Bids, boards, Burberry and Britain: Nick Train on the state of investing in the UK
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- Опубліковано 6 вер 2024
- Nick Train, star fund manager and co-founder of Lindsell Train, is Richard's first guest of the series to discuss industry trends, active vs passive strategies, primary research, and what gets him out of bed in the morning after four decades of investing.
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As a shareholder with Lindsell/Train, I love Nick Train's conviction. If there is one thing I don't appreciate it is a Fund Manager who jumps to and fro on the back of the latest prevailing wind. Any Joe Blow can do can that. There are serious bargains to now be had within the UK equity market. And many serious world brands are UK based to boot. Train well knows this and is sticking to his guns. I am firmly sticking with him.
Good auspicious balanced perspective from a significant shareholder in FGT. Great interview.
High quality hope he returns soon
Terrific ❤
Interesting interview I like the format. I think he’s missing the point on LSE & Microsoft I think, potentially a play by global powers to control/ influence access to finance through markets in order to make companies subservient to any new requirements on climate compliance for companies to list or stay listed on LSE and the ownership is perhaps a way to ensure that happens…? As for Burberry I suspect a back door China reopening exposure method?
Any thoughts on the pension funds dim view on uk equities ?
@@theojacobs5 can’t say exactly, they were likely riding the wave of US equities that boomed. Or maybe exposure to certain sectors like tech.
thank you to you both
Excellent Q&A. I would like to see in the FTSE more high tech/innovative companies
I'd love it if this was also put on your podcast channel too
Brby not doing too good these days
how do you feel at the current price? I bought a small position under 1200