Podcast appearances and mentions of Henrik Andersson

Economist and financial historian Lodewijk Petram discusses his book, "The World's First Stock Exchange," which focuses on the Dutch East India Company in the seventeenth century. We delve into the origins of the stock market, an IPO in 1602, and the similarities between historical and modern investor behavior.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on 14 May 2025.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(01:22) Get to know Lodewijk Petram(03:33) How the book came about(05:37) The Confusion of Confusions – the world's first stock market book from 1688(11:02) Which was the world's first stock exchange?(14:14) The business of the Dutch East India Company(19:54) The first IPO – year 1602(25:16) Life as an investor in the 17th century(30:34) Fraud and insider trading(33:34) The informational edge(37:18) Spicy dividends(39:37) Emotional investors(43:05) The tulip mania(48:29) Naked short-selling in the 1600s(54:53) The evolution of the Dutch East India Company(58:01) Looking back at 2025, in year 2425(01:01:23) Newspapers were old news already in the 1600s(01:02:45) The Huygens Institute for the History of the Netherlands(01:05:08) Lodewijk's other research work (01:08:38) A financial history book recommendation(01:09:37) Handling financial crises(01:12:02) Concluding remarks—————————————Books MentionedThe World's First Stock Exchange – Lodewijk PetramConfusion de Confusiones – Joseph de la VegaTulipmania: Money, Honor, and Knowledge in the Dutch Golden Age – Anne GoldgarThe Great Crash 1929 - John Kenneth GalbraithDe vergeten bankencrisis (in Dutch) – Lodewijk Petram—————————————More on Lodewijk PetramLinkedIn: https://www.linkedin.com/in/lodewijkpetram/Website: https://www.worldsfirststockexchange.com/Profile at the Huygens Institute: https://www.huygens.knaw.nl/en/medewerkers/lodewijk-petram-2/—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Luk 11:1-10 Henrik Andersson

Henrik Andersson

We are happy to have Laurence (Lar) Endersen on the podcast. Lar is an experienced and thoughtful investor based in Ireland, where he heads his private investment firm Capstrive. Lar is also the author of books such as 'Pebbles of Perception'. We discuss his latest title – The Compounder's Element – a valuable and entertaining gem on long-term investing.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on April 9, 2025.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(01:22) Get to know Lar Endersen(06:08) How The Compounder's Element came about(08:16) Choosing the patient path(13:41) The path must match our personality(16:26) Explaining the title – what is the compounder's element?(19:05) Great business models such as Privileged Perch, High ROIC Cookie Cutter(25:22) Cash – a safety or comfort blanket?(33:31) How to disrupt compounding(40:02) Managing your own money vs. for others(47:50) Investing in public vs private companies(54:09) Lar's private investment firm – Capstrive(58:08) Holdings and position sizing(01:01:58) Lar the author – Pebbles of Perception(01:04:05) More books on the horizon?(01:06:43) Concluding remarks—————————————Articles & Books MentionedThe Compounder's Element – Laurence EndersenAtomic Habits – James ClearAntifragile – Nassim TalebComplexity Investing – NZS CapitalPioneering Portfolio Management – David SwensenMarket Wizards – Jack SchwagerPebbles of Perception – Laurence EndersenThe Outsiders – William ThorndikeThe Intelligent Fanatics – Sean Iddings & Ian Cassel—————————————Companies Mentioned(21:37) Microsoft, Stripe(22:50) Walmart, McDonald's, Starbucks, Action(24:00) Roper(26:04) Berkshire Hathaway—————————————More on Laurence EndersenWebsite: https://endersen.com/—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

David Marcus is a US investor with decades of experience working for legends like Michael Price and Jan Stenbeck. We discuss Brad Jacob's book How to Make a Few Billion Dollars and David's fascinating journey as an investor and operator.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on March 19, 2025.—————————————Books Mentioned How to Make a Few Billion Dollars – Brad JacobsReminiscences of a Stock Operator – Edwin LefèvreJesse Livermore - Boy Plunger – Tom RubythonThe Warren Buffett CEO – Robert P. Miles—————————————Companies MentionedGetingeKinnevikLifcoRökoXPO LogisticsUnited Waste SystemsUnited Rentals—————————————More on David MarcusLinkedIn: https://www.linkedin.com/in/evermoreglobalKeynote speech at Redeye Serial Acquirers 2025: https://www.redeye.se/video/event-presentation/1089658/keynote-speaker-david-marcus-co-founder-of-evermore-global-advisors-at-redeye-serial-acquirers-conference-2025—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Henrik Andersson

Phil Rosenzweig has been a professor at IMD Business School in Lausanne, Switzerland, for about 30 years. We discuss Phil's legendary book “The Halo Effect”, which debunks much of the classic management literature and explains how we tend to think that when a company performs well, the CEO is fantastic, the company has operational excellence, and the employees love to work there. We set a halo on the good performers.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on February 3, 2025.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(01:46) Welcoming Phil(02:51) The Halo Effect(06:55) ABB(12:17) Why Phil chose the companies he did(14:11) The halo effect today(19:11) The halo effect in other areas of life(23:39) Criticism against management literature (26:39) Other common errors in thinking(30:45) Has Phil been influenced by Warren Buffett? (33:45) Discussion on strategy versus execution(46:52) Connecting the momentum/value dichotomy to Phil's writing(50:14) How Phil invests his own money(52:33) An incredible Microsoft anecdote(54:06) Phil's time at Hewlett Packard and his pivot to academia(58:37) Book discussions(01:09:45) Concluding remarks—————————————Books MentionedThe Halo Effect - Phil RosenzweigMoneyball - Michael LewisWhat is strategy? - Michael Porter (article) Left Brain, Right Stuff - Phil RosenzweigA Random Walk Down Wall Street - Burton MalkielInfluence - Robert CialdiniThe Signal and the Noise - Nate SilverOnly the Paranoid Survive - Andy GroveLights Out - Thomas GrytaPower Failure - William D. Cohan—————————————Companies MentionedABB LegoGeneral ElectricCiscoBritish PetroleumAppleMarks & SpencerNvidiaIntelLogitechMicrosoftHewlett Packard—————————————More on Phil IMD: https://www.imd.org/faculty/professors/phil-rosenzweig/Email: phil.rosenzweig@imd.org—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

