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

Sriker Nadipuram on the future of Eli Lilly...

Pitch The PM

Shared 56 years ago

261 views

1:00

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

Pitch The PM

Shared 56 years ago

114 views

1:00

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

Pitch The PM

Shared 56 years ago

107 views

1:00

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

Pitch The PM

Shared 56 years ago

69 views

1:00

Sriker Nadipuram on the future of Eli Lilly

Pitch The PM

Shared 56 years ago

53 views

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Why should we be paying attention to $LLY?

Pitch The PM

Shared 56 years ago

48 views

1:00

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

Pitch The PM

Shared 56 years ago

1.5K views

1:00

Who will ultimately win with AI models?

Pitch The PM

Shared 56 years ago

1.2K views

1:00

How big is the impact of ChatGPT?

Pitch The PM

Shared 56 years ago

631 views

1:00

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

Pitch The PM

Shared 56 years ago

352 views

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Is the EV impact in oil demand globally overstated?

Pitch The PM

Shared 56 years ago

160 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

1:00

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

Pitch The PM

Shared 56 years ago

49 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

175 views

1:00

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

Pitch The PM

Shared 56 years ago

47 views

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

Pitch The PM

Shared 56 years ago

54 views

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

Pitch The PM

Shared 56 years ago

166 views

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🎓 Student debt is a broken system #studentdebt #studentloans

Pitch The PM

Shared 56 years ago

45 views

1:00

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

Pitch The PM

Shared 56 years ago

83 views

1:00

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

Pitch The PM

Shared 56 years ago

74 views

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

Pitch The PM

Shared 56 years ago

46 views

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

Pitch The PM

Shared 56 years ago

28 views

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💥Passive Investing Has Changed Everything

Pitch The PM

Shared 56 years ago

60 views

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

Pitch The PM

Shared 56 years ago

60 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

98 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

388 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

265 views

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

Pitch The PM

Shared 56 years ago

947 views

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

Pitch The PM

Shared 56 years ago

338 views

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

Pitch The PM

Shared 56 years ago

233 views

1:00

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

Pitch The PM

Shared 56 years ago

149 views

1:00

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

Pitch The PM

Shared 56 years ago

354 views

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

Pitch The PM

Shared 56 years ago

100 views

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

Pitch The PM

Shared 56 years ago

75 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

73 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

51 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

116 views

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

Pitch The PM

Shared 56 years ago

430 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

944 views

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How do you allocate capital? #Investor #Tusk

Pitch The PM

Shared 56 years ago

120 views

1:00

Would YOU make the PLTR trade? #$PLTR #palantir #investing #stockmarket #shorting #hedgefund

Pitch The PM

Shared 56 years ago

563 views

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Is PLTR RATIONAL OR IRRATIONAL?💥 #investing #palantir #PLTR #hedgefund #valuation #stockmarket

Pitch The PM

Shared 56 years ago

1.3K views

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📉 Do you stick around for the mechanics of selling?#PLTR #stock #investing #markets #tradingstrategy

Pitch The PM

Shared 56 years ago

1.4K views

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Fintool AI Research Assistant

Pitch The PM

Shared 56 years ago

63 views

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#nvidia: LARGEST Revenue Beat In HISTORY of Business

Pitch The PM

Shared 56 years ago

778 views

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DeepSeek’s AI Outperforms CUDA by 10x

Pitch The PM

Shared 56 years ago

185 views