310 Value’s Newsletter
310 Value310 Value's thoughts on stocks and other random musings.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 36 | Subscribers | Read | 310value.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Strategic Value of eDreams
The Financial Times released a story(1) stating that Uber explored a possible bid for Expedia. Even Amadeus caught a bid as a possible Uber target after the story was released. The same week as the Expedia story, the Financial Times relea...
Texas Pacific Land Corp.’s True Cost of Capital
Using the word era to describe a time in the life of a company does not seem appropriate. Companies go in and out of business all the time. The average lifespan of a company in the S&P 500 is just over 21 years. But, in the case of Texas...
Brief Thoughts on Brookfield's Investor Day
Brookfield is Cheap Compared to Plan Value
Data Centers in the Permian Basin
The top three discussion points when discussing data centers these days are power, power, and power. Earlier this year at Citi’s Global Property CEO Conference, DigitalBridge’s CIO, Ben Jenkins, noted that the public cloud has roughly 300 ...
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Authors
The writers behind this newsletter.
Buyside investor. Thoughts on stocks. For entertainment purposes only. Not solicitation to buy or sell any security. Not investment advice. Do your own due diligence.
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