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.