Pitch The PM
Pitch The PM
Podcast Description
In these regularly scheduled podcast episodes, experience the leading edge of deep equity research, analysis, and strategy. Discover actionable strategies and practical applications, such as integrating AI into the investment process.
Pitch the PM is hosted by Doug Garber, a former Citadel Analyst and Millennium Portfolio Manager. Doug ranked as a top 5 analyst and alpha generator twice while at Citadel. He then built and led a multi-sector, multi-strategy team at Millennium.
Podcast Insights
Content Themes
The podcast focuses on advanced investment strategies, deep equity research, and thorough analysis. Episodes cover specific investment opportunities and reverse engineer successful investment theses, such as examining Pool Corp's business model and revenue prospects post-COVID, and evaluating Zoom's transition from a single-product company to an enterprise platform as growth catalysts.
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.
Teamshares: The Next Programmatic Acquirer. Coming Soon: $LOKV → $TMS
Doug Garber chats with Michael Brown (Teamshares, TMS) and Rick Hendrix (Live Oak, LOKV) about taking a programmatic acquirer of small businesses public via a DSPAC — the sourcing tech, capital plan, and why this opens a new asset class for investors. 🚀
In this episode:
How Teamshares buys retirement-sale SMEs, systemizes sourcing (70k leads → <1% close) and runs them as audited subsidiaries. 🧩
The advantages of being public include a lower cost of capital and the ability to leverage the infrastructure the team has built to acquire and run SME’s efficiently.
The large runway to continue to acquire companies at around 15-20% ROE’s.
The company could be FCF positive in the near future and be self-funding.
T. Rowe Price has already anchored the PIPE.
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This episode is for informational purposes only and does not constitute investment advice. See full disclosures at: https://PitchThePM.com
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Disclaimer: Educational only — not investment advice.
Disclaimer
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