Here’s a breakdown of Nick Train’s (Lindsell Train Ltd) Top 5 Sells by % Change as of June 30, 2025, based on the latest 13F filings data, with strategic commentary aligned to his brand-focused value investing style: Top 5 Sells by % Change – Q2 2025 Lindsell Train Ltd (Nick Train) Total … Read More
Lindsell Train: How To Find Companies That Will Survive In The Long-Term
In their latest presentation titled – The Triumph of Experience Over Hope, Lindsell Train discuss how to find companies that will survive in the long-term. Here’s an excerpt from the presentation: In closing however, I want to acknowledge an obvious criticism to all of this, that clearly there is survivorship … Read More
Lindsell Train: Perpetual Growth Stocks Don’t Actually Exist In Real Life
In their latest Investment Insights article titled – Rational Numbers, Lindsell Train discuss why perpetual growth stocks don’t actually exist in real life. Here’s an excerpt from the letter: The St. Petersburg Paradox as laid out by Bernoulli in the eighteenth century, debates the appropriate wager for a coin toss … Read More
Lindsell Train: The Investor’s Dilemma – How Long To Hang On To Winners
In their latest Q2 2020 market commentary Lindsell Train, the company co-founded by Nick Train and Michael Lindsell, provided some great insights into the age old dilemma that faces investors – how long to hang on to winning stocks. Here’s an excerpt from the commentary: To summarise then, here’s a … Read More