Letters by company

Hewlett Packard Enterprise Co

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

Horizon Kinetics Annual Review: The Three Really Big Things Edition Horizon Kinetics argues that AI data-center expansion creates underappreciated demand for natural gas, water and strategically located Permian Basin land. It defends concentrated holdings in Texas Pacific Land, LandBridge and Bitcoin as long-duration assets positioned to benefit from resource scarcity, monetary debasement and institutional adoption. 4th Quarter 2024 TPL $23BLB $6.4BMETA $1.9T