Derivatives Desk

🥩 Cattle at All-Time Highs: Short the Plate & Packer, Long the Rebuild

Aug 9, 2025 • Potato Capital

How compounding pharmacies, legal gray zones, and regulatory silence are testing the limits of biotech defensibility - with Novo Nordisk at the center.

Aug 6, 2025 • Potato Capital

🧠 The Nash Barbell, Rebalanced

How Game Theory Upgrades the Barbell Portfolio for Modern Markets

Jul 30, 2025 • Potato Capital

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