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Posted by
Two Blokes Fri at 12:45 PM -
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Stock
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Texas Pacific Land's asset-light royalty model, high margins, and debt-free balance sheet justify a premium valuation despite recent volatility. Recent free cash flow drop and policy shifts triggered a sharp correction, but acquisitions have expanded TPL's royalty footprint and diversified revenue. Current price normalization after a 2024 bubble presents a compelling long-term buying opportunity, with a fair value estimated near $836/share.
