Texas Pacific Land: The Data Center Angle Changes Everything
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Leo NelissenInvesting GroupFollow5ShareSavePlay(19min)Comments(3)SummaryI examine how the market mislabels certain stocks such as Texas Pacific Land Corporation, highlighting the need to see what they truly are beneath the surface.TPL's vast Permian holdings offer high-margin, inflation-protected opportunities beyond oil, including water and land value.Emerging trends, like AI-driven data centers, could reshape its potential, making the market underestimate the upside I see ahead. Hundley_Photography/iStock via Getty Images Introduction The other day, I thought about the duck test: If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck. According to its WikipediaThis article was written byLeo Nelissen48.14K FollowersFollowLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.Analyst’s Disclosure:I/we have a beneficial long position in the shares of TPL, LB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.