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

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

Author: Colossus | Investing & Business Podcasts August 25, 2025 Duration: 1:33:15
 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

Hosted by Colossus, Joys of Compounding moves far beyond a standard business podcast. It operates more like an ongoing conversation, or a 'podclass,' where the fundamental principle of compounding-the powerful effect of small, consistent gains over time-is examined through a remarkably wide lens. You'll hear from legendary investors and entrepreneurs, of course, but the dialogue intentionally expands to include thinkers from entirely different disciplines: top academics, elite athletes, and visionary artists. Each guest brings a unique perspective on how incremental progress, relentless learning, and patient dedication build into extraordinary outcomes, whether in building wealth, mastering a craft, or developing a meaningful life. The discussions are deep, personal, and often surprising, revealing the universal patterns that lead to lasting success. This isn't about quick tips or market noise; it's about the foundational habits and mental models that create value that multiplies. By exploring these diverse stories, the podcast provides a richer, more nuanced understanding of how compounding works in practice, offering listeners not just investment insight but a broader framework for thoughtful growth. Tune in for conversations that challenge conventional wisdom and illuminate the profound joys found in a long-term, compounding approach to work and life.
Author: Language: English Episodes: 43

Joys of Compounding
Podcast Episodes
Jacqui Morby - The Queen Of Software - [Joys of Compounding, EP.25] [not-audio_url] [/not-audio_url]

Duration: 40:36
Today’s teacher is Jacqueline Morby. She may well be the greatest investor you've probably never heard of. For anyone who invests in software or participates in the now nearly trillion dollar global growth equity industr…
Rich Wells - Keep Moving - [Joys of Compounding, EP.24] [not-audio_url] [/not-audio_url]

Duration: 1:22:22
This is Rick. Today's teacher is Rich Wells, managing director of Insight Partners, which celebrates its 30th anniversary this month. I've known Rich for 20 years since our time as section mates in business school, where…
Mitch Rales - The Art of Compounding - [Joys of Compounding, REPLAY] [not-audio_url] [/not-audio_url]

Duration: 2:06:37
Before we turn the page on 2024, we wanted to shine one more light on the man behind our most popular class of the last year. And that's Mitch Rales, co-founder of Danaher, one of the most impressive businesses to have b…
Rich Wong - The Art of Accel-ing - [Joys of Compounding, EP.22] [not-audio_url] [/not-audio_url]

Duration: 1:17:15
Today's teacher is Rich Wong, general partner at renowned venture firm Accel. Rich is a very special investor and leader, and he spent many years as an operator prior to his time in VC. What was going to be a short stint…
Ravi Gupta - Bring Joy - [Joys of Compounding, EP.21] [not-audio_url] [/not-audio_url]

Duration: 1:25:49
Today's teacher is Ravi Gupta, a partner at renowned venture firm Sequoia Capital. Ravi has had a fascinating and meandering career on his way to becoming a VC, from consulting at McKinsey to private equity at KKR to ope…
Acquired - From Obsession to Profession [Art of Investing, REPLAY] [not-audio_url] [/not-audio_url]

Duration: 1:38:27
Today we are replaying our classroom session with Ben Gilbert and David Rosenthal, founders of Acquired, the podcasting sensation telling the stories and strategies of the world's great companies. In this episode, we tur…