Rational Investment Management (RIM) is a U.S.-based investment firm specializing in equity market strategies. For more information check our website at www.rational-im.com

I usually update my clients by sending what I calll a Portfolio Action [PA], with summary analises when companies enter or exit RIM’s portfolio. While these updates are valuable, I recognize there can be significant gaps between these communications.

Rather than turning to conventional social media platforms with their intrusive advertising and unrelated content, I’ve created this dedicated space where they can follow RIM’s activities more regularly. RIM’s Micro.blog will provide brief insights and relevant charts about our day-to-day investment activities.

For your convenience, I’ll cross-post initial content to X / LinkedIn with links to the full posts on Micro.blog. This automated process ensures you don’t miss updates if you prefer these platforms(*).

I encourage you to bookmark RIM’s Micro-blog site for optimal viewing(**) on your computer, where you can comfortably review the substantial work that happens between formal PAs.

Thank you for reading,

Danilo

(*) I can also cross-post to Bluesky, Flickr, Mastodon, Medium, Nostr, Pixelfed, Threads, and Tumblr for those who prefer other platforms. Email me if you’d like content shared on a specific platform.

(**) Micro-blog has an app. However, the charts I will share with you are sometimes complex (they are for my own use—hence they are busier than charts you might be used to seeing on presentations), which means that they are hard to see well on a tiny phone screen.