LandBridge Company LLC (LB): A Bull Case Theory

We came across a bullish thesis on LandBridge Company LLC (LB) on Substack by FJ Research. In this article, we will summarize the bulls’ thesis on LB. LandBridge Company LLC (LB)'s share was trading at $69.12 as of May 8^th. LB’s trailing and forward P/E were 30.95 and 21.60 respectively according to Yahoo Finance.

[caption id="attachment_1205478" align="aligncenter" width="768"] Aerial view of an oil and natural gas drilling operation on a leasehold position.[/caption]

LandBridge stands out as a quietly compelling opportunity at the intersection of energy security and AI...