# Investor om Novos vækstjagt: Vejen er farlig

Page: https://stenobird.com/podcast/b-rsen-investor-6986380/investor-om-novos-v-kstjagt-vejen-er-farlig
Text version: https://stenobird.com/podcast/b-rsen-investor-6986380/investor-om-novos-v-kstjagt-vejen-er-farlig.md
Podcast: [Børsen investor](https://stenobird.com/podcast/b-rsen-investor-6986380)
Published: 2026-08-05T09:28:00+00:00
Episode link: https://pod.space/borseninvestor/5-august
Audio file: https://media.pod.space/borseninvestor/investor-05082026_260805.mp3
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JSON: https://stenobird.com/v1/public/podcasts/b-rsen-investor-6986380/episodes/investor-om-novos-v-kstjagt-vejen-er-farlig
Duration seconds: 3426

## Resource

Novo Nordisk straffes på sit halvårsregnskab. Hør hvorfor i denne Børsen Investor podcast, hvor investor Ole Søeberg, aktiestrateg for kapitalforvalteren Brock Milton Capital, fortæller, hvorfor Novos strategi til mere vækst er en farefuld vej at gå. Henrik Karlsen, investeringsdirektør i investeringsfonden Horizon3, medvirker også og giver sit syn på sommerens mange voldsomme kursbevægelser inden for teknologi-segmentet og fortæller, hvorfor han holder fast i en aktie som Palantir. Værter: Gro Høyer Thielst og investorredaktør Simon Kirketerp Producer: Frederik Præstiin Følg All Star porteføljen her: https://borsen.dk/investor/all-stars-portefoelje/4318eb37-8a86-4d71-a3d1-2fc9ccbd5c18/all-star-portefoljen

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## Transcript

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