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

• ​Tesla Inc. ($302)

• ​QE II White Paper 

• Glamour vs Value White Paper 

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LETTERS TO MANAGEMENT

• General Electric Co. - January 10, 2018 

• Genworth Financial Inc - August 10, 2015   

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