TPL Texas Pacific Land Corporation Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
19:25
Oct 12
Oct 12
Monetary Matters
Overvalued, double-counting land and business.
ValueWorks is short Texas Pacific Land. It owns a million acres worth ~$2,500/acre (~$2.5 billion) and mineral rights worth another couple billion. But the land is worth that because of the water business and other uses; investors are double-counting the land value and the cash flows from the business. The stock is overvalued and they have been short since half of today's price.
TPL
Texas Pacific Land Corporation
Short
1ST
Position: Holding
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19:25
Oct 12
Oct 12
Monetary Matters
Owns TPL, won't sell due taxes.
Max Wiethe states he owns Texas Pacific Land, with a cost basis of $17 per share while the stock trades around $350. He will not sell because of the tax bill, though he acknowledges it is richly valued and is open to arguments it is fully valued.
TPL
Texas Pacific Land Corporation
Long
1ST
Position: Holding
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About TPL Investor Commentary
Across the available history and selected sources, Buzzberg tracks TPL (Texas Pacific Land Corporation) across 7 sources: 6 bullish vs 1 bearish calls from 11 authors. Historical directional balance: 38% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 13 total trade ideas tracked. Latest voices: Charles Lemonides, Max Wiethe, Jim Cramer.