Pitch The PM

Por: PitchThePM
Pitch The PM is the professional investor’s podcast where host Doug Garber dives deep into high-conviction stock ideas using his Variant View Investment Checklist.

It’s a real-time look at the research process, blending lessons from Buffett, Munger, and Lynch with modern AI tools. Join Doug, ex-Citadel top analyst and Millennium Sr PM, as he works through his Buffett-inspired 20-slot punch card. Learn, laugh, and sharpen your edge.
19 episodios disponibles

Latest episodes of the podcast Pitch The PM

EP 019: Data Center & Energy Transitions Impact on the Oil & Natural Gas Markets 12/12/2025
EP.018 Behind the Curtain: Life Inside Top Hedge Fund Platforms 25/11/2025
EP.017: Time to take profits in NBIS or is it the next AWS? 05/11/2025
EP.016: Trick or Treat: The Unfolding RMCF comeback story. 10-to-1 Risk-Reward 30/10/2025
EP.015: From Fidelity to Fudge: Jonathan Kasen’s Buffett-Inspired Bet on Chocolate 16/10/2025
EP.014: Why 40x Earnings May Not Hold | Fastenal Deep Dive 13/10/2025
EP.013: AI Capex Super-Cycle: A Deep Look at Emerging Tech Trends and Bottlenecks 19/09/2025
EP.012: Hydra Host: "The GPU Whisperer" 04/08/2025
EP.011: VSTS: Sandbagged guide & new CEO’s turnaround plan could be a catalyst + high short interest 29/07/2025
EP.010: Is $ZM the Next Stealth AI Winner? 24/07/2025
EP.009: Cigar Butt Morphing into a Compounder: 50% of NAV & Pivoting to Higher Return Industries 09/07/2025
EP.008: Palantir ($PLTR): Irrationally Overvalued - Could Significant Index Rebalance be the Catalyst to Break it? 18/06/2025
EP.007: JAZZ: Value with an Oncology Catalyst - 5x Risk-Reward Ratio 05/06/2025
EP.006: NVDA: Understanding the Bear Case 15/05/2025
EP.005: Inside The Process Of A Successful Portfolio Manager 06/05/2025
EP.004: Nvidia ($NVDA): As Good as it Gets 19/03/2025
EP.003: Pool Corp ($POOL): Reverse Engineering Berkshire’s Investment, Buying a Great Company in a Lull 13/02/2025
EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst 06/02/2025
EP.001: Barnes & Noble Education ($BNED): 3x Return Potential on Turnaround 21/12/2024
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