Company intelligence
Pitch The PM
About Pitch The PM
Pitch The PM is the Professional Investor's Podcast that provides a deep-dive into a stock's investment case using the Variant View Investment Checklist. It is an open exploration of the research process in real time using high-conviction ideas from top PM’s and Analysts. Join the journey as Doug fills out his Buffett advised, 20-slot lifetime punch card. We learn and laugh together. The Variant View Investment Checklist is the process that combines: 1) A decade of experience managing $1 Billion at Citadel & Millennium, 2) Studying the great investors like Buffett, Munger, Lynch & Greenblatt, and 3) The latest AI tools to improve idea velocity, accuracy, and conviction. Pitch The PM is hosted by Doug Garber, a former Citadel Analyst and Millennium Sr PM. Doug was trained on the buy-side by a PM who worked directly for Steve Cohen prior to Citadel. Doug ranked as a top 5 analyst and alpha generator twice while at Citadel. He then built and led a multi-sector, multi-strategy team at Millennium.
Verified activity
Signals from Pitch The PM
15 published signals
Research & Knowledge
Pitch The PM notes that Daniel Pilling, Sands Capital, is six months into the AI trade era with low penetration and capabilities ramping up.
Reported by Pitch The PM
Presence & Recognition
Pitch The PM has reached over 500k/month with a daily feed of over 500 PM’s and 7k fellow equity research nerds.
Reported by Doug Garber
Customers & Market
Pitch The PM has become the first call for fintech entrepreneurs after they raise an A or B round and a stamp of “best in class” for institutional financial service companies.
Reported by Doug Garber
Research & Knowledge
Pitch The PM published a deep research paper on exec departures being a negative signal.
Reported by Doug Garber
Presence & Recognition
Pitch The PM produced an episode featuring Daniel Pilling, PM and Semi/AI Analyst at Sands Capital discussing the AI cycle
Reported by Pitch The PM
Presence & Recognition
Pitch The PM produced an episode featuring Daniel Pilling, PM and Semi/AI Analyst at Sands Capital discussing the AI cycle
Reported by Doug Garber
Customers & Market
Pitch The PM received a +58% return in three months after Sonu Chawla from TimesSquare Capital Management joined the company in June to pound the table.
Reported by Pitch The PM
Presence & Recognition
Pitch The PM hosted an episode featuring Daniel Pilling, PM and Semi/AI Analyst from Sands Capital discussing the AI boom and the importance of AI names.
Reported by Pitch The PM
Presence & Recognition
Pitch The PM announced the September line-up featuring episodes dropping Wednesday at 8 AM EST.
Reported by Pitch The PM
Presence & Recognition
Pitch The PM announced a case on the fintech founder being called the Steve Jobs of the space.
Reported by Doug Garber
Presence & Recognition
Pitch The PM announced a case on whether DraftKings can catch Kalshi.
Reported by Doug Garber
Presence & Recognition
Pitch The PM announced a case on the AI boom being still early.
Reported by Doug Garber
Presence & Recognition
Pitch The PM announced a view on DoorDash's growth upside.
Reported by Doug Garber
Presence & Recognition
Pitch The PM announced a lineup featuring a Point72 lead on 20 years next to Steve Cohen.
Reported by Doug Garber
People
Pitch The PM is hiring a financial software engineer for Citadel Securities.
Reported by Doug Garber