Pitch The PM

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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.

  1. 3 dgn geleden

    EP038: AI's Next Surprise Inflection–Construction Rentals? With Jarrett Harris from Iron Advisor Insights

    Jarrett Harris, from Iron Advisor Insights was my go to person for industrial channel checks when I was at Citadel and Millennium. He’s from Peoria, IL, the original HQ of Caterpillar ($CAT) and spends his days talking to heavy equipment dealers. He is now part of Iron Connect, a dealer wholesale network with proprietary data that gives me an edge on when the heavy equipment cycles are inflecting. After catching-up with Jarrett in this episode, it is likely we are seeing early signs of a price inflection for rental equipment potentially impacting: $URI, $EQPT, $SUNB, $HRI "The data center build out is reshaping everything." “Supply versus demand is normalized and is now edging toward scarcity rather than abundance." "We've started to get more indications that rental rates are going higher." "We're starting to hear more people in the used equipment market that are hoarding equipment." “north of 80% of the equipment on their site was selling within two weeks. If I go back to September of ‘25, it was about 30%.” Stocks:$URI, $CAT, $EQPT, $SUNB, $HRI *Not Investment Advice ______________________________________________________________________ [00:00:00] Introduction and highlights. [00:00:25] Jarrett Harris introduces Iron Advisor Insights and its field research approach. [00:01:44] Building a research business focused exclusively on heavy equipment and industrial machinery. [00:03:48] How dealer, contractor, supplier, and equipment data are combined to identify industry trends. [00:04:55] The machinery manufacturers and rental companies covered by Iron Advisor Insights. [00:05:39] Why Caterpillar and equipment rentals are at the center of investor conversations. [00:07:04] How AI data centers are changing construction demand and equipment utilization. [00:09:39] Equipment supply, lead times, pricing, and the shift from abundance toward scarcity. [00:12:09] Caterpillar's growing role in powering AI data centers. [00:15:09] Why Caterpillar's dealer network creates a competitive advantage. [00:17:19] Used equipment markets, dealer inventory, and signs of tightening supply. [00:20:14] Rental rate trends and early indications of improving pricing power. [00:21:55] How dynamic pricing is changing the equipment rental industry. [00:24:09] EquipmentShare's impact on competition and rental pricing strategies. [00:26:44] Why rental companies may be approaching an important pricing inflection point. [00:28:38] How large data center projects are influencing equipment demand and contractor behavior. [00:30:12] Geographic expansion of data center construction across North America. [00:31:51] Comparing pricing between new and used construction equipment. [00:33:07] Dealer inventory strategies and growing conviction around future equipment demand. [00:35:33] Investor sentiment toward AI-driven construction versus broader economic activity. [00:36:17] Infrastructure spending and improving conditions in construction markets. [00:39:50] The long-term growth outlook for equipment rentals and OEM-backed rental fleets. ______________________________________________________________________ Pitch The PM Episode Links: Doug Garber on LinkedIn: https://www.linkedin.com/in/doug-garber-42aa508  📩 Subscribe to our Substack for research updates and new high-conviction episodes from top PMs, and our Job Board: ⁠https://pitchthepm.substack.com/⁠ Iron Advisor Insights Links:Jarret Harris on LinkedIn: https://www.linkedin.com/in/jarrettharris/Iron Advisors Insights: https://ironconnect.com/

    43 min.

