The Buyside Desk

The Buyside Desk

Buy Side Research

Permian Treasure: Royalties, Land and Data Centers (the story of LandBridge)

A deep dive into LandBridge ($LB) - the Permian's newest and most interesting land management company (very similar to Texas Pacific Land Corp $TPL)

Stephen McNamara's avatar
Stephen McNamara
Feb 07, 2025
∙ Paid

The video presentation is a long-form deep dive into LandBridge ($LB), that went public in June 2024, and returned over 300% to shareholders in 6 months. This presentation dives into the company’s history, leadership team, business model, financial metrics and valuation. With a massive boom in data center construction, associated with artificial intelligence roll-out, LandBridge could be poised to be much more than an oil, gas and water royalties company. Its shares could be a very attractive investment. To learn more, subscribe to DealFlow: Buy, Sell, Grow to get premium buy-side research as well as insights on M&A and buying/selling a business.

User's avatar

Continue reading this post for free, courtesy of Stephen McNamara.

Or purchase a paid subscription.
© 2026 Stephen McNamara · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture