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:

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