Pitch The PM
By PitchThePM
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Category: Investing
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Subscribers: 7
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Episodes: 47
Description
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.
| Episode | Date |
|---|---|
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EP.48: Tipper X The Hedge Fund Analyst Who Became an FBI Informant
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Aug 25, 2026 |
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EP.47: Activist Investor Pushing for an Epic Turnaround at Eagle Bancorp ($EGBN)
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Aug 20, 2026 |
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EP.46 He Trained Bryce Young Before Anyone Knew the Name — Then Built the Fastest-Growing Independent Research Platform on Wall Street
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Aug 13, 2026 |
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EP.45 Palantir ($PLTR): Is the Leading Growth Rate Sustainable? With Gil Luria, Head of Technology Research at D. A. Davidson
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Aug 11, 2026 |
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EP. 44 - She Quit at 29 With No Code, No Co-Founder, No Funding – Now Hudson Labs Is Finance AI that has a “No Hallucination Guarantee”
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Aug 06, 2026 |
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EP.43 - SpaceX ($SPCX) Irrational Exuberance? Space Winner or Street 50% Too High
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Jul 30, 2026 |
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EP. 42: Building Data-as-a-Service using AI tokens–Making Decisions on Complete Gut!
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Jul 23, 2026 |
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EP.41: Student Stock Competition Winners: Is the Magic Show Over? $HAS Short Pitch
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Jul 20, 2026 |
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EP.40: The Next Phase of the Oil Cycle: Why Refiners Win
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Jul 15, 2026 |
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EP.39: Bull or Bear debate on META’s AI Capex? With Avory’s CIO Sean Emory
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Jul 09, 2026 |
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EP038: AI's Next Surprise Inflection–Construction Rentals? With Jarrett Harris from Iron Advisor Insights
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Jun 30, 2026 |
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EP037: SNOW: 1st Inning on AI Cloud Data Winner! With Sonu Chawla, PM of $TSCM
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Jun 26, 2026 |
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EP036: TimesSquare ($TSCM): The Woman in the Arena with Co-PM Sonu Chawla
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Jun 24, 2026 |
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EP035: "From Citadel & Millennium to Building AI for the Buy-Side" with Eric Moster
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Jun 10, 2026 |
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EP 034: T. Rowe’s TURF, is Bullish the Canadian Oil Sands & The Oil Cycle
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Jun 02, 2026 |
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EP033 - Cerebras (CBRS): Thematic Winner in AI Compute Shortage with SemiAnalysis’ President
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May 20, 2026 |
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EP:32: CBRS: AI’s New Leader? With the Pre-IPO Champ
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May 14, 2026 |
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EP:31 Getting into T. Rowe Price - The Right Investment Process (Part 1)
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May 09, 2026 |
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EP030: Remove Macro From Your Stocks
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May 01, 2026 |
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EP029: War & Markets | How a Former Sr. Millennium PM invests in Equities
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Apr 28, 2026 |
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EP028: Teamshares: The Next Programmatic Acquirer
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Mar 30, 2026 |
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EP 027: Compounder Guru Sean Emory on why Block, $XYZ, is Far From Done
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Mar 29, 2026 |
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EP026: ($HSY) Hershey’s Sweet Comeback: Historic Cocoa Reversion to Boost Margins
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Mar 26, 2026 |
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EP025: Opening the Strait of Hormuz With Kevin Book, ClearView Energy Partners
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Mar 13, 2026 |
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EP 024: Unlocking Venezuela: Governance, Production Potential, and the Global Oil Balance
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Mar 03, 2026 |
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EP023: The Street Is Ahead of Itself on $DIS - park traffic seeing headwinds
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Feb 12, 2026 |
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EP 022: The better oil equity bet is in Colombia not Venezuela
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Jan 25, 2026 |
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EP 021: Make America skinny again? The oral GLP-1 opportunity at Eli Lilly ($LLY)
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Jan 15, 2026 |
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EP 020: Is Open AI in trouble?
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Dec 23, 2025 |
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EP 019: Data Center & Energy Transitions Impact on the Oil & Natural Gas Markets
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Dec 12, 2025 |
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EP.018 Behind the Curtain: Life Inside Top Hedge Fund Platforms
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Nov 25, 2025 |
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EP.017: Time to take profits in NBIS or is it the next AWS?
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Nov 05, 2025 |
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EP.016: Trick or Treat: The Unfolding RMCF comeback story. 10-to-1 Risk-Reward
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Oct 30, 2025 |
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EP.015: From Fidelity to Fudge: Jonathan Kasen’s Buffett-Inspired Bet on Chocolate
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Oct 16, 2025 |
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EP.013: AI Capex Super-Cycle: A Deep Look at Emerging Tech Trends and Bottlenecks
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Sep 19, 2025 |
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EP.012: Hydra Host: "The GPU Whisperer"
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Aug 04, 2025 |
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EP.011: VSTS: Sandbagged guide & new CEO’s turnaround plan could be a catalyst + high short interest
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Jul 29, 2025 |
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EP.010: Is $ZM the Next Stealth AI Winner?
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Jul 24, 2025 |
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EP.009: Cigar Butt Morphing into a Compounder: 50% of NAV & Pivoting to Higher Return Industries
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Jul 09, 2025 |
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EP.008: Palantir ($PLTR): Irrationally Overvalued - Could Significant Index Rebalance be the Catalyst to Break it?
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Jun 18, 2025 |
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EP.007: JAZZ: Value with an Oncology Catalyst - 5x Risk-Reward Ratio
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Jun 05, 2025 |
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EP.006: NVDA: Understanding the Bear Case
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May 15, 2025 |
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EP.005: Inside The Process Of A Successful Portfolio Manager
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May 06, 2025 |
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EP.004: Nvidia ($NVDA): As Good as it Gets
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Mar 19, 2025 |
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EP.003: Pool Corp ($POOL): Reverse Engineering Berkshire’s Investment, Buying a Great Company in a Lull
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Feb 13, 2025 |
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EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst
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Feb 06, 2025 |
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EP.001: Barnes & Noble Education ($BNED): 3x Return Potential on Turnaround
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Dec 21, 2024 |