The Theta Tortoise

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The Theta Tortoise
Setting Up a New Position with Linde

Setting Up a New Position with Linde

VIX's back above 20%; market zigzags

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The Compounding Tortoise
May 22, 2025
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The Theta Tortoise
The Theta Tortoise
Setting Up a New Position with Linde
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Today, we’ll be executing a new trade with Linde, a name that’s delivered a net positive P&L of roughly $800 for us in 2025. We’ve written about this leading gases multinational on The Compounding Tortoise Substack.

The Compounding Tortoise
Q1 2025 - Linde Plc - Full Analysis
Today, Linde, the world’s leading industrial gases and engineering company, reported its Q1 2025 results. At the time of writing this recap, Linde stock is down close to 1%. It’s now been a little over a year since we shared our in-depth report on this boring, but highly stable compounder, and it’s fair to say that little’s changed (aside from the usual FX volatility…
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2 months ago · 7 likes · 1 comment · The Compounding Tortoise

With Linde, the goal is to build on our steady return generation since our Substack’s inception late last year.

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