Best Thomas Bjorn Podcasts (2024)

1
Episode 22 - Øystein Bogfjellmo om hvilke eiendomsaksjer som blir vinnere framover 44:39

5h ago44:39

44:39

Øystein Bogfjellmo, investeringsdirektør i RELOG er tilbake og vi snakker om finansieringsmarkedet, optimal kapitalstruktur, nye IPOer, de ulike eiendomssegmentene, K-Fastigheter og mye annetBy Thomas Nielsen

1
Episode 21 - Hvorfor taste regnskapstall? - Gjest: Magnus Fjelldal 44:07

2M ago44:07

44:07

Magnus og jeg diskuterer hvorfor vi mener regnskaper er subjektive og trenger mennesklig avstemming. Vi kommer innom de fleste postene i regnskapene vi liker å justere sånn at regnskaper på blir så identiske som mulig på tvers av selskaper og sektorerBy Thomas Nielsen

1
Episode 20 - Gjennomgang av Q4 resultater for selskapene i First Veritas 32:36

3M ago32:36

32:36

Går igjennom samtlige Q4 resultater for selskaper i Veritas. Det er alfabetisk, så bare å spole om det er enkelte selskaper det er interesse for. Det er også en video med slider som ligger på Youtube-kanalen min, dette er altså lydfila derfra. Selskaper nevnt er Admicom, AF Gruppen, Avanza, Atlas Copco, Bahnhof, Betsson, BioGaia, Bouvet, Coloplast,…

1
Episode 19 - Nytt porteføljeselskap, Kindred-bud ++ 33:58

3M ago33:58

33:58

Vært sjeldent mye endringer i First Veritas de siste ukene. Går i denne podcasten gjennom: -Rask oppsummering av avkastning 2023 og siden oppstart -Den "nye" QARP (Quality at a Reasonable Price) investeringsfilosofien -Bud på Kindred - hvordan har fondet agert på dette -Nytt porteføljeselskap og prosess rundt hvordan dette typisk skjer -Rask oppsum…

1
Episode 18 - Oppdatering nordisk eiendom 29:39

5M ago29:39

29:39

Denne episoden finnes også tilgjengelig som video på First Fondene sine hjemmeside med tilhørende slider. Link under https://www.firstfondene.no/aktuelt/2023/first-nordic-real-estate-oppdatert-videopresentasjonBy Thomas Nielsen

1
Episode 17 - Sverre Bjerkeli - The one and only! 44:48

6M ago44:48

44:48

Herlig å sette seg ned med Sverre Bjerkeli, mannen bak børseventyret Protector Forsikring med 21% årlig avkastning siste 10 år. Sverre har bakgrunn som profesjonell spiller og trener i håndball, og har i det siste også faktisk blitt aksjeanalytiker. Bør høres!By Thomas Nielsen

1
Episode 16 - Dette kjennetegner eiendomsaksjene med høyest avkastning - Øystein Bogfjellmo 40:34

6M ago40:34

40:34

Øystein er tilbake i podden og vi er i storslag denne gangen etter sterk oppgang i eiendomsaksjer. Vi diskuterer P/NAV, hvilke selskaper som har størst oppside i sine leienivåer og selvfølgelig utsiktene framoverBy Thomas Nielsen

1
The 151st Open - Final Round Broadcast 4:56:44

9M ago4:56:44

4:56:44

The 151st Open will live long in the memory. For the unrelenting rain on Sunday. For the sensational test that Hoylake provided. And for the clinic delivered by the Champion Golfer of the Year, Brian Harman. Listen back to The Open Radio's broadcast in full of the final round from Royal Liverpool, and relive the sounds of The 151st Open. A champion…

1
Episode 15 - Henrik Heffermehl om shorting av aksjer 48:15

9M ago48:15

48:15

Henrik og jeg snakker om shorting av aksjer, altså å tjene på fallende aksjekurser Link til podcast med John Hempton som nevnt i episoden her: https://open.spotify.com/episode/1QSYArL26Gma3C5dJiEHchBy Thomas Nielsen

