Archive - 310 Value’s Newsletter

April 2025

Brookfield Corp. - Get a Buck for Fifty Cents

Trying to Make Sense of the Complicated Parts and Highlight its Value

Apr 10 •

March 2025

Durable Earnings + Volatile Stocks + Share Repurchases = Shareholder Value Creation

Chemed, eDreams, GFL, and Secure - Four Companies with Durable Earnings and Strong Share Buyback Programs

Mar 20 •

February 2025

Unpacking eDreams' Capital Markets Day

Business Transformed, Plenty of Growth Ahead, Now Let's Fix That Share Price

Feb 6 •

December 2024

Data Centers in the Permian Basin Part 2 – It’s More Than Just Trapped Gas

Implications for LandBridge, TPL, Vantage Data Centers, & DigitalBridge

Dec 11, 2024 •

October 2024

The Strategic Value of eDreams

Did Uber Kick Off an OTA Arms Race?

Oct 28, 2024 •

Texas Pacific Land Corp.’s True Cost of Capital

A Tale of Two Eras

Oct 22, 2024 •

September 2024

Brief Thoughts on Brookfield's Investor Day

Brookfield is Cheap Compared to Plan Value

Sep 12, 2024 •

August 2024

Data Centers in the Permian Basin

Can Texas Pacific Land Corp. and LandBridge Capitalize on Trapped Natural Gas?

Aug 23, 2024 •

June 2024

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