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Hedgeye Investing Summit Fall 2024 | Murray Stahl, Chairman, CEO, CIO, Co-Founder, Horizon Kinetics

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Navigating Water Monetization Challenges

This chapter explores the monetization issues surrounding water resources, particularly in outdated municipal systems and underinvested areas. It also discusses the long-term valuation and unique attributes of the Texas Pacific Land Corporation, alongside insights into Franco Nevada's mining operations and the implications of gold prices.

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