Cowan delivered 95 in Carlton's 12-point home win over the Bulldogs at Docklands — a standout performance, 51 above his 44 BE in a winning side. He looked fantastic out of defence; it is the kind of form that echoes his best football from late last season. Three sell verdicts running but 95 in a win cannot be ignored. At $296.7k with cash gen still slightly negative, he is not yet generating but the output screams it is coming. Watch this week — one more solid performance seals a genuine hold, and a buy case builds quickly from here.