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Pitch The PM

PitchThePM
Nvidia
Pool Corp
Microsoft
Amazon
Pool Industry
Berkshire Hathaway
Alphasense
Google
Capex
GPU
Fastenal
Earnings Revisions
Meta
Technology
Zoom
Insync Analytics
Clinical Trials
Jazz Pharmaceuticals
Critical Value Asset Management
Semiconductors

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. L... more

PublishesTwice monthlyEpisodes23Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

Doug Garber sits down with Sean Kumar (Humbucker Capital) to break down why Disney may be a value trap in disguise.

Despite Disney’s evergreen IP and brand cachet, Kumar believes the street is mispricing the economics of DTC, overestimating ARPU gro... more

🎧 The better oil equity bet is in Colombia not Venezuela | with Venezuelan-American, Danny Pidert Hernández | Pitch The PMAfter the U.S. extracted Maduro, investors scrambled to re-underwrite the LatAm energy map.Doug Garber sits down with Danny Pid... more

Eli Lilly’s oral GLP-1 is going to change how the obesity market can scale.

In this episode of Pitch the PM, Doug Garber speaks with Sriker Nadipuram, a founding member of Critical Value Asset Management, a long/short equity fund focused on biotechn... more

In this episode, Doug sits down with Gil Luria, head of technology research at D.A. Davidson, for a wide-ranging and candid discussion on the current state of the AI arms race.Key Takeways:OpenAI has over-promised on the $1.4T of commitments to ORCL,... more

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Recent Guests

Sean Kumar
Fund manager and semi-professional guitarist, founder of Humbucker Fund
Humbucker Fund
Episode: EP023: The Street Is Ahead of Itself on $DIS - park traffic seeing headwinds
Danny Pidert Hernández
Professional investor and hedge fund manager focusing on Latin America oil and gas equities, as well as generalist equities in the US.
DPH Capital
Episode: EP 022: The better oil equity bet is in Colombia not Venezuela
Arjun Murti
Partner at Veritim with over 30 years in the energy sector.
Veritim
Episode: EP 019: Data Center & Energy Transitions Impact on the Oil & Natural Gas Markets
Carrie Cass
CFO of Rocky Mountain Chocolate Factory
Rocky Mountain Chocolate Factory
Episode: EP.016: Trick or Treat: The Unfolding RMCF comeback story. 10-to-1 Risk-Reward
Jonathan Kasen
Former portfolio manager at Fidelity and chocolatier
Hillard's Chocolate
Episode: EP.015: From Fidelity to Fudge: Jonathan Kasen’s Buffett-Inspired Bet on Chocolate
Yuri Gelfman
Former colleague of Doug Garber at Surveyor Capital and an experienced analyst in the industrial space.
Formerly GLG Partners and Surveyor Capital
Episode: EP.014: Why 40x Earnings May Not Hold | Fastenal Deep Dive
Aaron Ginn
CEO of Hydra Host, a software platform that helps data centers monetize AI capacity.
Hydra Host
Episode: EP.012: Hydra Host: "The GPU Whisperer"
Hugh Anderson
Former PM at Stadia Capital, SAC Capital, and founder of the Independent Center for Analyst Development.
Independent Center for Analyst Development
Episode: EP.011: VSTS: Sandbagged guide & new CEO’s turnaround plan could be a catalyst + high short interest
Mark Layton
CFO of Mammoth Energy Services
Mammoth Energy Services
Episode: EP.009: Cigar Butt Morphing into a Compounder: 50% of NAV & Pivoting to Higher Return Industries

Host

Doug Garber
Founder and primary host, Doug Garber is an experienced investment professional with a deep background in the hedge fund industry. His insights combine extensive domain knowledge with lessons from renowned investors, making his analysis valuable for listeners.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#250
France/Business/Investing
Apple Podcasts
#41
Brazil/Business/Investing
Apple Podcasts
#125
Singapore/Business/Investing
Apple Podcasts
#169
Brazil/Business
Apple Podcasts
#236
Singapore/Business
Apple Podcasts
#236
Chile/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

EP 022: The better oil equity bet is in Colombia not Venezuela
Q: What should the US do to actually institute change in Venezuela?
Danny believes that for foreign investments to occur, Venezuela needs a stable government, and companies will require assurances for long-term investments.
EP 022: The better oil equity bet is in Colombia not Venezuela
Q: Has there really been a change in the country?
Danny discusses that the capture of Maduro is a first step, but emphasizes that systemic issues remain, particularly the entrenched corruption in the Venezuelan regime.
EP 022: The better oil equity bet is in Colombia not Venezuela
Q: Can you give us a little bit more color or context about when your family left, how old you are, what were the circumstances that caused you guys to leave, how you were fortunate enough to be able to leave and what the state of the country was then?
Danny describes leaving Venezuela with his family due to the oppressive regime of Hugo Chavez, how they settled in the South Florida region, his father's successful transition into business, and the difficulties faced by Venezuelans in migrating to the US.
EP 021: Make America skinny again? The oral GLP-1 opportunity at Eli Lilly ($LLY)
Q: How much bigger is the market when it goes to oral from injectable for GLPs?
The market penetration could double or triple, potentially involving 110 million patients and leading to a significant revenue increase.
EP 021: Make America skinny again? The oral GLP-1 opportunity at Eli Lilly ($LLY)
Q: What is the potential impact of the oral GLP drug on Lilly's stock?
The oral GLP-1 drug should cause earnings growth to continue throughout the decade and allow Lilly stock to maintain its multiple valuation.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Pitch The PM

What is Pitch The PM about and what kind of topics does it cover?

Focused on the intricacies of investment strategies, this podcast engages listeners with in-depth discussions surrounding high-conviction stock ideas and the investment research process. The host, drawing from extensive experience in premier financial institutions, presents insights influenced by investment greats like Buffett, Munger, and Lynch, while integrating modern tools such as AI to enhance decision-making in real-time. A unique feature is the focus on the host's 'Variant View Investment Checklist', which offers a structured approach to investment evaluation, making the content especially appealing to serious investors looking to refine their financial acumen.

Listeners can expect rich dialogues featuring industry leaders and analy... more

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Pitch The PM launched a year ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Pitch The PM?

Recent guests on Pitch The PM include:

1. Sean Kumar
2. Danny Pidert Hernández
3. Arjun Murti
4. Carrie Cass
5. Jonathan Kasen
6. Yuri Gelfman
7. Aaron Ginn
8. Hugh Anderson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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