The Quest for Quality w/ Chris Begg (RWH027)
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- Опубліковано 26 тра 2023
- William Green chats with hedge fund manager Chris Begg, who is the CEO, Chief Investment Officer, & co-founder of East Coast Asset Management. Here, Chris shares powerful lessons on how to identify high-quality businesses & build a life that’s defined by a commitment to quality.
IN THIS EPISODE, YOU’LL LEARN:
- How Chris Begg came to teach an investing class originally taught by Ben Graham.
- What Chris has learned from his fireside chats with Berkshire Hathaway’s Todd Combs.
- How Chris finds undervalued stocks by asking, “Where are the clouds today?”
- Why he invested heavily in Meta after analyzing 7 different threats to its business.
- Why he’s bullish about Google, despite the challenge posed by AI rival ChatGPT.
- How he identifies high-quality businesses by analyzing 8 forms of competitive advantage.
- How to succeed in life through “persistent, incremental progress eternally repeated.”
- Why investors can’t afford to ignore a company’s impact on the environment.
- Why consistent kindness is a potent ingredient of a successful life.
- How Chris gains an edge by continuously compounding his interdisciplinary knowledge.
- What he’s learned about the pursuit of excellence from surfing with Josh Waitzkin.
- Why Chris structures his workday to include meditation, exercise, & contemplation.
- What studying Andrew Carnegie-once the world’s richest person-has taught him.
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📖 BOOKS MENTIONED:
- Zen and the Art of Motorcycle Maintenance by Robert Pirsig: amzn.to/3MumZAI
- Lila by Robert Pirsig: amzn.to/43l1RDJ
- On Quality by Robert Pirsig: amzn.to/41YSE2F
- Finite and Infinite Games by James Carse: amzn.to/3BUdsOu
- Richer, Wiser, Happier by William Green: amzn.to/3ICbLJh
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ABOUT OUR SHOW 🎙
On Richer, Wiser, Happier, William Green interviews high-profile guests such as Howard Marks, Joel Greenblatt, and Ray Dalio. Exploring what they can teach us about how to succeed in markets and life.
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This is the best investing channel on UA-cam. Hands down. Compound is most entertaining but this is highest quality.
Wow, thank you so much!
Many thanks, @brianbirnbaum9760. I'm so glad you're enjoying these conversations. Warm wishes, William
William's interviews are the best. Excellent work!
Many thanks!
Hooray! I'm so excited for a new interview by William which are always among my favorites on this channel! It was such a joy to finally meet you in person earlier this month at the Berkshire-Hathaway meeting. Thanks for being so kind. 😊
Many thanks, Mendi! Warm wishes, William
Lovely interview. Thoroughly enjoyed listening to it. Thanks both!!
Glad you enjoyed it!
Many thanks! Warm wishes, William
Thank you both for this FASCINATING interview.
Thanks for listening! Warm wishes, William
Thanks so much for watching!
Its exhausting to listen to these podcast/videos William. Every sentence I have to pause and take notes. One of the best I have ever watched/listened to from your episodes. You bring the best of people.🙏
Thank you so much for the lovely comment!
Hah! Glad you're finding these conversations helpful! Thanks a lot, William
Amazing.. value added podcast session.
Glad you enjoyed it!
Thanks so much! Warm wishes, William
Amazing insights and wisdom here. Kudos to both of you.
Glad you enjoyed it!
Thanks so much!
Thanks for that great interview. Greetings from Germany!
Glad you enjoyed it!
I love watching your podcasts, Bill. However, this one with Chris Begg is the one enjoyed the most. You explored so many facets of Begg on the philosophical plane, it was simply amazing to listen. Hats off to your preparation with 26 pages of notes.
Chris Begg is one of my favourite value investors. To bring out his phenomenal wisdom not just about investing but also about life, perhaps only you could bring it out.
I thank you both for such a wonderful insightful session. It was a treat!
Thank you so much for the kind words, so glad you found the episode valuable! 🙏
Many thanks! So glad you enjoyed. Chris is a wonderful thinker. It was a great treat to speak with him in depth. Warm wishes, William
Great interview. When you reduce entropy you don’t increase more information but you do increase confidence in the order of outcomes.
Thank you William for the quality interviews you share freely
Many thanks! Warm wishes, William
Great interview. Thanks William and Christopher!
Glad you enjoyed it, Seb!
Great interview, happy to know that such brilliant minds share my interests in the Zohar, jiujitsu and constant evolution. Thank you very much to both.
Thank you for watching, Angel!
Great interview
Thanks a lot! Much appreciated.
Loved the interview!
It would be great to have Norbert Lou or Nick Sleep on your podcast. I know you might’ve heard that before, but it doesn’t hurt to stress it out.
Thanks a lot! I agree -- both would be fantastic guests. Warm wishes, William
Thanks a lot William for his enlightening and beautiful conversation, I really enjoy its
Thank you for watching, Kelly!
Many thanks, Kelly. Warm wishes, William
Excellent
Much appreciated, Roy!
Any chance to read those letter from 2015 to present?
Can someone share the link to Chris letters or how t subscribe to it.
No, the ones from 2015 onwards are not public. And no response from them either.
Frustrating the Columbia doesn't offer any open-source classes for free online. One of the few universities that doesn't.
“Conscious connected breathing” is part of his routine?!?! Does this guy listen to what he say ? Very hard to take this guy seriously. Imagine your fund manager [ or Buffett \ munger since these jokes love to worship] tell you I am taking good care of your money and i will go do my conscious connected breathing for an hour afterwards. I am sorry, I don’t care he teaches at Columbia.