Reddit Posts
Crescent Energy is ripe and ready to get picked
Gotham City Research short thesis on Land bridge (LB) and Texas Pacific Land (TPL)
Turning Water into Wealth - $LB Landbridge Analysis
Insider Trading: TPL's price is up over 40% since July after reporting the most insider purchase transactions during July and currently in August
ENPH and TPL were the best bet you could've made in the last 5 years
Cult stocks - is there a point to trying to find and buy them as the cults are forming?
$TPL (Texas Pacific Land Corp) - Buy?
DD $TPL (Texas Pacific Land Corporation) - Blasting Off This Summer 🚀🚀🚀🚀🚀🚀
DD $TPL (Texas Pacific Land Corporation) - Blasting Off This Summer 🚀🚀🚀🚀🚀🚀
Mentions
[https://www.youtube.com/watch?v=a6TPL_fgUsc](https://www.youtube.com/watch?v=a6TPL_fgUsc)
I'm pretty sure I learned about him through you! I subscribed after reading a few free articles. I need to still find some more energy (oil) names. AETUF was a big one for me and it got bought out. Now I'm holding LB, TPL, Tourmaline, VAL, and some tanker names (TEN and LPG). So you think KFS is at an attractive point here? I recall you talking about them and KINS in the best (and maybe KNSL?), but I've never followed insurance names too well.
God damn that opening pump from TPL
I did that with TPL and it has not worked out well lol. I also did it with SPX and it in fact did work out well. So 50% chance.
Murray Stahl is best remembered for owning hard assets in asset light form, and not without reason. His real ethos was that he felt the market was decent at pricing things for 3-6 months but really bad at pricing things over years. Businesses like TPL and LB often appear optically expensive until you map out their potential future cash flows that they gain at essentially zero cost. The market does a terrible job pricing that ability and Stahl made a fortune by doing it. He also excelled at finding names with no cash flows, that were near certain to make large cash flows in 2-3 years. CDZI is a decent example. They are building a water pipeline in California. The market is pricing it for nearly zero cash flows because California is a boondoggle. However, in 2 years they are permitted (as of now) to turn on their pipeline. With the contracts they have already signed they expect annual revenue higher than their current market cap. Stahl referred to this as "time arbitrage". As he says, the market isn't a long term investor, but we are. His letters have a unique way of explaining very big ideas in a way that really isn't hard to understand. If you own land in the Permian, for example, the amount of cash streams it can generate at zero nominal costs is staggering. More if you happen to have a data center built there. All those letters are archived online. I'll miss his quarterly wisdom and his daily buy of 3 shares of TPL. Legend.
Where can I find more news specific to TPL?
TPL down 14% because Stahl was basically the lone voice of reason on an epically incompetent board of directors. Sad. LB apparently moving in sympathy. I like LB more, only because TPL is being managed by the proverbial ham sandwich now.
Apparently Murray Stahl was actually the reason TPL and LB held up so well. His buying everyday is being missed.
I own PPIH which has a large presence with Saudi natural gas. I'm hoping some of the Canadian royalty names sell off. Wouldn't complain about LB or TPL getting cheap either.
A lot of insider buys on $GO. Not sure why but it reminds me of $TPL a few years back when insiders were buying a lot and the stock eventually went parabolic.
If you're looking to hedge against tech volatility, you should definitely be eyeing **low-beta** or **non-cyclical plays**. For instance, **KHC (Kraft Heinz)** is a classic defensive staple—its performance is driven more by demographics and inflation than market hype. For pure macro decoupling, I like **TPL (Texas Pacific Land)** for its unique energy footprint, or even **RGLD (Royal Gold)** if you want exposure to precious metals without the operational risks of mining. These aren't just 'stocks'; they're a massive safety net when the S&P gets shaky.
VRT, FIX, GEV, and TPL.... thank you for keeping my portfolio above water.
