Letter 124 – Passive Purposes
Continues the theme of our last Report, narrating the journey of passive investments
Letter 123 – Particles and Purposes
About systematic investment strategies and how they impact our day by day as long-term value investors.
Letter 122 – Negative Externalities and Their Discontents
In light of advances in the environmental agenda, discusses reforms in the governance regime and considers shareholders´ role and engagement.
Letter 121 – Intentions and Gestures
Examines corporate documents and shareholders´ discussions in a sample of global companies exposed to the energy transition theme.
Letter 120 – CEOs: The Floor is Yours II
Continues the interviews with CEOs, started in the last Report.
Letter 119 – CEOs: The Floor is Yours I
On the occasion of Dynamos thirty years, instead of speaking ourselves, we preferred to give voice to the CEOs of some companies we invest in.
Letter 118 – Our Synthesis: a Photo
Still on the topic of climate, presents a few notes from a conference on carbon capture and comments on the opportunities for “nature-based solutions” in our country.
Letter 117 – The Other Complexity
Suggests an alternative approach to managing complexity in companies.
Letter 116 – The Web of Complexity
Examines the origins and effects of complexity in companies.
Letter 115 – Dispersed Ownership and Control Revisited (II)
Resumes the subject of the previous Report updating the situation of the control and concentrated ownership regime.
