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Livermore Strategic Opportunities February 2021 Update

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Jacob Wolinsky
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Livermore Strategic Opportunities, LP performance update for the month of February 2021.

Q4 2020 hedge fund letters, conferences and more

Clint Carlson

Many of you are witnessing first hand that our country, economy, (and now stock market) are all very fractured and becoming extremely challenged.

Therefore, our hedge fund's theme remains focused on specific sectors and companies. As well as not getting caught up in mass speculation such as GameStop and many other ‎high risk areas of the market.

A month ago, we did an interview describing how the dynamics today parallel aspects of the 1920's and how we could be nearing a huge inflection point. Where a FED fueled stock market peak...

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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.