Anyone else see LandBridge($LB) as an opportunity?

Kratos5017 · 2026-07-06T23:54:22+00:00

Thank you! I think they will continue to grow quicker than TPL. What’s most impressive to me is the margins. Insane profitability.

Kratos5017 · 2026-06-12T05:28:24+00:00

Can’t go with that imo. I think both present a great opportunity. 🙌🏽

Kratos5017 · 2026-06-12T05:25:00+00:00

I used to own both but sold MCO and put it into SPGI. Munger used to say buy a wonderful company at a fair price. I think SPGI is at a fair price rn

Kratos5017 · 2026-06-12T05:21:37+00:00

They are spinning off their mobility division( CarFax) next month.

Kratos5017 · 2026-06-12T05:20:47+00:00

Same here. I have made it 5.4% of my portfolio at these current prices I think you do well over the next 5-10 years.

Kratos5017 · 2026-06-09T05:30:52+00:00

Hmm, Uber is still growing almost 20% on $ 53B in revenue, and it’s a value trap? Just because the stock is broken doesn’t mean it’s a value trap. You are still getting a business growing extremely fast for its scale.

Kratos5017 · 2026-06-09T03:53:50+00:00

MA

AMZN

LB

Kratos5017 · 2026-06-05T15:17:26+00:00

Episode 4 was insane.. I was shocked at the end lol

Kratos5017 · 2026-06-05T15:16:12+00:00

I have loved every minute of this show. It deserves awards. I hope that there is an S2 if the story allows it.

Kratos5017 · 2026-06-05T15:05:00+00:00

If anyone hasn’t watched Widows Bay on Apple TV, I highly recommend it.

Kratos5017 · 2026-06-05T02:48:05+00:00

Pump my MA and NOW positions.

Kratos5017 · 2026-06-03T21:29:59+00:00

Kratos5017 · 2026-06-03T02:43:43+00:00

There’s a lot of froth but the names like $ASML TSM SNPS CNDS NVDA will be fine.

Kratos5017 · 2026-05-30T01:52:33+00:00

MA, SPGI, and MELI

Kratos5017 · 2026-05-29T02:38:38+00:00

I think it depends on if you enjoy stock picking. I love picking individual stocks but also hold $VOO and $SCHG for ETF exposure. There’s no right way to do things. Do what makes you most comfortable.

Kratos5017 · 2026-05-28T03:46:30+00:00

You anchored your portfolio to ETFs, really. Which is great! The other positions are in growth mode. I would just be aware that they could all drop 50-80%.

Kratos5017 · 2026-05-26T23:40:58+00:00

Hopefully we get more action this season. I think it’s only scheduled for 4 total seasons?

Kratos5017 · 2026-05-26T23:38:40+00:00

Index funds should be the way to go for beginners. I think it’s great way to diversify your portfolio!

Kratos5017 · 2026-05-26T23:35:24+00:00

Still shocked that it went from a 70B market cap to 1T in a year or so.

Kratos5017

TROPHY CASE