The leading edge equity research process

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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 market neutral equity investing at Citadel & Millennium.
  2. Studying the great investors like Buffett, Munger, Lynch & Greenblatt.
  3. The latest AI tools to improve idea velocity, accuracy and conviction.
Doug Garber, Pitch The PM Host

About the Host

Doug Garber
Chief Investment Officer & Director of Research

Pitch The PM is hosted by Doug Garber, a former Citadel Analyst and Millennium Senior Portfolio Manager. Doug was initially trained at Citadel by a former SAC/Point 72 Analyst who worked directly for Steve Cohen before becoming a PM at Citadel. Doug was ranked as a top five analyst while at Citadel’s Surveyor Capital and was the only one to receive that designation twice during his tenure. He managed a multi-sector, multi-strategy team at Millennium under Katahdin Capital. Prior to his buy-side career, Doug worked in sell-side equity research honing modeling and primary research skills.Doug is currently the CIO and DoR at the Westport Alpha Group.

Doug graduated from Tulane University with a BSM and Master of Finance. He was selected to participate in the Darwin Fenner Student Managed Endowment Fund that utilized quantitative factors to outperform its benchmark and be an Investment Research Manager in the Burkenroad Reports “Stocks Under Rocks” equity research program. Doug has a passion for iterating on the investment process and a quirky sense of humor. He lives in Westport, CT with his wife, Lexi, and three kids. When he is not reading a 10-K, you can find him coaching youth soccer, inverted on his yoga mat or on an eFoil looking for Zuck.

Partner

 ZMH Advisors combines two decades of corporate governance and investor engagement expertise with AI-powered investor intelligence to deliver customized shareholder engagement solutions.

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One-stop Fundamental Data and Modeling

Jump-start your model building and maintenance with InSync’s near real-time granular Consensus and Actuals data to Pre-built models & Comps via Excel Add-in, Web App and Data Worksheet APIs.

The Team

Spencer Gantsoudes, CFA
Managing Director

Stride Capital
Morgan Stanley
Harvard University

Daniel Vogelzang
Head of Partners and Marketing

Brand & Strategy Consultant
Skidmore College

Alexis Sabo
Content Marketing associate

Loyola Marymount University

Subscriber Reviews

“This was great. Will definitely tune in to future episodes. Godspeed.”

Portfolio Manager,
Fidelity Stock
Selector Large Cap
Team

“Love the detailed breakdown! Will be incorporating these steps and high grading the team’s research process for sure.”

Sr. Portfolio Manager, Millennium

“Looks like the secret is out now; hopefully this will help me get to the PM seat.”

Fundamental Equity Analyst, Citadel

“What a great listen!”

Founder & L/S PM (former Balyasny, Millennium, Verition)

“Really like the in-depth analysis of the business and financials. Love to see more videos of you with this format. This video really summarized pretty good what took me hours of reading of 10-Q’s. Thanks and keep up the good work.”

Value Investor, Europe