#188 Bernt Berg-Nielsen - How To Invest In 2025, Buffett And Munger Lessons, Nordic Stocks, Books

Bernt Berg-Nielsen is an investor and portfolio manager in Stolt Explorer. Bernt operates a fund inspired by lessons from Warren Buffett, with a special focus on the Nordics and Global equities.Follow Bernt on X: https://x.com/berg_bernt00:00 - Why Become An Investor?03:00 - Lessons From The Financial Crises 200808:15 - Interest Rates VS Stock Performance11:15 - What Makes A Great Investor?15:35 - Warren Buffett and Omaha Annual Event18:10 - How To Allocate Capital?21:30 - Passive Versus Active Investing23:50 - How To Find Great Stocks With Moats?30:45 - Kongsberg Gruppen36:30 - DSV VS Maersk38:40 - Novo Nordisk40:40 - The Norwegian Salmon Industry43:00 - Goals Ahead for Stolt Explorer48:25 - Book RecommendationsChristopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbChristopher Vonheim on Twitter: https://twitter.com/ChrisVonheimChristopher Vonheim on Web: https://christophervonheim.comDisclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.