u/MarbleMuffin · 25d agono track record yet
Long LIN
Any thoughts on Linde (LIN)?
Linde is a reasonable compounder but the author views it as overvalued, particularly given its dependence on AI capex spending and financial engineering in earnings growth. The stock may struggle in a rising rate environment and is currently under pressure from market sentiment.
At post $469.89Now $485.90+3.4% since postedas of Aug 24, 1:28 PM ET