Vonheim

Eirik Haavaldsen is Head of Research at Pareto, and one of leading experts on shipping stocks. In this episode, we analyse all shipping segments for 2025, and learn how Eirik finds value in different types of maritime companies. Let us know what you think of the episode, and please comment and share the interview with friends and network. It helps more than you can imagine!Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.

00:00 - Learnings So Far In 202507:28 - Container Markets12:25 - Car Carrier And Ro-Ro Markets19:23 - Gas Markets (LNG and LPG)22:27 - Golar LNG26:20 - LPG Ahead28:25 - John Fredriksen Golden Ocean Exit 33:10 - Dry Bulk Markets Ahead40:05 - Tankers Markets And Crude Oil46:30 - How To Value A Shipping Company 51:44 - Best Question To Ask Shipping CEOs?54:33 - How To Make A Career In Shipping And Finance?01:00:44 - Most Impressive Shipping CEOs And Companies?01:03:50 - List A Shipping Company In Oslo or New York?01:05:50 - Favorite Books From Eirik Haavaldsen (Fiction)Eirik Haavaldsen is Head of Research at Pareto, and one of leading experts on shipping stocks. In this episode, we analyse all shipping segments for 2025, and learn how Eirik finds value in different types of maritime companies. Let us know what you think of the episode, and please comment and share the interview with friends and network. It helps more than you can imagine! Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.

Svein Harfjeld is the CEO of DHT, a tanker company listed in New York Stock Exchange. Svein Harfjeld has more than 30 years of experience in the shipping industry. Prior to joining DHT, he was with the BW Group, where he held senior management positions including CEO of BW Offshore, Director of Bergesen and Director of World-Wide Shipping.Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only.

Svein Harfjeld is the CEO of DHT, a tanker company listed in New York Stock Exchange. Svein Harfjeld has more than 30 years of experience in the shipping industry. Prior to joining DHT, he was with the BW Group, where he held senior management positions including CEO of BW Offshore, Director of Bergesen and Director of World-Wide Shipping.00:00 - Tanker Market 202507:12 - Tanker Supply And Shadow Fleet12:25 - Shipping Demand For Oil (China, Russia, Iran)20:30 - Worst Case Scenario For Tankers?22:20 - Will Shipping Use Green Fuels?30:35 - The Story Of DHT And Critical Moments41:08 - The Partnership With Trygve Munthe46:00 - DHT VS Other Tanker Companies 51:54 - Scorpio Tankers And Investors In DHT53:20 - The Frontline Story57:00 - How To Succeed In Shipping01:01:45 - Favorite Books To Read01:03:40 - Andreas Sohmen-Pao And Maria AngelicoussisChristopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only.

Bernt Berg-Nielsen is an investor and portfolio manager in Stolt Explorer. Bernt operates a fund inspired by lessons from Warren Buffett, with a special focus on the Nordics and Global equities.Follow Bernt on X: https://x.com/berg_bernt00:00 - Why Become An Investor?03:00 - Lessons From The Financial Crises 200808:15 - Interest Rates VS Stock Performance11:15 - What Makes A Great Investor?15:35 - Warren Buffett and Omaha Annual Event18:10 - How To Allocate Capital?21:30 - Passive Versus Active Investing23:50 - How To Find Great Stocks With Moats?30:45 - Kongsberg Gruppen36:30 - DSV VS Maersk38:40 - Novo Nordisk40:40 - The Norwegian Salmon Industry43:00 - Goals Ahead for Stolt Explorer48:25 - Book RecommendationsChristopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbChristopher Vonheim on Twitter: https://twitter.com/ChrisVonheimChristopher Vonheim on Web: https://christophervonheim.comDisclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only.

Oystein Kalleklev is the CEO of Flex LNG and Avance Gas, and comes back for a Christmas Special to cover shipping, investing and other interesting stories. Let us know what you think of the episode and share it with friends and network! 00:00 - Avance Gas12:10 - Flex LNG And LNG Markets Ahead24:10 - How To Finance Shipping, and Debt Structures 32:20 - The Dark Fleet In Shipping37:00 - Qatar Energy and EU regulations39:15 - Shipping Investing In 202531:10 - How to Make Shipping More Green?45:30 - How To Get Things Done and Houston!48:08 - Impressive Shipping Companies In 2024 (Belships, 2020 Bulkers, DHT)49:10 - Merch and Books RecommendationsChristopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.