I den här fördjupningspodden har vi samlat in frågor från barn och unga om skjutningen på Risbergska skolan i Örebro. Svarar gör Lena Ljungdahl, skolsäkerhetsexpert, Juliette Eissa, kurator på BRIS och Henrik Andersson, ungdomspolis i Örebro. Lyssna på alla avsnitt i Sveriges Radio Play. Om du själv har frågor eller funderingar om skolskjutningen i Örebro så hör gärna av dig till Juniornyheterna. Du kan mejla på juniornyheterna@sverigesradio.seVi som har gjort programmet heter Frida Olsson, Paulina Witte och Hillevi Olsson.Mer från oss på Juniornyheterna hittar du på webben och Sveriges Radio Play. Poddfilen uppdaterades 060225.

Specialsändning av Juniornyheterna där barn ställer frågor till experter om skolskjutningen i Örebro. Lyssna på alla avsnitt i Sveriges Radio Play. Juliette Eissa, kurator på BRIS, Henrik Andersson, ungdomspolis i Örebro och Lena Ljungdahl, skolsäkerhetsexpert svarar på hur vanligt det är och vad man ska göra om man känner sig rädd.

Jaime Lester is a hedge fund industry veteran who has worked at firms such as Steinhardt Partners and David Einhorn's Greenlight Capital. He is also an adjunct professor at Columbia Business School and has managed his own investment fund for nine years. We discuss his book “Pause to Think,” which is a compilation of thirty-two mental models. Jaime also applies these models to various frameworks, such as how to make better decisions and how to become happier.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on January 22, 2025.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(01:40) Welcoming Jaime(03:09) Pause to Think (07:51) Investing and science (focus on checklists) (12:06) Cognitive biases(19:30) Why learn about mental models? (23:20) Inversion and investing(29:54) Jaime's experience from Greenlight Capital(32:55) Cerrano Capital(34:55) How Jaime is allocating his time today(37:05) Current investment strategy(39:22) Balancing personal life with work(45:26) What can investors do to improve the world? (48:07) Book discussions and recommendations—————————————Books MentionedPause to Think - Jaime LesterSame as Ever - Morgan HouselKing: A Life - Jonathan EigCreation Lake - Rachel Kushner—————————————More on JaimePause to Think (Amazon) Pause to Think (Columbia University Press)—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Will Barnes is the co-founder of the primary research firm In Practise and joins us to discuss their new book “In Practise”. The book has eleven chapters, each featuring an in-depth interview with an experienced operator helping us to better understand successful companies like Spotify, Danaher, and Constellation Software. In Practise is the first volume in a series of books that will be published over the coming years.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on December 9, 2024.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(01:25) Welcoming Will and hearing about his background(04:07) Connection between sports and investing (06:03) Background and introduction to In Practise(13:58) Who are In Practise speaking to? (17:10) Controversial situations(18:33) Why create a book? (19:54) Spotify(25:11) Constellation Software(35:39) Danaher(41:46) Employee longevity(43:11) Vision for In Practise(44:35) How Will has improved from running In Practise(48:44) The process for conducting primary research(51:09) The process for making investment decisions(53:46) Thoughts on portfolio management (58:53) Book discussions—————————————Books MentionedIn PractiseThe Reckoning - David HalberstamDraft No. 4: On the Writing Process - John McPhee—————————————Conference MentionedRedeye Serial Acquirers 2025—————————————Companies MentionedSpotifyConstellation SoftwareTransDigmDanaherCostcoAmazonLVMH—————————————More on In PractiseIn Practise website—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Henrik Andersson

Matt 11:11-19 Henrik Andersson

Asif Suria is an entrepreneur and investor in the US who focuses on a specific investing strategy that we haven't talked about much in the podcast: event-driven investing or special situations. The title for this conversation is Asif's book The Event-Driven Edge in Investing, in which he explains six different event-driven strategies, such as merger arbitrage and stock buybacks.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on November 6, 2024.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(01:26) Welcoming Asif(02:50) The Event-Driven Edge in Investing (07:28) How to know when a specific strategy is “in-season”(08:59) The six event-driven strategies in the book(09:41) How to interpret insider buying(16:19) Asif's work on the weekends(18:27) General talk about the strategies(22:04) Coping with the risks(24:32) Spin-offs(29:23) Management changes(33:29) Interesting combinations of events(34:29) InsideArbitrage.com and Asif's work(39:50) Book discussions—————————————Books MentionedThe Event-Driven Edge in Investing - Asif SuriaYou Can Be a Stock Market Genius - Joel GreenblattSpecial Situations Investing - Brian Stark—————————————Companies MentionedVertex PharmaceuticalsPebblebrook Retail TrustSilicon Valley BankPfizer/BiohavenActivision BlizzardMicrosoftTwitterJetblueWestern DigitalChipotleFerrariDanaherNikeGEDisney—————————————More on AsifTwitter/XLinkedInInsideArbitrage.com—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Brett Gardner is an investment analyst at the US-based investment partnership Discerene Group and, since about a week, a published author with his book Buffett's Early Investments. The focus of our conversation is Brett's book, where he has uncovered a few of Buffett's investments in the 1950s and 1960s that until now have been rather unknown.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on October 9, 2024. The video was unfortunately not recorded due to technical issues.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(01:34) Introduction to Brett (04:21) Buffett's Early Investments(08:47) How the investments were selected(15:30) Marshall-Wells: The first investment(20:52) Philadelphia and Reading (27:36) Walt Disney Productions(36:10) Can Buffett compound $1 million at 50% per year?(39:18) Brett's current role at Discerene Group(40:53) Two lesser-known book recommendations(45:37) Final remarks—————————————Books MentionedA Random Walk Down Wall Street - Burton Malkiel The Making of an American Capitalist - Roger LowensteinThe Intelligent Investor - Benjamin GrahamSecurity Analysis - Benjamin GrahamSnowball - Alice SchroederBuffett's Early Investments - Brett Gardner Poor Charlie's Almanack - Peter KaufmanDamn Right! - Janet LoweThe Halo Effect - Phil RosenzweigGood Strategy Bad Strategy - Richard Rumelt The Crux - Richard Rumelt Titan: The Life of John D. Rockefeller, Sr - Ron Chernow —————————————Companies MentionedAT&TCoca ColaBritish Columbia PowerMarshall-WellsPhiladelphia and Reading Walt Disney ProductionsAmerican ExpressBerkshire Hathaway—————————————More on BrettTwitter/X - @brettgardner_10LinkedIn - Brett GardnerE-mail - brett@buffettsearlyinvestments.com —————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Luk 12:4-7 Henrik Andersson

