On December 31, 2025, a notable transaction was executed by Murray Stahl (Trades, Portfolio), involving the acquisition of shares in San Juan Basin Royalty Trus
Significant Transaction on December 31, 2025 On December 31, 2025, Murray Stahl (Trades, Portfolio) executed a noteworthy transaction involving Hawaiian Electri
We're in the early stages of a massive $85 trillion global infrastructure buildout, driven by AI, reshoring, and modernization. This capital rotation is fueling explosive demand for energy, power, and
We are transitioning from a globalization-focused world to one prioritizing resilience, autarky, and supply chain security. Heightened geopolitical risks and deglobalization support investment in defe
Major stock indexes closed sharply higher Wednesday, a day after major equities indexes recorded their worst day in three months, as President Donald Trump appeared to rule out military force in Green
DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for Fourth Quarter and Full Year 2025 Earnings Release and Conference Call.
Texas Pacific Land (NYSE: TPL - Get Free Report) and Snow Lake Resources (NASDAQ: LITM - Get Free Report) are both energy companies, but which is the better stock? We will compare the two businesses b
I reflect on my early dividend portfolio, which included PEP, HD, PSA, UNP, and DUK, and why it was too defensive for my age. Focusing on growth over yield in the early investing years is critical, as
The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporti

Energy Is, By Far, My Favorite Sector For 2026

07:30am, Wednesday, 24'th Dec 2025
Energy badly lagged this year, and I underestimated how severe the supply glut would be. I was early - but the long-term thesis remains firmly intact. Today's oil prices aren't sustainable. Low prices
I examine how the market mislabels certain stocks such as Texas Pacific Land Corporation, highlighting the need to see what they truly are beneath the surface. TPL's vast Permian holdings offer high-m
Texas Pacific Land is a high-margin cash cow. Its land is valuable because it's located in the largest oil-and-gas-producing region in the United States.
Texas Pacific Land stock jumped more than 8% after it struck a deal with the data center startup Bolt to build computing facilities meant to power the AI boom on its land.
Major stock indexes pulled back Wednesday, with the S&P 500 and Dow Jones Industrial Average on pace for a fourth consecutive decline, as AI bubble concerns resumed.
Shares of Texas Pacific Land Corporation surged on Wednesday after the company announced a strategic partnership aimed at developing large-scale data centre campuses across its extensive land holdings
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