Pitch The PM

The AI Capex Super-Cycle is well underway. We dive deep with Doug O'Laughlin, the President of SemiAnalysis - the leading field level industry experts and Michelle Brophy, the TMT DoR at AlphaSense. Watch the webinar now: https://lnkd.in/eUat9NyuIn this AlphaSense sponsored webinar we dive into all the key debates and which companies and products are winning across the entire AI Capex ecosystem. T...

Welcome to Pitch The PM, where host Doug Garber is joined by Aaron Ginn, CEO and Co-founder at Hydra Host. — — — — In this episode, Doug Garber and Aaron Ginn to unpack the forces reshaping the global AI infrastructure stack. They dive deep into Nvidia’s growing dominance and explore how CEO Jensen Huang is building an ecosystem designed to sideline the hyperscalers, financing their destruction wh...

Welcome back to another episode of Pitch The PM. In this episode, Doug Garber flips roles and steps in as the analyst pitching Vestis Corporation (VSTS)—a recent spin-out, route-based industrial with a new CEO taking the helm after missteps from the initial CEO. Former SAC PM Hugh Anderson plays the part of portfolio manager, dissecting the thesis and poking holes in the evidence. Together they ex...

This episode is a replay of a webinar recorded on May 15th, where Ed Moya interviews Doug Garber, founder of Pitch the PM and Westport Alpha. Doug walks through his 10-step Variant View Checklist to make the case for Zoom ($ZM). Once seen as a COVID-era relic, Zoom is now a misunderstood, cash-rich business with sticky enterprise traction, product expansion into UCaaS, and a setup that offers asym...

In this episode of Pitch the PM, Doug welcomes Mark Layton, CFO of Mammoth Energy Services (NASDAQ: TUSK), to explore one of his highest conviction investment ideas and his first of twenty lifetime “Buffett punchcard” investments. This small cap company ($132 MM market cap) is valued below cash levels ($150 MM) with the market giving the company no credit for its existing businesses or underutiliz...

In this episode of  Pitch The PM , host Doug Garber sits down with Adam Parker, founder of Trivariate Research, to discuss one of the market’s most buzzed-about stocks—Palantir (PLTR). Parker brings a sobering view of why PLTR’s irrational valuation could be set to crack on a significant index rebalance.  After increasing over five fold over the last year and reaching a market cap of over $300 bil...

Welcome back to another episode of Pitch the PM. In this episode, Doug speaks with biotech expert, Sriker Nadipuram from Critical Value Asset Management, about Jazz Pharmaceuticals Although outside Doug’s typical investment lane, the conversation highlights shared frameworks and rigorous research methodologies. Sriker unpacks Jazz’s business model, detailing its base business in neurology and the...

Pitch The PM Live Doug Garber breaks down his thesis on the future of NVIDIA using his Variant View checklist. He draws on insights from his recent episode with Gil Luria and incorporates real-time analytics from our show sponsors 5 key points discussed: ✅ Customer capex from a couple Big Tech customers is flattening out sequentially and that should make it hard for NVDA to continue to beat alrea...

A couple of weeks ago, Pitch The PM host Doug Garber had the opportunity to interview on the Searching Smarter Podcast at Selby Jennings. Selby Jennings is doing great work with Searching Smarter, so be sure to catch their latest episode here: https://youtube.com/@selbyjennings8854?si=xxoGyPPIopsnhMcN 📩 Subscribe to our newsletter for research updates and new high-conviction episodes from top PMs...

Welcome to Pitch The PM where host Doug Garber is joined by Gil Luria, Head of Technology Research at D.A. Davidson for a deep-dive on NVDA. — — — — 📩 Subscribe to our newsletter for research updates and new high-conviction episodes from top PMs & Analysts. ⁠https://lnkd.in/ekkxjp6z — — — — In this episode of Pitch The PM, Doug and Gil candidly debate where Nvidia is in the GPU cycle, how Nvi...

In addition to presenting high-conviction investment ideas, we also reverse engineer great investors’ theses to improve our process. Pool Corp. has a leading position in a good industry and has demonstrated the ability to consistently grow FCF/share in the mid-teens with a high ROIC. The current post-COVID pool industry downturn has led to negative sentiment, and long-term investors of great compa...

Hello and welcome back to Pitch The PM, where we debate high-conviction investment ideas with top PMs using our 10 Step Variant View Investment Checklist.  — — — — 2-2.5x Return Potential. Post the COVID stock bubble, a laser-focused management team at Zoom worked to transform from a single-product company to an Enterprise platform. Revenue growth acceleration from low single-digits to high single...

In the first episode of Pitch the PM, ex-Citadel Analyst & Millennium Senior Portfolio Manager, Doug Garber, grills, Analyst, Alex Nuta's BNED pitch. The Analyst uses the 10 Step Variant View Investment Checklist  to convince his PM that BNED has the potential to be a 3-bagger.