Texas Pacific Land Corporation (TPL) is discussed as a large, well-known land-based royalty company with a long history and strong price performance, valued differently than pure oil and gas royalty companies due to its surface rights.
Source Post
Chadd Garcia drills into LandBridge's value
Apr 26, 2026
This podcast episode features Chad Garcia discussing Landbridge, a land play benefiting from activity in the Permian Basin. Garcia believes the market is underestimating Landbridge's growth potential despite its seemingly high headline multiple. The episode also includes a sponsorship segment for AlphaSense, highlighting its AI tools for navigating earnings season.
Linked Mentions
Tickers discussed in this post
GFL recently acquired Secure Energy in a multi-billion dollar deal, which affirms the thesis on the water side.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.