| # | Ticker | Name | Stance | Conv | Entry | P&L YTD | Theme | Thesis | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | COW | CoW Protocol | LONG | MED | $0.18 | Crypto | Total consumption of beef, pork, and poultry has increased over the last 20 years, showing… | Apr 20 | YOUTUBE | |
| 2 | DBA | Invesco DB Agriculture Fund | LONG | MED | $27.25 | Other | Total consumption of beef, pork, and poultry has increased over the last 20 years, showing… | Apr 20 | YOUTUBE |