1
The 151st Show - Sunday Review 28:37

11M ago28:37

28:37

Brian Harman is the Champion Golfer of the Year. Listen in to the final episode of The 151st Show, reviewing an incredible Open at Hoylake.By Marcus Buckland, Sophie Walker, Robert Dinwiddie

1
The 151st Show - Saturday Review 30:34

11M ago30:34

30:34

Brian Harman is just 18 holes away from winning The Open. Tune in to The 151st Show to listen to Marcus Buckland, Robert Dinwiddie and Michael McEwen's thoughts on Saturday's play, and if Brian Harman can win the Claret Jug.By Robert Dinwiddie, Marcus Buckland, Michael McEwen

1
The 151st Show - Friday Review 39:46

11M ago39:46

39:46

The 151st Open is at the halfway stage, Hear about Brian Harman's incredible performance and who can challenge him with The 151st Show, with special guest Peter Finch! Tune in each day to get closer to The Open, and watch on YouTube for the first time.By Marcus Buckland, Peter Finch, Sophie Walker

1
The 151st Show - Thursday with Colin Montgomerie 31:57

11M ago31:57

31:57

Thursday was a wonderful day from Hoylake. Get a lowdown of the day with special guest Colin Montgomerie.By Colin Montgomerie, Marcus Buckland

1
The 151st Show - Full Preview 45:05

11M ago45:05

45:05

The 151st Open is here. Get a run through of all the runners and riders for the title, direct from the grounds at Hoylake, with Marcus Buckland, Paul Eales and Sophie Walker. Tune in each day to get closer to The Open, and watch on YouTube for the first time.By Marcus Buckland, Paul Eales, Sophie Walker

1
The 151st Show - Hoylake Preview Part 2 36:24

11M ago36:24

36:24

The 151st Show is here. From now until The Open week begins at Hoylake on 16 July, The 151st Show will be giving you all the previews ahead of what is set to be a spectacular event. And first and foremost, Di Stewart, Rob Lee and Amy Boulden take us through the setting for the 151st playing of the Championship. The magnificent Royal Liverpool. With…

1
The 151st Show - Hoylake Preview Part 1 31:48

11M ago31:48

31:48

The 151st Show is here. From now until The Open week begins at Hoylake on 16 July, The 151st Show will be giving you all the previews ahead of what is set to be a spectacular event. And first and foremost, Di Stewart, Rob Lee and Amy Boulden take us through the setting for the 151st playing of the Championship. The magnificent Royal Liverpool. With…

1
Thomas Bjorn - Tales of The Open 54:15

11M ago54:15

54:15

Some players reach the dizzy heights of the game of golf, and stay there long enough to reap the rewards. But some do not. In 2003, Thomas Bjorn defied the odds of a first round quadruple bogey to lead The Open by three shots with four holes to play. What happened next on the 16th hole at Royal St George's, lives in golfing infamy. Bjorn's perspect…

1
Thomas Levet - Tales of The Open 1:00:23

12M ago1:00:23

1:00:23

Few players have ever captured the imagination of a crowd quite like Thomas Levet. A showman simply by having fun, Levet was a rare breed of golfer who seemed to enjoy every moment of the most intense of competition. This was never more true than The Open in 2002. With a sensational run at the title, Levet thrilled fans across the globe, and showed…

1
Episode 14 - Henrik Heffermehl om temainvesteringer og momentum osv 40:39

12M ago40:39

40:39

Henrik har vært en etterpurt gjest, så det var bra å ha han tilbake. Vi snakker om tema-investeringer, momentum og generelle utfordringer vi kvant-investorer harBy Thomas Nielsen

1
The Story of the 150th Open - Part 2 1:00:38

12M ago1:00:38

1:00:38

Everything had led to this... The 150th Open Championship was one of the most hotly anticipated events in golfing history, and St Andrews was the most fitting of venues to host such an event. Packed with incredible storylines and subplots, the Championship delivered a grandstand finish, a worthy Champion, and an unforgettable event. Relive the incr…

