21 Dec 2025
2h 0m

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

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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

In this episode of the Richer Wiser Happier Podcast, William Green interviews Nima Shayegh, a hedge fund manager at Rumi Capital Partners, about his investment philosophy, which is heavily influenced by his family background, his mentor Lou Simpson, and the Persian poet Rumi. Nima discusses his early career at PIMCO, his transition to value investing, and the importance of qualitative factors, intuition, and long-term thinking in investment decisions. He emphasizes the need for emotional balance, humility, and alignment in both business and life, drawing parallels between investing and surfing. Nima shares insights on specific companies like Appfolio and Carvana, illustrating his approach to identifying businesses with long-duration reinvestment runways and managing risk.

Outlines

Part 1: Background, Philosophy

Part 2: Lessons from PIMCO and Lou Simpson

Part 3: Portfolio Structure, Strategy

Part 4: Temperament, Judgment

Part 5: Psychology, Essence, Closing

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