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In Good Company with Nicolai Tangen
≈ 2–3 a week
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NBIM CEO Nicolai Tangen interviews company leaders.

In the last 30 days, In Good Company with Nicolai Tangen produced 60 attributed ideas; most-discussed: MTCH, NVDA, ATC.

17
Ideas · 7d
60
Ideas · 30d
378
Ideas · all time
52
Episodes
Names this show discusses most
30D
MTCH · 14NVDA · 4ATC · 1APH · 1ASML · 1AAPL · 1MSFT · 1UBER · 1
90D
MTCH · 14NVDA · 4ATC · 1APH · 1ASML · 1AAPL · 1MSFT · 1UBER · 1

Theses first heard here · 1

AI as an enabler, not a replacement, for investorsFIRST HEARD 14 APR
Latest attributed ideas · most recent first
16 OCT3D AGOFriday Wrap-Up: Online Dating and the Portfolio Manager Debrief
Portfolio manager debriefs for methodological consistency
Open in Zortix →
16 OCT3D AGOFriday Wrap-Up: Online Dating and the Portfolio Manager Debrief
Match Group's post-2025 focus on people and product
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
16 OCT3D AGOFriday Wrap-Up: Online Dating and the Portfolio Manager Debrief
Early user matches as a better business model
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Turnaround recipe: people, product, then monetization
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Loneliness epidemic as a societal tailwind
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Tinder's roadmap to regain Gen Z product-market fit
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Algorithm unification boosts match quality
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Gen Z's social, low-pressure dating shift
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
AI as a friend pushing daters closer together
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Hiring for curiosity and side projects in the AI era
Open in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Real-time recommendations as a major catalyst
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Double Date's wild success in Norway
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Early career advice: be in the room, prioritize learning
Open in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
AI as an internal productivity superpower
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Positive word-of-mouth over lost subscription revenue
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Profile richness as a key engagement lever
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT5D AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Tinder Events as a growth vector
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
9 OCT1W AGOFriday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights
Decline of shareholder rights a long-term risk
Open in Zortix →
9 OCT1W AGOFriday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights
Operational leverage as a key profit driver
Open in Zortix →
9 OCT1W AGOFriday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights
Active management alpha becoming more difficult
Open in Zortix →
9 OCT1W AGOFriday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights
Permanent capital as a potential trap
Open in Zortix →
9 OCT1W AGOFriday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights
Humility as a common trait of great investors
Open in Zortix →
7 OCT2W AGOJohn Armitage: How He Invests, Building Egerton, and What Worries Him About AI
Valuation support preferred over growth chasing
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7 OCT2W AGOJohn Armitage: How He Invests, Building Egerton, and What Worries Him About AI
Build positions slowly, add with conviction
Open in Zortix →
7 OCT2W AGOJohn Armitage: How He Invests, Building Egerton, and What Worries Him About AI
Pricing power as the ultimate business quality
Open in Zortix →
7 OCT2W AGOJohn Armitage: How He Invests, Building Egerton, and What Worries Him About AI
AI as a tool, not a thinker
Open in Zortix →
7 OCT2W AGOJohn Armitage: How He Invests, Building Egerton, and What Worries Him About AI
Sell on unexplained disappointments
Open in Zortix →
7 OCT2W AGOJohn Armitage: How He Invests, Building Egerton, and What Worries Him About AI
Sell signal: business model with no room for error
ATCOpen in Zortix →
7 OCT2W AGOJohn Armitage: How He Invests, Building Egerton, and What Worries Him About AI
Permanent capital as a potential trap
Open in Zortix →
7 OCT2W AGOJohn Armitage: How He Invests, Building Egerton, and What Worries Him About AI
Thematic diversification over concentration
Open in Zortix →
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION
In Good Company with Nicolai Tangen: the ideas, ticker by ticker · Zortix