Letter 109 – Fragments
Addresses the consequences of recent transformations in different dimensions of companies ecosystem.
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
About phase transitions in matters and regime of changes in companies
Addresses the repercussions of the pandemic on economic activity, on capital markets and on our investment processes
Brings together elements about the virus and the disease, as well as aspects of its transmission mechanisms
Discusses the reality of negative interest rates and their possible impacts on our investment environment
Continuing in the opportunity of Dynamo’s 25th anniversary, we recover the main messages of Reports 17 to 32.