0 to 300 Million Dollars | What I learnt from Warren, Charlie & Tesla | Christopher Begg, Columbia скачать в хорошем качестве

0 to 300 Million Dollars | What I learnt from Warren, Charlie & Tesla | Christopher Begg, Columbia

About Guest: Christopher Begg is the Co-Founder and Chief Investment Officer of East Coast Asset Management, where he has led investment strategies since 2008. With over 25 years of experience, he previously served as Portfolio Manager at Moody Aldrich Partners and Boston Research & Management. Since 2011, he has also been an Adjunct Professor at Columbia Business School, teaching the legendary Security Analysis course once taught by Benjamin Graham, shaping future generations of value investors. In the podcast, Christopher discussed the evolution of value investing from Benjamin Graham’s early principles to Warren Buffett’s Value 2.0 and today’s Value 3.0 and beyond. He highlighted concepts like intrinsic value, margin of safety, and asymmetry in returns. The conversation explored Tesla, Amazon, and Google as examples of modern value creation, the role of graphs and information theory, and how businesses must positively impact the world in Value 4.0. Timestamps: 00:00 Introduction and Warren Buffet's Letter 03:26 Evolution of Value Investing 04:17 Warren Buffet's Journey 05:43 Value 2.0 and 3.0 07:32 Value 3.0 Practitioners 07:48 Amazon and Other Value Investments 08:22 Concentrated Value Investing 09:40 Predicting Value 4.0 11:22 Ben Graham's Perspective in 2025 11:56 Combining Disciplines in Investing 13:27 Heroes and Mentors 15:00 50th Birthday with Charlie Munger 19:57 Peter Kaufman's Influence 27:09 Information Theory in Investing 43:46 Expressing Ideas Through Writing 44:17 Songs About My Dad 44:33 Being Present for Others 45:16 Favorite Professor at Columbia 46:39 The Value of SRC Books 47:58 Designing the Final Exam 48:18 Understanding Business Longevity 50:26 The Evolved Business Model 52:47 The Power of Graphs 56:04 Using AI in Investing 58:26 Greatest Investor of All Time 01:01:08 The Challenge of Managing Capital 01:02:49 The Story of a $50K Domain Name 01:05:57 The Influence of Da Vinci 01:08:45 Lessons from Investment Mistakes 01:11:13 The Twin Lights Framework 01:14:24 Surfing and Investing 01:17:14 Predicting the Future 01:20:10 The Limitations of Language 01:21:39 A Letter from Warren Buffett Credits: Host: Shivank Joshi -   / shivankjoshi-2001   Thumbnail: YaaS Post Production: YaaS Support: Zero1 Network ( https://zero1byzerodha.com/network ) Zero1 by Zerodha financially supports creators and storytellers through its network. The views and opinions in this video are solely those of the creator and are not endorsed by Zero1. Disclaimer: The views, thoughts, and opinions expressed by the speaker and host are their own and do not represent those of the Exploring Minds platform. The information provided in this podcast is for educational purposes only and does not constitute financial or investment advice. All products and company names mentioned are the property of their respective owners, and their use does not imply any endorsement or opposition. #ChristopherBegg #FinancePodcast #warrenbuffet #charliemunger #EastCoastAssetManagement #howtogetrich #portfoliomanagement