Calls
2
Chad Garcia
Host, "Thinking Crypto
Win Rate
100.0%
return
+15.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 26
$40.41
+5.1%
As a GFL shareholder, Chad thinks buying Secure brings GFL a business with both price and volume growth, tuck-in and greenfield/brownfield opportunities, and higher margins and ROCs. The deal should be margin- and ROC-accretive, and GFL's capital allocation skill could let it divest Secure's pipeline segment to fund buybacks.
Construction & Infrastructure
Long
Apr 26
$68.29
+26.0%
LandBridge owns surface rights and pore space across the Permian and earns royalty-like revenue from produced water, source water, and surface use. Chad thinks the market is underappreciating the growth: it has over 7.5M bbl/day of incremental pore space, management sees 5M bbl/day added over five years at 15 cents/bbl with no incremental expense, potentially driving 25%-35% FCF CAGR. It trades around 20-22x EBITDA versus TPL at 28-31x, active land management has lifted acquired FCF (2024 acquisitions +150% in 2025), and data centers are a free option; fair value could be triple digits if TPL-like multiples are applied.
Construction & Infrastructure
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Chad Garcia has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: LB, GFL, WATERBRIDGE.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
