Landbridge Company Stock News

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 patient investors have since been rewarded as the market recognized their strengths. My investment style emphasizes patience and thesis-driven investing, which isn't for everyone. Index fund invest...

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 paying attention to, potentially creating a powerful growth story. Momentum is building, and the thesis I've been focused on is unfolding now. I believe its long-term potential is hard to overstate.

I'm excited to cover both LandBridge and WaterBridge, key players in the Permian, as recent developments create huge growth opportunities. LandBridge thrives with low risk and high-margin land royalties, while WaterBridge offers scale, long-term contracts, and rising water demand. Together, these companies form a powerful energy combo, and I'll watch WBI closely while my LB position continues t...

Laurentian Bank of Canada (OTCPK:LRCDF) Q3 2025 Earnings Conference Call August 29, 2025 9:00 AM ET Company Participants Christian De Broux - Chief Risk Officer Eric Provost - President, CEO & Director Raphael Ambeault - Investor Relation Officer Yvan Deschamps - Chief Financial Officer Conference Call Participants Paul David Holden - CIBC Capital Markets, Research Division Sohrab Movahedi - BM...

Energy is the most unloved and undervalued S&P 500 sector, offering significant contrarian opportunity for income and capital gains. Smart money is quietly accumulating energy stocks despite recent underperformance, as current oil prices are unsustainable for producers and OPEC. Royalty companies like Viper Energy and Kimbell Royalty Partners, as well as Canadian producers (among others), offer...

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 the new administration using it to boost nominal GDP, easing debt, and fueling economic resilience, which guides my strategy. My thesis focuses on cyclical stocks to thrive in this environme...

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 vanishing low-inflation tailwinds. Sticky prices and core services inflation signal a new, tougher inflation regime. I'm betting on cyclical growth, positioning my portfolio for a potential upswing. Gr...

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 NYSE Texas, Inc. (“NYSE Texas”), the newly-launched, fully electronic equities exchange headquartered in Dallas, Texas. LandBridge will maintain its primary listing on the New York Stock Exchange and ...