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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
NEW TO THE SHOW?
SPONSORS
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
By The Investor's Podcast Network4.6
32563,256 ratings
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
NEW TO THE SHOW?
SPONSORS
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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