Up 42% on these Chord oil shares and up 90% on these TPL oil shares :)
The AI power needs bet has been going on for a while now. Things like the IPPs (VST/CEG/TLN) started taking off in early 2024. BE is up 538% in a year. There's also things like the turbine names (GEV) or even the oil royalty names that are plopping data centers on the land (TPL is up about 78% YTD, https://www.costar.com/article/345870916/former-google-ceo-teams-up-with-one-of-texas-largest-landowners-to-build-data-centers.) Could this bet continue to do well? Sure, but it's not some sort of little known bet - the easy money has been made already.
OXY, COP, TPL. The big petroleum companies had a huge pump. But yeah, I'm going to try to sell all calls expiring within the week.
Missed RCAT? Then missed TPL? Here's one more for today. ATPC
Did you miss my RCAT signal last week? If so.. don't miss TPL now! Pump in progress live RIGHT NOW
Oil demand is doing the opposite of weakening year after year. IEA revises its forecasts literally every year. And nat gas is growing at an even faster rate. TPL continues to win as it has for 125+ years.
Wonderful day to have TPL and VG as my largest positions 😤
What a wonderful time to have TPL as my largest position 😌
What a wonderful time to have TPL as my largest position 😌
What a wonderful time to have TPL as my largest position 😌
I watched dozens of people talk about "load up on oil" and "buy some NOC", and I was all "I got 7 shares of TPL, so Im good." I am not good. So jelly.
I have been watching $TPL. You are thinking along the same lines as I am.
TPL is just a straight line up ffs...should have bought calls on Texas real estate
TPL, anyone know what happened there?
TPL next big stock, oil and water royalty company that is turning into a data center play too
TPL, Texas pacific land trust
TPL up a casual 72% YTD. https://www.costar.com/article/345870916/former-google-ceo-teams-up-with-one-of-texas-largest-landowners-to-build-data-centers
The Texas university system is another major land owner in Texas. I’m sure they do very well too! Not sure about the companies. I don’t follow it, but I’ve seen others mention LandBridge alongside TPL. Another land company that I own and at one point was very excited about is Limoneira. It’s an agricultural company based in California that grows primarily citrus and avocados. They also have water rights and occasionally convert farmland into housing developments. I used to be super bullish on it but now am meh. I’m sitting on a loss but holding. It could be worth a small speculative position on your end if you like what you see. The water rights are what drew me into the company in the first place and I still feel they’re undervalued. Good luck to you!
Shorting TPL just coz i see to much humblebragging here cya back under 300 speds
Made a nice position in TPL at 286. Couple months later it's at 488 lol wish i had more of it.. .
I never heard of TPL but its pe is almost 70. div yield below 1%. how much higher can it really go?
Nobody talking about TPL? Im up 40% in a month…
Texas Pacific Land Trust (TPL). One of the largest landholders in Texas and they have major holdings in the Permian basin. Oil and gas royalties are their bread and butter, but they've moved into water through frac water sourcing and produced water disposal. Grazing rights and easements for pipelines and roads generate revenue too. Potential growth vectors include data centers, bitcoin mining, solar and wind, geothermal, and carbon capture and storage. It's a volatile stock but has generated large returns. Oil and gas is a depleting asset and eventually drilling will go from tailwind to headwind. But I think they have a bright future and am holding strong and occasionally add to my position when shares dip (generally due to lower oil and gas prices).
TPL, BBAI, NAK, PLTR, DVLT. Plus a whole bunch of O and EIPI in a drip account.
Utilities are inherently conservative entities so I doubt they overextend, but I don’t touch utilities that much. I’m more taking about the commodities extraction side, where royalty companies have full unhedged price and volume upside and no capital risk. Nat gas is already becoming the coal replacement and cheap energy source globally regardless of data center buildout. TPL, SJT, PBT, and to some extent LB are well positioned. TPL especially so when it comes to data centers with their large Permian land ownership, gas royalties for power delivery, and water business for cooling.
Shifted out of remaining IPP positions a couple weeks ago (further negative IPP discussion: https://pbs.twimg.com/media/G_bv50iW0AAiU6i?format=jpg&name=900x900.) Added more elsewhere like turbine names and services (wish I'd bought more BW at the beginning of the year), more to CCJ, new TPL, more to EQT and pipelines like WMB/KMI. More copper, more gold mining.
