Energy, Infrastructure, And Industrials - My Favorite Places To Invest For The Next Decade

Group 1 - The article emphasizes the importance of delivering value in finance, particularly in predicting future trends, which is inherently uncertain [1] - Leo Nelissen is highlighted as a long-term investor and macro-focused strategist, focusing on dividend growth and high-quality compounders [1] - The approach combines macro analysis with bottom-up stock research to identify businesses with strong cash-flow potential [1] Group 2 - The article mentions that the author has a beneficial long position in several companies, indicating a personal investment interest [2] - It clarifies that the opinions expressed are personal and not influenced by compensation from any company mentioned [2] - The disclosure emphasizes that past performance does not guarantee future results, highlighting the inherent risks in investment [3]