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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 monthlyEpisodes21Foundeda year ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Pitch The PM

Latest Episodes

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

In this Alpha Sense sponsored webinar, we discuss how AI’s power demand is rewriting the energy equation.What started as a “data problem” has become an energy story — and few people have thought more deeply about that intersection than Arjun Murti, f... more

Doug Garber, former Citadel analyst and Millennium Senior PM, joins the Odds On Open podcast to unpack his experience inside two of the top multi-manager platforms. Up and comer, Ethan Kho, explores the culture inside these two leading alternative as... more

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Recent Guests

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
Adam Parker
Founder of Trivariate Research, provides research and insights regarding investments in equities.
Trivariate Research
Episode: EP.008: Palantir ($PLTR): Irrationally Overvalued - Could Significant Index Rebalance be the Catalyst to Break it?
Sriker Nadipuram
Co-founder of Critical Value Asset Management and expert in healthcare and biopharma investment
Critical Value Asset Management
Episode: EP.007: JAZZ: Value with an Oncology Catalyst - 5x Risk-Reward Ratio

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
#145
Chile/Business/Investing
Apple Podcasts
#215
Singapore/Business/Investing
Apple Podcasts
#237
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

EP 020: Is Open AI in trouble?
Q: How does OpenAI finance their $1.4 trillion contracts? What is their roadmap?
There's less than a 1 percent chance that OpenAI gets to spend the $1.4 trillion as they are likely overcommitting.
EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst
Q: How have your views evolved on Zoom over time?
You've increased your conviction and size in your position as you've seen improvements in the fundamentals.
EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst
Q: What action do you want your PM to take?
You want them to buy into Zoom as you have high conviction in its potential.
EP.009: Cigar Butt Morphing into a Compounder: 50% of NAV & Pivoting to Higher Return Industries
Q: What is the company's capital allocation process?
We discuss opportunities at board and management levels, deploying capital where it best fits the organization.
EP.009: Cigar Butt Morphing into a Compounder: 50% of NAV & Pivoting to Higher Return Industries
Q: How do you view the energy market now and your place in it?
We believe there is potential demand growth in the Northeast, specifically through data centers using trapped gas.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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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How many episodes of Pitch The PM are there?

Pitch The PM launched a year ago and published 21 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. Arjun Murti
2. Carrie Cass
3. Jonathan Kasen
4. Yuri Gelfman
5. Aaron Ginn
6. Hugh Anderson
7. Mark Layton
8. Adam Parker

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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