Yep, have a small position in SII. Sprott Resources was a small public/private vehicle many years ago that never caught on/did particularly well and eventually was reverse merged into something else, then eventually bought. I think it was repurposed into a lending vehicle at some point along the way, as well. FRMO is where it was 20 years ago and down 50% in the last 5. Could have done a lot better (+90%) in their flagship mutual fund which doesn't have the same holdings but certainly does share similarities (TPL/bitcoin emphasis.) The holding company hasn't done well in the last 5 years but it feels like what has gone right in FRMO's holdings in the last 5 years hasn't registered at all. At some point should just wind it down or sweep it under the holdco rug.
My energy holdings: TPL (oil royalties), CCJ (uranium), LEU (haleu producer), LTBR (LEU before it growned up), MP (rare earffs), UUUU (Uranium + rare earff)
TPL. Oil, water, and now data center royalties. Second largest land ownership in TX next to the federal government.
TPL. Three for one split and a data center deal. Split last year and pretty quickly climbed back to pre-split price before having a big spike around the same time as LandMan season 1 came out (probably a coincidence) before correcting and hanging out around the price it was at Monday last week. The announcement of a split was a little strange a couple of weeks ago but the news Friday made it make sense.
Man TPL splits always mess with my brain but that data center play is actually pretty solid. You sold at 1600 and bought back in before the split announcement? That's some decent timing even if it feels sketchy lol
"TPL three for one split makes a lot more sense" a stock split adds no value, reflects no value, and doesn't remove any value. wtf does this even mean TPL is just a land company that makes royalty revenue with essentially 100% margin and a data center buildout will increase the volume of royalties. wtf does a stock split have to do with anything
TPL is a great company, my bags just got caught in EOG and i feel like i'd be selling at absolute worst time so i'm holding onto that worthless POS
TPL, DECK, SMCI, COIN, TTD, XYZ, etc All way down since SP500 added
Cautiously....the S&P has a habit of top ticking hype lately. Look at TPL, SMCI, ERIE....
I started at 18 after a school project that got me interested. Made some lucky buys in the early days my first purchase was TPL in mid to late 90’s and Netflix in 2004 and while I attribute that to luck I have been trading ever since and just trying to learn something new everyday and share what’s worked for me. Maybe it’s not for you and that’s fine. This is just my amateur opinions. You don’t have to agree or read
I post pretty frequently (probably too much). I've been pitching ODD for over a year when it gets cheap. If it traded at similar valuation to its peers it should be around $60, minimum. It's also launching some really interesting new lines. I'm incredibly bullish on this one, though I don't think it has instant multi-bagger potential. ABL should be a $15-18 stock, plus it's growing at insane rates. SJT is my other recent buy. It's a trust that owns a ton of natural gas reserves. Their royalty structure is that they only get a portion of profits, not revenue (like TPL does) and their tenant has been investing in Capex for awhile and this not making any "profits". The capex is ending and even at current nat has prices SJT will likely pay out $1/share in dividends, or about a 16% yield. Normally the stock trades around 4-5% yield, which would imply a share price around $18. It's currently at $6. So I've been buying that. I still think BW is a $15-20 stock, even if they don't announce any new business.
TPL had their earnings call last week and talked about data centers in the Permian basis.
Its basically the $TPL playbook and well yeah that’s been a homerun x10
I was interested in their story last year when they IPO’d but recently they’ve seemed to struggle quite a bit. First of all, the “Permian is dead” theme seems to be taking off. Take a look at TPL. It’s pretty much dropped 50% off ATH in the last year. LB is considered a mini TPL so they trade pretty similar. One of the more intriguing stories with LB is the potential for data centers but we haven’t seen any solid deals. The NRG deal was to potentially power a data center in 2029. If you want to make money from the data center theme, there are way better investments than “we potentially have a data center in 4 years”. So, it’s not a very good data center play. The Permian is favored by the market right now. I wouldn’t say it’s undervalued either. Maybe it’s a decent recovery play. I’m personally just holding shares and waiting to sell for some profit.
