21 Episodes

  1. EP 021: Make America skinny again? The oral GLP-1 opportunity at Eli Lilly ($LLY)

    Published: 15/01/2026

  2. EP 020: Is Open AI in trouble?

    Published: 23/12/2025

  3. EP 019: Data Center & Energy Transitions Impact on the Oil & Natural Gas Markets

    Published: 12/12/2025

  4. EP.018 Behind the Curtain: Life Inside Top Hedge Fund Platforms

    Published: 25/11/2025

  5. EP.017: Time to take profits in NBIS or is it the next AWS?

    Published: 05/11/2025

  6. EP.016: Trick or Treat: The Unfolding RMCF comeback story. 10-to-1 Risk-Reward

    Published: 30/10/2025

  7. EP.015: From Fidelity to Fudge: Jonathan Kasen’s Buffett-Inspired Bet on Chocolate

    Published: 16/10/2025

  8. EP.014: Why 40x Earnings May Not Hold | Fastenal Deep Dive

    Published: 13/10/2025

  9. EP.013: AI Capex Super-Cycle: A Deep Look at Emerging Tech Trends and Bottlenecks

    Published: 19/09/2025

  10. EP.012: Hydra Host: "The GPU Whisperer"

    Published: 04/08/2025

  11. EP.011: VSTS: Sandbagged guide & new CEO’s turnaround plan could be a catalyst + high short interest

    Published: 29/07/2025

  12. EP.010: Is $ZM the Next Stealth AI Winner?

    Published: 24/07/2025

  13. EP.009: Cigar Butt Morphing into a Compounder: 50% of NAV & Pivoting to Higher Return Industries

    Published: 09/07/2025

  14. EP.008: Palantir ($PLTR): Irrationally Overvalued - Could Significant Index Rebalance be the Catalyst to Break it?

    Published: 18/06/2025

  15. EP.007: JAZZ: Value with an Oncology Catalyst - 5x Risk-Reward Ratio

    Published: 05/06/2025

  16. EP.006: NVDA: Understanding the Bear Case

    Published: 15/05/2025

  17. EP.005: Inside The Process Of A Successful Portfolio Manager

    Published: 06/05/2025

  18. EP.004: Nvidia ($NVDA): As Good as it Gets

    Published: 19/03/2025

  19. EP.003: Pool Corp ($POOL): Reverse Engineering Berkshire’s Investment, Buying a Great Company in a Lull

    Published: 13/02/2025

  20. EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst

    Published: 06/02/2025

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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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