Pitch The PM - Invidious

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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1:00

Energy markets don’t price politics. They price scarcity.

Pitch The PM

Shared 56 years ago

1K views

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Most people think naval escorts for energy shipments would be unprecedented. History says otherwise.

Pitch The PM

Shared 56 years ago

1.2K views

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Kevin brings the data, the geopolitical context, & Doug brings the hard questions re: war in Iran...

Pitch The PM

Shared 56 years ago

936 views

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Will DIS really be able to hit ~$6B for 2026?

Pitch The PM

Shared 56 years ago

232 views

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Most investors still see Disney as a streaming turnaround story - but is this true?

Pitch The PM

Shared 56 years ago

424 views

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The short case on $DIS...

Pitch The PM

Shared 56 years ago

130 views

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Venezuela’s $60 billion of bonds have moved too much after Maduro's capture.

Pitch The PM

Shared 56 years ago

740 views

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Has Venezuela actually changed?

Pitch The PM

Shared 56 years ago

187 views

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What would it actually take to rebuild Venezuela?

Pitch The PM

Shared 56 years ago

720 views

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Sriker Nadipuram on the future of Eli Lilly...

Pitch The PM

Shared 56 years ago

273 views

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Sriker Nadipuram on the possible "AI moment" for Eli Lilly & the healthcare industry...

Pitch The PM

Shared 56 years ago

120 views

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What you need to know about ELI LILLY from Sriker Nadipuram #LILLY #HealthcareInvesting #Biotech

Pitch The PM

Shared 56 years ago

114 views

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When is it a good time to put on the trade?

Pitch The PM

Shared 56 years ago

1.5K views

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Who will ultimately win with AI models?

Pitch The PM

Shared 56 years ago

1.2K views

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How big is the impact of ChatGPT?

Pitch The PM

Shared 56 years ago

635 views

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We're in the 3rd energy super cycle of our lifetime...

Pitch The PM

Shared 56 years ago

358 views

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Is the EV impact in oil demand globally overstated?

Pitch The PM

Shared 56 years ago

164 views

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The difference between a good idea and a real trade? A catalyst.⁠

Pitch The PM

Shared 56 years ago

1.5K views

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Three things make a great tech company. ⚙️⁠ #tech #financepodcast #successfulbusiness #stockmarket

Pitch The PM

Shared 56 years ago

51 views

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Why going global still separates the tourists from the pros #Investing #GlobalMarkets #HedgeFund

Pitch The PM

Shared 56 years ago

176 views

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AI model war just became a chip war...#PTPM #chipusage #AI #finance #GOOG #NVDA

Pitch The PM

Shared 56 years ago

51 views

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Is copyright dead? #AI #Anthropic #Claude #Copyright #GenerativeAI #ArtificialIntelligence

Pitch The PM

Shared 56 years ago

61 views

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Here are some key takeaways from meeting with OpenAI #openAI #AI

Pitch The PM

Shared 56 years ago

191 views

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🎓 Student debt is a broken system #studentdebt #studentloans

Pitch The PM

Shared 56 years ago

49 views

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Every stock’s total return boils down to these 3 questions:

Pitch The PM

Shared 56 years ago

85 views

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Meta’s AI game plan? 👀 #META #investing #stocks

Pitch The PM

Shared 56 years ago

80 views

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Whats the deal with AI? #AI #Investing #BigTech

Pitch The PM

Shared 56 years ago

49 views

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Why has $FAST routperformed ~25–30% ahead of the XLI since February?

Pitch The PM

Shared 56 years ago

30 views

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💥Passive Investing Has Changed Everything

Pitch The PM

Shared 56 years ago

61 views

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Is $GOOG the next IBM? #investing #investingwebinar #GOOG

Pitch The PM

Shared 56 years ago

68 views

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⚠️ Risk isn’t bad when investing. Uninformed risk is. #Investing #Investor

Pitch The PM

Shared 56 years ago

50 views

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Training vs. Inference—the real shift in AI #InvestmentWebinar #Finance #NVDA #PTPM #NVDA #META

Pitch The PM

Shared 56 years ago

109 views

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The AI arms race isn’t slowing down. #InvestmentPodcast #Webinar #InvestmentWebinar #Finance #GOOG

Pitch The PM

Shared 56 years ago

392 views

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AI is powerful—but it can’t predict the future. #Investing #KenGriffin #InvestingInsights

Pitch The PM

Shared 56 years ago

267 views

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What defines edge for the next generation of investors? #Investing #KenGriffin #InvestingInsights

Pitch The PM

Shared 56 years ago

1K views

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🚨 The AI Capex Super-Cycle is underway #InvestmentPodcast #Webinar #InvestmentWebinar #Finance #AI

Pitch The PM

Shared 56 years ago

367 views

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Corporate access isn’t luck—it’s hustle. #Investing #Investor #Finance #Analyst

Pitch The PM

Shared 56 years ago

312 views

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VSTS THOUGHTS #PTPM #VSTS #VariantView #FixerUpperStocks #ValueInvesting #InvestingPodcast

Pitch The PM

Shared 56 years ago

156 views

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So what’s the variant view on $VSTS?⁠ #PTPM #VSTS #VariantView #InvestingPodcast

Pitch The PM

Shared 56 years ago

433 views

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🧠 “What action should the PM to take?”⁠ #PTPM #VSTS #ValueInvesting #InvestingPodcast #PMThinking

Pitch The PM

Shared 56 years ago

118 views

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Ever wonder how great investors actually make decisions? #ValueInvesting #InvestingTools

Pitch The PM

Shared 56 years ago

90 views

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You can have the right stock call… and still lose money.⁠ #PositionSizing #PortfolioManagement #PM

Pitch The PM

Shared 56 years ago

88 views

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Too many investors judge themselves by their immediate PNL - that's a MISTAKE. #InvestorMindset #PnL

Pitch The PM

Shared 56 years ago

78 views

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How does a company like TUSK think about capital allocation? #CFO #PrivateEquity #Investing #TUSK

Pitch The PM

Shared 56 years ago

54 views

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Why did Tusk make my 20-slot Buffett Punch Card? #BuffettPunchCard #ValueInvesting #Tusk #Investing

Pitch The PM

Shared 56 years ago

119 views

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The TRUTH no one tells you about trading #Investingadvice #HedgeFundLife #invest #Finance

Pitch The PM

Shared 56 years ago

431 views

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One of the biggest things I’ve had to unlearn post-hedge fund #Investor #ValueInvesting #Investing

Pitch The PM

Shared 56 years ago

968 views

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How do you allocate capital? #Investor #Tusk

Pitch The PM

Shared 56 years ago

122 views