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Hosted by PitchThePM · 🇺🇸 US · EN · 38 episodes
Established thought leaders with verified media credentials.
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.
PitchThePM hosts Pitch The PM, a business show with 38 episodes published.
"Our data is powering the infrastructure of this massive new market." "Building Data-as-a-Service is a very, very hard business." "difficult problems have big rewards" "You're making decisions on complete gut." Braden De
"When I see short interest go up into the right... I want to dig deeper." "We came in as a long at first... then we followed the evidence to get to the short side." "Magic has been the crown jewel of the company—but we t
“These [oil] cycles, and we can get into it, they move up in three waves. They go doubt, pullback, optimism, a pullback, and then parabolic euphoria.” “The well count is starting to bottom out, and even as of the latest
Sean Emory, CIO and Founder of Avory & Co., is one of my go-to investors when I want to pressure-test an investment thesis. While I tend to focus on earnings revisions and the Variant View checklist , Sean goes deep on p
Jarrett Harris, from Iron Advisor Insights was my go to person for industrial channel checks when I was at Citadel and Millennium. He’s from Peoria, IL, the original HQ of Caterpillar ($CAT) and spends his days talking t
Part 2 of the interview with Sonu Chawla, Co-Portfolio Manager at TimesSquare Capital Management, about one of her team's highest-conviction investment ideas in enterprise AI. Sonu explains why Snowflake sits at the cent
Against all odds, Sonu has shined at every step of her career. From getting into the Indian Institute of Technology to becoming a Co-PM at TimesSquare Capital Management. We get into what it's like to stand in the Wall S
In the new Pitch The PM series, The Wall Street Entrepreneur premier, Doug Garber speaks with former Citadel colleague, Eric Moster, CEO of Portrait Analytics and former portfolio manager at Millennium and Analyst at Sur
Priyal Maniar, Co-PM of TURF and Global Energy Analyst, dives deep into why T. Rowe - who manages $1.8 Trillion - is structurally bullish the oil cycle.The marginal cost of production is increasing and US shale geology h
In this episode of Pitch The PM, Doug Garber speaks with Doug O’Laughlin, President of SemiAnalysis, about the explosive demand for AI infrastructure and the market reaction to Cerebras’ IPO. Doug O breaks down Cerebras’
In this episode of Pitch The PM, Doug Garber speaks with Chris Murphy about his pre-IPO investment strategy and why $CBRS is his largest investment. Chris previously spent 17 years scaling a multi billion fund and is now
In this episode of Pitch The PM, Doug Garber sits down with Priyal Maniar , Global Energy Investor at T. Rowe Price | Investment Analyst and Portfolio Manager of Natural Resources ETF (TURF) to discuss the path that led
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 port
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 sh
Teamshares: The Next Programmatic Acquirer. Coming Soon: $LOKV → $TMS Doug Garber chats with Michael Brown (Teamshares, TMS) and Rick Hendrix (Live Oak, LOKV) about taking a programmatic acquirer of small businesses publ
In this episode of Pitch The PM, Doug Garber sits down with Sean Emory, founder of Avory & Co., an investment firm focused on high-conviction, fundamentals-driven investing. Sean recently launched the Avory ETF ($AVRY),
$HSY: Historic Price/Cost Tailwinds as Historic Cocoa Price Spike Reverses 🍫📈Pitch The PM sat down with Mark Rogers (SIGMIT Advisors / Heddy Creek Research) to break down what may be one of the cleanest price-cost setu
Opening the Strait of Hormuz with Kevin Book of ClearView Energy Partners | Pitch The PMThe Strait of Hormuz is closed. Twenty million barrels of oil per day flow through that narrow channel. When it shuts down, the worl
Doug Garber sits down with Paul Sankey (Sankey Research) and Xavier Smith (AlphaSense) to break down what it would actually take to “unlock Venezuela” — and why the biggest oil-market impact may be second-order (US capex
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
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Pitch The PM is hosted by PitchThePM. The show is categorised under business (investing) and has published 38 episodes.
Pitch The PM has published 38 episodes.
Pitch The PM regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Pitch The PM average 41 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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