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Matt Ankrum

★ 5.0 Posted today
3 ideas · 3 tickers · tracked since May 2026
Theme exposure 2 picks · 2 themes
Consumer · 1 · 50%
AI/Semi · 1 · 50%
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
2
2 L / 0 S
Win-rate · live
—
—
Avg return · YTD
—
L — S —
Best
—
live YTD
Worst
—
live YTD
Long / short
2 / 0
100.0% long bias
Per thesis Per mention Result
Theme Stance
Ticker
Side
Conv.
Theme
Entry
P&L
Thesis
Date ↓
×N
Src
AMZN
LONG
MED
Consumer
$262.56
—
High quality with enduring competitive advantage.
May 01
×1
YOUTUBE
GOOGL
LONG
MED
AI/Semi
$383.81
—
High quality enduring competitive advantage.
May 01
×1
YOUTUBE
Showing all 2 thesis picks (YTD, with entry)
Direction2 picks
100.0% LONG BIAS
Long2
Short0
Best & Worst callslive YTD
↑ BEST 3
↓ WORST 3
Source mixwhere they post
YouTube 100%