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Jacob Pozharny

★ 5.0 Posted today
Head of Research, Blockworks
11 ideas · 11 tickers · tracked since May 2026
Theme exposure 7 picks · 5 themes
NatSec · 2 · 29%
Consumer · 2 · 29%
Other · 1 · 14%
Energy · 1 · 14%
Healthcare · 1 · 14%
Pick return distribution n = —
Live distribution of all picks with entry price. Right tail = home runs.
<−30%
−30/−10
−10/0
0/+20
+20/+50
+50/+100
>+100%
Bottom 10%
—
Median
—
Top 10%
—
Total picks
7
5 L / 2 S
Win-rate · live
—
—
Avg return · YTD
—
L — S —
Best
—
live YTD
Worst
—
live YTD
Long / short
5 / 2
71.0% long bias
Per thesis Per mention Result
Theme Stance
Ticker
Side
Conv.
Theme
Entry
P&L
Thesis
Date ↓
×N
Src
BAESY
LONG
MED
NatSec
$111.55
—
BAE sentiment positive, not priced in
May 02
×1
YOUTUBE
AMZN
SHORT
MED
Consumer
$268.26
—
Amazon sentiment negative, not priced
May 02
×1
YOUTUBE
NOC
LONG
MED
NatSec
$568.14
—
Northrop sentiment up, not priced
May 02
×1
YOUTUBE
LUV
SHORT
MED
Other
$38.76
—
Southwest bear case not priced in
May 02
×1
YOUTUBE
BP
LONG
MED
Energy
$46.41
—
BP sentiment up, not priced in
May 02
×1
YOUTUBE
COST
LONG
MED
Consumer
$1011.70
—
Costco sentiment positive, not priced
May 02
×1
YOUTUBE
MRNA
LONG
MED
Healthcare
$45.37
—
MRNA sentiment positive, not priced
May 02
×1
YOUTUBE
Showing all 7 thesis picks (YTD, with entry)
Direction7 picks
71.0% LONG BIAS
Long5
Short2
Best & Worst callslive YTD
↑ BEST 3
↓ WORST 3
Source mixwhere they post
YouTube 100%