Water comes from the ground on the land. Companies sell the water byproducts from other energy drilling. TPL, LB all have revenue from water rights in their lands.
This is an old thread, but if anyone here liked LB, they may like WBI's IPO. Like TPL and LB IPOs, it's been pretty quiet. They just closed it out today: [https://www.businesswire.com/news/home/20250918448117/en/WaterBridge-Announces-Closing-of-Upsized-Initial-Public-Offering-and-Full-Exercise-of-the-Underwriters-Option-to-Purchase-Additional-Shares](https://www.businesswire.com/news/home/20250918448117/en/WaterBridge-Announces-Closing-of-Upsized-Initial-Public-Offering-and-Full-Exercise-of-the-Underwriters-Option-to-Purchase-Additional-Shares) [https://archive.fast-edgar.com/20250917/AW2VS22EZ22R59ZU222R2ZYQUCQPZZ22Z272/](https://archive.fast-edgar.com/20250917/AW2VS22EZ22R59ZU222R2ZYQUCQPZZ22Z272/) [https://www.sec.gov/Archives/edgar/data/2064947/000119312525206805/project\_gulfstream\_prosp.htm](https://www.sec.gov/Archives/edgar/data/2064947/000119312525206805/project_gulfstream_prosp.htm) Hope this helps someone here today.
If you want free $ buy TPL and wait a month
I also own OMAB, but I'm debating selling to add to CAAP. I think there's more upside potential on their airport properties. I own both for now. I'm also looking at LNG. The LNG export infrastructure is an amazing asset with lots of tailwinds. As long as natural gas is popular, LNG will do well. Then you have other irreplaceable assets. CHDN for example, which owns Churchill Downs race track. It's an institution, you can't build anything close to that because of the history. There's weird ones like MD which operates pediatric hospitals. Logistics networks are notoriously hard to compete against too. I love HWKN because it has a distribution network for water treatment chemicals. Their network gives them a scale advantage that it would be really stupid to try and compete against. There's also royalty plays like LB, TPL, or PSK.TO. There's tons out there. Meanwhile, some of the best tech companies can be taken out by a single innovation. What happens to ASML if anyone figures out EUV lithography?
Great Advice, in a Normal market. But this market is At the Bottom, even though some stocks are at All time highs. As a long term stock/option trader, I’ve lost a whole lot and made a whole lot from options BUT My Longterm stocks are up. The only thing I would really change about your Great Advice, is For Him to Focus More on Stocks/Ethereum/Bitcoin right Now for long term investments(80% of savings). Because META, Microsoft, Google, Amazon, Nvidia Just beat Earnings and look at how much Microsoft and meta jumped. AVGO!! TSM!!! COHR!! NFLX!! I would also spread a small percentage to TPL, IREN and TSLA.
Short report on TPL and LB apparently couldn't even move them. Also, releasing a short report when a stock is already down a lot seems like bad timing.
TPL went up over 120% in 2024 and reached overvalued levels.
I haven't seen any official news, but I follow both names. Here's my hypothesis: 1) they became data center plays which hasn't yet panned out. 2) they are both big in the Permian basin and since the FANG shareholder letter the narrative has been that the Permian has peaked. 3) they both got really expensive and needed a pullback. I doubt any one of these is solely to blame for the pullback, however a number of Permian adjacent names have been pretty weak of late. ARIS is way down too. With current oil prices it's very likely that Permian production will decline as were below break even for most wells in that basin. That's definitely a negative for TPL/LB.
Anyone know what’s been going on with TPL/LB in the past couple months? I know TPL fluctuates a lot more based on oil prices. LB revenue is mainly from water royalties. Both are currently lower than April prices and I haven’t seen any major news for the drop. I’ve been long on LB since IPO so might add to my position here. I haven’t owned TPL but it’s tempting
Any more info on TPL? Why the sell off
Yeah I agree with you but it’s also pretty volatile. I usually wait for pullbacks to add more to my position anyways. The TPL comp is interesting to me since O&G revenues are more significant for TPL. Meanwhile for LB, it’s more about water. To me, I’m bullish on a lot with LB in the long run. Things really start to get interesting if they sign more data center deals. But even without that, the land they own is valuable and they’ll make money regardless.
