Viper Energy, Inc., now operating as VNOM, is a Permian focused energy royalty business with high cash flow and low operational risk. VNOM owns mineral rights across 86,000 net royalty acres in the Permian Basin, providing EBITDA margins above 90% and attractive free cash flow yields, despite trading at a discount compared to similar companies.

VNOM maintains low leverage, commits to returning cash to shareholders, and benefits from a relationship with Diamondback Energy for potential mineral acquisitions. The company’s strong free cash flow generation and declining share count offer a compelling long-term investment opportunity with downside protection and upside potential.

A previous bullish thesis on LandBridge Company by Six Bravo saw a 59.41% stock price increase due to regulatory arbitrage, data center optionality, and infrastructure monetization in the Permian. LLVI Capital’s similar thesis on Viper Energy emphasizes cash yielding mineral royalties, capital returns, and free cash flow compounding.

Read more at Yahoo Finance: Viper Energy, Inc. (VNOM): A Bull Case Theory