Everything said about
WATR
+ Watchlist0
Ideas · 30d
1
Episodes
3.0
Avg depth
2
Ideas · all time
The conversation · most recent first
26 APR26 APRYET ANOTHER VALUE PODCAST · 5:00
Complexity of the FivePoint affiliate structure
"A skeptical view was presented that the separation of LandBridge, WaterBridge, and PowerBridge creates excessive financial engineering and potential conflicts of interest."
Substantive discussion · 3/5
26 APR26 APRYET ANOTHER VALUE PODCAST · 30:00
LandBridge over WaterBridge on growth and re-rate
"The guest argued that between the two affiliated companies, LandBridge currently offers better opportunity due to higher per-share cash flow growth and multiple re-rating potential versus Texas Pacific Land (TPL)."
Substantive discussion · 3/5