Simon Kold is the founder of the Denmark-based investment firm Kold Investments and was previously at Novo Holdings, one of the world's largest investment organizations. Our conversation focuses on Simon's upcoming book, On the Hunt for Great Companies, which details how to determine business quality. We cover the aspects we find the most interesting and encourage everyone to buy the book and read it in full. The book will be released on 29 October 2024.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on September 11, 2024.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(01:38) Welcoming Simon(05:35) On the Hunt for Great Companies and inspirations(12:58) Thoughts on the book's structure(15:54) How to evaluate passion among management(20:20) Evaluating communication(28:46) Focusing on disadvantages to evaluate moats(36:28) Tapeworms vs Honeybees(43:08) Predicting demand(47:05) Views on cyclical companies(52:32) Is Simon focusing on large or small companies(54:11) Kold Investments - Simon's investment company(01:00:14) Position sizing(01:04:28) What differentiates Simon's fund(01:05:45) Future writings? (01:07:46) Book discussions—————————————Books MentionedOn the Hunt for Great Companies - Simon Kold (to be released on 29 October 2024)The Little Book that Builds Wealth - Pat DorseyThe Five Rules for Successful Stock Investing - Pat Dorsey7 Powers: The Foundations of Business Strategy - Hamilton HelmerPoor Charlie's Almanack - Charlie Munger, John CollisonThe Outsiders - Will ThorndikeMichael O'Leary: Turbulent Times for the Man Who Made Ryanair - Matt CooperFactfulness - Hans RoslingSuperforecasting - Philip TetlockThe Checklist Manifesto - Atul GawandeDeep Survival - Laurence GonzalesThe Quest of the Simple Life - William J DawsonParnassus on Wheels - Christopher MorleyThe Clock of the Long Now - Stewart Brand—————————————Companies MentionedAlibabaArmTSMCASMLRyanairJohn Deere—————————————More on SimonLinkedIn - Simon KoldKoldinvestments.dk—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Luk 17:11-19 Henrik Andersson

Luk 16:19-31 Henrik Andersson

Moritz Sitte is the investor at Antheia AB, a private investment firm founded by Daniel Ek. Moritz has previously worked as an investment manager at Baillie Gifford in Edinburgh for twelve years. We speak about The Clock of the Long Now and discuss topics such as investment philosophy, reframing one's state of mind, and balancing the long with the short term. For more info about the podcast, go to the episode page and make sure to follow us on Twitter/X. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on August 14, 2024.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(01:20) Welcoming Moritz(04:56) The Clock of the Long Now(15:54) Connecting the book's guidelines to investing(18:59) Handling the daily noise while keeping a long-term view(22:26) What's a long-term view in investing?(28:38) Balancing the long and short term(33:03) Scenarios vs forecasts(35:52) Final lessons from the book(37:20) The investment philosophy at Antheia(45:45) The Goldberg principle(48:44) Going lower down in the organisation to understand the culture(52:48) Limitations in Antheia's investment approach(54:21) How is Moritz evaluated(58:38) Moritz's biases(01:03:08) Book discussions—————————————Books MentionedThe Clock of the Long Now: Time and Responsibility - Stewart BrandThe Great Depression: A Diary - Benjamin RothThe Creative Act: A Way of Being - Rick Rubin—————————————Companies MentionedUnileverCostcoAdyenJP Morgan—————————————More on MoritzLinkedIn—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Henrik Andersson

