Letters by company

Affiliated Managers Group, INC.

1 letter discussing AMG. Everything written about it on this site is on its ticker page.

Horizon Kinetics 4th Quarter Commentary Texas Pacific Land, LandBridge and WaterBridge stand to benefit from data-center development in the Delaware Basin, where land, gas and water scarcity create strategic value. The commentary argues that rapid NVIDIA chip cycles may strand early data-center capital, while water treatment, disposal routes and royalty-like business models reward patient resource owners and exchange operators. 4th Quarter 2025 TPL $26BAB $3.4BAMG $9.4BATUSF $2.8B