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Derivatives Desk

🥩 Cattle at All-Time Highs: Short the Plate & Packer, Long the Rebuild
🔑 Executive Summary
Aug 9 • 
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 • 
Potato Capital
2
🧠 The Nash Barbell, Rebalanced
How Game Theory Upgrades the Barbell Portfolio for Modern Markets
Jul 30 • 
Potato Capital
1
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