PitchThePM

Pitch The PM

Business EN ↓ 56 episodes

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.

Be sure to visit the podcast's website and support the creator: pitchthepm.substack.com

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PitchThePM

Episodes

EP.006: NVDA: Understanding the Bear Case 15.05.2025 58:33

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...

EP.005: Inside The Process Of A Successful Portfolio Manager 06.05.2025 50:32

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...

EP.004: Nvidia ($NVDA): As Good as it Gets 19.03.2025 1:19:13

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...

EP.003: Pool Corp ($POOL): Reverse Engineering Berkshire’s Investment, Buying a Great Company in a Lull 13.02.2025 37:18

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...

EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst 06.02.2025 1:24:00

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...

EP.001: Barnes & Noble Education ($BNED): 3x Return Potential on Turnaround 21.12.2024 51:45

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.