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LINBULLISHCore thesis · 5/5

Linde's post-merger efficiency and margin expansion

The thesis presented was that the 2018 Linde-Praxair merger created a more efficient industrial gas powerhouse with significant margin expansion potential through operational synergies, pricing power, and productivity improvements.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE