Fra toppanalytikere til topp investorer
ArcticPodden4 Juli 2025

Fra toppanalytikere til topp investorer

Peter Hermanrud og Ole Petter Kjerkreit er toppanalytikerne som tok steget helt ut for kun å leve av egne investeringer. I denne episoden forteller de hvordan de gjør det når de velger ut hvilke aksjer de skal satse på.

Avsnitt(201)

Episode 17: Can chopping down trees make the world greener? Norske Skog is already doing that!

Episode 17: Can chopping down trees make the world greener? Norske Skog is already doing that!

Norske Skog, a company with a colorful past, is on a transformational journey. The future step in this journey is replacing oil components with wood components, making the world less reliant on fossil...

30 Apr 202128min

Episode 16: The takeover of the nerds! CEO John Markus Lervik, on how Cognite aim to become the biggest industrial software company in the world by commercializing Data Fusion.

Episode 16: The takeover of the nerds! CEO John Markus Lervik, on how Cognite aim to become the biggest industrial software company in the world by commercializing Data Fusion.

Clean energy has a dirty secret – you can make money on it! Cognite CEO thinks the green shift is presented as a false dilemma: climate or jobs, saving the planet or making money. You don’t go green w...

23 Apr 202130min

Episode 15: Airthings is on a mission - Empowering the world to breathe better!

Episode 15: Airthings is on a mission - Empowering the world to breathe better!

AIRTHINGS CMO Lauren Pedersen is passionate about the air that we breathe! Arctic's offices may need her indoor air quality monitor! But who is Stanley Watras? This is the story of "The Radon Raiders"...

16 Apr 202126min

Episode 14: Is it possible to build a Great Green Wall across Africa? Desert Control thinks so!

Episode 14: Is it possible to build a Great Green Wall across Africa? Desert Control thinks so!

Mr Sivertsen is the CEO of the greenest company that ever visited the podcast / that Gaute ever came across / that will make the desert green again! ... But what does that have to do with Stavanger sa...

9 Apr 202123min

Episode 13: CEO Ørjan Svanevik talks about his babies - his ESG babies that is!

Episode 13: CEO Ørjan Svanevik talks about his babies - his ESG babies that is!

Ørjan Svanevik is the CEO of Arendals Fossekompani, a 125 year old company that has done two spin-offs, Tekna and Volue, in the last 6 months! Arendal is well and truly BACK IN BUSINESS... but there i...

31 Mars 202127min

Episode 12: The Dane who runs Bank Norwegian.

Episode 12: The Dane who runs Bank Norwegian.

Bank Norwegian CEO Tine Wollebekk has the speed of a fintech, the strength of a bank.... and the profitability per employee of a FAANG!

26 Mars 202126min

Episode 11: KID YOU NOT! CEO Anders Fjeld on why he is not KIDding around!

Episode 11: KID YOU NOT! CEO Anders Fjeld on why he is not KIDding around!

The most profitable company CEO visiting the Arctic Podcast so far does not KID around when it comes to profits and sustainability. He does not dare to guess how many pillows he has at home, but knows...

19 Mars 202123min

Episode 10: OTOVO CFO Cecilie Weltz is a star on the European solar scene!

Episode 10: OTOVO CFO Cecilie Weltz is a star on the European solar scene!

Hear why there are no panels on her roof just yet.. and why she may be the European version of (Sunrun founder) Lynn Jurich!

12 Mars 202122min

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