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