Letters by company
Rightmove PLC/ADR
4 letters discussing RMVEY. Everything written about it on this site is on its ticker page.
- Lindsell Train Limited Finsbury Growth & Income Trust PLC Factsheet Finsbury Growth & Income Trust argues that Rightmove’s engagement, proprietary data and AI tools strengthen its platform despite weak UK housing activity. It also cites Sage and LSEG as data-rich incumbents benefiting from AI, and initiated two small new holdings in businesses with underexploited proprietary data. July 2026 RMVEY $3.7BLDNXF $54BSGGEF $13B
- Lindsell Train Limited UK Equity Fund Monthly Report | Factsheet Rightmove’s resilient consumer engagement and proprietary property data support the view that AI strengthens rather than disintermediates its platform. Sage and London Stock Exchange Group similarly showed how proprietary data and AI tools can support growth, prompting two small new positions in data-rich businesses. July 2026 RMVEY $3.7BLDNXF $54B
- Vltava Fund Tadej Pogačar and Investing in Stocks Vltava Fund sold Jungfraubahn after its valuation became expensive and bought Auto Trader, citing its dominant UK vehicle marketplace, recurring dealer revenue and network effects. The fund argues that cash, low leverage, liquidity and selective diversification protect against ruin. It also warns that AI infrastructure spending may temporarily inflate corporate profits before depreciation costs emerge. 3/2026 AMZN $2.7TATDRF $3.9BGOOGL $4.3T
- Vltava Fund Sport and Investing (Once Again) Vltava Fund sold Novo Nordisk as its outlook became too difficult to forecast and exited United Rentals after valuation compressed expected returns. It initiated Booking Holdings, AJ Bell, and Rightmove, favoring capital-light platforms with network effects, while warning that private credit’s weak transparency and liquidity mismatch could expose cyclical lending risks. 1/2026 AJB $3.1BBKNG $126BNVO $172B
