Vilas Capital Up 25% This Month: Shift (Away From WeWas), Details Some High Momentum Shorts

Vilas Capital letter to partners for the month of September 2019, titled, "Shift (Away From WeWas)."

Q2 hedge fund letters, conference, scoops etc

Dear Partners,

The markets are undergoing a very large and rapid shift from growth investing to value investing leading the way.  We have had our best 10 days in many years.  Through tonight's close, the Fund is up roughly 25% so far in September and 59% year-to-date.