Talking Billions with Bogumil Baranowski

Christopher Begg: High-Quality Investing & Playing the Infinite Game

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Sep 18, 2024

Christopher Begg, a successful long-term value investor and adjunct professor at Columbia University, dives deep into the evolution of investing philosophy. He emphasizes the importance of patience and quality in investments while teaching Ben Graham’s timeless principles. Begg reflects on how insights from nature, particularly his love for surfing, shape his investment strategies. He also discusses the balance between freedom and growth in business, advocating for a long-term perspective that prioritizes meaningful experiences over mere financial success.

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Intro

00:00 • 2min

Exploring Wealth Beyond Money: Practices and Principles of Long-Term Investing

01:35 • 2min

Roots of Financial Curiosity

04:00 • 6min

The Evolution of Value Investing

10:02 • 17min

Truth and Curiosity in Investment Education

27:26 • 22min

Embracing Quality in Life and Business

49:06 • 8min

Encounters with Nature and the Mind

56:59 • 26min

Unraveling Historical Narratives

01:23:27 • 10min

Navigating Growth Through Freedom and Resilience

01:33:01 • 14min

Defining True Success Through Time and Freedom

01:47:12 • 5min

My guest today is Christopher Begg. Chris is a successful long term patient value investor who seeks high quality, he is also a professor and teaches the Ben Graham’s Security Analysis Course at Columbia University in New York. He also loves the ocean and water sports, especially surfing, which, from what I can tell, makes him an even better investor.

Christopher Begg is President/Chief Investment Officer/Co-Founder at East Coast Asset Management, Inc. & Adjunct Professor at Columbia Business School in New York City.

https://www.linkedin.com/in/christopherbegg/

We talked about:

The Evolution of Investing Philosophy
Patience in Investing
Understanding Value 3.0
Teaching Ben Graham's Principles
The Infinite Game in Investing
The Role of Freedom in Success
The Importance of Questions Quality in Investing
The Influence of Nature on Investment Philosophy
The Search for Truth in History
The Art of Learning and Memory

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