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.
The rise of AI-driven agents signals a fundamental shift in the internet’s architecture, threatening to disintermediate traditional platforms and reshape digital advertising. As these agents gain the ability to execute transactions and manage personal preferences, intermediaries like online travel agencies and certain ...
The AI sector represents a fundamental re-platforming event, currently in its early stages with only 1-2% penetration primarily within software engineering. This transition is defined by persistent supply constraints across the infrastructure layer, including memory, advanced chips, and lithography equipment. Daniel Pi...
Palantir’s rapid revenue growth, recently accelerating to 93%, stems from a unique integration of "forward-deployed engineers" and a proprietary ontology layer that maps complex, disparate data to specific business operations. Unlike traditional SaaS companies, Palantir bypasses IT departments to sell directly to CEOs ...
Meta Platforms remains a core holding despite concerns regarding the company's transition from an asset-light social media business to an infrastructure-heavy AI player. Mark Zuckerberg’s history of successful execution and the platform's unmatched distribution provide a foundation for long-term conviction, even as mas...
The AI data center build-out is fundamentally reshaping the heavy machinery and construction equipment landscape, shifting demand away from traditional residential and commercial cycles. Caterpillar and major rental providers like United, Sunbelt, and EquipmentShare are the primary beneficiaries, as these massive proje...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
