I Couldn't Be More Bullish On LandBridge If I Tried

LandBridge's diversified revenue streams and high-margin business model, including royalties from oil, gas, and water, make it a cornerstone in my portfolio.
The company reported a 62% rise in EBITDA, initiated its first dividend, and provided its first guidance, showcasing robust growth potential.
Prime land in the Permian Basin and new ventures in data centers and renewable energy bolster LandBridge's long-term shareholder value.
I maintain a Strong Buy rating on LB stock due to LandBridge's exceptional capital allocation and multi-layered growth strategy.

Joey Ingelhart

Introduction

It's time to talk about the LandBridge Company (NYSE:LB), my second-biggest investment and my second-most successful investment ever - so far.

The company went public on June 28. On July 5, I wrote my first article

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":368920963981400,"tweetId":"368920963981400","gmtCreate":1731072600000,"gmtModify":1731101611245,"author":{"id":10000000000010896,"idStr":"10000000000010896","authorId":10000000000010896,"authorIdStr":"10000000000010896","name":"Leo Nelissen","avatar":"https://community-static.tradeup.com/news/8c07a36112cfcef2038947477661e164","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":31,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/acdbc58c22343878b4b0564314f1922f"}],"coverImages":[{"img":"https://static.tigerbbs.com/acdbc58c22343878b4b0564314f1922f"}],"title":"I Couldn't Be More Bullish On LandBridge If I Tried","html":"<html><head></head><body><ul>\n <li>LandBridge's diversified revenue streams and high-margin business model, including royalties from oil, gas, and water, make it a cornerstone in my portfolio.</li>\n <li>The company reported a 62% rise in EBITDA, initiated its first dividend, and provided its first guidance, showcasing robust growth potential.</li>\n <li>Prime land in the Permian Basin and new ventures in data centers and renewable energy bolster LandBridge's long-term shareholder value.</li>\n <li>I maintain a Strong Buy rating on LB stock due to LandBridge's exceptional capital allocation and multi-layered growth strategy.</li>\n</ul>\n<p></p><img src=\"https://static.tigerbbs.com/acdbc58c22343878b4b0564314f1922f\">\n<p class=\"item-caption\"></p>\n<p class=\"item-credits\">Joey Ingelhart</p>\n<p></p>\n<div class=\"inline_ad_placeholder\"></div>\n<h2>Introduction</h2>\n<p>It's time to talk about the <strong>LandBridge Company (<span class=\"ticker-hover-wrapper\">NYSE:<a href=\"https://seekingalpha.com/symbol/LB\">LB</a></span>)</strong>, my second-biggest investment and my second-most successful investment ever - so far.</p>\n<p>The company went public on June 28. On July 5, I wrote my first <a href=\"https://seekingalpha.com/author/leo-nelissen/analysis?ticker=LB\">article</a></p></body></html>","htmlText":"<html><head></head><body><ul>\n <li>LandBridge's diversified revenue streams and high-margin business model, including royalties from oil, gas, and water, make it a cornerstone in my portfolio.</li>\n <li>The company reported a 62% rise in EBITDA, initiated its first dividend, and provided its first guidance, showcasing robust growth potential.</li>\n <li>Prime land in the Permian Basin and new ventures in data centers and renewable energy bolster LandBridge's long-term shareholder value.</li>\n <li>I maintain a Strong Buy rating on LB stock due to LandBridge's exceptional capital allocation and multi-layered growth strategy.</li>\n</ul>\n<p></p><img src=\"https://static.tigerbbs.com/acdbc58c22343878b4b0564314f1922f\">\n<p class=\"item-caption\"></p>\n<p class=\"item-credits\">Joey Ingelhart</p>\n<p></p>\n<div class=\"inline_ad_placeholder\"></div>\n<h2>Introduction</h2>\n<p>It's time to talk about the <strong>LandBridge Company (<span class=\"ticker-hover-wrapper\">NYSE:<a href=\"https://seekingalpha.com/symbol/LB\">LB</a></span>)</strong>, my second-biggest investment and my second-most successful investment ever - so far.</p>\n<p>The company went public on June 28. On July 5, I wrote my first <a href=\"https://seekingalpha.com/author/leo-nelissen/analysis?ticker=LB\">article</a></p></body></html>","text":"LandBridge's diversified revenue streams and high-margin business model, including royalties from oil, gas, and water, make it a cornerstone in my portfolio. The company reported a 62% rise in EBITDA, initiated its first dividend, and provided its first guidance, showcasing robust growth potential. Prime land in the Permian Basin and new ventures in data centers and renewable energy bolster LandBridge's long-term shareholder value. I maintain a Strong Buy rating on LB stock due to LandBridge's exceptional capital allocation and multi-layered growth strategy. Joey Ingelhart Introduction It's time to talk about the LandBridge Company (NYSE:LB), my second-biggest investment and my second-most successful investment ever - so far. The company went public on June 28. On July 5, I wrote my first article","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/368920963981400","repostId":0,"isVote":1,"tweetType":1,"viewCount":0,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GRO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":687,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/368920963981400"}