
#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.
Jun 18, 2026 - 01:35:58
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Nick Train is a seriously thoughtful growth investor with a highly impressive 40 year track record. He invests in eternal franchises and takes a 20 year view. He says his ideal holding period is forever. He was early to...
#51 The Franchise Fan - Nick Train on Durable Franchises and 20‑Year Holding Periods is an episode from Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities. Nick Train is a seriously th...
This episode belongs to Behind the Balance Sheet.
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Published Sep 18, 2025, 01:19:24 long, audio available.