Stephen (Steve) Clapham is the founder of Behind the Balance Sheet, an investment research and investor training consultancy. He has 25 years of experience as an investment analyst and has been a partner and head of research at two multi-billion dollar hedge funds. We discuss his book, the Smart Money Method, how he trains finance professionals, and his investment philosophy. For more info about the podcast, go to the episode page and make sure to follow us on Twitter/X. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on July 17, 2024.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(02:07) Introduction with Steve(07:39) Steve's early career (11:29) Has finance become a more boring work environment? (15:02) Steve's investment philosophy over time(22:48) Capital cycle investing(26:29) Investing with crooks can be highly profitable(29:30) How investors and finance professionals should learn today vs yesterday(37:50) Exploiting the gap between perception and reality(45:25) How to determine whether companies are over or under-earning(51:48) Retesting the hypothesis after a decline(58:57) The biggest skill shortage that Steve sees(01:06:18) Key takeaway for someone entering the industry(01:14:15) Impressive people that Steve has met(01:20:04) The plan for Steve and his business(01:25:42) How to get in touch with Steve—————————————Books MentionedThe Smart Money Method - Stephen Clapham—————————————Companies MentionedDiageoAdyenHermesBurberry—————————————More on StephenBehind the Balance Sheet Twitter/XLinkedIn—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Torbjörn Arenbo is the Chief Analyst and Head of Corporate Advisory Sweden at Danske Bank. He has 25 years of experience working as a corporate finance advisor, portfolio manager, and risk manager. Our conversation is centred around Torbjörn's book Capital Allocation and Value Creation, published in 2023.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on June 5, 2024.—————————————Episode Chapters(00:00) Introduction by Niklas & Henrik(02:25) Welcoming Torbjörn(06:11) Sources of inspiration for Capital Allocation and Value Creation(08:06) Who is the book for? (10:10) Capital Allocation and Value Creation(14:17) Different allocation practices based on the base rates for success(19:58) The obsession for growth(22:25) Capital allocation at Nibe(25:15) Keeping managers on board after an acquisition(26:33) The three value drivers(29:53) Cost of capital(32:40) Empirically, are managers good enough at capital allocation? (36:56) Earnings quality(41:17) Improving margins vs improving returns (43:25) Henrik's view on manager's allocation capabilities(46:47) How companies should handle challenging market situations(51:55) Why Torbjörn quit his job as a portfolio manager(53:47) Book discussions—————————————Books MentionedCapital Allocation and Value Creation - Torbjörn ArenboThe Essays of Warren Buffett - Lawrence CunninghamCapital Returns - Edward ChancellorExpectations Investing - Michael Mauboussin Think Twice - Michael Mauboussin Competitive Advantage - Michael PorterCEO Excellence - Dewar et al—————————————Companies MentionedBergman & Beving LagercrantzAddtech NibeAtlas CopcoEricssonTeliaGetinge—————————————More on TorbjörnLinkedIn - Torbjörn Arenbo—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Luk 5:1-11 Henrik Andersson

Chris Waller is the Founder and Portfolio Manager of Plural Investing in New York. He previously worked in London at Goldman Sachs and holds an MBA from the Value Investing program at Columbia Business School. Our conversation is centred around the book “We Are Bellingcat” and covers how investors can deepen their research by better utilising open-source information. For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on April 17, 2024.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(01:29) Introducing Chris and his passion for investing(04:42) We Are Bellingcat(16:05) How to find an informational edge (21:12) Paying for data(25:09) Seeking the truth, not agreement(28:07) Looking for the other side of your thesis(31:08) Weighing data points and a story by Chris(39:07) Shorting stocks(43:45) Parallels to sleuth investing(47:24) Drawing the ethical line(52:49) Plural Investing and investment philosophy(01:04:28) Book discussions (01:07:27) Mentors and role models—————————————Books MentionedWe Are Bellingcat - Eliot HigginsThe Sleuth Investor - Avner MandelmanThe Advanced Sleuth Investor - Avner MandelmanCompetition Demystified - Bruce GreenwaldYou Can Be a Stock Market Genius - Joel GreenblattAmazon Unbound - Brad StoneNever Split the Difference - Chris VossSeveral books and a masterclass from Bob Woodward —————————————More on ChrisLinkedInPlural Investing—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

This bonus episode features an interview with Eddie Palmgren – host of Investing by the Books – on Redeye Growth Day. Eddie shares some of his highlights and insights from the first three years of podcasting. The interviewer is Lars T. Andersson at Redeye.This interview was recorded on May 30, 2024.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review.—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Vi är på Swedish Drift Championships säsongspremiär på Mittsverigebanan och kör en livepodd. Gäst i avsnittet är kvalettan i RM Jonathan Berggren.Medverkande: Jonathan Berggren, Henrik Andersson, Christer Hägglund, Robban StrandbergMixning och ljudpåläggning: Robban StrandbergSupport till showen http://supporter.acast.com/driftpodden. Hosted on Acast. See acast.com/privacy for more information.

Vi kör en livepodd till från Swedish Drift Championship på Mittsverigebanan, där vi intervjuar några olika gäster. Vi börjar med vinnaren i SM-klassen, Robin Bryngelsson, vi får ett snack med huvudbedömaren Peder Balerado, vi pratar med filmaren Joel Steimer och avslutar med vinnaren i RM-klassen Albin Ekman. Avsnittet presenteras i obetalt samarbete med OnlyHank.Medverkande: Robin Bryngelsson, Peder Balerado, Joel Steimer, Albin Ekman, Henrik Andersson, Christer Hägglund, Robban StrandbergRedigering och slutmix: Robban StrandbergOmslagsfoto: Christer HägglundSupport till showen http://supporter.acast.com/driftpodden. Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by Staffan Salén – one of Sweden's most prominent business men. The Salén family has a strong heritage spanning more than one hundred years, where Staffan and his brother Erik represent the third generation. In a fun and engaging conversation, we talk about banana boats, long-term investments, and high-speed lessons.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on March 20, 2024.—————————————Books MentionedThe Salén Story - Staffan Sjöberg with contributions from the Salén familyTo receive a copy of "The Salén Story", contact mariana.martell@salenia.se (limited availability)The Outsiders - Will ThorndikeCapital Returns - Edward ChancellorChip Wars - Chris MillerWhat You Do Is Who You Are - Ben HorowitzThe Wizard of Kremlin - Giuliano da EmpoliThe Essays of Warren Buffett - Lawrence Cunningham Poor Charlie's Almanack - Charlie Munger & Peter D. KaufmanCharlie Munger: The Complete Investor - Tren GriffinThe Price of Time - Edward ChancellorSkin in the Game - Nassim Nicholas TalebThe Black Swan - Nassim Nicholas Taleb—————————————Companies MentionedSagaxEworkGreen LandscapingCarnegie P&GSwedbankFrontline—————————————More on StaffanLinkedIn: https://www.linkedin.com/in/staffan-sal%C3%A9n-34b87a17The Salén Group: https://salengroup.se/en/X: https://x.com/staffansalen—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Henrik Andersson

