This week's Friday Wrap-Up looks back at Nicolai Tangen's podcast conversation with John Armitage, his former boss and a man he calls one of the most important people in his life. Marthe and Nicolai discuss what Armitage taught him about analysing companies, why the best investors tend to be humble, and why Armitage calls permanent capital a trap. They also cover NBIM's recent view on the decline of shareholder rights, and why Nicolai says it matters for long-term investors like NBIM. Nicolai also opens up about why he thinks we should all say thank you more often, and the morning ritual he follows to stay grateful. Tune in!


Listen to In Good Company with John Armitage, co-founder and chief investment officer of Egerton Capital: https://podcasts.apple.com/no/podcast/john-armitage-how-he-invests-building-egerton-and/id1614211565?i=1000793578407


The Friday Wrap-Up is hosted by Marthe Skaar, Chief of Communications and External Relations, together with Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up following each week to break it all down.

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