The ancient Persian expression "Cheshmedel" (eye of the heart) refers to an intuitive faculty for perceiving non-material truths like trustworthiness and sincerity. This "pre-intellectual awareness" is crucial for assessing a business's qualitative "roots" that spreadsheets cannot capture, guiding better investment decisions.
When your business no longer feels aligned, trust your instincts to make a change. The required pivot may be disruptive and risky, especially if the current model is commercially successful, but your internal wisdom is the most reliable guide for long-term fulfillment and integrity.
The stock market is a 'hyperobject'—a phenomenon too vast and complex to be fully understood through data alone. Top investors navigate it by blending analysis with deep intuition, honed by recognizing patterns from countless low-fidelity signals, similar to ancient Polynesian navigators.
Elite decision-making transcends pure analytics. The optimal process involves rigorously completing a checklist of objective criteria (the 'mind') and then closing your eyes to assess your intuitive feeling (the 'gut'). This 'educated intuition' framework balances systematic analysis with the nuanced pattern recognition of experience.
Investors obsess over quantifiable data like quarterly margins ("branches"). However, the real drivers of long-term value are qualitative factors like company culture and management motivation ("roots"). These causal forces require intuition, not just spreadsheets, to grasp.
High-achievers default to a mind-first approach (logic, safety). True intuitive creation requires reversing this hierarchy: prioritize spirit (energy), then check in with the body (somatic response), and finally use the mind for execution and safety.
While not a formal metric, the feeling of being "blown away" by a product—like a Tesla's self-driving or an iPhone's interface—is a powerful qualitative signal. This direct, pre-intellectual perception of excellence can tell you more about a company's "roots" and future potential than financial analysis alone.
Experienced VCs may transition from rigid analytical frameworks to an intuitive search for outliers. Instead of asking if a business plan 'makes sense,' they look for unusual qualities that challenge their worldview and hint at massive potential.
Standard valuation models based on financial outputs (earnings, cash flow) are flawed because they ignore the most critical inputs: the CEO's value, brand strength, and company culture. These unquantifiable factors are the true drivers of long-term outperformance for companies like Apple.
Instead of a rigid framework, great decisions come from "terroir"—the right mix of ingredients. This includes deep customer empathy, market knowledge, and an intuitive grasp of constraints. This foundation allows a leader's gut instinct to function as a highly trained model.
A study by Professor John Mihalowski tested CEOs' intuition through card-guessing games. It found a direct correlation: CEOs who guessed correctly more often than chance also led companies with higher increases in profitability, suggesting a tangible business value for developed intuition.