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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Vilas Capital 4Q17 Letter – Current Environment, Positioning, and Tesla’s Bankruptcy

Vilas Capital Management 4Q17 Letter, January 2018 Rose 65.1% in 2017, compared to 21.8% gain in the S&P 500 Current Environment World has become risk seeking instead of risk averse; appears that many investors seem to be more worried about missing out than worried about losing money Scarcity alone is not an investment attribute; diamonds […]

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