INTERESTING READS

•   Value vs. Glamour: A Long-Term Worldwide Perspective by The Brandes Institute  

•   The Superinvestors of Graham and Doddsville by Warren Buffett  

•   The Little Book That Beats the Market by Joel Greenblatt  

•   Contrarian Investment Extrapolation and Risk by Josef Lakonishok, Andrei Shleifer,

     Robert W. Vishny 

•   Dare to Be Great II by Howard Marks  

•   Bubble Logic-AQR-Part 1   

•   Bubble Logic-AQR-Part 2   

VILAS CAPITAL WHITE PAPERS

•   A Tale of Two Markets: Amazon and General Motors

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•   Tesla Inc. ($302)

•   QE II White Paper 

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•   Glamour vs Value White Paper  

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Research

LETTERS TO MANAGEMENT

•   General Electric Co. - January 10, 2018 

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•   Genworth Financial Inc - August 10, 2015   

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