Chris Begg — An Investor's Search for What's Timeless, Beautiful, and True
What Got You There with Sean DeLaney
Tesla's Multi-Business Thesis and Entropy
Chris walks through Tesla's five businesses, entropy reduction as value creation, and why Tesla's iterations matter.
Chris Begg is the founder and CIO of East Coast Asset Management and an Adjunct Associate Professor at Columbia Business School, where he teaches Security Analysis in Ben Graham's seat. This is one of the most original and wide-ranging conversations I've had on this podcast.
Read the full written distillation: whatgotyouthere.com/the-distillation-of-chris-begg
In this conversation we go deep on graph theory as a general principle for identifying the greatest compounders of the next 30 years, a word Chris coined called "Compressence" (compressing something to its essence), the simplicity on the other side of complexity, how Chris and his team built an AI analyst called Faraday in six weeks, his framework for navigating clouds of uncertainty, Value 3.0 and where the frontier of value investing is heading, the danger of putting circles around things you think you understand, three-month immersive deep dives as a learning method, right brain and left brain integration through the work of Ian McGilchrist, Lila and the Sanskrit concept of eternal play, how Chris designs his life around freedom and spaciousness, the hare over the wave and what Egyptian hieroglyphs taught him about renewal, why the best investors are also artists, and why duration is a design principle.
Chris also discusses David Whyte and the pilgrim's path and how that inspires his new music project he wrote inspired by the Camino de Santiago.
Interested in working with Sean? https://seandelaneycoaching.com
I'm Sean DeLaney, a private advisor to a small number of CEOs, founders and investors on the inner game. The things that don't have a playbook and can't be brought to your board, your spouse, or your team. Interested in working together? https://seandelaneycoaching.com
My BooksMasterpiece In Progress: A Daily Guide to a Life Well Crafted & Insights of the Ages: Quotes for a Life Well Crafted!
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