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Olivia Grant
@OLIVIA_GRANT · JOINED 2025
2.6K FOLLOWERS
Dividend growers and quality compounders.
Low turnover, long horizons. Durable returns on capital and management that allocates well.
LATEST
0:17
RESEARCHXOMShortVIDEO · CALL · THESIS · CARDS
Exxon: refining margins normalised faster than guidance admits
Crack spreads have already normalised. The earnings model has not been updated for it.
AUG 21, 2026 · 13,696 VIEWS · 130.65 → 158.19 · -21.1%
Everything
0:17
RESEARCHXOMShortVIDEO · CALL · THESIS · CARDS
Exxon: refining margins normalised faster than guidance admits
AUG 21, 2026 · 13,696 VIEWS · 130.65 → 158.19 · -21.1%
0:20
RESEARCHGRID CAPEXVIDEO · THESIS
Caterpillar: three plants come online against a book that runs past 2029
AUG 20, 2026 · 12,999 VIEWS
0:18
CALLXOMShortVIDEO · CALL
Exxon: the downstream contribution is reverting to mid-cycle
AUG 9, 2026 · 1,840 VIEWS · 124.22 → 164.15 · -32.1%
RESEARCHOIL & ENERGYTHESIS · CARDS
Exxon: maintenance capital is rising to hold volumes flat
Holding production flat now requires more capital than it did two years ago. That is base decline showing up as capital intensity rather than as a volume miss.
AUG 9, 2026 · 11,445 VIEWS
RESEARCHPAYMENTS RAILSTHESIS
Visa: peak returns on equity is a poor entry point
Quality is not in dispute. The price assumes the current return on equity is the through-cycle number, and it is not.
JUL 19, 2026 · 9,361 VIEWS
RESEARCHPAYMENTS RAILSTHESIS
Visa: best in class, priced like it
Quality is not in dispute. The price assumes the current return on equity is the through-cycle number, and it is not.
JUL 11, 2026 · 5,665 VIEWS
RESEARCHXOMShortCALL · THESIS
Exxon: base decline is accelerating underneath the headline production
Holding production flat now requires more capital than it did two years ago. That is base decline showing up as capital intensity rather than as a volume miss.
JUN 8, 2026 · 4,285 VIEWS · 107.08 → 82.63 · +22.8%