This pure-play infrastructure stock is poised to ride the next energy mega-trend

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed Wall Street veteran Rob Thummel, managing director and senior portfolio manager with Tortoise Capital, a research and investment firm focused on the energy sector managing $10 billion in assets.

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