The price will most likely always stay high, multiple wise. They have incredible latitude given their fixed fee contracts + variable production royalties that require no capex on their end. TPL is essentially LB’s future, with 80% EBIT margins and every cent going towards shareholders
ARIS getting killed because the Permian is slowing. LB/TPL up because....the Permian is slowing? I need more royalty plays.
With all the "peak Permian" talk brought on by the FANG letter, it's impressive how well TPL and LB are holding up.
Your outie is an oil equity guy, but refused to buy TPL due to the high PE and instead bought low pe E&P that are down bigly
I had started the week with $TPL puts, then moved to $GS (right as trump tweeted the tariff pullback, so it ate into my cost basis), today i hit DEEP ITM for $META puts. Tomorrow, I feel like purchasing $WMT Puts. https://preview.redd.it/0d7yqnhkv3ue1.png?width=2318&format=png&auto=webp&s=89f1f05bdad1cc21b1dd746c40db0189d8accf52
I was up today (about ~60%) on my TPL puts prior to selling before noon EST. I then purchased more puts — this time for $GS — and then Trump starting tweeting 🤦♂️. I was forced to write some last minute spreads.. hopefully I can save it, but at this point it all feels like gambling!
Yes. That’s my opinion. I’ve purchased more $TPL 1020 04/17 puts this morning
Definitively, the best positions to hold indefinitely would have to be an index, ETFs/mutual funds. Individual stakes solely? I would prefer to hold something that’s essential to daily living + functionality (a business that’s so simple, as Warren Buffett puts it, an idiot could run it. Because as some point things will be ran by one). Those businesses in my portfolio would be $WM, $RSG, __ , (or something with similar operations)… $TPL, $VIST, __ , (or something within physical assets such as land or oil) Do your own research, as this is not to be taken as recommendations — just transparent DD I’ve done recently that I care to mention.
Good amount of GOOG, META, MELI- already own but would expand my position. Also looking at things that could get crazy cheap. Maybe Reddit goes back to IPO prices? I like UBER as well. Private equity names have been beaten down a ton- take your pick. They’ll bounce back eventually. Other names I’m looking at- KNSL, JXN, TPL, ASML, FIX… we’ll see how much they get beaten down.
I think it is a great transition fuel ⛽️. TPL is an interesting stock
I researched TPL in June of last year. Now at $1400. I saw it at $700.
Transportation. Look into ODFL for example. We all need our shit and that won't change. We also need air conditioning fixed even in a recession so look into AAON. Oil isn't going to just disappear so look into TPL (which is a bit pricey right now) and home building will eventually bounce back in a year or two or 4, but eventually it will so look into TREX and BLDR. I've got about 25 others, half of which are tech related, and the portfolio has greatly outperformed over the years.
I have found plenty of small names that do great. Thanks! Also, a lot more opportunity for mispricing than in big names. Why are small stocks a trash bin? Also, thinly traded stocks can frequently be great performers. Look at TPL, ERIE, UFPT, HWKN, USLM.....
I haven't, but I can't say I'm a very sophisticated investor. Are there any stocks with really strong track records that you'd replace LLY, PRG, and TPL with that would act as hedges against big tech stocks?
Yeah, stick to the Fidelity indexes. 60/20/20 500/mid//small or 70/15/15 seems good to me. You never know when a mid cap becomes a large cap, and then gets added to the S&P 500 after all. LII and TPL were just added recently.
Landbridge is mostly contiguous. TPL is checkerboard.
