Archive - 310 Value’s Newsletter

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

April 2024

Secure Energy Services

From Volatile to Durable Earnings

Apr 3, 2024 •

December 2023

Applying Nick Sleep’s and Qais Zakaria’s Analysis of Costco to eDreams

Scaled Economics Shared

Dec 15, 2023 •

November 2023

eDreams: Q2 Update – A Multi-Bagger Still Hiding in Plain Sight

In August, I wrote an article “eDreams: A Multi-Bagger That is hiding in Plain Sight.” Given that they just reported their second quarter earnings, I…

Nov 16, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts