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LandBridge Company LLC (LB): A Bull Case Theory

We came across a bullish thesis on LandBridge Company LLC on Value Degen’s Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on LB. LandBridge Company LLC's share was trading at $57.93 as of August 4th. LB’s trailing and forward P/E were 30.95 and 21.60, respectively according to Yahoo Finance.

[caption id="attachment_1238416" align="aligncenter" width="768"] A drilling rig in the middle of an industrial mining site, surrounded by rugged terrain.[/caption]

Landbridge (LB), created by private equity firm Five Point Energy as a complement...