LandBridge (LB)

My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/wate...

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced it has finalized the sale of a solar project to a leading, publicly-traded energy infrastructure developer. I...

The government is taking stakes in key US companies. This isn't a bailout but a strategic shift to secure vital supply chains and maintain a competitive edge against global rivals. This new reality ch...

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it has entered into an agreement to acquire approximately 37,500 total acres, across Loving, Reeves, Win...

Building a resilient retirement portfolio requires a mix of disruption-proof income from REITs, midstream energy, and high-yielding assets, plus growth stocks and ETFs. Current market challenges—AI di...

Investors need to pay close attention to LB stock based on the movements in the options market lately.

Energy stocks offer compelling value due to low sector valuations, supply constraints, and long-term demand growth, making the sector highly attractive for investors. OPEC+ spare capacity is dwindling...

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) announced that it has entered into a strategic agreement with NRG Energy, Inc. (“NRG”) with respect to a potential data cente...

I had a personal Eureka moment (a very mild one) that helped me simplify how I spot companies where demand far exceeds supply. Focusing on high-demand, short-supply sectors reveals opportunities in th...

I focus on big, long-term trends and dedicate energy to sectors with tremendous value, even if they're temporarily out of favor. Earlier this year, defense contractors were extremely undervalued, but ...