PERSON DIRECTORY
Chad Garcia
Chad Garcia appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Chadd Garcia drills into LandBridge's value
Chad Garcia frames LandBridge as a higher-quality Permian land and surface-use royalty play, trading at 20–22x EBITDA versus TPL’s 28–31x.Management said 5M bbl/day could be absorbed within five years at 15-cents-per-barrel pricing, implying 25% FCF CAGR despite no long-term guidance.Data-center upside remains a free option, with no Permian hyperscaler definitively announced.