We Study Billionaires - The Investor’s Podcast Network

RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh


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William Green talks with Nima Shayegh of Rumi Partners about Lou Simpson’s investing wisdom and the power of ignoring noise to achieve outstanding returns.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro

00:06:41 - How Nima Shayegh came to see investing as the ultimate intellectual adventure.

00:10:31 - Why investors must go beyond numbers to grasp deep truths about businesses.

00:16:56 - What riding in a Tesla taught him about the awesome experience of quality.

00:21:05 - Why investors should harness intuition & emotions but avoid ego.

00:36:31 - How to succeed by owning resilient businesses & ignoring macro forecasts.

00:39:26 - What qualities made Nima’s mentor, Lou Simpson, an investing legend.

00:49:27 - How Lou taught Nima to avoid noise, distractions & the lure of a flashy office.

00:59:03 - Why Nima’s portfolio is dominated by stocks like AppFolio & Brookfield.

01:13:08 - What he learned from having dinner with Charlie Munger.

01:30:26 - Why we should surrender to uncertainty & should welcome volatility.

01:39:55 - What investors can learn from surfers about the value of self-reliance.

01:41:35 - Why he named his investment firm after a 13th-century Sufi mystic.


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


BOOKS AND RESOURCES

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        We Study Billionaires - The Investor’s Podcast NetworkBy The Investor's Podcast Network

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