lonenog
David Neuhauser of hedge fund Livermore Partners discusses the fund’s performance for the first quarter of 2022. 2022 has started off shaky with massive headwinds. We have war in Europe with a major superpower and shortages in many key supplies (ag, oil, materials) required for even basic needs. This is shaping up to be one of the most difficult periods in the world today and yet capital markets were acting fairly calm. Until now.. Q1 2022 hedge fund letters, conferences and more Much had to do with the perceived earnings power of corporate America and the strength of the consumer. Coming off ...
ValueWalk
Livermore Partners commentary for the month ended October 2021, discussing their shorts positions in ARK Innovation ETF (NYMARKET:ARKK), Meta Platforms Inc (NASDAQ:FB) and Tesla Inc (NASDAQ:TSLA), and their new position in Victoria Gold Corp (TSE:VGCX). Q3 2021 hedge fund letters, conferences and more To Partners and friends: Livermore's PerformanceOctober turned out to be a solid month with Livermore's YTD return now up to 21.76%. Brent crude gained further though our energy holdings (Jadestone Energy PLC, Vista Oil and Gas, and Energean PLC) did not. Still, we had positive performance as gol...
ValueWalk
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