Novo Nordisk with Ole Søeberg
Insights from a long term holder
A few days ago, I broke down Novo Nordisk’s revenue and drugs, as well as provided some thoughts on what was priced into the stock. Check out that short piece here. Today, I share a podcast episode I did for my podcast “No Fluff, Just Ideas.” I spoke with Ole Søeberg. He is a shareholder of Novo Nordisk and has been following the company for many years. Ole shared his views on the company.
Ole runs Nordic Investment Partners. He also works as an introducer for Brock Milton Capital, hosts an investor podcast in Danish, and hosts the Nordic Value Conference in Denmark. He began his career in 1984 when he founded Dansk Aktie Analyse (an independent research boutique in Copenhagen). In 1985, he worked for Privatbanken in international equities. In the 1990’s he was head of international equities in Denmark for Carnegie and Alfred Berg. He worked as head of Investor relations for Denmark’s TDC (1999-2005) and Tryg Insurance (2006-2010). From 2011-17, he was a fund manager and Chief Investment Officer in Skagen funds, Norway. Ole has an MBA from Copenhagen Business School and has done executive courses at IMD and INSEAD. You can read more about Ole Søeberg and reach out to him at https://nordic-investment-partners.com/
Below is the YouTube video. You can also watch/listen on Spotify here or listen on Apple Podcasts here
I met Ole when he came to my idea exchange in Cyprus many years ago. I currently organize two: one in Cyprus and one in Asia. You can check them out at fatalphavalue.com My next event will be in Vietnam. Scroll down to see more details.
The 2nd Asia event will be in March 2026. Accepting applications. Limited seating.
📢 2nd FatAlpha Value (Asia) Conference
Why join?
1️⃣ Proven format – 10+ years running a fully-booked Europe event. Now in Asia. High-quality ideas, networking, and value for money.
2️⃣ Exclusive – Vetted, private group. All participants present. Confidentiality & non-solicitation required.
📅 Mar 24–26, 2026 | 📍 Ho Chi Minh City
🏨 5★ Hotel Grand Saigon
👥 Capped at 50 participants
💰 Early Bird (till Dec 31, 2025): €390
🛏 Special room rates from €80
🎤 Everyone presents
🌐 Website: https://fatalphavalue.com/asia
📩 Apply: https://forms.gle/K4c1bUhPQTyF82p38
🎥 1st Asia Event highlights:
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