David Epstein: The power of being a generalist

David Epstein: The power of being a generalis...

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Friday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights

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 investor ...  Show more

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, ...  Show more

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