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Lindsell Train Investment Takeover Rumours (LTI)

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Lindsell Train Investment Takeover Forum Posts

29-09-2024
Can I add, looks like a turn around, Funds & FGT pushing up to new highs. Rightmove takeover on UK funds & DGE, BURB increases. I got lucky after selling LTI at a loss, in July & reinvesting in PRS, made 40% in 3 months, all good things come to an end, so taking profits & looking for a home after market rise LTI looked attractive & as I know the company, dear I say it started buying back LTI at £770 (must be mad, but 20% discount looks excessive, & div after probably cut to £40, looks attractive). But only reinvesting profits, NT is not getting my hard earned capital!. Have done well with NT in past selling at £1400/£1500 a few years ago, but as posted last trade large loss at £800. Like his strategy, solid blue chip growth, but mixed up his allocation last few years & hold at all costs can be costly (BURB, DGE, Paypal). Hopefully third time lucky.

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