🥔 About Potato Capital

Potato Capital is an independent research desk for serious investors.

We publish institutional-quality investment research, macroeconomic frameworks, and options-based trade structures designed to help allocators outperform - not just stay informed.

If you manage your own capital - or aspire to - this is the research you’ve been missing.


💡 Why Upgrade to Paid?

Here’s exactly what paid members get:

🔒 Premium Benefits for Paid Subscribers

• Full Equity Research Access
Professional-grade reports with full DCFs, PEGs, ROIC/WACC spreads, and scenario IRRs

• Weekly Market Playbooks
Macro signals, policy shifts, and rate expectations - every Sunday night

• Convex Options Setups
Structured trades using LEAPS, synthetics, and spreads - convexity over conviction

• Thematic Deep Dives
Sectors, macro cycles, and liquidity trends - mapped clearly, not vaguely

• Subscriber-Only Reports
Real positioning frameworks. Not headlines. Not hype.

• Zero Ads, Zero Fluff
Built by a portfolio manager, not a content creator

Serious capital requires serious research. That’s what you’re getting here.


🔍 What We Cover (Paid & Free)

  • 📈 Weekly Macro Commentary

  • 💼 Monthly Strategy Notes

  • 🧾 Equity Deep Dives (S&P 500 & TSX 60)

  • 🌀 Options-Based Trade Structuring

  • 🔍 Thematic Reports: AI, Capex Booms, Fed Shifts, etc.

Free readers get a taste. Paid members get the full edge.


🧠 Our Philosophy

  • Macro-aware, Valuation-anchored

  • Capital Efficiency > Hype Cycles

  • Structure > Sentiment

  • Convexity > Conviction

  • 🇨🇦 + 🇺🇸 = Core Universe

We publish what we’d want if we were managing 9 figures - because that’s the standard.


⚠️ Disclaimer

Everything published is for research and educational purposes only.
This is not investment advice, and nothing is a recommendation to buy or sell any security.


👇 Upgrade Today and Build an Edge

Want clarity, structure, and trade-ready research - without the noise?

Become a paid subscriber and start compounding your advantage.

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A research platform for serious investors who want clarity, edge, and real structure. We publish digestible institutional-grade equity research, macro strategies, and trade ideas built around capital efficiency and risk-defined payoff profiles.

People

Research platform for serious investors who want clarity, edge, and real structure. We publish institutional equity research, macro strategy notes, and trade setups built around capital efficiency and risk-defined payoff profiles.