#60 Torbjörn Arenbo: Capital Allocation and Value Creation

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.
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This episode was recorded on June 5, 2024.
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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
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Companies Mentioned:
Bergman & Beving
Lagercrantz
Addtech
Nibe
Atlas Copco
Ericsson
Telia
Getinge
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More on Torbjörn:
LinkedIn: / torbj%c3%b6rn-arenbo-8...
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About the Podcast
Intro episode: www.redeye.se/...
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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.
Visit the website: www.investingby...
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Disclaimer
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 Redeye.se