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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Starting to hear more people in the used equipment market that are hoarding equipment.

Pitch The PM

Shared 56 years ago

170 views

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Eric Moster has been in the trenches as a TMT Analyst at Citadel and PM at Millennium ... #finance

Pitch The PM

Shared 56 years ago

87 views

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"The data center build out is reshaping everything."

Pitch The PM

Shared 56 years ago

962 views

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How have AI products solved the pain points experienced as anAnalyst & PM at Citadel and Millennium?

Pitch The PM

Shared 56 years ago

86 views

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Everyone crowds into large caps. The real edge is in the part of the market most investors skip:

Pitch The PM

Shared 56 years ago

75 views

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Nobody builds anything meaningful without setbacks.

Pitch The PM

Shared 56 years ago

795 views

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One of the hardest parts of being an energy analyst? Getting PMs to believe the thesis...

Pitch The PM

Shared 56 years ago

288 views

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This is the highest-signal macro AI takeaway ...

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559 views

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Everyone says “faster inference wins.”But speed alone isn’t enough.

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Shared 56 years ago

570 views

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What does T. Rowe Price actually look for in investment candidates?

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Shared 56 years ago

252 views

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Chris Murphy explains why AWS is interested in Cerberus' chips...

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Shared 56 years ago

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How much is first place in AGI worth?

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Shared 56 years ago

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Chris Murphy breaks down why he believes Cerebras Systems ($CBRS) has built a major advantag...

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Shared 56 years ago

184 views

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CBRS: AI’s New Leader? With the Pre-IPO Champ

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Shared 56 years ago

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What got Priyal Maniar into T.Rowe as a Co-Portfolio Manager?

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Shared 56 years ago

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When the market regime shifts…what do you do? #investing #oilcrisis #stocks

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Shared 56 years ago

188 views

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Steve jobs on his biggest weakness - need to guard against arrogance that knocks on the door...

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1K views

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Most investors get distracted by macro...

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Not all market moves are fundamental.

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446 views

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Everyone wants to work at a pod shop… but few understand the reality:

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1K views

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Tom Brady didn’t become great by luck—he built it through consistency and discipline.

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Shared 56 years ago

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You don’t get better by winning—you get better by failing.

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Ken Griffin on how the toughest moments impact your career...

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Ken Griffin discussed why sales is the most important skill...

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Sean Emory of AVRY walks through the 6 Ms he uses when evaluating companies...

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Why BLOC is going through layoffs?

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Shared 56 years ago

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

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Shared 56 years ago

1K views

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

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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...

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Shared 56 years ago

939 views

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

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234 views

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

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Shared 56 years ago

427 views

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The short case on $DIS...

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Shared 56 years ago

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

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743 views

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Has Venezuela actually changed?

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What would it actually take to rebuild Venezuela?

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722 views

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Sriker Nadipuram on the future of Eli Lilly...

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Shared 56 years ago

281 views

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

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

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Shared 56 years ago

118 views

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

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1.5K views

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Who will ultimately win with AI models?

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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

636 views

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

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Shared 56 years ago

360 views

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Is the EV impact in oil demand globally overstated?

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Shared 56 years ago

166 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

53 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

177 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

54 views

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

Pitch The PM

Shared 56 years ago

63 views