Linde: Offsetting Potential Inflation With Contractual Pricing
I reiterated a Buy rating on Linde plc (NASDAQ: LIN ) in September 2024, discussing the business impact from TSMC ( TSM ) Phoenix facility. As more manufacturing facilities are expected to be built on U.S. soil, I anticipate Linde’s business willMore than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, ...