1
Episode 13 - Orakelet Bjørn Wicklund om vin, aksjer og derivater 1:15:36

12M ago1:15:36

1:15:36

Børsbrøl er tilbake og får besøk av Bjørn Wicklund, en av de virkelige legendene innen norsk finans. Bjørn forteller om sin bakgrunn, investeringsfilosofi og kommer med tips innenfor aksjer og vin (https://www.vinmonopolet.no/p/15573001). Trykk gjerne "følg" på podden for å bli oppdatert når det kommer nye episoder…

1
The Story of The 150th Open - Part 1 47:56

12M ago47:56

47:56

Everything had led to this... The 150th Open Championship was one of the most hotly anticipated events in golfing history, and St Andrews was the most fitting of venues to host such an event. Packed with incredible storylines and subplots, the Championship delivered a grandstand finish, a worthy Champion, and an unforgettable event. Relive the incr…

1
Rory McIlroy - Interview 22:18

1y ago22:18

22:18

The Champion Golfer of 2014, Rory McIIroy is one of the finest golfers in modern history, and has a strong relationship with golf's original major. McIlroy is the last winner at this year's upcoming venue, Royal Liverpool, and will have good memories to lean on in his bid for a second Claret Jug. Speaking exclusively to The Open, prior to his close…

1
Episode 12 - Bouvet CEO Per Gunnar Tronsli er gjest 48:58

1y ago48:58

48:58

Gjest denne uka er Per Gunnar Tronsli, daglig leder i IT-konsulentselskapet Bouvet. Han forteller om hva som er viktig for at Bouvet skal fungere optimalt. Og med 26.8% årlig avkastning for Bouvet-aksjen siden børsnotering i 2007 så er det sikkert ikke så dumt å høre på det Per Gunnar deler med oss.By Thomas Nielsen

1
Episode 11 - Hvorfor fungerer faktorinvesteringer? - Med Henrik Stang Heffermehl 59:51

1+ y ago59:51

59:51

Henrik som vi ble kjent med i episode 7 er tilbake, og vi diskuterer faktorinvesteringer mer grundig. Hvilke faktorer har vi, hva kjennertegner de og hvordan fungerer de? Og ikke minst hvorfor fungerer de, burde det ikke bli artbitrert bort?By Thomas Nielsen

1
Episode 10 - Elendige investeringsbeslutninger (og om det er noe å lære av de) 42:49

1+ y ago42:49

42:49

Forteller i episoden om hvordan investeringsstiler endrer seg over tid etterhvert som en lærer, og hvordan en kan forsøke å lære av sine feil.By Thomas Nielsen

1
Episode 9 - Knut Brundtland 51:05

1+ y ago51:05

51:05

Knut er i dag styreleder i meglerhuset ABG Sundal Collier. Vi blir i episoden bedre kjent med både han og ABG. En episode det er best å ikke gå glipp av!By Thomas Nielsen

1
Episode 8 - Kvartalsrapportering 35:07

1+ y ago35:07

35:07

Vi er helt i begynnelsen av den såkalte rapporteringssesongen, og Q4 er på flere måter det viktigste kvartalet. Hvordan lese kvartalsrapporter er det overordna temaet som jeg prøver å bryte ned på ulike måter. Trykk "følg" for å automatisk få beskjed når det nye episoder blir publisertBy Thomas Nielsen

1
Episode 7 - Henrik Stang Heffermehl om faktorbaserte investeringer (smart-beta) ++ 39:06

1+ y ago39:06

39:06

Henrik jobber i et family office i Oslo med fokus på bla systematiske datadrevne investeringer. Han forteller om hvorfor dette er viktig i en verden preget av mye støy (Det er Henrik som også har laget backtesten til FIRST Veritas). Underveis deler han også mange kilder han har fått inspirasjon fra til metodikk (linker under). Henrik og jeg har ogs…

1
Episode 6 - Eiendom med Øystein Bogfjellmo 37:50

1+ y ago37:50

37:50

Gjest i denne episoden er Øystein Bogfjellmo, investeringsdirektør i Relog. Øystein forteller blant annet om sin bakgrunn fra kreditt og eiendom, om hvilke nøkkeltall han liker og hvilke han styrer unna samt om sitt favorittselskap innenfor eiendomssektoren i Norden. Trykk "følg" for å få automatisk varsel når det kommer nye episoder.…

