Transcript
Introduction
Rick
Friends, here we are again. After a few months of lazy days building sandcastles at the beach, family road trips with Tom Petty, free falling on blast, and restocking those vitamin D levels while soaking up the sun, you may be noticing that the days are once again beginning to shorten. As Shakespeare said, summer's lease hath all too short a date. But for all you crazy compounding machines out there, this of course is actually good news. Because while summer is always cool, there's nothing more cool than heading back to school.
And I think we've got just the class today. 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 Heilbrunn Center for Graham and Dodd Investing at Columbia Business School, where he teaches security analysis, perhaps the most legendary investing course in all of higher ed, first taught by Ben Graham and David Dodd nearly a hundred years ago. 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.