| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| CORN | ×1 | LONG | MED | $18.26 | Other | The EPA's fifth consecutive extension of the summer E-15 waiver provides a modest but real positive for ethanol demand and puts a floor under corn demand, as ethanol consumes about a third of the U.S. corn crop. Continued policy support makes the mandate look permanent, encouraging infrastructure investment, but upside is capped because E-15 is only available at a small fraction of stations. | Apr 23 | YOUTUBE | |
| COW | ×1 | LONG | MED | $0.18 | Crypto | Total consumption of beef, pork, and poultry has increased over the last 20 years, showing a growing meat pie and shift towards protein-dense foods driven by dietary changes and GLP-1 medications. | Apr 20 | YOUTUBE | |
| DBA | ×1 | LONG | MED | $27.25 | Other | Total consumption of beef, pork, and poultry has increased over the last 20 years, showing a growing meat pie and shift towards protein-dense foods driven by dietary changes and GLP-1 medications. | Apr 20 | YOUTUBE |