LandBridge Company LLC (LB): A Bull Case Theory 

We came across a bullish thesis on LandBridge Company LLC on FJ Research’s Substack. In this article, we will summarize the bulls’ thesis on LB. LandBridge Company LLC’s share was trading at $51.80 as of October 13th. LB’s trailing and forward P/E were 73.18 and 21.60 respectively according to Yahoo Finance.

LandBridge represents a unique investment opportunity by owning the infrastructure behind the energy and data boom rather than the commodities...