Vilas Capital 3Q18 Letter: Tesla’s Deep Troubles & Economic Outlook

Had a good quarter, rising 55.1% from 6/30/18 to 9/30/18 However, YTD return of 3.2% is below the index’s return of 10.6% Top 10 holdings, in order of size, are Walgreens, Citigroup, the Tesla short, NMI Holdings, Barclays, Viacom, Honda, State Street, CVS, and McKesson Tesla The drama with Tesla will hopefully be over in […]

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Electric Vehicles and Crude Oil Demand

Seven things that may surprise you: We see a payback period of three years as the benchmark for consumers to take to EVs Subsidies supporting EV adoption should no longer be necessary by 2028 EVs are not necessarily eco-friendly Misconception to say EVs are simple to manufacture Payback period for ICEs is typically 10-15 years […]

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