John Armitage: How He Invests, Building Egerton, and What Worries Him About AI
Nobody has taught Nicolai as much about investing as John Armitage. First as his largest client, later as his boss for five years at Egerton Capital.
For this episode the two meet in London, where John walks through his approach to investing: what makes a company worth the time, why pricing power matters more than almost anything, the red flags that make John sell, and how a position gets built slowly. John also talks about 30 years at the same firm, and why AI should help you think rather than think for you. Tune in!
In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes every Wednesday, and don't miss our weekly wrap-up on Friday’s.
Watch the episode on YouTube
The production team for this episode includes Isabelle Karlsson and Halvor Njerve and PLAN-B's Niklas Figenschau Johansen and Håkon Klemsdal. Background research was conducted by Simran Sahajpal.