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Nick Train interview

Closed-end funds and OEICs
monabri
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Re: Nick Train interview (buys Fevertree stake)

#287493

Postby monabri » February 28th, 2020, 5:12 pm

Seems he has bought a stake in Fevertree.

https://citywire.co.uk/investment-trust ... ider+Daily

monabri
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Re: Nick Train interview

#287861

Postby monabri » March 1st, 2020, 2:08 pm

It's quite pleasing that Smith & Train are but mere mortals.

scotia
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Re: Nick Train interview

#287928

Postby scotia » March 1st, 2020, 8:29 pm

monabri wrote:It's quite pleasing that Smith & Train are but mere mortals.

There's a lot of luck involved when engaging in gambling. I bought Fevertree early on, and got out at the top. On the other hand, I wish to forget other Aim share purchases that went dramatically in the opposite direction.

simoan
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Re: Nick Train interview

#299278

Postby simoan » April 9th, 2020, 12:32 pm

As of yesterday Lindsell Train now own over 5% of Fevertree: https://www.investegate.co.uk/fevertree ... 14372655J/

All the best, Si

KnightOfSpring
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Re: Nick Train interview

#346148

Postby KnightOfSpring » October 8th, 2020, 11:31 am

Nick has just added a new holding, disclosed in his September update- Experian. Really pleased with this as it is my largest holding that isn't/wasn't held by Nick or Terry Smith. I did actually suggest that Experian might have been one of the new holdings on Page 1 of this thread. With Nick's vote of confidence and some good analysis provided, I have increased my holding of Experian today from about 5.5 to 7% of my portfolio. The September report is up of the Lindsell Train site rather than the Finsburygt one. The Lindsell Train site normally seems to have the reports a few days earlier.

pje16
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Re: Nick Train interview

#566615

Postby pje16 » February 6th, 2023, 11:39 am

monabri wrote:Nick Train also mentions US investors and their investment in Manchester City....just goes to show that the experts don't always get their timing right ( UEFA 2 year ban announced today).

I wonder if anything will come of this
Manchester City charged with breaking financial rules by Premier League
https://www.bbc.co.uk/sport/football/64536785

Dod101
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Re: Nick Train interview

#566623

Postby Dod101 » February 6th, 2023, 12:01 pm

pje16 wrote:
monabri wrote:Nick Train also mentions US investors and their investment in Manchester City....just goes to show that the experts don't always get their timing right ( UEFA 2 year ban announced today).

I wonder if anything will come of this
Manchester City charged with breaking financial rules by Premier League
https://www.bbc.co.uk/sport/football/64536785


Pardon? Is this post on the correct thread?

Dod

pje16
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Re: Nick Train interview

#566625

Postby pje16 » February 6th, 2023, 12:07 pm

Dod101 wrote:
pje16 wrote:
monabri wrote:Nick Train also mentions US investors and their investment in Manchester City....just goes to show that the experts don't always get their timing right ( UEFA 2 year ban announced today).

I wonder if anything will come of this
Manchester City charged with breaking financial rules by Premier League
https://www.bbc.co.uk/sport/football/64536785


Pardon? Is this post on the correct thread?

Dod

probably not, but I did an advanced search on Google and Train's reference was the only item talking about Man City and investment -sorry

pje16
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Re: Nick Train interview

#566661

Postby pje16 » February 6th, 2023, 2:34 pm

A new thread here re Man City
viewtopic.php?f=35&t=37846


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