310 Value’s Newsletter
310 ValueHidden compounders, complicated stories, great businesses.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 49 | Subscribers | Read | 310value.substack.com |
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Latest Issues
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The Devon / Coterra Merger is Good News for WaterBridge and LandBridge
On Monday, it was announced that Devon Energy and Coterra Energy will merge, with an expected close in the second quarter of this year. This merger will create one of the largest U.S. shale producers with a pro forma enterprise value of ~$5...
Ryanair’s €256M Fine May Be Tip of The Iceberg
Ryanair has been battling with online travel agencies (“OTAs”) over the past few years. The fiercest battle has been between Ryanair and the OTA eDreams ODIGEO (“eDreams’). There have been significant developments over the past few months. ...
LandBridge: It’s the Pore Space Stupid!
Weird events frequently happen in the stock market, but one of the weirdest things I have seen in the market recently has to be the price action of LandBridge’s stock price over the last few months. LandBridge had been trading in the $50s p...
Data Centers in the Permian Basin Part 3 - First Comes Power
On December 17, 2025, Texas Pacific Land Corporation (“TPL”) announced a strategic agreement with Bolt Data & Energy (“Bolt”), as well as investment into Bolt (1) in the amount of $50M (2). Bolt is chaired by Eric Schmidt, the former Chairm...
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Independent Thought, Creative Insights, Relentless Discovery
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