Some Links

A good reminder that the “cash on the sidelines” argument is nonsense

9 very good questions that every investor should ask himself after the recent bull run

Great Profile of iconic VC firm Bessemer Venture Partners

AI company DeepMind has found out how to model the folding of Proteins. This could be big. More here.

David Einhorn’s  Q2 letter. As always, good comments but awful performance.

Nice write up on DNA sequencing pioneer Illumina

For finance nerds: Special report on Credit Suisse’s 5,5 bn Archegos loss (and I learned a new word: lackadaisical)



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