Vilas Fund 2Q19 Commentary: Most Difficult Stock Picking Environment Since Dotcom Bubble

23JulJuly 23, 2019

Vilas Fund 2Q19 Commentary: Most Difficult Stock Picking Environment Since Dotcom Bubble

Vilas Fund commentary for the second quarter ended June 30, 2019.

Q2 hedge fund letters, conference, scoops etc

Dear Vilas Fund Partner,

The Vilas Fund, LP rose 7.8% in the second quarter of 2019, bringing the year to date return to 44.8%. The Fund has compounded at 11.5%, net of fees, since it began nearly nine years ago (August 9, 2010). This has turned a . . .

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Author

Jacob Wolinsky

Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold

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