How to invest in the best companies in the world? This is the topic for our episode with Pieter Slegers – founder of the investment newsletter Compounding Quality and previously a professional investor in Belgium. The book we discuss is The Art of Quality Investing, a new but timeless title that Pieter has collaborated on with its author Luc Kroeze.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on April 22, 2024.—————————————Books MentionedThe Art of Quality Investing - Luc Kroeze & Compounding QualityThe Outsiders - William ThorndikeThe Snowball - Alice SchroederQuality First Investing - Björn FahlénThe Joys of Compounding - Gautam BaidRicher, Wiser, Happier - William What I Learned About Investing from Darwin - Pulak PrasadEverything on Warren BuffettAn Investment Thinking Toolbox - Daniel Zhang—————————————Companies MentionedBerkshire HathawayKelly PartnersLVMH—————————————More on PieterCompounding Quality: https://www.compoundingquality.net/LinkedIn: https://www.linkedin.com/in/pieter-slegers-649354248/X: https://twitter.com/QCompoundingX: https://twitter.com/slegers_pieter—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

In today's episode we are joined by JC de Swaan. De Swaan is a lecturer in the economics department at Princeton University, where he teaches courses on ethics in finance and Asian capital markets. He is also a Partner at Cornwall Capital, an investment fund based in New York City. In this episode, we learn about the ethical considerations that finance professionals encounter.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on Jan 25, 2024.—————————————Books MentionedSeeking Virtue in Finance - JC de SwaanQuality Investing - Lawrence CunninghamWisdom in Finance - Mihir DesaiThe Checklist Manifesto - Atul Gawande Investment Biker - Jim RogersWhat Money Can't Buy - Michael J. SandelEnough - John Bogle —————————————Companies MentionedVanguardBerkshire Hathaway PineconeCornwall Capital —————————————More on JChttps://twitter.com/jcdeswaanhttps://jcdeswaan.scholar.princeton.edu/—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

In today's episode, Christian Billinger, a London-based investor who has joined the podcast before, is speaking with none other than Edward Chancellor. Edward is an author, finance journalist, and former hedge fund investment strategist. The discussion is centered around Chancellor's book Capital Returns. It covers capital cycle investing and how investors can benefit from focusing on forecasting supply rather than demand.For more info about the podcast, go to the episode page and make sure to follow us on Twitter/X. We love to hear your thoughts so please give us a rating/review in your podcast player! Also, feel free to share great authors, books, and investors you want to hear on the show. /Eddie & Niklas with teamThis episode was recorded on Dec 15, 2023.—————————————Episode Chapters(00:00) Introduction to today's format by Eddie & Niklas(02:33) Introduction by Christian(07:43) Another lesson from the book (10:15) Does capital cycle investing merge the growth and value dichotomy?(13:21) Quality as a generator of Alpha(15:38) Finding companies where the capital cycle doesn't apply (18:10) Does the framework also apply to the overall market?(26:24) Applying the framework in a capital-light industry(28:13) Obvious excesses in the current time (33:30) Have the obvious excesses been fully compensated for? (35:48) Fitting the narrow market rise into the framework(42:38) Rounding off the discussion—————————————Books MentionedDevil Take the Hindmost - Edward ChancellorCapital Returns - Edward ChancellorThe Price of Time - Edward Chancellor—————————————More on Edwardhttps://www.edwardchancellor.com/ —————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Henrik Andersson

Tobias Carlisle is a former lawyer and the author of several books, including The Acquirer's Multiple. Tobias is the manager of two funds based on the book's ideas, which are trading as ETFs under the tickers ZIG and DEEP. In the episode, we discuss how strictly he follows the deep value methodology, reflect on patience among investors, and investigate if there is a difference between managing your own or other people's money. For more info about the podcast, go to the episode page and make sure to follow us on Twitter/X. We love to hear your thoughts so please give us a rating/review in your podcast player! Also, feel free to share great authors, books, and investors you want to hear on the show. /Eddie & Niklas with teamThis episode was recorded on Dec 6, 2023.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(01:12) Welcoming Tobias(07:41) The Acquirer's Multiple(15:07) The Acquirer's multiple strategy(27:07) How Greenblatt influenced Carlisle (36:14) Similarities with activist investors(44:25) Is it possible for regular investors to know if a moat is sustainable? (50:10) Musings on patience(58:22) Investing your own vs other people's money(59:26) How strict is the formula? (01:07:20) Tobias' current writing and reading habits—————————————Books Mentioned The Acquirer's Multiple - Tobias Carlisle Security Analysis - Benjamin Graham The Intelligent Investor - Benjamin GrahamDeep Value - Tobias Carlisle Concentrated Investing - Allen BenelloQuantitative Value - Wesley Gray and Tobias Carlisle The Rebel Allocator - Jacob Taylor The Art of War - Sun TzuThe Aubrey-Mautin series - Patrick O'BrianThe Richard Sharpe series - Bernard CornwellThe Saxon Series - Bernard Cornwell—————————————Companies Mentioned Coca ColaLVMHBerkshireMeta KodakAppleNvidia—————————————More on Tobias XAcquirer's fundAmazon book page—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Matt 20:1-16 Henrik Andersson

