310 Value’s Newsletter
Subscribe
Sign in
Home
All Subscribers
Archive
About
Applying Nick Sleep’s and Qais Zakaria’s Analysis of Costco to eDreams
Scaled Economics Shared
Dec 15, 2023
•
310 Value
14
2
Latest
Top
Discussions
Data Centers in the Permian Basin Part 3 - First Comes Power
Thoughts on Recent Developments: Chevron, Eric Schmidt's Bolt Data & Energy, Texas Pacific, LandBridge, and WaterBridge
Dec 19, 2025
•
310 Value
35
1
3
Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal
WaterBridge and Secure Waste Infrastructure Corp.
Oct 21, 2025
•
310 Value
10
6
1
Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal
WaterBridge and Secure Waste Infrastructure Corp.
Oct 20, 2025
•
310 Value
35
15
5
Secure Waste Infra Corp - Hidden Compounder + A Special Situation
An Update From on My April 2024 Article
Jun 5, 2025
•
310 Value
53
6
2
Brookfield's New Lawsuit
BN's Complicated Structure Makes it a Target for Attacks
May 15, 2025
•
310 Value
12
SigmaRoc’s Capital Markets Day
Local Monopolies + Irreplaceable Products + Low Cost to End Customer + Savvy Capital Allocation = Shareholder Wealth Creation
May 13, 2025
•
310 Value
21
1
1
Brookfield Corp. - Get a Buck for Fifty Cents
Trying to Make Sense of the Complicated Parts and Highlight its Value
Apr 10, 2025
•
310 Value
57
6
2
See all
310 Value’s Newsletter
Hidden compounders, complicated stories, great businesses.
Subscribe
Recommendations
View all 14
Elevator Pitches
Editor, Elevator Pitches
The Bear Cave
Edwin Dorsey
The Curiosity Chronicle
Sahil Bloom
Lewis Enterprises
Hunter
Analyzing Good Businesses
Compounding Quality
310 Value’s Newsletter
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
