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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.
WaterBridge Infrastructure LLC, via a September 2025 IPO, is a slightly more recent portfolio holding. Water is an...
— Murray Stahl
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Other investors who've written on WaterBridge Infrastructure LLC
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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...