Report 128 – The Serendipitists
Expands on the theme of the previous Report, addressing situations in which human actions produce unintended favorable outcomes.
Expands on the theme of the previous Report, addressing situations in which human actions produce unintended favorable outcomes.
Examines the subject of unintended consequences of human actions and their implications for investors.
Considers the role and practice of proxy advisory firms.
Narrates succinctly Rede D’Or’s entrepreneurial journey and our investment in the company.
Continues the theme of our last Report, narrating the journey of passive investments
About systematic investment strategies and how they impact our day by day as long-term value investors.
In light of advances in the environmental agenda, discusses reforms in the governance regime and considers shareholders´ role and engagement.
Examines corporate documents and shareholders´ discussions in a sample of global companies exposed to the energy transition theme.
Continues the interviews with CEOs, started in the last Report.
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.