Linde $LIN recently merged w Praxair

I have great respect for Artisan Partners' global equity, and they talk Linde frequently. Here's the recent thesis

Largest in an oligopoly. Strong bargaining power + high switching costs. LT contracts. Highly predictable cash flows
Linde $LIN recently merged w PraxairI have great respect for Artisan Partners' global equity, and they talk Linde frequently. Here's the recent thesisLargest in an oligopoly. Strong bargaining power + high switching costs. LT contracts. Highly predictable cash flows
Linde $LIN recently merged w PraxairI have great respect for Artisan Partners' global equity, and they talk Linde frequently. Here's the recent thesisLargest in an oligopoly. Strong bargaining power + high switching costs. LT contracts. Highly predictable cash flows
Linde $LIN recently merged w PraxairI have great respect for Artisan Partners' global equity, and they talk Linde frequently. Here's the recent thesisLargest in an oligopoly. Strong bargaining power + high switching costs. LT contracts. Highly predictable cash flows
10yr CAGR 10.13% vs MSCI World 5.88%. S&P 500 10.18%
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