Todd Wenning is an investor with experience from Ensemble Capital, The Motley Fool, and Morningstar. In episode five, we came across some of his work as he is a contributing author to the book Why Moats Matter. This time, we speak about Lessons from the Titans, a book about the lessons that today's businesses can draw from America's industrial giants.For more info about the podcast, go to the episode page and make sure to follow us on Twitter/X. We love to hear your thoughts so please give us a rating/review in your podcast player! Also, feel free to share great authors, books, and investors you want to hear on the show. /Eddie & Niklas with teamThis episode was recorded on Nov 13, 2023.—————————————Episode Chapters(00:00) Introduction by Eddie & Niklas(01:11) Welcoming Todd(07:37) Todd's interest in history(10:24) Lessons from the Titans(30:09) Thoughts on acquisition-driven businesses(33:00) Lessons on risk management(35:50) The people behind the business (44:31) Handling small problems that compounds(46:51) Adding a company to the book(51:22) Flyover stocks/Todd's new project(54:51) Difference between small and large caps in terms of moats(58:10) Book discussions—————————————Books Mentioned Lessons from the Titans - Scott Davis, Carter Copeland, Rob WertheimerWhy Moats Matter - Heather BrilliantThe Seven Signs of Ethical Collapse - Marianne M. JenningsSame as Ever - Morgan HouselCommon Stocks and Uncommon Profits - Philip A. FisherBig Money Thinks Small - Joe TillinghastKeeping Your Dividend Edge - Todd Wenning—————————————Companies Mentioned VanguardTruist BankThe Motley FoolMorningstarProcter & Gamble General ElectricHoneywellDanaherAdmiral GroupRoper TechnologiesConstellation SoftwareGrocery Outlet Jack Henry and AssociatesWorthington IndustriesHowden's JoineryGames Workshop—————————————More on Todd Flyover StocksThreadsX—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Henrik Andersson

Henrik Andersson, Matt 11:2-10 Barnsång

Stephen Penman is a professor of accounting and security analysis at Columbia Business School and Bocconi. He has also written the book Accounting for Value, which illustrates how accounting numbers relate to value creation. In our conversation with Penman, we discuss the necessary separation between speculation and valuation, the ideal structure of an equity research report, and how aspiring investors can improve their processes.For more info about the podcast, go to the episode page and make sure to follow us on Twitter/X. We love to hear your thoughts so please give us a rating/review in your podcast player! Also, feel free to share great authors, books, and investors you want to hear on the show. /Eddie & Niklas with teamThis episode was recorded on Oct 30, 2023.—————————————Episode Chapters(00:00) Intro by Eddie & Martin(01:38) Welcoming Stephen(04:17) Accounting for Value(09:26) Fair value, mark to market, and historical cost accounting(12:41) Separating speculation and valuation(19:03) Using valuation to challenge the market's assumptions(20:20) Residual income (26:38) How to improve as an aspiring investor (30:28) Informational vs analytical edge (32:26) Accounting arbitrage in today's market (37:39) Passive investing (41:01) How does Stephen invest his own money? (44:54) Allocating time between research and investing (49:51) Should accounting professionals push changes to standards? (53:52) The ideal structure of an equity research report (58:56) Stephen on Buffett(01:04:21) Stephen's new book(01:06:27) A book Stephen would like to read but not write—————————————Books Mentioned Accounting for Value - Stephen PenmanAccounting for Value: Fundamental analysis for the active investor - Stephen Penman Expectations Investing - Michael Mauboussin—————————————More on StephenProfile on Columbia Business School—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Finns tell a story about themselves as a people exempt from European colonialism. Not so, argue the contributors to Finnish Settler Colonialism in North America: Rethinking Finnish Experiences in Transnational Spaces (Helsinki University Press, 2022). In this volume edited by Finnish scholars Rani-Henrik Andersson and Janne Lahti, both scholars of North America at the University of Helsinki, interdisciplinary and transnational experts argue that Finns, though small in number compared to other immigrant groups, nonetheless took part in settler colonial practices across North America. From the Great Lakes to the forests of the Canadian/American borderlands, and all across the American West, Finnish immigrants acquired land, dispossessed Native people, and told stories about themselves naturalizing their presence on stolen land. Yet, this is also a story of complications, and Finnish settler colonial experiences often defy expectations and simple morality tales. Andersson and Lahti's book is only the beginning of a younger movement of scholars to use settler colonial frameworks to take a fresh look at old stories. Dr. Stephen R. Hausmann is an assistant professor of history at the University of St. Thomas in Minnesota. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/history

Finns tell a story about themselves as a people exempt from European colonialism. Not so, argue the contributors to Finnish Settler Colonialism in North America: Rethinking Finnish Experiences in Transnational Spaces (Helsinki University Press, 2022). In this volume edited by Finnish scholars Rani-Henrik Andersson and Janne Lahti, both scholars of North America at the University of Helsinki, interdisciplinary and transnational experts argue that Finns, though small in number compared to other immigrant groups, nonetheless took part in settler colonial practices across North America. From the Great Lakes to the forests of the Canadian/American borderlands, and all across the American West, Finnish immigrants acquired land, dispossessed Native people, and told stories about themselves naturalizing their presence on stolen land. Yet, this is also a story of complications, and Finnish settler colonial experiences often defy expectations and simple morality tales. Andersson and Lahti's book is only the beginning of a younger movement of scholars to use settler colonial frameworks to take a fresh look at old stories. Dr. Stephen R. Hausmann is an assistant professor of history at the University of St. Thomas in Minnesota. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Finns tell a story about themselves as a people exempt from European colonialism. Not so, argue the contributors to Finnish Settler Colonialism in North America: Rethinking Finnish Experiences in Transnational Spaces (Helsinki University Press, 2022). In this volume edited by Finnish scholars Rani-Henrik Andersson and Janne Lahti, both scholars of North America at the University of Helsinki, interdisciplinary and transnational experts argue that Finns, though small in number compared to other immigrant groups, nonetheless took part in settler colonial practices across North America. From the Great Lakes to the forests of the Canadian/American borderlands, and all across the American West, Finnish immigrants acquired land, dispossessed Native people, and told stories about themselves naturalizing their presence on stolen land. Yet, this is also a story of complications, and Finnish settler colonial experiences often defy expectations and simple morality tales. Andersson and Lahti's book is only the beginning of a younger movement of scholars to use settler colonial frameworks to take a fresh look at old stories. Dr. Stephen R. Hausmann is an assistant professor of history at the University of St. Thomas in Minnesota. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/american-studies

