Pitch The PM
Episodes
EP029: War & Markets | How a Former Sr. Millennium PM invests in Equities
28 Apr 2026
Contributed by Lukas
Ep. 29: War & Markets | How a Former Sr. Millennium PM Invests in EquitiesIn this episode, Doug joins Hyun Hong of The Investment Memo to break do...
EP029: War & Markets | How an Ex Hedge Fund PM invests in Equities
23 Apr 2026
Contributed by Lukas
In this episode, Doug Garber — former PM at Citadel and Millennium and founder of Pitch The PM — joins Hyun Hong of The Investment Memo to break d...
EP028: Teamshares: The Next Programmatic Acquirer
30 Mar 2026
Contributed by Lukas
Teamshares: The Next Programmatic Acquirer. Coming Soon: $LOKV → $TMSDoug Garber chats with Michael Brown (Teamshares, TMS) and Rick Hendrix (Live O...
EP 027: Compounder Guru Sean Emory on why Block, $XYZ, is Far From Done
29 Mar 2026
Contributed by Lukas
In this episode of Pitch The PM, Doug Garber sits down with Sean Emory, founder of Avory & Co., an investment firm focused on high-conviction, fun...
EP026: ($HSY) Hershey’s Sweet Comeback: Historic Cocoa Reversion to Boost Margins
26 Mar 2026
Contributed by Lukas
$HSY: Historic Price/Cost Tailwinds as Cocoa ReversesDoug Garber sits down with Mark Rogers (SIGMIT Advisors / Hedy Creek Research) to break down one ...
EP025: Opening the Strait of Hormuz With Kevin Book, ClearView Energy Partners
13 Mar 2026
Contributed by Lukas
Opening the Strait of Hormuz with Kevin Book of ClearView Energy Partners | Pitch The PMThe Strait of Hormuz is closed. Twenty million barrels of oil ...
EP 024: Unlocking Venezuela: Governance, Production Potential, and the Global Oil Balance
03 Mar 2026
Contributed by Lukas
Doug Garber sits down with Paul Sankey (Sankey Research) and Xavier Smith (AlphaSense) to break down what it would actually take to “unlock Venezuel...
EP023: The Street Is Ahead of Itself on $DIS - park traffic seeing headwinds
12 Feb 2026
Contributed by Lukas
Doug Garber sits down with Sean Kumar (Humbucker Capital) to break down why Disney may be a value trap in disguise.Despite Disney’s evergreen IP and...
EP 022: The better oil equity bet is in Colombia not Venezuela
25 Jan 2026
Contributed by Lukas
🎧 The better oil equity bet is in Colombia not Venezuela | with Venezuelan-American, Danny Pidert Hernández | Pitch The PMAfter the U.S. extracted...
EP 021: Make America skinny again? The oral GLP-1 opportunity at Eli Lilly ($LLY)
14 Jan 2026
Contributed by Lukas
Eli Lilly’s oral GLP-1 is going to change how the obesity market can scale.In this episode of Pitch the PM, Doug Garber speaks with Sriker Nadipuram...
EP 020: Is Open AI in trouble?
23 Dec 2025
Contributed by Lukas
In this episode, Doug sits down with Gil Luria, head of technology research at D.A. Davidson, for a wide-ranging and candid discussion on the current ...
EP 019: Data Center & Energy Transitions Impact on the Oil & Natural Gas Markets
12 Dec 2025
Contributed by Lukas
In this Alpha Sense sponsored webinar, we discuss how AI’s power demand is rewriting the energy equation.What started as a “data problem” has be...
EP.018 Behind the Curtain: Life Inside Top Hedge Fund Platforms
25 Nov 2025
Contributed by Lukas
Doug Garber, former Citadel analyst and Millennium Senior PM, joins the Odds On Open podcast to unpack his experience inside two of the top multi-ma...
EP.017: Time to take profits in NBIS or is it the next AWS?