  2. 26 jun

    EP037: SNOW: 1st Inning on AI Cloud Data Winner! With Sonu Chawla, PM of $TSCM

    Part 2 of the interview with Sonu Chawla, Co-Portfolio Manager at TimesSquare Capital Management, about one of her team's highest-conviction investment ideas in enterprise AI. Sonu explains why Snowflake sits at the center of the AI data ecosystem, how her team developed conviction to increase its position during a sharp software selloff, and why they believe enterprise AI adoption remains in its earliest stages. The conversation examines primary research, expert networks, valuation discipline, and the role of AI tools in investment research, highlighting how experienced analysts combine domain expertise with fundamental research to identify long-term growth opportunities before they become widely recognized. ETF: TSCMTickers: SNOW *Not Investment Advice. ______________________________________________________________________ [00:00:00] Introduction and highlights to part 2 of this interview with Sonu Chawla. [00:02:20] Snowflake's business model and why it is foundational to enterprise AI infrastructure. [00:05:50] Why enterprise AI adoption is still in its earliest innings. [00:08:05] How Snowflake differentiates itself from hyperscale cloud providers and competing data platforms. [00:15:06] The investment thesis behind increasing the firm's Snowflake position during the software selloff. [00:17:49] Why Cortex Code (CoCo) created a variant perception and wasn't reflected in company guidance. [00:18:16] Customer adoption data, channel checks, and primary research that strengthened conviction. [00:22:17] Using LinkedIn, expert calls, and management commentary as part of the research process. [00:22:17] Balancing valuation discipline with high-growth investment opportunities. [00:26:53] Why discounted cash flow analysis and free cash flow remain central to investment decisions. [00:29:48] Comparing Snowflake's growth profile with Palantir and the broader enterprise AI landscape. [00:31:20] How Times Square uses AI tools to accelerate investment research and improve productivity. [00:33:20] Building an internal AI-enabled research ecosystem and connecting proprietary data sources. ______________________________________________________________________ Pitch The PM Episode Links: Doug Garber on LinkedIn: https://www.linkedin.com/in/doug-garber-42aa508  📩 Subscribe to our Substack for research updates and new high-conviction episodes from top PMs, and our Job Board: ⁠https://pitchthepm.substack.com/⁠ TimesSquare Links:Sonu Chawla on LinkedIn: https://www.linkedin.com/in/sonu-chawla-cfa-0093612/TimesSquare: https://tscmllc.com/ 💡 This episode is powered by AlphaSense. Use the link here for Complimentary access — https://www.alpha-sense.com/PTPM/

    36 min.

  3. 24 jun

    EP036: TimesSquare ($TSCM): The Woman in the Arena with Co-PM Sonu Chawla

    Against all odds, Sonu has shined at every step of her career. From getting into the Indian Institute of Technology to becoming a Co-PM at TimesSquare Capital Management. We get into what it's like to stand in the Wall Street arena everyday after proving the “nah-sayers” wrong.  And why she invests in mid-cap equities at TimesSquare Capital Management and the benefits of being early to investing in a transformational, high-growth company. “It was a master class in trying to adapt to a world which did not look like you,” “Working hard like someone who had been repeatedly doubted and told that there were others in line ahead.” “I'm a student.  What drives me is intellectual curiosity. I want to learn and get better every day.” “I want to show up every day in the arena.” ETF: TSCMTickers: ARGX, SNOW *Not Investment Advice. ______________________________________________________________________   [00:00:00] Sonu Chawla's early interest in investing and journey through the Indian Institute of Technology. [00:01:50] How consulting at Deloitte led to a career in professional investing. [00:03:43] Growing up in a small town in India, overcoming barriers, and the importance of persistence and mentorship. [00:08:46] Resilience, learning from mistakes, and what continues to motivate Sonu as an investor. [00:10:32] Why TimesSquare Capital focuses on mid-cap growth investing and the long-term case for the asset class. [00:14:27] TimesSquare's analyst-driven investment process and how the team develops investment ideas. [00:19:26] Lessons from hedge fund investing and the importance of valuation discipline. [00:21:09] Sonu's quality growth investment philosophy and investing before profitability inflection points. [00:21:58] The Argenx case study and identifying businesses early in their scaling journey. [00:25:08] How deep sector expertise helps analysts build conviction through primary research. [00:26:24] Why specialized industry knowledge is the firm's competitive advantage. [00:28:30] Launching the TimesSquare Quality Mid-Cap Growth ETF and why active ETFs appeal to investors. ______________________________________________________________________ Pitch The PM Episode Links: Doug Garber on LinkedIn: https://www.linkedin.com/in/doug-garber-42aa508  📩 Subscribe to our Substack for research updates and new high-conviction episodes from top PMs, and our Job Board: ⁠https://pitchthepm.substack.com/⁠ TimesSquare Links: Sonu Chawla on LinkedIn: https://www.linkedin.com/in/sonu-chawla-cfa-0093612/ TimesSquare: https://tscmllc.com/

    31 min.