Finns tell a story about themselves as a people exempt from European colonialism. Not so, argue the contributors to Finnish Settler Colonialism in North America: Rethinking Finnish Experiences in Transnational Spaces (Helsinki University Press, 2022). In this volume edited by Finnish scholars Rani-Henrik Andersson and Janne Lahti, both scholars of North America at the University of Helsinki, interdisciplinary and transnational experts argue that Finns, though small in number compared to other immigrant groups, nonetheless took part in settler colonial practices across North America. From the Great Lakes to the forests of the Canadian/American borderlands, and all across the American West, Finnish immigrants acquired land, dispossessed Native people, and told stories about themselves naturalizing their presence on stolen land. Yet, this is also a story of complications, and Finnish settler colonial experiences often defy expectations and simple morality tales. Andersson and Lahti's book is only the beginning of a younger movement of scholars to use settler colonial frameworks to take a fresh look at old stories. Dr. Stephen R. Hausmann is an assistant professor of history at the University of St. Thomas in Minnesota. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/american-west

The Lakȟóta are among the best-known Native American peoples. In popular culture and even many scholarly works, they were once lumped together with others and called the Sioux. This book tells the full story of Lakȟóta culture and society, from their origins to the twenty-first century, drawing on Lakȟóta voices and perspectives. In Lakȟóta culture, "listening" is a cardinal virtue, connoting respect, and here authors Rani-Henrik Andersson and David C. Posthumus listen to the Lakȟóta, both past and present. The history of Lakȟóta culture unfolds in this narrative as the people lived it.  The book opens with an origin story, that of White Buffalo Calf Woman (Ptesanwin) and her gift of the sacred pipe to the Lakȟóta people. Drawing on winter counts, oral traditions and histories, and Lakȟóta letters and speeches, the narrative proceeds through such periods and events as early Lakȟóta-European trading, the creation of the Great Sioux Reservation, Christian missionization, the Plains Indian Wars, the Ghost Dance and Wounded Knee (1890), the Indian New Deal, and self-determination, as well as recent challenges like the #NoDAPL movement and management of Covid-19 on reservations. This book centers Lakȟóta experience, as when it shifts the focus of the Battle of Little Bighorn from Custer to fifteen-year-old Black Elk, or puts American Horse at the heart of the negotiations with the Crook Commission, or explains the Lakȟóta agenda in negotiating the Fort Laramie Treaty in 1851. The picture that emerges--of continuity and change in Lakȟóta culture from its distant beginnings to issues in our day--is as sweeping and intimate, and as deeply complex, as the lived history it encompasses. Joaquín Rivaya-Martínez es profesor de Historia en Texas State University. Sus intereses académicos incluyen la etnohistoria, los pueblos indígenas de las Grandes Llanuras y el Suroeste de EE.UU., la frontera México-EE.UU. y la América hispánica. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

The Lakȟóta are among the best-known Native American peoples. In popular culture and even many scholarly works, they were once lumped together with others and called the Sioux. This book tells the full story of Lakȟóta culture and society, from their origins to the twenty-first century, drawing on Lakȟóta voices and perspectives. In Lakȟóta culture, "listening" is a cardinal virtue, connoting respect, and here authors Rani-Henrik Andersson and David C. Posthumus listen to the Lakȟóta, both past and present. The history of Lakȟóta culture unfolds in this narrative as the people lived it.  The book opens with an origin story, that of White Buffalo Calf Woman (Ptesanwin) and her gift of the sacred pipe to the Lakȟóta people. Drawing on winter counts, oral traditions and histories, and Lakȟóta letters and speeches, the narrative proceeds through such periods and events as early Lakȟóta-European trading, the creation of the Great Sioux Reservation, Christian missionization, the Plains Indian Wars, the Ghost Dance and Wounded Knee (1890), the Indian New Deal, and self-determination, as well as recent challenges like the #NoDAPL movement and management of Covid-19 on reservations. This book centers Lakȟóta experience, as when it shifts the focus of the Battle of Little Bighorn from Custer to fifteen-year-old Black Elk, or puts American Horse at the heart of the negotiations with the Crook Commission, or explains the Lakȟóta agenda in negotiating the Fort Laramie Treaty in 1851. The picture that emerges--of continuity and change in Lakȟóta culture from its distant beginnings to issues in our day--is as sweeping and intimate, and as deeply complex, as the lived history it encompasses. Joaquín Rivaya-Martínez es profesor de Historia en Texas State University. Sus intereses académicos incluyen la etnohistoria, los pueblos indígenas de las Grandes Llanuras y el Suroeste de EE.UU., la frontera México-EE.UU. y la América hispánica. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/history

