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
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the first quarter of 2026 after market close on W
Shares of LandBridge Company LLC (NYSE: LB - Get Free Report) have received an average recommendation of "Hold" from the ten analysts that are currently covering the company, MarketBeat.com reports. O
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it has entered into a lease development agreement with PowerBridge LLC (“PowerBridge”) providing
I am shifting capital allocation toward scarcity-driven assets like energy, metals, infrastructure, and defense, as the abundance trade in software faces structural disruption from AI. My TOLL framewo
Energy remains my top sector for long-term alpha, driven by prudent capital allocation, dwindling reserves, and underestimated demand growth. Despite recent outperformance, I am not chasing momentum;
QXO Inc. and LandBridge are my two largest holdings, together accounting for 25% of my portfolio. QXO is a high-conviction M&A vehicle targeting $50B in annual revenue within a decade, with Wall Stree
Value investing is about identifying misalignments between price and medium to long-term fundamentals, not just low multiples. I focus on high-quality, cyclical value stocks like Union Pacific, Old Do
WaterBridge Infrastructure is rated a Buy, leveraging surging Permian Basin water disposal demand through a volume-driven, contracted model with multi-year EBITDA growth potential. Pairing WBI with La
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