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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7728 followers
Created: 2024-09-27 15:03:00 UTC

Horizon Kinetics on LandBridge $LB

Thesis: strategic position in the Permian Basin offers a compelling opportunity for IT and AI infrastructure development, with significant royalty-type revenue potential

(Extract from their Q2 letter, link to the full analysis in SAC#57)

![](https://pbs.twimg.com/media/GYZqhY_W4AAnxaT.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1839682156760580441/c:line.svg)

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[Post Link](https://x.com/StockCompil/status/1839682156760580441)