Lindsell Train
6 posts
Nick Train Portfolio Update: Top Holdings, Latest Buys & Stock MovesNick Train’s Lindsell Train Ltd reported an equity portfolio of approximately $3.14 billion in the latest reported quarter, continuing to reflect Train’s long-standing philosoph…
Nick Train’s Biggest Bets for 2026Nick Train’s Lindsell Train Ltd reported an equity portfolio of approximately $4.1–4.2 billion in the latest quarter, continuing its long-standing focus on a small number of glo…
Nick Train Top Portfolio Trims: Consumer Staples, Financials, and TechnologyHere’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 h…
Lindsell Train: How To Find Companies That Will Survive In The Long-TermIn 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 fro…- Lindsell Train: Perpetual Growth Stocks Don’t Actually Exist In Real LifeIn 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 fr…
- Lindsell Train: The Investor’s Dilemma – How Long To Hang On To WinnersIn 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 f…