Vilas Capital Up 51% YTD :Softbank appears to be almost the Lehman, Countrywide, or queen bee, of this bubble”Jacob Wolinsky
Vilas Capital Management commentary for the third quarter ended September 30, 2019.
Dear Vilas Fund Partner,
The Vilas Fund, LP rose 4% in the third quarter of 2019, bringing the year-to-date performance to +50.5%. Strong returns from a number of positions, such as NMI Holdings, Lincoln National . . .
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