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Podcast: The Meb Faber Show - Better Investing
Episode: #228 - Danilo Santiago, Rational Investment Methodology - The Market Will Tend To Overpay When Earnings Are Good And Underpay When The Company Gets In Some Kind Of Trouble
Description: In episode 228 we welcome our guest, Danilo Santiago, founding partner of Rational Investment Methodology. In today’s episode, we’re talking stocks and investment process. We take a deep dive into Danilo’s 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. We even walk through a case study, and talk about how Danilo thinks about the long and short si...