The 2024 Growth-Quality Investor Conference is in the books, having brought with it a plethora of interesting ideas and commentary. From the Magnificent Seven to a few less-talked-about names and trends across the markets, there's much to take in.
Thus, here's a roundup of some of the best ideas and commentary from the 2024 Quality-Growth Investor Conference.
Nick Train's favorite U.K. stocks
Lindsell Train co-founder Nick Train kicked off the conference with a discussion of what's wrong with the stock market:
- The collapse in value investors grant to communications
- Large 15% weighting of underperforming telecom firms
- K. tech sector down from 5% of the FTSE index in 2000 to a little...