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Vilas Capital 2Q19 Performance Update

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Jacob Wolinsky
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Vilas Capital performance updated for the second quarter ended June 30, 2019.

Q2 hedge fund letters, conference, scoops etc

investing
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The Fund rose 7.8% in the second quarter of 2019, bringing the year to date return to 44.8%. As of today, it is up another 5% +/-, bringing the year to date return to roughly 52%. The full letter should be out in the next few days.

Thought this report from JP Morgan today was interesting. For reference, our stocks are now trading at roughly 8 times 2020 estimated earnings (net income) per share.

JPMorgan's Kolanovic Sees Once-in-Decade Trade in Value...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid