Potato Capital is the research desk of a private family office.
We publish trade ideas, macro frameworks, and long-term equity research rooted in capital efficiency, macro awareness, and risk-adjusted return. Our mission is simple:
Compound intelligently by focusing on what matters - macro cycles, capital efficiency, and payoff structure.
We put real capital behind the work - then we publish the reasoning.
🧠 What We Do
We publish:
Digestible Premium Equity Research Reports
Covering every stock (eventually) in the S&P 500 and TSX 60 - with deep dives on strategic positioning, capital structure, macro sensitivity, and valuation frameworks.Macro & Thematic Deep Dives (Free)
From Trump's Fed regime to the AI capex supercycle, we analyze the forces shaping capital allocation in this cycle and the next.Monthly Portfolio Strategy Memos (Free)
Sector narratives, trade setup themes, and evolving positioning frameworks through a long-term lens.Weekly Market Commentary (Free)
Rate expectations, volatility outlooks, macro catalysts, and investor positioning updates.
This content is built to support critical thinking, not financial entertainment - and definitely not advice.
🔍 What We Look For
Our highest-conviction equity ideas tend to combine:
Strategic Advantage
Moats, tailwinds, reinvestment runways.Capital Efficiency
ROIC > WACC. PEG < 1.5. FCF conversion > GAAP earnings.Valuation vs Reality
Scenario-weighted IRR > market hurdle rate. Optionality ignored. Quality mispriced.
We tie micro to macro: every report includes a "Macro Lens" that connects company fundamentals to real yields, inflation, geopolitical flows, capex cycles, and monetary regimes. Valuation is never standalone.
🧭 Our Current Trade Themes (as of June 21, 2025)
🔹 Volatility Compression Reversal
Trade: Long SPX LEAPS (Jan 2027+), paired with VIX calls (20–25 strikes)
Why: The post-election vol regime is artificially calm - but geopolitical risks and liquidity signals suggest a reprice is coming.
Goal: Asymmetric hedge + upside in one setup
Risk: Defined (<3% per structure)
🔹 Defensive Income Tilt
Trade: Covered call ETF allocation (ZWB, XYLD), plus overwriting in core book
Why: Realized vol is low, markets are directionless
Goal: Generate 6–9% tax-conscious income
Tactic: Strategic ETF selection, monthly rolling, sheltered/taxable mix
🔹 Junior Mining Deep Value Basket
Trade: Canadian and U.S. juniors below book with insider activity
Why: Trump’s pro-resource agenda + global supply squeeze
Goal: Cheap convex exposure to the commodity bull case
Sleeve Size: 5–10% of aggressive portfolios
🔹 Capital-Efficient Compounders
Trade: Focused buy-and-hold names with ROIC > WACC, low PEG, reinvestment edge
Why: Capital efficiency beats scale in slow-growth regimes
Sectors: Niche tech, industrials, asset-light services, Canadian banks
Note: Constantly reviewed - no “set and forget”
📁 What Subscribers Get
We’re building a research library - not issuing stock tips. Subscribers get:
🔎 Company Research Notes
ROIC/WACC spreads, valuation frameworks, reinvestment metrics, strategic catalysts.🌍 Macro Frameworks
Rate cycle analysis, liquidity trends, geopolitical policy shifts, inflation forces.📁 Thematic Insights
Energy transition, reshoring, resource scarcity, defense spending, and more.⚒️ Trade Construction Concepts
LEAPS overlays, covered calls, ETF structuring, tax-aware ideas, scenario-based positioning.
All of it is written with compliance in mind - we offer research, not advice.
🥔 Why “Potato”?
Because long-term wealth isn't built on hype.
It’s built on durability. Underappreciated assets. Rooted systems. Real optionality.
The potato thrives underground. It’s stable, adaptable, and feeds the world without needing attention.
That’s how we invest - and how we write.
👤 Who We Are
We are the investment arm of a private capital allocator.
No courses. No ads. No fluff.
We invest our own capital. Then we explain why - clearly, rigorously, and with skin in the game.
If you're looking for real strategy, not financial entertainment...
Subscribe now.
We're already positioning for the next cycle - and documenting every step.