Letter 58 – Halo

25 de February de 2025|

Collects examples of investment propositions which hide cognitive traps, named halo effect.

Letter 57 – In Natura

24 de February de 2025|

Analyses the fundamentals of Natura’s business and its performance as a public company.

Letter 56 – Complexity in Action

23 de February de 2025|

Describes the conditions and characteristics of Complex Adaptive Systems, particularly the financial markets.

Letter 55 – The Order of Complexity

22 de February de 2025|

Suggests that financial markets can be viewed as Complex Adaptive Systems.

Letter 54 – Cherry Picking

21 de February de 2025|

Illustrates some of Dynamo’s investments in this IPO cycle.

Letter 53 – Poison

20 de February de 2025|

About the antitakeover defenses included in the bylaws of the recent IPOed companies in Brazil.

Letter 52 – Dispersed and Concentrated Ownership – A Topic Revisited

19 de February de 2025|

Revisits the literature and updates ours reflections on the fundamental theme of the ownership regime.

Letter 51 – The Offer and the Aroma

18 de February de 2025|

Under the occasion of the recent events in our equity market, considers the benefits of a market of corporate control.

Letter 50 – Going Public – II

17 de February de 2025|

Examines the empirical patterns and the internal processes of the IPOs, situating Dynamo´s competitive position in these offerings.

Letter 49 – Going Public – I

16 de February de 2025|

Discusses the recent initial public offerings cycle, examining the motivations that push the companies to going public.

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