Letter 114 – Dispersed Ownership and Control Revisited (I)
Considers corporate governance issues under the regime of dispersed ownership
Considers corporate governance issues under the regime of dispersed ownership
Discusses carbon prices and carbon markets: their importance and implications
On climate action urgency and challenges.
Resumes and concludes the narrative of our investment in Suzano.
Narrates Suzano´s journey, from the entrepreneurship of the beginnings to the current possibilities of its platform of technological innovations.
Addresses the consequences of recent transformations in different dimensions of companies ecosystem.
Still on the subject of growth, looks for inspiration in other disciplines, presents the pattern of expansion of companies in the traditional environment and describes how digital companies try to overcome it. It ends by commenting on the importance of sustainable growth for the long-term investor
Revisits theoretical contributions and empirical discussions on the theme of company growth, discussing its determinants and strategic alternatives
Describes the main elements of the companies IT configurations, analyzing dilemmas, challenges, impacts and opportunities in their course of digital transformation.
Reflections on meritocracy, its journey and current dilemmas