Earnings Review

DISCLAIMER: This note is intended for US recipients only and,

BDC Report for Q4: “The Party’s Over”

Pass The Seltzer?

Micron Q2 FY8/25 Earnings Review

A Wee DRAM