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)
value and opportunity 
Now you learn of a new location: https://en.wikipedia.org/wiki/Taumatawhakatangi%C2%ADhangakoauauotamatea%C2%ADturipukakapikimaunga%C2%ADhoronukupokaiwhen%C2%ADuakitanatahu
Thanks for sharing – as always!
The last link does not work (it’s a wp_placeholder) – can you double-check the formatting?