Texas Pacific Land Trust Stock News

Texas Pacific Land Corporation has surged over 125% in the past year, yet the recent share price lag could present an attractive entry point. TPL's water business, critical for fracking in the Permian Basin, has become a major growth driver, with water sales revenue surging. TPL's free cash flow has skyrocketed, and hitting the $1 billion annual threshold within a few years doesn't sound like a...

Texas Pacific Land combines its established, high-margin oil and gas royalty business with significant investment in a rapidly growing water segment. Major optionality lies in TPL's initiative to commercialize freeze-thaw desalination for produced water. TPL appears underfollowed and potentially misclassified, suggesting the market may underestimate the long-term value potential.

Energy stocks are proving their strength, outperforming the market despite oil price stagnation. Structural shifts, deglobalization, and inflation favor long-term upside. Shale growth is slowing, and oil companies are prioritizing cash flow over expansion. With rising costs, $70 oil is the new $50, limiting U.S. production at lower prices. Uncertainty in policy and tariffs adds pressure, but I ...

Evaluating stocks involves considering many crucial factors, but the ability to generate cash is of uniquely paramount importance. At the end of the day, a business centers around the idea of generating cash over net income.

This year's top performer among the S&P 500 has been CVS Health's stock, which had a bad 2024 and is cheap by a key valuation measure.

President Trump aims to lower oil prices, but domestic production growth faces challenges. The administration may turn to OPEC+ and political pressure to boost supply. Despite short-term volatility, my long-term oil thesis remains strong. U.S. producers remain competitive, and global demand continues to grow, supporting energy investments. I focus on high-quality oil and gas stocks with strong ...

Inflation remains a major concern, but I'm not worried - I'm prepared. I've identified two stocks that thrive in this environment and strengthen my portfolio. These companies offer reliable income, pricing power, and long-term stability. Their fundamentals position them to outperform despite economic uncertainty. I'm confident in these picks and am putting my own money behind them. While no inv...

Texas Pacific Land is my largest holding due to its unique business model and impressive performance, returning 185% since February 2024. TPL earns royalties from oil, gas, and water without capital expenditures, benefiting from the Permian Basin's growth and booming water business. Despite a high valuation, TPL's superior margins, debt-free balance sheet, and cash return capabilities justify t...