Episode Details

In this Buy Hold Sell short, Maria Jelescu Dreyfus, CEO & CIO of Ardinall Investment Management and board member of ExxonMobil, shares high-conviction insight on where she sees strong investing potential in today’s energy sector.

▶️ Her top pick? The “picks and shovels” of energy — midstream and downstream companies transporting natural gas, ethane, propane, and other critical molecules. Maria explains why infrastructure providers will benefit from growing gas volumes and demand, even in a flat oil production environment like the Permian Basin.

💬 "If you're a midstream company with pipes moving molecules, you'll benefit tremendously."

📺 Watch the entire episode by clicking the link provided and get the full scope of Maria's investment strategy across the energy chain.

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