310 Value’s Newsletter
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Brookfield's New Lawsuit
BN's Complicated Structure Makes it a Target for Attacks
May 15
•
310 Value
11
Share this post
310 Value’s Newsletter
Brookfield's New Lawsuit
Copy link
Facebook
Email
Notes
More
SigmaRoc’s Capital Markets Day
Local Monopolies + Irreplaceable Products + Low Cost to End Customer + Savvy Capital Allocation = Shareholder Wealth Creation
May 13
•
310 Value
18
Share this post
310 Value’s Newsletter
SigmaRoc’s Capital Markets Day
Copy link
Facebook
Email
Notes
More
April 2025
Brookfield Corp. - Get a Buck for Fifty Cents
Trying to Make Sense of the Complicated Parts and Highlight its Value
Apr 10
•
310 Value
52
Share this post
310 Value’s Newsletter
Brookfield Corp. - Get a Buck for Fifty Cents
Copy link
Facebook
Email
Notes
More
6
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
•
310 Value
13
Share this post
310 Value’s Newsletter
Durable Earnings + Volatile Stocks + Share Repurchases = Shareholder Value Creation
Copy link
Facebook
Email
Notes
More
2
February 2025
Unpacking eDreams' Capital Markets Day
Business Transformed, Plenty of Growth Ahead, Now Let's Fix That Share Price
Feb 6
•
310 Value
13
Share this post
310 Value’s Newsletter
Unpacking eDreams' Capital Markets Day
Copy link
Facebook
Email
Notes
More
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
•
310 Value
26
Share this post
310 Value’s Newsletter
Data Centers in the Permian Basin Part 2 – It’s More Than Just Trapped Gas
Copy link
Facebook
Email
Notes
More
13
October 2024
The Strategic Value of eDreams
Did Uber Kick Off an OTA Arms Race?
Oct 28, 2024
•
310 Value
9
Share this post
310 Value’s Newsletter
The Strategic Value of eDreams
Copy link
Facebook
Email
Notes
More
1
Texas Pacific Land Corp.’s True Cost of Capital
A Tale of Two Eras
Oct 22, 2024
•
310 Value
40
Share this post
310 Value’s Newsletter
Texas Pacific Land Corp.’s True Cost of Capital
Copy link
Facebook
Email
Notes
More
14
September 2024
Brief Thoughts on Brookfield's Investor Day
Brookfield is Cheap Compared to Plan Value
Sep 12, 2024
•
310 Value
21
Share this post
310 Value’s Newsletter
Brief Thoughts on Brookfield's Investor Day
Copy link
Facebook
Email
Notes
More
August 2024
Data Centers in the Permian Basin
Can Texas Pacific Land Corp. and LandBridge Capitalize on Trapped Natural Gas?
Aug 23, 2024
•
310 Value
29
Share this post
310 Value’s Newsletter
Data Centers in the Permian Basin
Copy link
Facebook
Email
Notes
More
6
June 2024
eDreams Q4 Update - Who Likes Free Money?
Prime Subscription Program Fuels Compounding + an Arbitrage Opportunity
Jun 28, 2024
•
310 Value
6
Share this post
310 Value’s Newsletter
eDreams Q4 Update - Who Likes Free Money?
Copy link
Facebook
Email
Notes
More
21
Brookfield Property Group
Peeling the Onion on Brookfield's Direct Real Estate Holdings
Jun 24, 2024
•
310 Value
8
Share this post
310 Value’s Newsletter
Brookfield Property Group
Copy link
Facebook
Email
Notes
More
2
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts