Letter 94 – Digit
Highlights episodes in the history of technological progress that supported the digital transformations of today
Letter 93 – Hearing stars
In the discovery of gravitational waves, we founded another mental model that inspires our research process
Letter 92 – BVMF II
Resumes the narrative of our investment in BVMF up to today.
Letter 91 – BVMF I
Describes the context of the beginning of our investment in BVMF.
Letter 90 – Resilience and Robustness
Discusses the resilience/robustness of companies.
Letter 89 – Heading North
Taking advantage of the recent prestige of our country’s “institutions”, we reread the work of Douglass North, highlighting elements that may help us in our investing endeavors.
Letter 88 – LAt(t)itude II
Resumes the narrative of the former Report, approaching three other angles of analogies: adaptation, teambuilding and leadership.
Letter 87 – LAt(t)itude
Recounts the Antarctic epic expeditions from our perspective as contemporary investors, drawing parallels in the topics of ´animal spirits´, focus and preparation.
Letter 86 – Our Knots
Illustrates the daily difficulties our companies face with excessive regulation in Brazil. Situates Dynamo´s way of investing in this environment.
Letter 85 – Doing Business: a Global Overview
Presents the results of World Bank´s latest Doing Business report, analyzing Brazil´s relative positing in this ranking.