1
Episode 5 - Martin Mølsæter 22:05

1+ y ago22:05

22:05

Martin Mølseter, forvalter av FIRST Generator og FIRST Global Focus er gjest. Han gir et innblikk i sin aktive og verdibaserte investeringsfilosofi. Martin forteller også om den første investeringen han gjorde som 12-åring, sin tidlige 40-års krise og deler sitt syn på 2023.By Thomas Nielsen

1
Episode 4 - Utbytteaksjer 16:28

1+ y ago16:28

16:28

Agenda: 1: Hva er utbytte? 2: Kapitalallokering 3: Myter om utbytte 4: Utbyttepolitikk 5: Har aksjer i selskaper som betaler utbytte bedre avkastning? 6: Hvordan påvirkes utbytte av renter 7: SkattBy Thomas Nielsen

1
Episode 3 - Verdsettelse i teori og praksis 32:49

1+ y ago32:49

32:49

Denne episoden tar for seg fordeler og ulemper ved ulike verdsettelsesmetoder, hva som påvirker verdsettelse, og om verdsettelse i det hele tatt er viktig.By Thomas Nielsen

1
Episode 2 - Psykologi på børs - Hvordan unngå støy og tankefeller 30:02

1+ y ago30:02

30:02

Psykologien jobber mot oss når vi prøver å ta rasjonelle investeringsbeslutninger. Episoden tar for seg ulik støy og en rekke tankefeller (biases) det kan være fornuftig å være bevisst påBy Thomas Nielsen

1
Episode 1 - Nyheter fra FIRST Veritas siste tid 24:00

1+ y ago24:00

24:00

Selskaper som blir nevnt: Paradox, Bahnhof, AF Gruppen, Kone, Coloplast, Pandora, Avanza, Evolution og KindredBy Thomas Nielsen

1
Energikrisen – låsningar och lösningar med Pär Holmberg och Thomas Tangerås 27:54

1+ y ago27:54

27:54

Elfrågan har dominerat valrörelsen och det offentliga samtalet. IFN-forskarna Pär Holmberg och Thomas Tangerås har länge forskat om elmarknaden. Hör dem om låsningar och lösningar i energifrågan och vad för slags reformer som skulle krävas för att lösa krisen på kort och lång sikt.

1
Final Round Broadcast - The 150th Open 4:57:12

2y ago4:57:12

4:57:12

The 150th Open this year was fit for the incredible occasion at St Andrews. An iconic afternoon of golf transpired on Sunday 17 July, with Cameron Smith emerging victorious after an incredible battle for the Claret Jug. Listen here to the full coverage of the final five hours of The 150th Open as heard on The Open Radio. More podcast content will b…

1
The 150th Show - Round Four Review 30:24

2y ago30:24

30:24

Cameron Smith is the Champion Golfer of the Year in 2022, and what an incredible 150th Open we have enjoyed. Directly from the 18th hole at the Old Course, join Marcus Buckland, Paul Eales and Matt Southgate to recap a stunning final round 64 for Smith en route to a one shot victory over Cameron Young. The panel discuss Smith's brilliance and his i…

1
The 150th Show - Round Three Review 30:40

2y ago30:40

30:40

Join The 150th Show on Saturday for a recap of a special Open Championship day, directly from the 18th hole at the Old Course. On Saturday's show, Marcus Buckland is joined by Harry Ewing and Matt Southgate to recap Rory McIlroy and Viktor Hovland shooting matching 66s to share the lead with 18 holes to play. The panel discuss the two players and h…

1
The 150th Show - Round Two Review 45:59

2y ago45:59

45:59

Join The 150th Show on Friday for a recap of an iconic Open Championship day, directly from the links at the Old Course. On Friday's show, Marcus Buckland is joined by Paul Eales and Michael McEwan from bunkered to look back on a remarkable final hole for the legendary Tiger Woods as well as a stunning 64 from Cameron Smith. The trio also discuss C…

