Lindy Holdings
Concentrated conviction
Lindy GEO Holdings is the capital arm of the Lindy franchise. We run a concentrated portfolio, backing Lindy sectors that are beaten down and undervalued, with a clear margin of safety.
Theses
Our Theses
Lindy Holdings sits alongside Lindy GEO and Lindy Panels as the investing and ownership layer of the Lindy ecosystem. Where the operating arms build cashflow, Lindy Holdings owns the assets that benefit from that compounding.
Lindy Holdings
Concentrated conviction
Lindy GEO Holdings is the capital arm of the Lindy franchise. We run a concentrated portfolio, backing Lindy sectors that are beaten down and undervalued, with a clear margin of safety.
Theses
Our Theses
Lindy Holdings sits alongside Lindy GEO and Lindy Panels as the investing and ownership layer of the Lindy ecosystem. Where the operating arms build cashflow, Lindy Holdings owns the assets that benefit from that compounding.
Lindy Holdings
Concentrated conviction
Lindy GEO Holdings is the capital arm of the Lindy franchise. We run a concentrated portfolio, backing Lindy sectors that are beaten down and undervalued, with a clear margin of safety.
Theses
Our Theses
Lindy Holdings sits alongside Lindy GEO and Lindy Panels as the investing and ownership layer of the Lindy ecosystem. Where the operating arms build cashflow, Lindy Holdings owns the assets that benefit from that compounding.