On July 24, 2026, Murray Stahl (Trades, Portfolio), through Horizon Kinetics, increased the firm's position in RENN Fund Inc (NYSE: RCG) by purchasing 756 additi
LandBridge and WaterBridge Infrastructure stocks have formed promising technical setups as energy-sector strength supports two relatively new public companies.
I prioritize a TOLL+M investment model—tangible assets, oligopoly advantages, low incremental CapEx, durable cash flows, and macro tailwinds—to build resilient portfolios. Jamie Dimon highlights t
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the second quarter of 2026 after market close on
Texas Pacific Land is now primarily an AI infrastructure and data center land play, not just an oil royalty company. TPL's valuation implies an excessive amount of GW of future data center capacity. I
Energy sector fundamentals are strengthening as the Iran War de-risks, oil prices normalize, and cyclical growth accelerates. Low global inventories, disciplined CapEx, and secular demand drivers set
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company” or “LandBridge”) today announced that its board of directors has formed a special committee of independent directors
LandBridge owns strategic surface acreage in the Delaware Basin and collects fees without taking direct drilling or commodity price risk. Q1 revenue grew 16% YoY, and adjusted EBITDA margin remained v
Energy remains a top investment focus due to global demand, constrained supply growth, and attractive sector valuations versus the S&P 500. I highlight my preferred picks across the energy supply chai
The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between May 8 and May 14, offering fresh investment

LandBridge Q1 Earnings Call Highlights

04:07am, Monday, 11'th May 2026
LandBridge NYSE: LB reported higher first-quarter revenue and adjusted EBITDA and raised its full-year 2026 outlook, citing improved visibility into commercial activity, stronger basin conditions and
LandBridge Company LLC remains my largest holding and highest-conviction Strong Buy, driven by strategic Permian land ownership and a hyper-efficient, royalty-based business model. Despite sequential
LandBridge maintains robust growth and margins through strategic surface acreage acquisitions and a low-cost, diversified business model. Q1 2026 revenue rose 16% YoY to $51M, with operating margin ex
LandBridge Company LLC (LB) Q1 2026 Earnings Call Transcript

LandBridge Announces First Quarter 2026 Results

04:10pm, Wednesday, 06'th May 2026
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the first quarter ended March
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