Archive - 310 Value’s Newsletter

eDreams: Disproving the Bears and Regaining Credibility

Business Model is Intact and Management is Hoovering Up the Stock

May 30 • 310 Value

April 2026

An Open Letter to the TPL Board

Dear Members of the Board of Directors:

Apr 22 • 310 Value

First Takes on GFL's Acquisition of Secure

Implications for GFL and the Produced Water Industry

Apr 13 • 310 Value

March 2026

Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth

Thoughts Following LandBridge's Inaugural Analyst Day

Mar 26 • 310 Value

February 2026

Two Companies Marked Safe from the SaaS Apocalypse

LandBridge and Texas Pacific are not only safe, but are likely AI beneficiaries.

Feb 28 • 310 Value

The Devon / Coterra Merger is Good News for WaterBridge and LandBridge

On Monday, it was announced that Devon Energy and Coterra Energy will merge, with an expected close in the second quarter of this year.

Feb 5 • 310 Value

January 2026

Ryanair’s €256M Fine May Be Tip of The Iceberg

Italian Competition Authority Discovered a Possible Breach of Fiduciary Duty by the CEO

Jan 28 • 310 Value

LandBridge: It’s the Pore Space Stupid!

The Datacenter Thesis is nice to have, but the real value is in the pore space.

Jan 19 • 310 Value

December 2025

Data Centers in the Permian Basin Part 3 - First Comes Power

Thoughts on Recent Developments: Chevron, Eric Schmidt's Bolt Data & Energy, Texas Pacific, LandBridge, and WaterBridge

Dec 19, 2025 • 310 Value

October 2025

Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal

WaterBridge and Secure Waste Infrastructure Corp.

Oct 21, 2025 • 310 Value

Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal

WaterBridge and Secure Waste Infrastructure Corp.

Oct 20, 2025 • 310 Value

June 2025

Secure Waste Infra Corp - Hidden Compounder + A Special Situation

An Update From on My April 2024 Article

Jun 5, 2025 • 310 Value