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.

3 comments

  • 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?

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