Lindsell Train
Our archive holds 29 letters from Lindsell Train, behind 11 investment theses. Every quote below is copied verbatim from the letter it came from.
Lindsell Train’s own letters pageTheses · 11
- February 2026
Kirin Holdings appears at least 50% undervalued on a sum-of-the-parts basis, with portfolio simplification and buybacks after the Four Roses sale offering a path to improved returns.
Read the full thesis - September 2025
Diageo is a leading spirits company facing mixed consumer trends, but its strong premium brand portfolio and growing market opportunities position it well for future growth.
Read the full thesis - August 2025
Games Workshop is a uniquely durable compounder with strong pricing power, iconic IP, and significant growth potential, having achieved impressive financial metrics and a passionate global fanbase around its Warhammer franchises.
Read the full thesis - June 2025
Disney is transforming its video and film distribution to streaming, growing its subscriber base and profitability while launching a direct-to-consumer ESPN product for live sports.
Read the full thesis - June 2025
Despite regulatory headwinds, FICO’s dominant market position, pricing power, and adaptable growth strategy—bolstered by strong distribution partnerships and aggressive buybacks—highlight a resilient business model primed to withstand competitive threats.
Read the full thesis - March 2025
Alphabet is an undervalued, dominant player in the search and digital advertising markets, with robust revenue growth, strong competitive advantages, and significant long-term potential despite facing certain risks.
Read the full thesis - March 2025
FICO is a leading player in the US consumer credit market, known for its essential credit scoring system, which has resulted in significant profit growth and a strong market valuation despite recent stock corrections and regulatory concerns.
Read the full thesis - March 2025
Schroders is considered highly undervalued with a strong future potential, despite recent disappointing net outflows, but it has plans for cost savings aimed at boosting profits and growth.
Read the full thesis - December 2024
Thermo Fischer is a leading global life sciences tools and diagnostics company that benefits from industry growth and recurring revenues, making it an attractive investment opportunity despite recent flat share performance.
Read the full thesis - December 2024
Clarkson’s dominance in shipbroking, resilient revenue model, and growing data services position it as a compelling long-term investment
Read the full thesis - December 2024
Intertek is a leading global testing and assurance company poised to benefit from increasing regulatory demands and the green transition, supported by high barriers to entry and a growing focus on quality assurance.
Read the full thesis
Letter archive · 29
2026
2025
- Sep 2025Lindsell Train Global Equity Fund
- Sep 2025Lindsell Train UK Equity Fund
- Aug 2025Lindsell Train Japanese Equity Fund
- Aug 2025Lindsell Train North American Equity Fund
- Aug 2025Lindsell Train Global Equity Fund
- Jun 2025Lindsell Train North American Equity Fund
- Jun 2025Lindsell Train Japanese Equity Fund
- Jun 2025Lindsell Train North American Equity Fund
- Jun 2025Lindsell Train UK equity Fund
- Jun 2025Lindsell Train UK equity Fund
- Jun 2025Lindsell Train Japanese Equity Fund
- Jun 2025Lindsell Train Global Equity Fund
- Jun 2025Lindsell Train Global Equity Fund
- Mar 2025Lindsell Train UK Equity fund
- Mar 2025Lindsell Train Global Equity Fund
- Mar 2025Lindsell Train Global Equity Fund
- Mar 2025Lindsell Train Global Equity Fund
2024
- Dec 2024Lindsell Train UK Equity Fund
- Dec 2024Lindsell Train UK Equity Fund
- Dec 2024Lindsell Train North American Equity Fund
- Dec 2024Lindsell Train North American Equity Fund
- Dec 2024Lindsell Train Global Equity Fund
- Dec 2024Lindsell Train Japanese Equity Fund
- Dec 2024Lindsell Train Japanese Equity Fund
- Dec 2024Lindsell Train Global Equity Fund
Funds · 4
- Lindsell Train Global Equity Fund11
- Lindsell Train Japanese Equity Fund7
- Lindsell Train UK Equity Fund6
- Lindsell Train North American Equity Fund5
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