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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
LandBridge assembled over 275,000 acres in the western Delaware Basin portion of the Permian Basin, making it one of the largest landowners in the region. One of its...
— Murray Stahl
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Other investors who've written on LandBridge Company LLC
”... TPL’s land and...
LandBridge Corp ($LB) manages over 300,000 surface acres in the Delaware Basin of Texas, providing infrastructure support to oil and gas operations. The company generates...
More institutional theses from Horizon Kinetics
However - as reviewed earlier - neither TPL nor LandBridge, and neither WaterBridge nor Permian Basin Royalty Trust (soon to be PBT Land & Minerals, Inc.) require a datacenter deal in order to continue a profitable - and profitably growing - existence. Nor do their...
Horizon Kinetics did not categorize TPL as an energy company when we first wrote about it in 1995. The analysis was...
”... TPL’s land and...