Substack · 310 Value’s Newsletter · 310 Value
Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth
Thoughts Following LandBridge's Inaugural Analyst Day
Since publication +9.4% α −9.2 pp vs S&P 500 · USD
US · 4 entries · 2 publications
LB
LandBridge Corp
- Entries
- 4
- Bullish
- 1
- Bearish
- 1
- First
- Jul 27, 2025
- Latest
- Mar 26, 2026
As many bullish as bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on LB at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- March 2026 1 entry
- February 2026 1 entry
Substack · 310 Value’s Newsletter · 310 Value
Two Companies Marked Safe from the SaaS Apocalypse
LandBridge and Texas Pacific are not only safe, but are likely AI beneficiaries.
Since publication +7.5% α −4.0 pp vs S&P 500 · USD
- January 2026 1 entry
Substack · 310 Value’s Newsletter · 310 Value
LandBridge: It’s the Pore Space Stupid!
The Datacenter Thesis is nice to have, but the real value is in the pore space.
Since publication +39.1% α +26.2 pp vs S&P 500 · USD
- July 2025 1 entry
Blogs · r/SecurityAnalysis · /u/OkCaptain7928
LandBridge ($LB) short report: Stress testing Gotham City Research’s claims
I’m seeing plenty of aggregator blurbs and quick takes on X, but almost zero rigorous discussion of Gotham City Research’s 7/24/25 short report on LandBridge ($LB). PDF link here (original source)…
Since publication −45.0% α −24.9 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.