50% In Just 5 Stocks: Why I'm Willing To Invest Big In High-Quality

My concentrated portfolio emphasizes high-conviction holdings: LandBridge, Texas Pacific Land (TPL), QXO Inc., Old Dominion Freight Line (ODFL), and Carlisle Companies (CSL). I prioritize companies with durable business models, high ROIC, pricing power, optionality, strong management, and attractive reinvestment runways over simple valuation metrics. Energy, commercial remodeling, data centers, and AI-driven disruption in fragmented industries are my core secular growth themes.

Seeking Alpha • Feb 13, 2026

Inflation Is Coming Back - Here's Where I'm Buying Pricing Power

I see a rising risk of a second inflation wave, with consensus underestimating persistent inflation above 3% through 2026. Leading indicators like the ISM Manufacturing Prices Index and commodity prices signal renewed inflationary pressures despite subdued official CPI data. My investment thesis favors energy royalties, critical materials, infrastructure, and luxury stocks with strong pricing power to offset inflation risks.

Seeking Alpha • Feb 10, 2026

This Isn't An AI Bubble - It's An $85 Trillion Infrastructure Boom

We're in the early stages of a massive $85 trillion global infrastructure buildout, driven by AI, reshoring, and modernization. This capital rotation is fueling explosive demand for energy, power, and commodities—especially copper, silver, and natural gas. Old economy stocks—miners, energy, infrastructure, and equipment providers—are positioned for substantial re-rating and long-term alpha.

Seeking Alpha • Jan 29, 2026

LandBridge Schedules Fourth Quarter and Fiscal Year 2025 Earnings Release and Conference Call

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB, NYSE Texas: LB) ("LandBridge") today announced that it will release its financial results for the fourth quarter and the fiscal year ended December 31, 2025 after market close on Wednesday, February 25, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, February 26, 2026, at 10 a.m. Central Time / 11:00 a.m. Eastern Time. Webcast Instructions: To listen to the live webcast, please visit the Eve.

Business Wire • Jan 22, 2026

LandBridge Announces Upcoming Investor Day

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it will hold an Investor Day on March 19, 2026 at 1:00 pm ET in New York City, NY. The meeting will feature presentations by Chief Executive Officer Jason Long and other members of the LandBridge leadership team. Those interested in attending the event in person may contact [email protected]. About LandBridge LandBridge owns more than 300,000 surface acres across Texas and New Mexico, located prima.

Business Wire • Jan 22, 2026

2 Of The Best Investment Opportunities I Can Think Of Right Now

Miami International Holdings (MIAX) and WaterBridge Infrastructure (WBI) are high-conviction, overlooked growth stocks with potential to double in five years. MIAX benefits from advanced technology, unique exchange licenses, and strategic partnerships, with margin expansion and new product launches as key upside drivers. WBI leverages essential Permian Basin water infrastructure, fixed-fee contracts, and expanding capacity, with margin and volume growth underpinning a compelling valuation case.

Seeking Alpha • Jan 15, 2026

These Are Some Of My Favorite Investment Picks For 2026

The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.

Seeking Alpha • Dec 27, 2025

Energy Is, By Far, My Favorite Sector For 2026

Energy badly lagged this year, and I underestimated how severe the supply glut would be. I was early - but the long-term thesis remains firmly intact. Today's oil prices aren't sustainable. Low prices are forcing discipline, squeezing supply, and creating a rare setup where sentiment and fundamentals are deeply misaligned. With positioning extremely bearish and costs rising, I see energy setting up for a powerful reversal - offering both income and upside for patient investors.

Seeking Alpha • Dec 24, 2025

Inside a $300 Million Bet on a Land-Based Energy Stock That's Fallen 10% This Past Year

New York City-based Horizon Kinetics Asset Management increased its LandBridge holding by 133,188 shares in the third quarter. Despite the increased stake, the net position value decreased by $71.14 million as shares collapsed during the period.

The Motley Fool • Dec 23, 2025

I Think Investors Are Missing The Best Energy Trade For 2026

The S&P 500 has delivered an 80% return over the past three years, significantly outperforming energy stocks. Despite a 7% year-to-date gain, energy remains an underperformer compared to the broader market's 18% rise. Energy sector volatility, driven by weak demand and OPEC supply actions, has challenged investors throughout the year.

Seeking Alpha • Dec 16, 2025