  4. 10 jun

    EP035: "From Citadel & Millennium to Building AI for the Buy-Side" with Eric Moster

    In the new Pitch The PM series, The Wall Street Entrepreneur premier, Doug Garber speaks with former Citadel colleague, Eric Moster, CEO of Portrait Analytics and former portfolio manager at Millennium and Analyst at Surveyor Capital. Eric shares his transition from hedge fund investing into building AI-powered research tools purpose-built for institutional investors. The discussion explores how Portrait Research helps analysts monitor information flow, generate investment ideas, and accelerate deep fundamental research workflows. Eric explains the evolution of the platform from productivity software into a customized intelligence engine capable of identifying new opportunities based on an investor’s specific framework. They also examine the challenges of building AI products for hedge funds, balancing signal versus noise, scaling a startup, and why narrowing product focus became critical to Portrait’s growth strategy.   _____________________________________________________________ [00:00:00] Introduction to Eric Moster and his move from investing to entrepreneurship.[00:00:36] Eric’s background at Citadel, Millennium, and Surveyor Capital.[00:01:14] How ChatGPT changed Eric’s view of AI and investing.[00:02:24] Joining Portrait Research alongside founder David Plon.[00:03:55] Eric’s path from first business hire to CEO.[00:05:28] Portrait’s evolution and product roadmap.[00:05:36] Overview of Portrait’s AI research and monitoring tools.[00:06:40] Tracking material information across industries.[00:08:04] Doug’s experience using Portrait.[00:08:48] Data quality challenges and filtering noise.[00:10:55] Using Reddit and alternative sources for investment insights.[00:11:50] Monitoring sentiment shifts and public reactions.[00:12:51] Determining what information is truly material.[00:14:29] Management guidance and investor interpretation.[00:16:55] Embedding hedge fund expertise into AI systems.[00:18:18] Why idea generation is the highest-value workflow.[00:20:42] Introduction to Portrait Intelligence.[00:22:03] Applying custom investment frameworks at scale.[00:24:03] Ranking opportunities based on framework fit.[00:25:10] Moving from productivity gains to revenue generation.[00:26:44] Learning from historical investment decisions.[00:29:41] Identifying recurring behavioral patterns.[00:30:34] Conducting objective investment postmortems.[00:31:35] Generating detailed turnaround investment reports.[00:33:58] Expanding the investment funnel with AI.[00:34:37] Why every framework is customized.[00:35:44] Ideal customer profiles and use cases.[00:36:52] Customer growth and adoption metrics.[00:37:55] Team growth, runway, and go-to-market strategy.[00:39:22] Pricing and product positioning.[00:39:59] Lessons on startup focus and prioritization.[00:41:20] Products Portrait intentionally shut down.[00:43:43] Final thoughts on entrepreneurship and investing.   Links:  Doug Garber on LinkedIn: https://www.linkedin.com/in/doug-garber-42aa508   Eric Moster on LinkedIn: https://www.linkedin.com/in/eric-moster-3006779  📩 Subscribe to our substack: https://pitchthepm.substack.com/

    44 min.