05 Nov 2025
Contributed by Lukas
In this conversation, Doug sits down with Sinan Xin, managing partner at Amber Road, to discuss the “lost art” of international investing and dive...
EP.016: Trick or Treat: The Unfolding RMCF comeback story. 10-to-1 Risk-Reward
30 Oct 2025
Contributed by Lukas
In this episode of Pitch the PM, Doug Garber sits down with Jeff Geygan, CEO of Rocky Mountain Chocolate Factory (RMCF), and Carrie Cass, the company’...
EP.015: From Fidelity to Fudge: Jonathan Kasen’s Buffett-Inspired Bet on Chocolate
16 Oct 2025
Contributed by Lukas
Jonathan Kasen spent over a decade as a portfolio manager at Fidelity, analyzing industrial and energy companies through the lens of four key elements...
EP.014: Why 40x Earnings May Not Hold | Fastenal Deep Dive
13 Oct 2025
Contributed by Lukas
Welcome back to another episode of Pitch The PM. In this conversation, Doug reconnects with former Citadel colleague, Yuri Gelfman, for a deep dive on...
EP.013: AI Capex Super-Cycle: A Deep Look at Emerging Tech Trends and Bottlenecks
19 Sep 2025
Contributed by Lukas
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...
EP.012: Hydra Host: "The GPU Whisperer"
04 Aug 2025
Contributed by Lukas
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 ...
EP.011: VSTS: Sandbagged guide & new CEO’s turnaround plan could be a catalyst + high short interest
29 Jul 2025
Contributed by Lukas
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 (VST...
EP.010: Is $ZM the Next Stealth AI Winner?
24 Jul 2025
Contributed by Lukas
This episode is a replay of a webinar recorded on May 15th, where Ed Moya interviews Doug Garber, founder of Pitch the PM and Westport Alpha. Doug wal...
EP.009: Cigar Butt Morphing into a Compounder: 50% of NAV & Pivoting to Higher Return Industries
09 Jul 2025
Contributed by Lukas
In this episode of Pitch the PM, Doug welcomes Mark Layton, CFO of Mammoth Energy Services (NASDAQ: TUSK), to explore one of his highest conviction in...
EP.008: Palantir ($PLTR): Irrationally Overvalued - Could Significant Index Rebalance be the Catalyst to Break it?
18 Jun 2025
Contributed by Lukas
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 b...
EP.007: JAZZ: Value with an Oncology Catalyst - 5x Risk-Reward Ratio
05 Jun 2025
Contributed by Lukas
Welcome back to another episode of Pitch the PM. In this episode, Doug speaks with biotech expert, Sriker Nadipuram from Critical Value Asset Manageme...
EP.006: NVDA: Understanding the Bear Case
15 May 2025
Contributed by Lukas
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 ep...
EP.005: Inside The Process Of A Successful Portfolio Manager
06 May 2025
Contributed by Lukas
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 Jennin...
EP.004: Nvidia ($NVDA): As Good as it Gets
19 Mar 2025
Contributed by Lukas
Welcome to Pitch The PM where host Doug Garber is joined by Gil Luria, Head of Technology Research at D.A. Davidson for a deep-dive on NVDA.— — —...
EP.003: Pool Corp ($POOL): Reverse Engineering Berkshire’s Investment, Buying a Great Company in a Lull
13 Feb 2025
Contributed by Lukas
In addition to presenting high-conviction investment ideas, we also reverse engineer great investors’ theses to improve our process. Pool Corp. has ...
EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst
06 Feb 2025
Contributed by Lukas
Hello and welcome back to Pitch The PM, where we debate high-conviction investment ideas with top PMs using our 10 Step Variant View Investment Checkl...
EP.001: Barnes & Noble Education ($BNED): 3x Return Potential on Turnaround
21 Dec 2024
Contributed by Lukas
In the first episode of Pitch the PM, ex-Citadel Analyst & Millennium Senior Portfolio Manager, Doug Garber, grills, Analyst, Alex Nuta's BNED pi...