310 Value’s Newsletter

Hidden compounders, complicated stories, great businesses.

Over 2,000 subscribers

Applying Nick Sleep’s and Qais Zakaria’s Analysis of Costco to eDreams

Scaled Economics Shared

Dec 15, 2023 • 310 Value

An Open Letter to the TPL Board

Dear Members of the Board of Directors:

Apr 22 • 310 Value

First Takes on GFL's Acquisition of Secure

Implications for GFL and the Produced Water Industry

Apr 13 • 310 Value

Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth

Thoughts Following LandBridge's Inaugural Analyst Day

Mar 26 • 310 Value

Two Companies Marked Safe from the SaaS Apocalypse

LandBridge and Texas Pacific are not only safe, but are likely AI beneficiaries.

Feb 28 • 310 Value

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.

Feb 5 • 310 Value

Ryanair’s €256M Fine May Be Tip of The Iceberg

Italian Competition Authority Discovered a Possible Breach of Fiduciary Duty by the CEO

Jan 28 • 310 Value