Energy
6 articles in this industry.
Vistra (VST): What This Company Actually Does
A plain-English read of Vistra's business model — power generation plus direct retail electricity sales — built directly from its SEC filings.
2026-09-06The StoryVistra's Last Three Years: A Two-Year Wait for the AI Power Deal It Finally Landed
How Vistra beat its own earnings guidance three years running while analysts spent 20-plus months asking the same question about a data-center power deal — and turned more defensive, not less, right after finally landing it.
2026-09-06Reverse DCFWhat VST's Stock Price Is Really Betting On
Reverse-engineering the growth rate Vistra's share price already assumes — and comparing it with the company's actual growth record.
2026-09-06Company SnapshotChevron (CVX): What This Company Actually Does
A plain-English read of Chevron's business model — extracting oil and gas, refining it, and selling it worldwide — built directly from its SEC filings.
2026-09-06The StoryChevron's Last 21 Months: How a $53 Billion Deal Got Stuck in Arbitration — and Came Out Better
How Chevron announced the Hess acquisition confidently, then paid a 13-month stock-price price for a legal fight it didn't control, before winning arbitration and closing a deal management says is now even better than announced.
2026-09-06Reverse DCFWhat CVX's Stock Price Is Really Betting On
Reverse-engineering the growth rate Chevron's share price already assumes — and comparing it with the company's own explicit 2030 target as well as its historical growth record.
2026-09-06