Miami International Holdings (MIAX) and WaterBridge Infrastructure (WBI) are high-conviction, overlooked growth stocks with potential to double in five years. MIAX benefits from advanced technology, unique exchange licenses, and strategic partnerships, with margin expansion and new product launches as key upside drivers. WBI leverages essential Permian Basin water infrastructure, fixed-fee cont...
The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.
Energy badly lagged this year, and I underestimated how severe the supply glut would be. I was early - but the long-term thesis remains firmly intact. Today's oil prices aren't sustainable. Low prices are forcing discipline, squeezing supply, and creating a rare setup where sentiment and fundamentals are deeply misaligned. With positioning extremely bearish and costs rising, I see energy settin...
New York City-based Horizon Kinetics Asset Management increased its LandBridge holding by 133,188 shares in the third quarter. Despite the increased stake, the net position value decreased by $71.14 million as shares collapsed during the period.
The S&P 500 has delivered an 80% return over the past three years, significantly outperforming energy stocks. Despite a 7% year-to-date gain, energy remains an underperformer compared to the broader market's 18% rise. Energy sector volatility, driven by weak demand and OPEC supply actions, has challenged investors throughout the year.
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge” or the “Company”) today announced that it has entered into development agreements (Option to Lease Agreements) with subsidiaries of Samsung C&T Renewables, LLC (“SCTR”) providing the option to lease acreage for two potential Battery Energy Storage System ("BESS") projects in Pecos and Loving counties, Texa...
Added 66,806 shares, raising the position by $1,028,693 Post-trade stake: 244,982 shares valued at $13,069,801 LandBridge is now 3.43% of fund AUM, placing it outside the fund's top five holdings
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