PayPal

Lindsell Train IT credits losses to lack of AI investment

Investment Trusts

Lindsell Train IT credits losses to lack of AI investment

NAV fell by 5.4%

clock 30 June 2023 • 2 min read
Lindsell Train trust NAV suffers 5.2% drop

Investment Trusts

Lindsell Train trust NAV suffers 5.2% drop

Underperformance of Lindsell Train

clock 13 June 2023 • 3 min read
Michael Lindsell defends Lindsell Train's minimal pure tech exposure

Investment Trusts

Michael Lindsell defends Lindsell Train's minimal pure tech exposure

Maintains trust in consumer names

clock 15 February 2023 • 2 min read
Mayar Capital admits to 'mistakes' after taking 31% loss on Vontier position

Funds

Mayar Capital admits to 'mistakes' after taking 31% loss on Vontier position

$244m fund is down 19.3% in 2022

clock 16 January 2023 • 2 min read
Terry Smith defends 'tech' holdings and claims underperformance was 'inevitable'

Funds

Terry Smith defends 'tech' holdings and claims underperformance was 'inevitable'

Annual shareholder letter

clock 10 January 2023 • 3 min read
Deep Dive: Technology continues to excite but investors must beware 'boring history'

Global

Deep Dive: Technology continues to excite but investors must beware 'boring history'

Considerable divergence of stocks

clock 04 November 2022 • 5 min read
Lindsell Train hails LSE prospects as global equity fund lagged benchmark 1.2% in March

Global

Lindsell Train hails LSE prospects as global equity fund lagged benchmark 1.2% in March

LSE “unique role to play” in ESG compliance

clock 07 April 2022 • 2 min read
Nick Train: Why portfolio's biggest loss-maker still has bright future ahead

Investment Trusts

Nick Train: Why portfolio's biggest loss-maker still has bright future ahead

PayPal is in 'strong position'

clock 18 March 2022 • 3 min read
Blue Whale adds Charles Schwab to top ten as interest rates rise

Unit trusts/OEICs

Blue Whale adds Charles Schwab to top ten as interest rates rise

PayPal and Meta removed

clock 09 February 2022 • 1 min read
Cashing in on the transition to a cashless society

Industry

Cashing in on the transition to a cashless society

Pandemic has led to more dependency on digital payments

clock 27 January 2022 • 4 min read
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