# **TLDR** --- **Ticker:** SPY (and others) **Direction:** Up (mostly) **Prognosis:** Buy stocks with strong momentum, potentially using options strategies in the future. **Algorithm:** OP developed an algorithm that identifies stocks with strong momentum, adjusts for risk tolerance, and even predicts breakouts. **Results:** Positive returns across multiple strategies and stocks (TSLA, NVDA, MSTR, etc.), but past performance is not indicative of future results! **Disclaimer:** OP hasn't incorporated options into their main strategy yet, so there's still room for growth (and potential risk!). Also, TPL was a bad call. Don't be a TPL.
I can’t believe I just saw TPL in here. People seriously don’t understand that stock. NVDA TPL PLTR META COST
MSFT, LLY, COST, MA, TPL. General strategy was to include multiple sectors. Went fairly conservative, IMO. Stocks with long track records of success.
The antitrust concerns are mostly focused on the big oil producers, not landowners like TPL. [TPL's revenue comes primarily from royalties, water rights, and surface use fees](https://beyondspx.com/article/texas-pacific-land-corporation-tpl-a-legacy-of-strategic-land-management-and-innovative-water-solutions) - they're basically the landlord collecting rent, not the operator getting investigated. Their Q3 numbers are insane - 37% water revenue growth YoY and 46% growth in produced water royalties. Their latest acquisitions are gonna add another 30k barrels/day in royalty production. This is a cash flow machine that's getting stronger, not weaker. Antitrust would actually help TPL if anything - if the big operators get broken up, that means more companies needing to lease land and water rights from TPL. Win-win either way.
TPL fucking prints. [Land ownership + water rights in the Permian Basin](https://beyondspx.com/article/texas-pacific-land-corporation-tpl-a-legacy-of-strategic-land-management-and-innovative-water-solutions) = money machine. They're literally getting paid just for owning shit. Plus [4 Bitcoin mines running](https://finance.yahoo.com/news/jim-cramer-texas-pacific-land-201929874.html) and 700MW of solar in development. Zero debt. Free money glitch. TSLA's gonna moon with this [Model Q under $30k](https://finance.yahoo.com/news/tesla-stock-gains-deutsche-bank-172533176.html). Elon playing 5D chess while legacy auto still figuring out how to plug in their EVs. Those quantum gains tho 🚀 Save some tendies for the rest of us
Value after hours had a good guest this week, episode [here](https://open.spotify.com/episode/01t9yCsJonOjVuIMQbGUn6?si=0YqCCF2HQnWMM1j2FkHFQw). She discussed a few companies, including HIFS my favorite bank I don't own. What really caught my interest was the ingles Markets (IMKTA) work the guest had done. She had been assigned to find land owning companies to evaluate for investment, and after going through the big names like TPL stumbled on the idea that a lot of companies own land as part of their business. Going through public tax records, 10Ks, etc. she determined that Ingles markets is trading significantly below the value of its land holdings, plus they're getting rent, and selling groceries. She had the hotel as high as $6 billion (current market cap $1.28 billion). It (of course) has no analyst coverage. Interesting listen.
>to set you up for the rest of your life Meaning I would sell at some point. NVDA, TPL, HWKN, IRM, COST
Texas Pacific Land, Interactive Brokers, Talanx, BRK, Meta Those are not the stocks I currently favour the most, aside Meta. But I went at it really looking for something that could possibly function even in 5 decades. TPL: they own land, this is inherently valuable. IBKR: there will always be a stockmarket (imo) and they are from my experience just the best international brokerage. Talanx: if we germans can do one thing good, its insurance, which as a business will also exist as long as there is risk. BRK: a holding company, literally impossible to outcompete because there are no direct competitors, and its practically a ETF in disguise. Meta: they are the absolute masters of social media, although Zuck not being at the helm would be a big downgrade for me. I'm fairly certain that those stocks will be around in 50 years or more and will be doing fine.
Top: RDDT Flop: Pernod Ricard Surprise: TPL
The long history of that fund is generally uneventful, they hold a small number of mid cap stocks and have generally done just fine. This year they just happened to get very lucky when one of their few holdings TPL grew by like 800% in a couple months. That one stock now comprises more than 50% of the fund.