TPL looks aggressively pumped to me with a huge number of red flag cheer-leading posts on every stockboard. As I research TPL I'm learning it has a lot of competition in the oil field water business. Some even from my BRK. Far more competition than most of the pump posters acknowledge.
TPL may have some geographic advantages with their Texas holdings. But I wouldn't be certain how much that's worth if competition heats up, as it's surely doing in this collapsing oil market.
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