1
The 150th Show - Round One Review 26:56

2y ago26:56

26:56

The 150th Open is here... and the 150th Show will be coming to you each day throughout the Championship with all the action directly from the links at the Old Course. On Thursday's show, Marcus Buckland is joined by Sophie Walker and Carl Paulson to look back on Cameron Young's stunning 64, that sees the American lead by two strokes at the close of…

1
The 150th Show - Wednesday Preview ft. Harold Varner III and Max Homa 31:16

2y ago31:16

31:16

The 150th Open is here... and the 150th Show will be coming to you each day throughout the Championship with all the action directly from the links at the Old Course. On Wednesday's quick preview show, Marcus Buckland is joined by Sophie Walker and Matt Southgate to discuss how fast the course is playing, who the conditions will suit and the star g…

1
Revisited - The Story of 2021 49:39

2y ago49:39

49:39

The 150th Open is nearly here, and before daily podcasts with Marcus Buckland begin on Wednesday, we take one final look back at The 149th Open, as Champion Golfer of the Year Collin Morikawa prepares to return the Claret Jug. Initially published last year, the Story of 2021 delves into the action from Royal St George's for The 149th Open, featurin…

1
The 150th Show - Full Preview of The Open 57:50

2y ago57:50

57:50

In the last episode of The 150th Show before Open Championship week begins, Marcus Buckland is joined by the BBC's Iain Carter and The Open Radio's Sue Thearle to preview The 150th Open in-depth. The trio discuss the big names, dark horses and fairy tale stories from the landmark Championship, and we hear from Rory McIlroy on his chances at St Andr…

1
The 150th Show - St Andrews Back Nine 1:00:09

2y ago1:00:09

1:00:09

Listen in to an in-depth rundown of the back nine at the Old Course on The 150th Show, our preview series ahead of this July's landmark Championship. Hosted by Marcus Buckland, The 150th Show will give a run down of the historic Old Course at St Andrews, as well as a full preview of the Championship in the days leading up to The Open. In this episo…

1
The 150th Show - St Andrews Front Nine 47:34

2y ago47:34

47:34

The 150th Show, previewing the landmark Open Championship this July, is here! Hosted by Marcus Buckland, The 150th Show will give a run down of the historic Old Course at St Andrews, as well as a full preview of the Championship in the week leading up to The Open. In this episode, Marcus is joined by Rob Lee and Matt Adams to discuss the front nine…

1
Qualifying for The Open with Peter Finch - Part 3 feat. Steven Bottomley and John Singleton 1:05:28

2y ago1:05:28

1:05:28

YouTube star and PGA Professional Peter Finch joins The Open Podcasts for a third and final special episode on Open Qualifying, as he embarks on a journey to discover more about Qualifying and the stories it has to offer, ahead of his own attempt to make it to St Andrews for The 150th Open. In Part 3, Pete talks to Steven Bottomley, who featured in…

1
Qualifying for The Open with Peter Finch - Part 2 54:18

2y ago54:18

54:18

YouTube star and PGA Professional Peter Finch joins The Open Podcasts to continue a special series on Open Qualifying, as he embarks on a journey to discover more about Qualifying and the stories it has to offer, ahead of his own attempt to make it to St Andrews for The 150th Open. In Part 2, Pete talks to George Wale and Jonathan Tippetts-Aylmer, …

1
Qualifying for The Open with Peter Finch - Part 1 feat. Sam Forgan and James Robinson 52:04

2y ago52:04

52:04

The Open Podcasts are back with a bang, as YouTube star and PGA Professional Peter Finch joins The Open Podcasts for a special series on Open Qualifying. In the first episode of Season 5, building up to The 150th Open, Pete embarks on a journey to discover more about Open Qualifying and the stories it has to offer, as he looks ahead to his own atte…

1
Saras Sarasvathy, the 2022 Global Award for Entrepreneurship Research laureate 38:19

2y ago38:19

38:19

What is entrepreneurship, and how do you become a successful entrepreneur? Professor Saras Sarasvathy gives us a brief version of her award-winning theory on effectuation and tells us more about what made her interested in entrepreneurship both as an entrepreneur herself and as an academic. She also provides governments worldwide with policy sugges…

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