  5. 2 jun

    EP 034: T. Rowe’s TURF, is Bullish the Canadian Oil Sands & The Oil Cycle

    Priyal Maniar, Co-PM of TURF and Global Energy Analyst, dives deep into why T. Rowe - who manages $1.8 Trillion - is structurally bullish the oil cycle.The marginal cost of production is increasing and US shale geology has peaked meaning the next well is more expensive and less productive. The recent U.S. - Iran war, wipes out the over supply from the start of the year and pulls forward the bullish productivity decline thesis. It also puts energy security in focus and improves demand for energy sources like coal. TURF expresses the bullish oil bet through an overweight position in Oil Sands producers such as Suncor (SU), Canadian Natural Resources and Cenovus Energy. Pyrial also highlights her top U.S. oil picks that have idiosyncratic catalysts in their FCF inflections coming up. Her top idea has free cash flow doubling over the next four years at flat prices with a great management team and a great balance sheet and ample low cost inventory. She also highlights three other names with ample inventory and FCF inflections. She notes that these stocks do well when large projects wind down free cash flow inflects. 🔍 What You’ll Learn: Why U.S. shale geology has peaked, and why that’s bullish, not bearishHow to think about the marginal barrel at $70+ and risingWhy Canadian Oil Sands offer the best duration in global energyHow mining-style economics differ from shale (OPEX vs. CAPEX curve)The real math on Venezuela’s revival: $50-100B and 10 yearsWhy energy security is now a structural demand driverHow the Strait of Hormuz disruption changes Middle East midstream Global LNG after the Qatar train outages and project delaysThe coal-to-gas switching dynamic setting global gas pricesWhy AI power demand extends the runway for U.S. natural gasHow electrification, nuclear, and SMRs fit into the energy stackPriyal’s top conviction names: Canadian E&Ps, and….How to use AI in the research process without getting front-runTimestamps[00:00] – Intro: U.S. Shale Peak Debate 01:00 – Why It Doesn't Matter If Shale Peaks: Cost Curve Matters 02:15 – Long Energy Cycles & S&P Energy vs. S&P 500 [03:30] – The Marginal Barrel Today: Guyana, Brazil, Middle East, Shale [05:00] – Shale Elasticity & Where Marginal Cost Goes Next[06:00] – Iran War Impact on the Oil Setup [07:15] – Energy Security as a Structural Demand Driver [08:30] – How to Express the Thesis in TURF[09:30] – Low-Cost U.S. E&Ps with Inventory & Balance Sheet [10:30]– The Canadian Oil Sands Bull Case [11:45] – Oil Sands Economics: Mining vs. Shale Decline Curves [13:00] – Why No New Greenfield Mines Get Sanctioned[14:15]– Venezuela: Heavy Oil Revival Math [15:30] – Chevron's Unique Position & Production Growth [16:45]– Political Risk: Venezuela vs. U.S. Election Cycles[18:00] – Middle East Egress & Pipeline Redundancies [19:15]– Aramco, ADNOC & National Project Dynamics [20:30] – East-West Pipeline Capacity & U.S. Expertise[21:45 ]– Global LNG: Qatar Outages & Project Delays [23:00] – Coal as the New Price-Setting Fuel [26:45] – Long-Term Bullish on Henry Hub [27:45] – Offshore Comeback: Conoco Alaska, Clearwater, Namibia, Guyana [30:30] – AI Power Demand & U.S. Gas Longevity [31:45] – Utilities, Nuclear & SMRs as Part of the Stack[33:00] – Advice for Aspiring Investors: Dig for the Next Insight [34:15] – How Priyal Uses AI in Her Research Process📩 Subscribe to the Pitch the PM newsletter to get the deeper investment framework, key metrics investors should track, and Doug's structured checklist for evaluating the idea.https://pitchthepm.substack.com/💡 Presented by AlphaSenseFree trial access: https://www.alpha-sense.com/Pitch/🎧 Listen on Spotify: https://open.spotify.com/show/4UHbkYE2OJwfhY2MZqGG5YListen on Apple Podcasts:https://podcasts.apple.com/us/podcast/pitch-the-pm/id1797669466This episode is for informational purposes only and does not constitute investment advice. See full disclosures at: https://www.pitchthepm.com/disclaimer

    33 min.

  6. 20 mei

    EP033 - Cerebras (CBRS): Thematic Winner in AI Compute Shortage with SemiAnalysis’ President

    In this episode of Pitch The PM, Doug Garber speaks with Doug O’Laughlin, President of SemiAnalysis, about the explosive demand for AI infrastructure and the market reaction to Cerebras’ IPO. Doug O breaks down Cerebras’ wafer-scale chip architecture, its advantages in ultra-fast inference, and the limitations caused by memory scaling constraints. The discussion examines how NVIDIA continues to dominate large-scale AI workloads while specialized alternatives carve out niche roles in the broader compute ecosystem. They also explore the rise of agentic AI workflows, the growing economics of tokens and inference demand, and why frontier AI models are reshaping software development, legal work, and enterprise productivity. Doug O shares insights into how SemiAnalysis is using AI internally, why compute demand continues accelerating, and what the next wave of AI IPOs could mean for investors and the semiconductor industry. Tickers: #CBRS, #NVDA, #CRWV _____________________________________________________________ [00:00:00] Doug O’Laughlin compares Cerebras’ inference speed advantage to an F1 car versus NVIDIA as a bus. [00:00:20] Discussion of agentic AI workflows driving a major increase in compute demand. [00:00:31] Introduction to the episode and the focus on Cerebras’ technology and IPO. [00:01:36] Why Cerebras’ niche technology emerged during a historic compute shortage. [00:02:47] Breakdown of Cerebras’ SRAM-based architecture and the original technology bet. [00:03:55] Explanation of SRAM scaling limitations and memory density constraints. [00:05:26] Whether Cerebras can evolve beyond its current inference niche. [00:05:53] Emerging trends in disaggregated inference and hybrid AI architectures. [00:08:46] Why Cerebras can outperform NVIDIA in specific low-latency inference use cases. [00:09:10] The tradeoff between single-user speed and large-scale throughput. [00:13:18] Discussion of small language models versus frontier AI models. [00:13:45] Why Doug believes best-of-breed AI models continue to win in the market. [00:17:18] Legal industry productivity gains and concerns around shared AI training data. [00:18:07] How AI dramatically lowers the cost of accessing professional expertise. [00:19:11] Sponsor discussion and transition into Cerebras’ stock performance. [00:21:01] Doug’s perspective on the broader AI IPO environment and investor demand. [00:24:59] Supply and demand dynamics for AI-related equities and semiconductor exposure. [00:25:54] Comparison between equity enthusiasm and private credit caution in AI infrastructure. [00:26:58] Why GPU pricing increases indicate overwhelming AI compute demand. [00:28:30] Agentic AI workflows and cloud coding as the major inflection point for compute usage. [00:28:38] SemiAnalysis spending over $10,000 per week on APIs to accelerate productivity. [00:29:56] How AI tools are changing hiring needs and software engineering capabilities. [00:30:18] Examples of collapsing information work timelines through AI automation. [00:31:39] Disclosure discussion and SemiAnalysis’ relationships with leading AI companies. [00:32:09] Doug O explains SemiAnalysis’ approach to independent research and updating priors. [00:33:07] Doug O’Laughlin shares his background working on the buy side at Blue Capital. [00:34:10] Future plans for SemiAnalysis and the rise of “tokenomics” research. Links: Doug Garber on LinkedIn: https://www.linkedin.com/in/doug-garber-42aa508  Doug O’Laughlin on LinkedIn: https://www.linkedin.com/in/dougolaughlin/  💡 This episode is powered by the Oxford Data Plan. Use the link here for Complimentary access  📩 Subscribe to our newsletter for research updates and new high-conviction episodes from top PMs & Analysts: https://pitchthepm.beehiiv.com/subscribe

