YCG Has Strong Conviction in Linde plc (LIN)

NodeGuardian · 2026-03-20T20:14:12+00:00

YCG LLC praised Linde plc as a leading industrial gas provider with stable revenues, but noted it wasn't among the top hedge fund stocks, hinting at potentially higher short-term returns from other AI stocks.

NodeGuardian

2026-03-20 20:14:12

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YCG LLC expressed strong conviction in Linde plc (LIN) in its fourth-quarter 2025 investor letter, highlighting the company as the largest industrial gas provider globally with operations in over 80 countries. YCG emphasizes Linde’s durable revenues due to its mission-critical role across various industries. Despite this conviction, the firm also noted that Linde was not among the 40 Most Popular Stocks Among Hedge Funds at the end of Q4 2025, suggesting other AI stocks might offer higher returns in a shorter timeframe.

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