Texas Pacific Land Corpor... (TPL)

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...

DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation (NYSE: TPL) (the “Company”) announced today that the Company will release third quarter 2025 financial results after the market closes on Wednes...

Texas Pacific Land (TPL) leverages vast Permian Basin landholdings, generating revenue from oil royalties, land management, and expanding water services. TPL's asset-light model yields high profitabil...

Texas Pacific Land owns more than 880,000 acres in the Permian, securing steady royalty income regardless of who operates production. Its asset-light model allows EBITDA margin above 85% and net margi...

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 ...

AI is transforming markets faster than most people realize. Ignoring it could mean missing once-in-a-generation opportunities. I see energy, water, and infrastructure coming together in ways few are p...

I believe we're in a "higher for longer" inflation era, shaping my portfolio to capitalize on cyclical growth and beat the market with prudent, long-term investments. Rising inflation signals a shift;...

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...

On the second-to-last trading day of the week, investors cheered the latest move made by Texas Pacific Land Corporation (TPL 3.42%). The storied company's stock is going to anchor a new regional equit...