Some links
GMO’s very interesting Q2 letter. Their speculation about a massive M&A boom is quite realistic
Wexboy’s 6 month performance review
A list of 5 unknown but interesting books about investing
A great profile of Hedge Fund honcho Leon Cooperman
An interesting but very exotic stock analysis from WertArt (UK listed Indian private equity…..)
Finally, in German, the second quarter report of ProfitlichSchmidlin Fonds. Especially the bond section is worth reading with a lot of interesting ideas.
value and opportunity 
I really enjoyed reading the story about “Investment Lessons Learned: Mistakes Made Over 47 Years” in GMO’s letter. Great stuff! Thanks for the link to my write up.
Hi, I like the ProfitlichSchmidlin reports but failed to find the one above one on their website. Where do you get these?
directly from the source 😉 Just send them an email.
Diaimer: One of th principals sponsored my with a free Cappucchino some weeks ago……