We Study Billionaires - The Investor’s Podcast Network RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh
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Dec 21, 2025 
Nima Shayegh, hedge fund manager and founder of Rumi Capital Partners, shares insights from his mentor Lou Simpson and his unique investing philosophy. He discusses the importance of intuition and the essence of qualitative assessments over mere numbers. Nima emphasizes the value of resilience in businesses and the need to ignore market noise. He also highlights lessons learned from Charlie Munger, compares investing to surfing for self-reliance, and explains why he named his firm after 13th-century mystic Rumi, reflecting on how humility sharpens one's investment perception.
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Roots Versus Branches
- The visible metrics are branches while qualitative drivers are the roots that determine future economics.
- Nima argues superior investors perceive non-quantifiable qualities like culture, product quality, and management motivation.
Perception Beyond Spreadsheets
- Emotional, pre-intellectual perception (the 'eye of the heart') helps detect product quality and trustworthiness.
- Nima sees emotions as informative inputs, not flaws to be suppressed in investing.
How Risk Aversion Warps Returns
- Institutional risk aversion and short-term discomfort avoidance shrink time horizons and blunt long-term returns.
- Nima sees low tolerance for volatility as a root cause for mediocre industry performance.