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

Hedgeye Podcasts

CHAPTER

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This chapter explores the monetization issues surrounding water resources, particularly in outdated municipal systems and underinvested areas.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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