Investing by the Books #60 Torbjörn Arenbo: Capital Allocation and Value Creation

Investing By The Books

2024-07-23

04:30

Torbjörn Arenbo is the Chief Analyst and Head of Corporate Advisory Sweden at Danske Bank. He has 25 years of experience working as a corporate finance advisor, portfolio manager, and risk manager. Our conversation is centred around Torbjörn’s book Capital Allocation and Value Creation, published in 2023.

Niklas Sävås

Eddie Palmgren

Episode Notes

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This episode was recorded on June 5, 2024.

Books Mentioned

Capital Allocation and Value Creation – Torbjörn Arenbo
The Essays of Warren Buffett – Lawrence Cunningham
Capital Returns – Edward Chancellor
Expectations Investing – Michael Mauboussin
Think Twice – Michael Mauboussin
Competitive Advantage – Michael Porter
CEO Excellence – Dewar et al

Companies Mentioned

Bergman & Beving
Lagercrantz
Addtech
Nibe
Atlas Copco
Ericsson
Telia
Getinge

More on Torbjörn

What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

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Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Learn more about Redeye

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Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit https://www.redeye.se/about-us/governance

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