LandBridge Company LLC (LB)
NYSE NYSE Primary 
TSX 
Why LandBridge Is My Top Pick
LandBridge's unique land ownership in the Permian Basin, including surface, water, and mineral rights, positions it for significant long-term growth opportunities. The company's diversified revenue streams, including royalties from oil, gas, water, and potential data centers, offer high margins and robust profitability. Advanced drilling technologies and new pipelines enhance the Permian's output, bolstering LandBridge's bullish outlook despite its volatility.
LandBridge Could Be A Once-In-A-Generation Investment
LandBridge Company LLC is a young, rapidly growing landowner in the Permian Basin, positioned similarly to Texas Pacific Land, with diverse revenue streams. LB's unique business model allows it to profit from various operations on its land, including oil, gas, water, and industrial activities, without significant capital expenditure. Despite being new, LB shows strong financials, high margins, and promising growth potential, making it one of my top picks in my dividend growth portfolio.
LandBridge's Dual Strategy: Tapping 'Delaware Basin Today, Tech Play Tomorrow'
LandBridge Co LLC LB shares tanked in early trading on Tuesday and have been volatile since then, after the company's IPO last month.
Betting The Farm - These 6 Dividend Stocks Dominate Our Family's Portfolios
I focus on long-term investments, emphasizing macroeconomic insights and actionable stock ideas. My portfolio is built on high-conviction, rarely-sold stocks. Investing for decades, I follow Howard Marks' wisdom: predicting the future is impossible, so focus on businesses with strong long-term growth potential. My top picks span energy, transportation, and geopolitically-influenced sectors, chosen for their resilience and unique advantages, aiming for sustained shareholder value.
Betting Big On A Tiny Texan - Why I Just Bought LandBridge
I broke my rules and invested heavily in LandBridge, a young company with prime land in the Permian Basin, essential for water infrastructure and energy projects. LandBridge's strong partnerships and diversified revenue streams, including surface-use royalties and resource sales, position it for substantial growth and high margins. Despite risks like limited history and no dividends, I see LandBridge as a high-reward investment with immense long-term potential, similar to Texas Pacific Land.
