Pitch The PM

EP.018 Behind the Curtain: Life Inside Top Hedge Fund Platforms

EP.017: Time to take profits in NBIS or is it the next AWS?

EP.016: Trick or Treat: The Unfolding RMCF comeback story. 10-to-1 Risk-Reward

EP.015: From Fidelity to Fudge: Jonathan Kasen’s Buffett-Inspired Bet on Chocolate

EP.014: Why 40x Earnings May Not Hold | Fastenal Deep Dive

EP.013: AI Capex Super-Cycle: A Deep Look at Emerging Tech Trends and Bottlenecks

EP.012: Hydra Host: "The GPU Whisperer"

EP.011: VSTS: Sandbagged guide & new CEO’s turnaround plan could be a catalyst + high short interest

Vestis Corporation (VSTS) presents a compelling long opportunity despite recent operational struggles and a lack of market credibility following its spin-off from Aramark. The investment thesis centers on the potential for a turnaround under new CEO Jim Barber, whose background at UPS aligns with the business's need fo...

EP.010: Is $ZM the Next Stealth AI Winner?

EP.009: Cigar Butt Morphing into a Compounder: 50% of NAV & Pivoting to Higher Return Industries

Mammoth Energy Services' strategic shift is the focus, pivoting from oilfield services to infrastructure and rentals. CFO Mark Layton discusses the rationale behind selling the transmission and distribution business after generating $400 million in free cash flow from an initial $135 million investment, citing an attra...

EP.008: Palantir ($PLTR): Irrationally Overvalued - Could Significant Index Rebalance be the Catalyst to Break it?

The podcast explores the potential short opportunity in Palantir (PLTR) due to its overvaluation and an upcoming index rebalancing. Adam Parker from Trivariate Research, using a quantitative lens, argues that Palantir's current enterprise value is unsustainable given its forecasted sales growth, deeming it the most ove...

EP.007: JAZZ: Value with an Oncology Catalyst - 5x Risk-Reward Ratio

Sriker Nadipuram from Critical Value Asset Management discusses Jazz Pharmaceuticals (JAZZ), a healthcare biotech company with a stable base business in neurology and a promising oncology pipeline. Jazz's key drug, Zywave, treats narcolepsy, while Epidiolex addresses rare seizures. A significant catalyst is Zantidatama...

EP.006: NVDA: Understanding the Bear Case

EP.005: Inside The Process Of A Successful Portfolio Manager

The podcast explores the significance of process in investing, highlighting the North Star of earnings revisions and the necessity of in-depth research. Doug Garber, a seasoned investor, shares his career journey through major hedge funds like Citadel and Millennium, emphasizing the importance of mentorship and continu...

EP.004: Nvidia ($NVDA): As Good as it Gets

The discussion centers on the debate surrounding Nvidia's valuation, with a focus on whether its current growth rate and market dominance are sustainable. D.A. Davidson's Gil Luria provides insights into the perspectives of Nvidia's major customers like Microsoft, Amazon, and Google, highlighting their potential shift ...

EP.003: Pool Corp ($POOL): Reverse Engineering Berkshire’s Investment, Buying a Great Company in a Lull

Doug Garber reverse engineers Berkshire Hathaway's investment in Pool Corp (POOL) to understand their investment thesis. He uses an eight-step checklist mirroring Berkshire's process, assessing Pool Corp's circle of competence, intrinsic value, potential variant view, industry, business quality, moat, and management al...

EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst

The podcast features Sean Emory from Avery & Co. discussing Zoom as a contrarian, high-conviction value investment. Emory argues Zoom is undervalued, trading as a no-growth stock despite its potential for growth acceleration driven by its transition from a single-point solution to a comprehensive communication platform...

EP.001: Barnes & Noble Education ($BNED): 3x Return Potential on Turnaround