Report 128 – The Serendipitists

2026-04-07T12:00:49-03:007 de April de 2026|

Expands on the theme of the previous Report, addressing situations in which human actions produce unintended favorable outcomes.

Letter 127 – When Designs Deviate

2026-02-13T14:17:10-03:0013 de February de 2026|

Examines the subject of unintended consequences of human actions and their implications for investors.

Letter 126 – Proxymity

2025-08-08T17:32:16-03:008 de August de 2025|

Considers the role and practice of proxy advisory firms.

Letter 125 – Rede’s Anatomy

2025-07-01T16:12:05-03:001 de July de 2025|

Narrates succinctly Rede D’Or’s entrepreneurial journey and our investment in the company.

Letter 124 – Passive Purposes

2 de May de 2025|

Continues the theme of our last Report, narrating the journey of passive investments

Letter 123 – Particles and Purposes

1 de May de 2025|

About systematic investment strategies and how they impact our day by day as long-term value investors.

Letter 122 – Negative Externalities and Their Discontents

30 de April de 2025|

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

29 de April de 2025|

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

28 de April de 2025|

Continues the interviews with CEOs, started in the last Report.

Letter 119 – CEOs: The Floor is Yours I

27 de April de 2025|

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.

Go to Top