Some links
Softbank seems to have secured its second, 108 bn USD Venture fund
Accounting gimmicks in the leveraged loan market
Howard Marks with a new memo on potential rate cuts
A good overview of what’s happening in the (US) spin-off scene
A list of Q2 investment letters
An interesting story how a (young) analyst spotted accounting fraud in a company
A pretty good attempt to explain Quantum Computing:
value and opportunity 
“An interesting story how a (young) analyst spotted accounting fraud in a company”
Sehr schön erzählte Geschichte, die sehr gut in jede “Red Flags”-Sammlung passt. Danke!
Here another collection, complementing the letters in your link …. http://mastersinvest.com/investmentmasters/
Mercie for the interesting links ! 🙂