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▶ 22:13 · $SPOT · Spotify proves Europe can produce global winners but ambition gap with US persists
episode briefing
In Good Company with Nicolai Tangen

Kinnevik CEO Georgi Ganev and Chair James Anderson | Norges Bank Investment Management

2024-09-04 · 9 company · 6 thematic
sentiment
6 bull1 bear2 neu
speakers
georgi ganev

CEO of Kinnevik, a Swedish publicly listed investment company founded in 1936 with founding family ownership, focused on backing novel business models in healthcare, consumer, and technology with a multi-generational time horizon.

james anderson

Chair of Kinnevik and one of Europe's most successful technology investors, known for early backing of Tesla, Spotify, and other exponential companies; advocates scenario-based imagination over point forecasts and 10+ year holding periods.

quote
“companies like Spotify and others that have proven that you can truly become Global winners but still I think the ambition level is is a big difference”
—georgi ganev
now playing · $SPOT
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Anderson backed Tesla early using academic research on 15% annual energy tech improvement rates
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Anderson held Atlas Copco since 1986 citing Wallenberg ownership and market-widening culture
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Anderson sold Apple in 2016 unable to see post-Jobs growth, admits error in stock market terms
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Spotify proves Europe can produce global winners but ambition gap with US persists
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Nvidia's 2006 80% share drop from R&D investment created trillion-dollar platform, markets punish long-term bets
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$SOLUGENbullish· high· posgeorgi ganev
Kinnevik backs Solugen's carbon-negative chemical engineering platform, impossible 5-10 years ago
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$HD···bullish· mediumjames anderson
Home Depot was weeks from bankruptcy in 1985-86, became a top-25 all-time investment if held
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