Thoughts On Infrastructure Investing
The need to construct and rebuild critical infrastructure in the US is palpable, and many people understand there is great potential for money to be made investing based on that simple fact. However, one serious question remains: what is the best way to invest based on such a broad topic?
The fragmented nature of the construction and engineering market fundamentally contributes to my idea that there will be no clear-cut "winner" in infrastructure investment. Instead, I believe the best bet for long-term investors is to focus on a company with a