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    Research

     
     
     
    Interesting Reads
    Vilas Capital White Papers
    Letters to Management
    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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