310 Value’s Newsletter

Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth

Thoughts Following LandBridge's Inaugural Analyst Day

Mar 26 • 310 Value

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1

February 2026

Two Companies Marked Safe from the SaaS Apocalypse

LandBridge and Texas Pacific are not only safe, but are likely AI beneficiaries.

Feb 28 • 310 Value

30

4

5

The Devon / Coterra Merger is Good News for WaterBridge and LandBridge

On Monday, it was announced that Devon Energy and Coterra Energy will merge, with an expected close in the second quarter of this year.

Feb 5 • 310 Value

26

1

January 2026

Ryanair’s €256M Fine May Be Tip of The Iceberg

Italian Competition Authority Discovered a Possible Breach of Fiduciary Duty by the CEO

Jan 28 • 310 Value

10

LandBridge: It’s the Pore Space Stupid!

The Datacenter Thesis is nice to have, but the real value is in the pore space.

Jan 19 • 310 Value

40

1

3

December 2025

Data Centers in the Permian Basin Part 3 - First Comes Power

Thoughts on Recent Developments: Chevron, Eric Schmidt's Bolt Data & Energy, Texas Pacific, LandBridge, and WaterBridge

Dec 19, 2025 • 310 Value

43

1

3

October 2025

Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal

WaterBridge and Secure Waste Infrastructure Corp.

Oct 21, 2025 • 310 Value

11

6

1

Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal

WaterBridge and Secure Waste Infrastructure Corp.

Oct 20, 2025 • 310 Value

39

17

6

June 2025

Secure Waste Infra Corp - Hidden Compounder + A Special Situation

An Update From on My April 2024 Article

Jun 5, 2025 • 310 Value

59

6

2

May 2025

Brookfield's New Lawsuit

BN's Complicated Structure Makes it a Target for Attacks

May 15, 2025 • 310 Value

12

SigmaRoc’s Capital Markets Day

Local Monopolies + Irreplaceable Products + Low Cost to End Customer + Savvy Capital Allocation = Shareholder Wealth Creation

May 13, 2025 • 310 Value

21

1

1

April 2025

Brookfield Corp. - Get a Buck for Fifty Cents

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

Apr 10, 2025 • 310 Value

59

6

2