Linde plc
LIN
position
long
Tweedy, Browne
Thesis
Linde was re-acquired by Tweedy, Browne after the market downturn, reflecting confidence in its long-term value and recovery potential in the industrial gas sector.
Did it work?
worked
confidence: high
The long thesis on Linde has played out significantly, with a remarkable price increase of 692.1% over 214 months. The re-acquisition by Tweedy, Browne indicates strong confidence in Linde's long-term value and recovery potential, which has been validated by the substantial return. This performance aligns well with the thesis of recovery in the industrial gas sector.
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