310 Value’s Newsletter

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

WaterBridge and Secure Waste Infrastructure Corp.

Oct 21 • 

310 Value

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4

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

WaterBridge and Secure Waste Infrastructure Corp.

Oct 20 • 

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15

5

June 2025

Secure Waste Infra Corp - Hidden Compounder + A Special Situation

An Update From on My April 2024 Article

Jun 5 • 

310 Value

47

6

2

May 2025

Brookfield's New Lawsuit

BN's Complicated Structure Makes it a Target for Attacks

May 15 • 

310 Value

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SigmaRoc’s Capital Markets Day

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

May 13 • 

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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 • 

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6

2

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

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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

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10

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 • 

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13

3

October 2024

The Strategic Value of eDreams

Did Uber Kick Off an OTA Arms Race?

Oct 28, 2024 • 

310 Value

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1

Texas Pacific Land Corp.’s True Cost of Capital

A Tale of Two Eras

Oct 22, 2024 • 

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17

6

September 2024

Brief Thoughts on Brookfield's Investor Day

Brookfield is Cheap Compared to Plan Value

Sep 12, 2024 • 

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