We Study Billionaires - The Investor’s Podcast Network

RWH027: High-Quality Investing w/ Christopher Begg

299 snips
May 28, 2023
Guest
Christopher Begg
In this engaging discussion, Christopher Begg, CEO of East Coast Asset Management and a revered professor at Columbia Business School, shares insights on high-quality investing. He emphasizes the importance of patience and the legacy of value investing inspired by legends like Buffett. From identifying competitive advantages to navigating uncertainties in the market, his strategies offer a fresh perspective. Chris also explores the significance of kindness in building trust and how personal growth parallels investment philosophy. Plus, he reflects on the thrill of mastering foil surfing and its lessons for life.
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ANECDOTE

Begg's Teaching Journey

  • Chris Begg's involvement with Columbia Business School started 14 years ago through the Value Investing Program.
  • He began teaching security analysis 11 years ago after Bruce Greenwald's invitation.
ANECDOTE

Graham and Buffett's Legacy

  • Ben Graham taught security analysis at Columbia from 1930 to 1960, wearing a lab coat to avoid chalk stains.
  • Warren Buffett, inspired by "The Intelligent Investor," took Graham's class in 1951, receiving an A+.
ADVICE

Outsourcing Judgment

  • Avoid outsourcing judgment in investing; directly engage with source material for better insights.
  • This approach is crucial, especially for concentrated portfolios, to identify exceptional opportunities.
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