Nima Shayegh

Seeking the roots

[Nima Shayegh @rumipartners]

Thank you William. I enjoyed the conversation.

[William Green @WilliamGreen72]

I'm excited to share this new episode of the #RicherWiserHappier podcast: a rare interview with hedge fund manager Nima Shayegh (@rumipartners). This conversation was a delight for me because Nima is so thoughtful—not least, on the subject of his legendary mentor, Lou Simpson. Listen or watch: https://t.co/Q79jkESDLn

[Nima Shayegh @rumipartners]

“A basket overflowing with bread sits atop your head,
yet you go door to door, begging for crumbs.
You are knee-deep in a river,
yet, heedless of yourself, seeking water from this and that."

- Rumi (V, 1073)

[Eric Markowitz @EricMarkowitz]

Loved this conversation between two of the best @WilliamGreen72 and @rumipartners

Featured in The Nightcrawler via @bigthink

https://t.co/TkX3DZ3AAZ

[Nima Shayegh @rumipartners]

“Be the one who, when you walk in,
good luck flows to the one who needs it most.
Even if you've not been fed,
be bread.” - Rumi (Ghazal 2180)

[David Park @investingdpark]

@rumipartners also writes about this tension
https://t.co/4gm1jnFZml

“…a binary frame flattens a complex terrain to a map, and hastens to resolve the divergent problem with a tidy, final verdict.

In my experience, embracing the paradox—without forcing resolution— brings us nearer to the truth. This is not to say we cannot lean toward either side, but deciding where to lean and by how much is not a logical exercise. It is, above all, an act of intuition, judgement, and discernment.

Perhaps the better question might be: how can we strengthen our discernment?”

[MastersInvest.com @mastersinvest]

"If I feel a compulsion to second-guess every decision made by our CEOs, it is a good sign that we should not be invested in the first place."

"In my experience, the best investment insights often feel more like gifts of serendipity than products of mechanical rigor."

Good read

[Nima Shayegh @rumipartners]

Some reflections on the paradoxes inherent to investing
https://t.co/ZqmakVmaDC

[Shane Parrish @shaneparrish]

The short-term crowd is always too distracted to notice the long-term crowd slowly compounding.

An investor obsessing over daily economic data misses the big picture. A teenager chasing fleeting popularity neglects to develop genuine interests and skills. A co-worker stops paying attention to the details to chase attention. All chase false stimuli at the cost of lasting value.

Never try to win the moment at the expense of the decade.

[Nima Shayegh @rumipartners]

Timber Cove, CA

[Eric Markowitz @EricMarkowitz]

Loved this essay by @joshtarasoff about what he calls the tension between "implicit" and "explicit" forms of conviction

https://t.co/6ZW3q86ESt

[Nima Shayegh @rumipartners]

The Guest House

[Brookfield @Brookfield]

Check out the Brookfield episode of the @bizbreakdowns podcast, where they explore our history, the evolutionary changes in our operating structure, and what differentiates us from other alternative asset managers. Listen here: https://t.co/Pod8XTECMD #AlternativeInvestments

[Nima Shayegh @rumipartners]

Thanks Matt. Enjoyed the conversation.

[William Green @WilliamGreen72]

Lou Simpson: “We do a lot of thinking and not a lot of acting. A lot of investors do a lot of acting and not a lot of thinking.”

[Morgan Housel @morganhousel]

Two years after this article was published Amazon stock was down 90% and it looked like one of the best investment calls.

Today it looks like one of the worst.

So much of investing is "what's your time horizon + how much volatility can you stomach?"

https://t.co/vMLfmpJqwW

[Nima Shayegh @rumipartners]

Annenberg in 1977 on 'Essentiality' in the publishing business

[Morgan Housel @morganhousel]

The Highest Forms of Wealth

https://t.co/34ACSuwaac