[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@310Value](/creator/twitter/310Value)
"Seems like a good day update the $lb $tpl and $psk.to comps (note: LB is not pro forma for new deal)"  
[X Link](https://x.com/310Value/status/1859706150146670978) [@310Value](/creator/x/310Value) 2024-11-21T21:11Z 9769 followers, 15.8K engagements


"$psk.to increased oil production X% yoy in Q2 generating record volumes. This is a good read through for $ses.to and alleviate any concerns of the macro impacting their water volumes"  
[X Link](https://x.com/310Value/status/1945073477678985720) [@310Value](/creator/x/310Value) 2025-07-15T10:50Z 9753 followers, 2734 engagements


"@muddywatersre Covered well in the book Being Mortal. Also the bull case for $che"  
[X Link](https://x.com/310Value/status/1952696634019565925) [@310Value](/creator/x/310Value) 2025-08-05T11:42Z 9752 followers, XXX engagements


"@KairosPraxis To expand their shareholder base. Some funds can only invest in companies that pay dividends other funds require growing dividends. For growing companies the best dividend are de minimis and growing. See $hei $rop $che"  
[X Link](https://x.com/310Value/status/1955699436505505932) [@310Value](/creator/x/310Value) 2025-08-13T18:34Z 9753 followers, 1446 engagements


"$tpl CAO - Sell stock RSUs vest sell more stock.285 shares sold and XXX shares vested within a few days"  
[X Link](https://x.com/310Value/status/1963338130179649557) [@310Value](/creator/x/310Value) 2025-09-03T20:27Z 9754 followers, 3024 engagements


"Nice Bloomberg interview on $bn and $ses.to"  
[X Link](https://x.com/310Value/status/1966530997735862377) [@310Value](/creator/x/310Value) 2025-09-12T15:55Z 9752 followers, 3014 engagements


"$lb nice to see them turning scrub land into $$$ but it raises the questionwhats the solar field powering Data center press release incoming"  
[X Link](https://x.com/310Value/status/1976407340720238638) [@310Value](/creator/x/310Value) 2025-10-09T22:00Z 9754 followers, 10.3K engagements


"@jakesibley Idk could be limited on what they can say given that they are likely in a XX day quiet period post the $wbi IPO. Assume well get more details on the next earnings call which should be around X week after the quiet period ends"  
[X Link](https://x.com/310Value/status/1976429617708990765) [@310Value](/creator/x/310Value) 2025-10-09T23:28Z 9752 followers, XXX engagements


"Texas Capital Securities has a $XXXXXX price target on $LB. God bless them"  
[X Link](https://x.com/310Value/status/1970513392659292582) [@310Value](/creator/x/310Value) 2025-09-23T15:39Z 9766 followers, 5011 engagements


"Nice long pitch for $apo"  
[X Link](https://x.com/310Value/status/1977034668169216414) [@310Value](/creator/x/310Value) 2025-10-11T15:32Z 9767 followers, 4164 engagements


"@ValueIdeaLog Long $che senior housing and short $hog"  
[X Link](https://x.com/310Value/status/1977822465524142460) [@310Value](/creator/x/310Value) 2025-10-13T19:43Z 9767 followers, XXX engagements


"@joshlacey33 Certainly at $1800 it was overly rich but the lack of buybacks at current levels questions management's and the board's capital allocation acumen particularly in light of how much their lack of share repurchases cost the shareholders during 2020-2023"  
[X Link](https://x.com/310Value/status/1954190093763166627) [@310Value](/creator/x/310Value) 2025-08-09T14:36Z 9769 followers, XXX engagements


"@AKWilk Expansions into non municipal waste sectors such as produced water. $WCN bough the assets $ses.to was forced to sell and recently bought Stone Hill in the Permian"  
[X Link](https://x.com/310Value/status/1966568788112847164) [@310Value](/creator/x/310Value) 2025-09-12T18:25Z 9769 followers, XXX engagements


"@agnostoxxx getting on the $lb $tpl $wbi bandwagon"  
[X Link](https://x.com/310Value/status/1972714750065696799) [@310Value](/creator/x/310Value) 2025-09-29T17:27Z 9767 followers, 1241 engagements


"Til that over $170B of damage was done to Ukraines infrastructure which equals XX years of their pre-war construction spend"  
[X Link](https://x.com/310Value/status/1975900386767863862) [@310Value](/creator/x/310Value) 2025-10-08T12:25Z 9770 followers, 1493 engagements


"IIRC $tpl has land is Pecos county likely near where this ranch is located. Seems like $tpl should have been in a good position to win this business"  
[X Link](https://x.com/310Value/status/1978477990141890754) [@310Value](/creator/x/310Value) 2025-10-15T15:08Z 9768 followers, 2888 engagements


"This article on the gutting of a high a ROIC cancer research program is worth the read"  
[X Link](https://x.com/310Value/status/1978954699488325745) [@310Value](/creator/x/310Value) 2025-10-16T22:42Z 9769 followers, 1294 engagements


"@LeoNelissen Thanks. To be fair I dont own this for the ai thesis just think the incremental demand from ai may be under appreciated. For a more comprehensive view on this see below"  
[X Link](https://x.com/310Value/status/1979597534881333631) [@310Value](/creator/x/310Value) 2025-10-18T17:16Z 9770 followers, XXX engagements