Nick Train

Nick Train, a long-term growth investor and co-founder of Lindsell Train, shares his insights from four decades of expertise. He discusses his philosophy of 'forever' holdings, emphasizing why he remains committed to Diageo despite recent downturns. Nick highlights the value of 21st-century asset-light digital platforms, particularly praising Rightmove for its exceptional economics. He also reveals his shift in strategy toward digital franchises and the importance of a concentrated investment portfolio backed by thorough research.

Nick Train, co-founder of Lindsell Train, discusses his investment approach and the power of optimism. He emphasizes the value of being patient and investing in exceptional companies. Topics include the benefits of being a boutique, the importance of support from like-minded individuals, and the rewards for corporate success in the 21st century. Train also discusses the value of technology businesses, the enduring nature of digital brands, and the growth, risks, and opportunities among staples companies like Unilever.

Nick Train, a veteran UK fund manager and founder of Lindsell Train, passionately discusses his belief in the untapped potential of UK equities. He shares his low-turnover investment strategy, revealing that he often holds stocks for a decade or more, influenced by legends like Buffett. Train highlights under-owned companies like London Stock Exchange and RELX, leveraging AI to enhance growth despite UK’s relative underperformance. He defends Diageo as a long-term investment, advocating for patience and optimism in the face of market pressures.