Back to School with Chris Begg! - [Joys of Compounding, EP.29]

Back to School with Chris Begg! - [Joys of Compounding, EP.29]

We've got just the class to help you get back into that learning machine mode. We're stoked to be joined by our good friend Chris Begg, founder of East Coast Asset Management and adjunct Associate Professor at the Helibrunn Center for Graham and Dodd investing at Columbia Business School. He teaches security analysis, perhaps the most legendary investing course in higher education. In today's class, we offer some historical context on the legacy of the adjunct investing professor, addressing why the practitioner teacher has played such a formative role for so many of the world's greatest investors. We also share our own teaching journey and the curriculum and guests that have helped make our respective classes so impactful. We even include a preview of our brand new class at Notre Dame, Investing in the Good Life, which is in partnership with the Shedi Family Program in Economy, Enterprise, and Society, and the College of Arts and Letters. Please enjoy our Back to School Special with our friend and the dawn of compression, Chris Begg. For the full show notes, transcript, and links to mentioned content, check out the episode page here. —-- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Follow us on Twitter: @Buhrman_Rick | @PaulBuser | @JoinColossus Show Notes (00:00:00) Welcome to The Joys of Compounding (00:03:23) Summer Highlights and Personal Reflections (00:08:24) Music and Podcasts: Inspirations and Reflections (00:16:43) The Art of Songwriting and AI (00:21:48) Season Two Reflections and Guest Highlights (00:33:18) The Legacy of Practitioner Teachers (00:48:00) Influential Teachers and Their Impact (00:50:24) Value Investing Principles and Classroom Dynamics (00:52:32) Personal Teaching Journeys and Early Influences (00:57:14) Memorable Teaching Experiences and Guest Lecturers (01:11:57) The Role of AI in Education (01:26:23) Future Plans and New Beginnings

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Episoder(45)

Annalise Dragic & Zoe Zhao: Software Pioneers in the Dawn of AI - [Joys of Compounding, EP. 36]

Annalise Dragic & Zoe Zhao: Software Pioneers in the Dawn of AI - [Joys of Compounding, EP. 36]

Our teachers today are Annalise Dragic and Zoe Zhao, co-founders of Azlin Software, a next-generation serial acquirer of B2B vertical software companies focused on the providers of essential services ...

18 Mai 1h 17min

Justin Yoshimura - Resurrecting & Rolling Up Retail - [Joys of Compounding, EP. 35]

Justin Yoshimura - Resurrecting & Rolling Up Retail - [Joys of Compounding, EP. 35]

Our teacher today is Justin Yoshimura, founder and CEO of CSC Generation, a profitable commerce platform doing over a billion dollars in annual revenue across brands including Sur La Table, Backcountr...

27 Apr 1h 12min

Brent Beshore - Adventures in Permanent Equity - [Joys of Compounding, EP. 34]

Brent Beshore - Adventures in Permanent Equity - [Joys of Compounding, EP. 34]

Our teacher today is Brent Beshore, founder and CEO of Permanent Equity, a firm that backs family-owned businesses across North America with no intention of ever selling. As we explore what it means...

30 Mar 1h 40min

Julian Flannery - Building a Medical Miracle Factory - [Joys of Compounding, EP.33]

Julian Flannery - Building a Medical Miracle Factory - [Joys of Compounding, EP.33]

Our teacher today is Julian Flannery, co-founder and CEO of Summus, a company democratizing access to the world's leading doctors to drive better health outcomes and cost savings for employers and hea...

24 Nov 20251h 35min

Matteo Franceschetti - The Sleep Maestro - [Joys of Compounding, EP.32]     

Matteo Franceschetti - The Sleep Maestro - [Joys of Compounding, EP.32]     

Our teacher today is Matteo Franceschetti, co-founder and CEO of Eight Sleep, whose Pod technology ranks among the top five products that have meaningfully improved my quality of life. This conversati...

12 Nov 20251h 7min

CHAPTERS Group - Building Europe's Next Software Champion - [Joys of Compounding, EP.31]

CHAPTERS Group - Building Europe's Next Software Champion - [Joys of Compounding, EP.31]

Our teacher today is Jan Mohr, CEO of Chapters Group, a publicly traded serial acquisition holding company with ambitions of becoming one of Europe's technology champions. Chapters' origins date back...

13 Okt 20251h 24min

David Senra - Lessons from the Founder Historian - [Joys of Compounding, REPLAY]

David Senra - Lessons from the Founder Historian - [Joys of Compounding, REPLAY]

Today's teacher is ⁠David Senra⁠. David is an absolute force of nature who is taking the world by storm with his podcast "Founders." In class today, we enjoy access to the full spectrum of learnings f...

6 Okt 20251h 22min

Lessons from Steve Mandel - [Joys of Compounding, EP.30]     

Lessons from Steve Mandel - [Joys of Compounding, EP.30]     

Our teacher today is Steve Mandel, founder of Lone Pine Capital, one of the defining investment firms of our time. For starters, Steve is, without question, among the most important leaders in the inv...

15 Sep 20251h 24min

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