Passive flows loom large
Demand can outstrip supply
Less is more always
The buyback lever is as long and important as it’s ever been. Land is scarce. The stock should be too.
15 thoughts on “The S&P500 Era – A Haiku”
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The Texas Pacific Land Trust Investor 
Do a limerick now!
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There once was a man from Nantucket….
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You are a poet and don’t even know it !!!!
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The land has minimal value. What is under the land is what gives TPL its value.
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That was a great Haiku, Garth!
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Party on, Wayne!
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Do you really want them buying back stock now?
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Yes. I’d argue it should be programmatic to some extent. A consistent signal to the market. Market rewards consistency.
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any views on why the stock seems to be down considerably today (~12% as of noon ET)? Profit taking or any other reason?
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Maybe a P/E adjustment
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low volume last time I looked
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I would tender my shares in MV Oil Trust, if they asked nicely.
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Oils are all down significantly today.
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It seems to display the characteristics of “Running the Stops”
Volume: 322.56K 65 Day Avg: 194.12K
166% vs Avg
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TPL now surrounded by gamblers
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