How to Find Hidden Investment Treasures w/ Christopher Begg (RWH070)

William Green chats with Christopher Begg, a renowned hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris is also an adjunct professor at Columbia Business School, where he teaches the prestigious Security Analysis course that Ben Graham taught to Warren Buffett in 1951. Here, Chris shares rich insights about Tesla, Alphabet, SpaceX, Constellation Software, & the art of discovering great investments hidden in plain sight. What you'll learn here: 00:00:00 - Intro 00:03:13 - How writing helps Chris Begg to “compress complexity into essence” 00:10:05 - How to succeed by slowing down, training your attention, & going deep 00:29:15 - How Alphabet embodies everything he seeks in a long-duration compounder 00:35:48 - How fears of AI disruption created enticing bargains among software stocks 00:39:38 - Why he focuses on great businesses with 8 layers of competitive advantage 00:51:42 - What he learned from Buffett & Munger about the power of deserved trust 00:58:55 - What ancient cathedrals can teach investors about businesses that endure 01:05:04 - Why he steered clear of Elon Musk, then changed his mind & bet big on Tesla 01:18:14 - What investors don’t yet see about the emerging capabilities of SpaceX 01:26:26 - Why he reveres right-brained investment giants like Bill Miller & Nick Sleep 01:32:11 - How Chris structures his life to create enduring value 01:45:17 - How to prosper mightily without engaging in “extractive short-termism” 01:52:40 - How a magical experience with his son reveals the true meaning of wealth Transcript & Guest Info: https://www.theinvestorspodcast.com/richer-wiser-happier/hunting-for-hidden-treasures-w-christopher-begg/ 🤝Join a curated group of serious investors focused on intrinsic value, disciplined analysis, and uncovering high-quality stock ideas: https://www.theinvestorspodcast.com/mastermind/ Our Sponsors: 🤝 Join top investors for a day of actionable insights, live Q&A, and exclusive networking — More info at: https://www.theintrinsicvalueconference.com/ ▶️ Related Episodes: - Investing Calmly Amid the Storm w/ Christopher Begg: https://youtu.be/Lyz3BhOYU6E - The Quest for Quality w/ Chris Begg: https://youtu.be/gggd4dohwkM - How To Be Happy, Calm & Focused w/ Tsoknyi Rinpoche & Daniel Goleman: https://youtu.be/rwkqDBYGynw 📖 Books Mentioned: - Zen and the Art of Motorcycle Maintenance by Robert Pirsig: https://amzn.to/4fmhm7k - Lila by Robert Pirsig: https://amzn.to/4pAOI5D - The Matter With Things by Iain McGilchrist: https://amzn.to/4vMjgmA - The Master and His Emissary by Iain McGilchrist: https://amzn.to/4pMnppi Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/the-investors-podcast-show/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor's Podcast Network. Written permission must be granted before syndication or rebroadcasting. #ChristopherBegg #ValueInvesting #WarrenBuffett #CompounderStocks #InvestmentStrategy

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