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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