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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David Einhorn’s 3Q17 Letter – Bubble Basket (Amazon, Tesla, Netflix), CAT short, GM, CNX, MYL, HPE, MU, TPX

Greenlight Capital 3Q17 Letter, October 24, 2017 Review Returned 6.2%, net of fees, in 3Q17, bringing YTD return to 3.3% vs. S&P 500 of 4.5% and 14.2% for the quarter and YTD, respectively Market remains very challenging for value investing as growth stocks have continued to outperform value stocks. Persistence of this dynamic leads to […]

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