Joys of Compounding

08/29/2014

Christopher Begg of East Coast Asset Management explains where he directs 90% of his team’s intellectual firepower in research, where he finds value “hiding in plain sight,” why he likes checklists, how his study of redwood trees applies to investing, and why he thinks MasterCard, DistributionNOW, Brenntag, Moody’s and Royal Vopak are mispriced.


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