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Pitch The PM

PitchThePM
NVIDIA
Microsoft
Pool Corp
Amazon
Google
Alphasense
Pool Industry
Berkshire Hathaway
Fastenal
Meta
CAPEX
GPU
Zoom
Technology
Earnings Revisions
Disney
JAZZ Pharmaceuticals
Clinical Trials
Insync Analytics
Eli Lilly

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 monthlyEpisodes29Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Pitch The PM

Latest Episodes

In this episode, Doug Garber joins The Investment Memo to break down how hedge fund investors navigate macro volatility, manage risk inside low vol pod structures and stay focused on generating alpha.Doug shares how portfolio managers think during “r... more

Ep. 29: War & Markets | How a Former Sr. Millennium PM Invests in Equities

In this episode, Doug joins Hyun Hong of The Investment Memo to break down how a buy-side investor is navigating today’s market backdrop.

Doug shares how he thinks about bui... more

Teamshares: The Next Programmatic Acquirer. Coming Soon: $LOKV → $TMS

Doug Garber chats with Michael Brown (Teamshares, TMS) and Rick Hendrix (Live Oak, LOKV) about taking a programmatic acquirer of small businesses public via a DSPAC — the sourcing... more

In this episode of Pitch The PM, Doug Garber sits down with Sean Emory, founder of Avory & Co., an investment firm focused on high-conviction, fundamentals-driven investing. Sean recently launched the Avory ETF ($AVRY), bringing his firm’s research-d... more

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Recent Guests

Doug Garber
Former Millennium Sr PM; ex-Citadel Surveyor; experienced equity investor who shares his process on Pitch The PM
Millennium Management; Citadel Surveyor
Episode: EP029: War & Markets | How a Former Sr. Millennium PM invests in Equities
Michael Brown
CEO of Teamshares
Teamshares
Episode: EP028: Teamshares: The Next Programmatic Acquirer
Rick Hendrix
CEO of Live Oak Acquisition Corp
Live Oak Acquisition Corp
Episode: EP028: Teamshares: The Next Programmatic Acquirer
Sean Emory
Founder of Avory & Co; manages foundational core equity strategies and ETF AVRY
Avory & Co
Episode: EP 027: Compounder Guru Sean Emory on why Block, $XYZ, is Far From Done
Mark Rogers
Former Citadel/SIGMIT advisor, founder of Hedy Creek Research
SIGMIT Advisors; Hedy Creek Research
Episode: EP026: ($HSY) Hershey’s Sweet Comeback: Historic Cocoa Reversion to Boost Margins
Kevin Book
Special guest, energy policy expert
ClearView Energy Partners
Episode: EP025: Opening the Strait of Hormuz With Kevin Book, ClearView Energy Partners
Paul Sankey
Energy analyst and founder of Sankey Research
Sankey Research
Episode: EP 024: Unlocking Venezuela: Governance, Production Potential, and the Global Oil Balance
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

Host

Doug Garber
Host of Pitch The PM; ex-Citadel top analyst and Millennium Sr PM

Chart Rankings

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

Apple Podcasts
#142
Singapore/Business/Investing
Apple Podcasts
#168
Israel/Business/Investing
Apple Podcasts
#185
Chile/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

EP028: Teamshares: The Next Programmatic Acquirer
Q: For listeners not professional investors, can you give us an overview of what a SPAC is and why it's used by certain companies?
A SPAC is essentially a public company formed to hold cash from an IPO, searching for a suitable company to merge with, thereby taking the target public; Teamshares will merge with Live Oak to become the public entity, benefiting from structured capital and investor engagement advantages.
EP028: Teamshares: The Next Programmatic Acquirer
Q: Can you talk about the industry overview and how big the search fund business is?
The guests explain the size of the market and the evolution of search funds, including that teams are building scalable platforms with many pursued opportunities, and highlighting the growth potential of SME roll-ups relative to traditional private equity, especially around retirement-driven exits.
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.

Audience Metrics

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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?

This show centers on high-conviction stock ideas and real-time investment research, blending Buffett-inspired discipline with modern AI tools to dissect macro themes, company fundamentals, and market dynamics. Episodes frequently explore energy and commodities, technology and AI infrastructure, healthcare and biotech, and consumer/industrial equities, with deep dives into company strategy, governance, and capital allocation. Notable freshness comes from hands-on pitching, critique-driven debates, and the guest roster, which ranges from veteran investors and former hedge-fund professionals to operators in niche industries, all through the lens of rigorous fundamental analysis and a practical investment checklist.

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Which podcasts are similar to Pitch The PM?

These podcasts share a similar audience with Pitch The PM:

1. Yet Another Value Podcast
2. Odds on Open
3. Value Investing with Legends
4. Capital Allocators – Inside the Institutional Investment Industry
5. Behind the Balance Sheet

How many episodes of Pitch The PM are there?

Pitch The PM launched a year ago and published 29 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Pitch The PM?

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What guests have appeared on Pitch The PM?

Recent guests on Pitch The PM include:

1. Doug Garber
2. Michael Brown
3. Rick Hendrix
4. Sean Emory
5. Mark Rogers
6. Kevin Book
7. Paul Sankey
8. Sean Kumar

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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