Linde Remains Attractive Despite Recent WeaknessRupert Hargreaves
Despite the performance of shares in Linde this year, the company remains attractive as a long-term investment according to Bernard Horn of Polaris Capital.
In an interview published in this month’s issue of Value Investor Insight, Bernard revisited his Linde thesis, originally published in the second quarter of 2015. At the time the initial thesis was published, shares in Linde were trading at €175 with a 9% free cash flow yield. As one of only four companies that dominate the global industrial . . .
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