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LandBridge LLC: Asymmetric Gold in the Permian Dirt

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FJ Research
Apr 30, 2025
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“Buy land, they’re not making more of it.” — Mark Twain

I’m not looking for safe bets. I’m not in the game to clip 8% a year. I’m looking for asymmetric setups: limited downside, massive upside. Ideas where I can concentrate capital and let compounding do the heavy lifting. LandBridge LLC (ticker: LB) is one of those ideas.

Right now, oil is hated. It’s n…

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