    36 min.

  7. 14 mei

    EP:32: CBRS: AI’s New Leader? With the Pre-IPO Champ

    In this episode of Pitch The PM, Doug Garber speaks with Chris Murphy about his pre-IPO investment strategy and why $CBRS is his largest investment. Chris previously spent 17 years scaling a multi billion fund and is now focused on his pre-IPO PA (personal account) investment strategy. Chris has dug-in deep, hitting the road and reading heaps of expert call transcripts from Alpha Sense and Third Bridge. He believes inference speed will become one of the most valuable advantages in the race to AGI (artificial general intelligence). The conversation examines the advantages of Cerebras’ wafer-scale chip design, the growing importance of fast inference for agentic AI workflows and the price/cost trade-off. OpenAI was the first mover, securing initial capacity and options. AWS has a term sheet for capacity. The chip market is evolving and Doug & Chris debate the implications for NVIDIA, Google and Amazon. Tickers: $CBRS, $NVDA, $GOOG, $AMZN, $META [00:00:00] Chris Murphy explains why AI inference speed will become a key competitive advantage.[00:00:20] Doug Garber introduces Chris Murphy and discusses Cerebras’ IPO and price discovery.[00:00:57] Chris Murphy shares his background in public and private market investing.[00:03:44] Chris outlines his framework for evaluating pre-IPO investments.[00:04:31] Why Chris believed inference would become the AI “money maker.”[00:05:08] Chris explains how Cerebras removes bottlenecks in agentic AI workflows.[00:06:07] Discussion on token economics, inference speed, and use case advantages.[00:08:28] Cerebras’ position in fast inference versus Groq and NVIDIA.[00:09:30] Breakdown of Cerebras’ wafer-scale chip design and routing fabric.[00:11:48] Chris discusses the research behind his Cerebras investment thesis.[00:12:35] Expert network transcripts, proprietary calls, and diligence methods.[00:13:14] Chris walks through his revenue framework for OpenAI, AWS, and others.[00:15:12] Discussion on customer concentration risk and OpenAI exposure.[00:15:53] Why Amazon could benefit from combining Trainium with Cerebras chips.[00:17:15] Competitive positioning versus Google TPUs and NVIDIA GPUs.[00:18:39] Why inference is expected to outgrow training workloads.[00:20:33] Chris explains his OpenAI revenue assumptions through 2033.[00:23:48] How AWS and Anthropic fit into the broader Cerebras opportunity.[00:26:24] Chris discusses Cerebras as an “arms dealer” in the AGI race.[00:29:49] Feedback from engineers and users testing Cerebras chips.[00:32:59] How AI systems route workloads across chips and inference models.[00:34:54] Chris explains assumptions around Cerebras’ AWS inference share.[00:36:35] Discussion on pricing, leasing models, and AWS exclusivity.[00:39:49] Breakdown of G42, MBZUAI, and other customer relationships.[00:42:55] Chris explains why the long-term revenue opportunity makes investors uncomfortable.[00:45:38] Discussion on customer warrants and partnerships with OpenAI and AWS.[00:49:25] Speculation around potential relationships with Meta and Google.[00:50:16] Gross margin expectations, scalability, and long-term profitability.[00:52:43] Doug Garber summarizes execution risks and the AI infrastructure landscape.[00:55:19] Chris shares his long-term outlook on Cerebras and position sizing.[00:59:16] Final thoughts on AI enthusiasm, IPO risks, and investing discipline. Links: Doug Garber on LinkedIn: https://www.linkedin.com/in/doug-garber-42aa508 Chris Murphy on LinkedIn: https://www.linkedin.com/in/chrismurphyhq Powered by AlphaSense. Complimentary access — https://www.alpha-sense.com/Pitch/ Complimentary pre-built CBRS excel model — https://istari.insyncanalytics.com/pitchthepm/?model=IPO&template=CBRS Subscribe to our newsletter: https://pitchthepm.beehiiv.com/subscribe This episode is for informational purposes only and does not constitute investment advice. Full disclosure: https://www.pitchthepm.com/disclaimer

