Pitch The PM
Pitch The PM is the Professional Investor's Podcast that provides a deep-dive into a stock's investment case using the Variant View Investment Checklist. It is an open exploration of the research process in real time using high-conviction ideas from top PM’s and Analysts. Join the journey as Doug fills out his Buffett advised, 20-slot lifetime punch card. We learn and laugh together.
The Variant View Investment Checklist is the process that combines:
A decade of experience managing $1B at Citadel & Millennium,
Studying the great investors like Buffett, Munger, Lynch & Greenblatt, and
The latest AI tools to improve idea velocity, accuracy and conviction.
Pitch The PM is hosted by Doug Garber, a former Citadel Analyst and Millennium Sr PM. Doug was trained on the buy-side by a PM who worked directly for Steve Cohen prior to Citadel. Doug ranked as a top 5 analyst and alpha generator twice while at Citadel. He then built and led a multi-sector, multi-strategy team at Millennium.
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EP.008 PLTR: Irrationally Overvalued. Could Significant Index Rebalance be the Catalyst to Break it?
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