The Lakȟóta are among the best-known Native American peoples. In popular culture and even many scholarly works, they were once lumped together with others and called the Sioux. This book tells the full story of Lakȟóta culture and society, from their origins to the twenty-first century, drawing on Lakȟóta voices and perspectives. In Lakȟóta culture, "listening" is a cardinal virtue, connoting respect, and here authors Rani-Henrik Andersson and David C. Posthumus listen to the Lakȟóta, both past and present. The history of Lakȟóta culture unfolds in this narrative as the people lived it.  The book opens with an origin story, that of White Buffalo Calf Woman (Ptesanwin) and her gift of the sacred pipe to the Lakȟóta people. Drawing on winter counts, oral traditions and histories, and Lakȟóta letters and speeches, the narrative proceeds through such periods and events as early Lakȟóta-European trading, the creation of the Great Sioux Reservation, Christian missionization, the Plains Indian Wars, the Ghost Dance and Wounded Knee (1890), the Indian New Deal, and self-determination, as well as recent challenges like the #NoDAPL movement and management of Covid-19 on reservations. This book centers Lakȟóta experience, as when it shifts the focus of the Battle of Little Bighorn from Custer to fifteen-year-old Black Elk, or puts American Horse at the heart of the negotiations with the Crook Commission, or explains the Lakȟóta agenda in negotiating the Fort Laramie Treaty in 1851. The picture that emerges--of continuity and change in Lakȟóta culture from its distant beginnings to issues in our day--is as sweeping and intimate, and as deeply complex, as the lived history it encompasses. Joaquín Rivaya-Martínez es profesor de Historia en Texas State University. Sus intereses académicos incluyen la etnohistoria, los pueblos indígenas de las Grandes Llanuras y el Suroeste de EE.UU., la frontera México-EE.UU. y la América hispánica. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/native-american-studies

The Lakȟóta are among the best-known Native American peoples. In popular culture and even many scholarly works, they were once lumped together with others and called the Sioux. This book tells the full story of Lakȟóta culture and society, from their origins to the twenty-first century, drawing on Lakȟóta voices and perspectives. In Lakȟóta culture, "listening" is a cardinal virtue, connoting respect, and here authors Rani-Henrik Andersson and David C. Posthumus listen to the Lakȟóta, both past and present. The history of Lakȟóta culture unfolds in this narrative as the people lived it.  The book opens with an origin story, that of White Buffalo Calf Woman (Ptesanwin) and her gift of the sacred pipe to the Lakȟóta people. Drawing on winter counts, oral traditions and histories, and Lakȟóta letters and speeches, the narrative proceeds through such periods and events as early Lakȟóta-European trading, the creation of the Great Sioux Reservation, Christian missionization, the Plains Indian Wars, the Ghost Dance and Wounded Knee (1890), the Indian New Deal, and self-determination, as well as recent challenges like the #NoDAPL movement and management of Covid-19 on reservations. This book centers Lakȟóta experience, as when it shifts the focus of the Battle of Little Bighorn from Custer to fifteen-year-old Black Elk, or puts American Horse at the heart of the negotiations with the Crook Commission, or explains the Lakȟóta agenda in negotiating the Fort Laramie Treaty in 1851. The picture that emerges--of continuity and change in Lakȟóta culture from its distant beginnings to issues in our day--is as sweeping and intimate, and as deeply complex, as the lived history it encompasses. Joaquín Rivaya-Martínez es profesor de Historia en Texas State University. Sus intereses académicos incluyen la etnohistoria, los pueblos indígenas de las Grandes Llanuras y el Suroeste de EE.UU., la frontera México-EE.UU. y la América hispánica. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/american-west

The hunters set out to achieve peace between the supernatural beasts of Glacier Park, and stop the destruction of forest habitat. While Raven, Hugo, Whittaker and Damien track down the Splinter Cat, Felicity, Aidan and Lark's team come face to face with the wild and cantankerous Agropelter. A resolution might be within our heroes grasp, but as we've come to expect by now, magic and fate can cause the best of plans to go up in smoke.  Leave us a review and tell us your favorite thing about the podcast. This helps our show reach new viewers on the platforms you follow us on.  Follow our socials - https://linktr.ee/TheStorytellerSquad Support our Patreon and you can join the cast on our exclusive fan discord - https://www.patreon.com/thestorytellersquad This week we're shouting out our friends over at The Monsters Playbook ( https://monstersplaybook.com/ ) Catch their promo in our announcement break.  Music:  “Felicity's Theme” by Isaac Williams  “Rock Steady” by Henrik Andersson  “Silent Mood” by Gold in June “Summer's End” by Benjamin Kling “Just Another State of Mind” by Colors of Illusion “Reading Between the Lines” by Mandala Dreams “Earth Hour” by Ecobel  “Hugo's Theme” by Kateryna Storcheus “Choose Wisely” by Dream Cave “Lock-Out Relay” by Jon Bjork “Light Footed” by Bonnie Grace “Starlings” by August Wilhelmsson “The Folk” by Isaac Williams “We all Need Adventures” by Howard Harper-Barnes “Kentucky Chase” by The Undertowns “Run Dry River” by River Run Dry “A Monsters Feeling” by Hampus Naeselius “Can't Dampen My Spirit” by Adriel Fair “Colossus” by Dream Cave “Trouble” by Isaac Williams “Raven's Theme” by Radovan Jekic “New Magic” by Radovan Jekic “Horses Gone Wild” by Easy Wheelers    Tracks by Alexander Nakarada (www.serpentsoundstudios.com)  Licensed under Creative Commons BY Attribution 4.0 License More Tracks and SFX courtesy of www.epidemicsound.com Mentioned in this episode: AbortionFunds Link Donate to support those in need of assistance following the U.S. Supreme Court Decision to overturn Roe vs. Wade - https://abortionfunds.org/

Join Piers Ridyard in this episode of the DeFi Download, where he talks with Henrik Andersson, co-founder of dHEDGE. They discuss copy trading with synthetic assets, breaking barriers to entry into the asset management world, and democratising investing.