Archive - 310 Value’s Newsletter

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 •

September 2023

Several Ways to Win

Thoughts on Brookfield's Investor Day

Sep 27, 2023 •

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