Letter 108 – Contours of Growth

16 de April de 2025|

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

Letter 107 – Paths of Growth

15 de April de 2025|

Revisits theoretical contributions and empirical discussions on the theme of company growth, discussing its determinants and strategic alternatives

Letter 106 – Thoughts on Digital Transformation

14 de April de 2025|

Describes the main elements of the companies IT configurations, analyzing dilemmas, challenges, impacts and opportunities in their course of digital transformation.

Letter 105 – The Order and Disorder of Merit

13 de April de 2025|

Reflections on meritocracy, its journey and current dilemmas

Letter 104 – From Maxwell to Munger

12 de April de 2025|

About phase transitions in matters and regime of changes in companies

Letter 103 – … and Convex

11 de April de 2025|

Addresses the repercussions of the pandemic on economic activity, on capital markets and on our investment processes

Letter 102 – Concave…

10 de April de 2025|

Brings together elements about the virus and the disease, as well as aspects of its transmission mechanisms

Letter 101 – Negative Interest Rates 101

9 de April de 2025|

Discusses the reality of negative interest rates and their possible impacts on our investment environment

Letter 100 – Continuation

8 de April de 2025|

Continuing in the opportunity of Dynamo’s 25th anniversary, we recover the main messages of Reports 17 to 32.

Letter 99 – Beginnings and Principles

7 de April de 2025|

We take the occasion of Dynamo’s 25th anniversary to go back in time and remember Reports 1 to 16.

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