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Aitkenresearch

04/05/19 2:10 PM

#503 RE: Enterprising Investor #502

A young CEO and a Board member passing along with the future of the Permian Basin and the water business. How about a Sand business as well? No one has ever mentioned that.
While watch what you wish for is wisdom, I think it’s the vision of the future that dictates what TPL shld do. My opinion would be to use the foundation of that property to leverage for future allocation of resources. Sort of how Buffet leveraged Berkshire and Insurance.
I wonder what Horizon thinks of this young Ceo?
That’s my question that could be good or bad.