TNLIF News and Press, Trainline PLC

Soros' 13F portfolio value increased marginally from $5.30B to $5.33B this quarter. The number of positions increased from 146 to 229. Soros added ViamcomCBS, Baidu, Vipshop Holdings, and Tencent Music Group while dropping Palantir Technologies and SelectQuote. Liberty Broadband a...

Trainline first half showed a near wipeout in sales activity in the first half. Trainline has been severely affected by COVID-19 as regional travel ticket demand has subsided. The outlook for Trainline still remains weak, and I don't believe the market is fully pricing this in. ...

U.K.-based train ticketing provider Trainline (TNLIF, TNLIY) released its half year results along with a trading statement last week. On the basis that they weren’t as bad as feared, they were well received and the stock traded slightly up afterwards. However, I think the results si...

U.K.-based train ticketing company Trainline (TNLIF)(TNLIY) faces a worsening outlook for future trading. Recent insider selling by the chief executive also makes me wonder whether she does not see substantial upside from the current share price. I continue to rate the shares as a sell. Abou...

Trainline (TNLIF) (TNLIY) is a train ticketing company with a significant presence in the U.K. There are some strengths to its business but I don’t see a sustainable moat, and there are political risks which may cloud longer-term returns. I don’t find the stock attractive at its ...

This article is first in a series that provides an ongoing analysis of the changes made to BAMCO Inc.'s 13F stock portfolio on a quarterly basis. It is based on Ron Baron's regulatory 13F Form filed on 02/18/2020. The 13F portfolio value increased ~8% from $24.31B to $26.19B this quarter. Th...