In this episode of Pitch The PM, Doug and Gil candidly debate where Nvidia is in the GPU cycle, how Nvidia came to dominate the advanced chip market and what the road map looks like for advanced chip supply and demand. Gil outlines the current state of the industry for GPU chips that is in […]
Reverse Engineering Berkshire’s POOL Investment: Buying a Great Company in a Lull In addition to presenting high-conviction investment ideas, we also reverse engineer great investor’s thesis 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 […]
3x Return Potential. Post recap, a new management team works to attach coursework to tuition and transform a dying, legacy business into a growing annuity. 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 […]