    1 uur

  8. 9 mei

    EP:31 Getting into T. Rowe Price - The Right Investment Process (Part 1)

    In this episode of Pitch The PM, Doug Garber sits down with Priyal Maniar, Global Energy Investor at T. Rowe Price | Investment Analyst and Portfolio Manager of Natural Resources ETF (TURF) to discuss the path that led her to one of the most coveted firms on the street. Priyal walks through her journey from BlackRock to T.Rowe, how an early passion for equity research and mentorship shaped her investing lens. She talks about T. Rowe's collaboratiove Analyst & PM invstment culture and what it actually takes to stand out at one of the top  investmet houses in the world. This episode is all about Priyal's journey and investment process — how great stock pickers develop repeatable frameworks, build trust with colleagues and turn research into real capital allocation. Stay tuned for Part 2 — where we dive deep into the energy cycle and TURF’s big Oil Sands bet…  What you'll learn: How Priyal built her foundation through value-focused investingInside T. Rowe’s intense interview process (30+ interviews, stock pitches)The traits that matter: curiosity, deep work, and flexible convictionHow the $100B+ analyst-run fund works in practiceHow analysts build a track record before managing capitalHow ideas actually spread across a multi-trillion platformWhy collaboration starts before the pitchThe importance of field research and PM alignmentHow to build mindshare in under-owned sectors like energyWhy process > being right onceTimestamps 00:00 – Intro 01:00 – Priyal’s Background: India → Early Market Exposure 02:00 – Breaking In: BlackRock → Brandywine & Value Investing Roots 03:15 – Reaching Back Out to T. Rowe Price & Interview Process 04:30 – What T. Rowe Looks For: Curiosity, Deep Research, Fit 05:30 – Role Today: Coverage & Analyst Responsibilities 06:30 – Inside the $100B+ Analyst-Run Research Fund 07:30 – TURF ETF & Expanding Access 08:15 – How Ideas Get Shared Across the Platform 09:15 – Reports, Meetings & “Walking the Floor” Culture 10:15 – PM Pushback & Real-Time Collaboration 11:15 – Field Research & Building Buy-In Early 12:15 – Gaining Mindshare as an Energy Analyst 13:15 – Process > Calls: Building Trust Over Time Subscribe to the Pitch the PM newsletter to get the deeper investment framework, key metrics investors should track, and Doug’s structured checklist for evaluating the idea. https://pitchthepm.substack.com/ Presented by AlphaSense Free trial access: https://www.alpha-sense.com/Pitch/ Listen on Spotify: https://open.spotify.com/show/4UHbkYE2OJwfhY2MZqGG5Y Listen on Apple Podcasts:  https://podcasts.apple.com/us/podcast/pitch-the-pm/id1797669466 This episode is for informational purposes only and does not constitute investment advice. See full disclosures at: https://www.pitchthepm.com/disclaimer

    16 min.
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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.

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  • Maker
    PitchThePM
  • Jaren actief
    2025 - 2026
  • Afleveringen
    37
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    Expliciet
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    © PitchThePM
  • Website van aflevering
    Pitch The PM

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