Investment Ideas - Another energy infrastructure ETF, a ValueGurus portfolio from eToro and an update on Spotify and Google
A quick update on the energy infra ETF I mentioned last week, plus eToro’s value stockbasket, Killik on Spotify and why I’m still investing in Alphabet
Mid stream ETF
In my opening report for the year last week, I repeated my bullish long term view on energy infrastructure and the best vehicles to capture the long-term structural driver - the need for a massive increase in US energy infrastructure to support increased export demand, especially for natural gas.
I’ve made this argument already in reference…
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