Nick Train initiates stake in Experian as investors fret over ‘expensive’ stocks
Credit data company is more expensive than US rivals with a P/E ratio of 37.52
Credit data company is more expensive than US rivals with a P/E ratio of 37.52
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Manchester United, Disney and WWE among pandemic-hit companies the fund house is betting on
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Nick Train had only last week highlighted the Covid-19 opportunity in his investment industry holdings
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Finsbury Growth & Income manager spots a coronavirus opportunity for investment industry stocks
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Lindsell Train manager says Covid-19 has provided an opportunity for companies to rethink capital allocation
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Platform group’s shares dived 11% last month, making it Finsbury Growth & Income’s biggest detractor
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But Nick Train forgoes investment trust performance fee in a year of ‘dramatic highs and lows’ for the share price
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Lindsell Train manager hails James Anderson’s annual report as ‘mandatory reading for all investors’
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Finsbury Growth and Income investment trust manager has been adding to Heineken
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Lindsell Train manager says every company must be judged in the context of behemoth companies like Amazon
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Equities product secretly launched during coronavirus lockdown
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Finsbury Growth and Income manager outlines how he will participate in ‘burst of hedonism’ on other side of the crisis
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