Why I'm Betting 20% Of My Portfolio On LandBridge's Future

Core Insights - The article emphasizes the significance of LandBridge Company LLC (LB) as a major investment, constituting 20% of the author's portfolio, and reflects broader bullish theses related to supply chains, infrastructure, and commodities [1]. Company Analysis - LandBridge Company LLC is highlighted as a key investment opportunity, aligning with major economic themes that are expected to drive growth in the sector [1]. Analyst Background - Leo Nelissen is identified as an analyst specializing in economic developments concerning supply chains, infrastructure, and commodities, contributing to iREIT®+HOYA Capital [1].