Layout Classic v2 (beta)
Speakers › John Blackledge
J

John Blackledge

★ 5.0 Posted today
Head of Research, Cowen
5 ideas · 3 tickers · tracked since Apr 2026
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
5
3 L / 0 S
Win-rate
—
—
Avg return
—
L — S —
Best
—
avg evaluated
Worst
—
avg evaluated
Long / short
3 / 0
100.0% long bias
Per thesis Per mention Result
Ticker
Side
Conv.
Theme
Entry
P&L
Thesis
Date ↓
×N
Src
AMZN +2
LONG
MED
Consumer
$263.23
—
Cloud growth justifies elevated AI capex.
Apr 29
×1
YOUTUBE
AMZN +1
WATCH
MED
Consumer
$262.41
—
Cloud growth rates make-or-break stock reactions
Apr 29
×1
YOUTUBE
Showing all 5 picks
Direction3 picks
100.0% LONG BIAS
Long3
Short0
Watch2
Best & Worst calls30d
↑ BEST 3
↓ WORST 3
Source mixwhere they post
YouTube 100%