Letters by company

Pioneer Natural Resources Co

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

Horizon Kinetics 3rd Quarter Commentary Texas Pacific Land and LandBridge are positioned as indirect beneficiaries of AI data-center construction in the Permian Basin, where land, water, surplus natural gas and renewable-power capacity converge. Horizon Kinetics argues that rising data-center resource demands, federal deficits and Chinese technology competition favor scarce hard assets over richly valued technology shares. 3rd Quarter 2024 TPL $19BAAPL $5TGOOGL $3.5T