David

“One day we shall. Problems are soluble”.

[David @davidde_sousa]

In this conversation with Mauro da Cunha we dive deep on board culture, alignment, the importance of dissent and transparency. Mauro’s board positions past and present include $klabin, $hypera, $PBR. $VALE, $totvs, $EMBJ and many others.

[David @davidde_sousa]

@MikeFritzell This is a deep rabbit hole.

[David @davidde_sousa]

@MikeFritzell @_grojo Slowly, then suddenly: https://t.co/USkqNtHeef

[David @davidde_sousa]

@maurorcunha

[David @davidde_sousa]

In this conversation with Mauro da Cunha we dive deep on board culture, alignment, the importance of dissent and transparency. Mauro’s board positions past and present include $klabin, $hypera, $PBR. $VALE, $totvs, $EMBJ and many others.

[David @davidde_sousa]

We also look forward to the impact of AI and how boards can start to navigate the impact.

A masterclass on board craft for investors and directors alike from one of the most experienced practitioners in Brazil:

https://t.co/hLF7MCmubj

[David @davidde_sousa]

@Divergent7651 Scale economics unaffected (or at least, not negatively) by AI: cost of repairs, service (ref Qualitas).

[sen @sen]

We’re excited to share this short but amazing view of re-entry with @NASA and the incredible Artemis II crew @astro_reid @AstroVicGlover @Astro_Christina @Astro_Jeremy!

[David @davidde_sousa]

Fabian is a great example of the idea that “you can just do things” - in his case, his lifelong curiosity and becoming a prize-winning author.

[David @davidde_sousa]

Fabian Kon, CEO of Grupo Financiero Galicia $ggal (the largest private sector bank in Argentina) joins us to discuss his career and the future of banking in Argentina.

[David @davidde_sousa]

We explore how large organisations actually change and what it takes to make those changes stick, the risks involved, and the critical role played by a strong controlling group.

https://t.co/GrbVRXgu9F

[Morgan Housel @morganhousel]

It's not going to be a good era to overcharge customers. A lot of frictions and inefficiencies are about to disappear.

[David @davidde_sousa]

@QuipusCapital Hear from one of the people responsible for this high degree of transparency. There was a strong belief that transparency enables better capital allocation by the market: https://t.co/iYdVOkYHI3

[David @davidde_sousa]

@EMostaque Orbit high enough - if for training, latency not the limit. But for LEO Kessler risk is rising rapidly and we don’t have MAD protection

[David @davidde_sousa]

@brka1930 Let the winners find you

[David @davidde_sousa]

@MattPetersonCFA Identify the KPIs that are relevant to the thesis or counter-thesis and focus on those

[David @davidde_sousa]

@Symmetry_Invest Sounds crazy. But the Google Suncatcher paper is actually quite sober.

https://t.co/SoVetx9ia4

[David @davidde_sousa]

Continuing the theme from Credicorp - we also explore how Itaú has been able to develop the “capacity to suffer” whilst navigating the realities of being a listed company. $itub $cint

https://t.co/ESZ4SXCto8

[David @davidde_sousa]

If you wanted to explore the evolution of governance, board culture and Brazil’s capital markets in the last two decades, you couldn’t find someone better placed than Maria Helena Santana. Amazingly, we think this might be her first long form interview in English.

[David @davidde_sousa]

For the last decade, Maria Helena has served on the boards of some of Brazil's most high profile companies, including Itaú, CINT, Oi, Totvs, GPA and XP. She shares what she looks for in a board and how board culture has evolved in Brazil

[David @davidde_sousa]

@memyselfandi006 @govro12 Base effects aside, the question we need to answer imo is why *shouldn’t* margins fully mean revert to pre-2019 levels? FIFO or average cost effects from >2022 grape costs will start to hit the P&L in the next few years. $lpe