Letter 98 – Melius Cras
Details the analysis of platforms and of Mercado Libre’s business model.
Letter 97 – Mutate in Melius
Briefly narrates the trajectory of Mercado Libre and our investment in the Company
Letter 96 – Platforms
On the business model of platform companies
Letter 95 – Network
Describes the structure through which digital technology is organized, namely, the network paradigm
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.
