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🥩 Cattle at All-Time Highs: Short the Plate & Packer, Long the Rebuild
🔑 Executive Summary
Aug 9
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Potato Capital
1
💊 Wegovy Wars: Novo vs. The Compounders
How compounding pharmacies, legal gray zones, and regulatory silence are testing the limits of biotech defensibility - with Novo Nordisk at the center.
Aug 6
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Potato Capital
2
🧠The Nash Barbell, Rebalanced
How Game Theory Upgrades the Barbell Portfolio for Modern Markets
Jul 30
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Potato Capital
1
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