Some links
Good writers seem to be better (Hedge-) fund managers
The Valuesque Blog with a great deep dive on the GE/Baker Hughes accounting and the Markopolis Report
Another new Langfrist fund with its initial report: Compound Interest
Yetanothervalue blog with its August roundup post (dieting, short selleng etc.)
A good collection of Stock spin-off links
Broyhill half year letter to investors
A nice investment check list from the UK value Investor
value and opportunity 
Is it time to look at Ryanair?
Ahaaaa ! Thanks.