The YouTuber suggests Linde is a strong long-term buy due to its stable and recurring business model as a global leader in industrial gases, with long-term contracts providing predictable revenue even during crises. The company exhibits strong financials, high margins, good cash flow, and a healthy balance sheet, with a forward P/E suggesting earnings growth. Although the current valuation is demanding, the YouTuber believes it's justified by the company's quality and leadership position.
“Pienso que es una acción que realmente no tienes que tampoco acertar cuando entrar en ella, porque como tiene ingresos tan predecibles y es tan potente, pues si vamos a 10, 20 años, pues podemos ir componiendo poco a poco.” — ▶ Clip ansehen