Pitch The PM

EP037: SNOW: 1st Inning on AI Cloud Data Winner! With Sonu Chawla, PM of $TSCM

EP036: Times Square ($TSCM): The Woman in the Arena with Co-PM Sonu Chawla

EP035: "From Citadel & Millennium to CEO of Portrait Analytics" with Eric Moster

EP 034: T. Rowe’s TURF, is Bullish the Canadian Oil Sands & The Oil Cycle

EP033 - Cerebras (CBRS): Thematic Winner in AI Compute Shortage with SemiAnalysis’ President

EP:32: CBRS: AI’s New Leader? With the Pre-IPO Champ

EP:31 Getting into T. Rowe Price - The Right Investment Process (Part 1)

EP030: Remove Macro From Your Stocks

EP029: War & Markets | How a Former Sr. Millennium PM invests in Equities

EP029: War & Markets | How an Ex Hedge Fund PM invests in Equities

EP028: Teamshares: The Next Programmatic Acquirer

EP 027: Compounder Guru Sean Emory on why Block, $XYZ, is Far From Done

EP026: ($HSY) Hershey’s Sweet Comeback: Historic Cocoa Reversion to Boost Margins

Hershey’s stock presents a compelling investment opportunity as the company benefits from a significant reversal in cocoa prices. After a period where cocoa costs spiked fourfold, the current deflationary environment provides a powerful tailwind for gross margins. Because Hershey’s is well-hedged through 2027, the comp...

EP025: Opening the Strait of Hormuz With Kevin Book, ClearView Energy Partners

EP 024: Unlocking Venezuela: Governance, Production Potential, and the Global Oil Balance

EP023: The Street Is Ahead of Itself on $DIS - park traffic seeing headwinds

EP 022: The better oil equity bet is in Colombia not Venezuela

EP 021: Make America skinny again? The oral GLP-1 opportunity at Eli Lilly ($LLY)

EP 020: Is Open AI in trouble?

EP 019: Data Center & Energy Transitions Impact on the Oil & Natural Gas Markets