LandBridge (LB)

I see a paradigm shift: policymakers now prioritize growth over inflation control, targeting 4% inflation and high-single digit GDP growth, reshaping markets. My thesis, born post-pandemic, notes vani...

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced the dual listing of its Class A shares representing limited liability company interests in the Company on NYS...

Energy stocks are deeply hated and out of favor, with prices low and investors fleeing, creating rare opportunities for savvy, patient buyers. The sector's challenges are cyclical and tied to economic...

LandBridge Company LLC (LB) Q2 2025 Earnings Call Transcript

LandBridge is a unique, high-margin Permian land play, benefiting from water management and infrastructure demand with minimal CapEx requirements. Recent volatility and guidance cut are short-term noi...

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” “LandBridge”) today announced its financial and operating results for the second quarter ended June 30, 2025. Second Quarter...

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced it has executed a 10-year surface use and pore space reservation agreement with Devon Energy Corp. (NYSE: DVN...

Landbridge offers a straightforward business model with multiple revenue streams and strategic land holdings in Texas, making it an intriguing portfolio addition. My valuation analysis, using DCF, APV...

My two largest investments just sold off hard, but I'm doubling down, as three major trends are lining up to make this one of my highest-conviction calls ever. Exploding data demand, soaring water val...

The world is focused on flashy megatrends, but my top thesis, water in energy production, is far more overlooked and, in my view, far more urgent. Produced water is overwhelming the Permian. Handling ...