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In episode 228 we welcome our guest, Danilo Santiago, founding partner of Rational Investment Methodology. In today\u2019s episode, we\u2019re talking stocks and investment process.\n\xa0\nWe take a deep dive into Danilo\u2019s fundamental process that is, to a large extent, automated by programs he developed over many years. We chat about circle of competence, and why Rational focuses on a quasi-static group of about 60 companies, and has done so for over a decade.\n\xa0\nWe even walk through a case study, and talk about how Danilo thinks about the long and short side of his book.\n\xa0\nAll this and more in episode 228 with Danilo Santiago\nLearn more about your ad choices. Visit megaphone.fm/adchoices