Pitch The PM

EP.52 Why Point72 Wins–20 Years Next to Steve Cohen with Chandler Bocklage, Head of Business Development

Chandler Bocklage spent nearly two decades working alongside Steve Cohen, managing a portfolio before leading Business Development at Point72. In this episode, we discuss

DoorDash’s ($DASH) Growth Upside–A High-Conviction Investment with TimeSquare’s Consumer PM Ed Salib

In 2001, Ed Salib walked into TimesSquare Capital Management as the firm's first intern. Twenty-five years later, he's co-PM of the TimesSquare Quality Mid Cap Growth ETF

EP.50: Why Stanley Drunkenmiller seeded Rich to build the next Bloomberg!l–with Rich Falk-Wallace, CEO & Co-Founder or Arcana

In 2019, Ken Griffin, Founder & CEO of Citadel, was looking for some of the best risk-takers on Wall Street. He landed on Rich Falk-Wallace, then a top analyst at Viking,

EP.49: Why the AI Boom Is Still Early with Daniel Pilling from Sands Capital

Daniel Pilling, Co-PM of the Sands Capital Global Growth Fund, has spent nearly 20 years investing across long-only and long-short strategies, including time at Fidelity,

EP.48: Tipper X The Hedge Fund Analyst Who Became an FBI Informant

Tom Hardin, formerly known as “Tipper X,” helped the FBI unravel one of the largest insider trading investigations in hedge fund history. The FBI flipped him, convinced h

EP.47: Activist Investor Pushing for an Epic Turnaround at Eagle Bancorp ($EGBN)

My former colleague and banking guru, James Abbott, is living his passion with the launch of Diligence Capital Management (DCM). DCM runs a concentrated, net-long financ

EP.46 He Trained Bryce Young Before Anyone Knew the Name — Then Built the Fastest-Growing Independent Research Platform on Wall Street

I met Tim Arthurs, the second week when I joined Millennium and knew he was an “A” player. He still has notes from every time he called me on a stock. He’s a process guy.

EP.45 Palantir ($PLTR): Is the Leading Growth Rate Sustainable? With Gil Luria, Head of Technology Research at D. A. Davidson

Gil Luria and I dig into the bull case after another blockbuster quarter with 93% YoY growth. The reason Palantir wins is their head start on building an enterprise-wide

EP. 44 - She Quit at 29 With No Code, No Co-Founder, No Funding – Now Hudson Labs Is Finance AI that has a “No Hallucination Guarantee”

She Quit at 29 With No Code, No Co-Founder, No Funding – Now Hudson Labs Is Finance AI that has a “No Hallucination Guarantee” Kris Bennatti (@)  CEO Hudson Labs (Toront

EP.43 - SpaceX ($SPCX) Irrational Exuberance? Space Winner or Street 50% Too High

"Our numbers are not even half of consensus. Treat the syndicate's number as an extremely optimistic bull case." "We think we're already very optimistic—but consensus is

EP. 42: Building Data-as-a-Service using AI tokens–Making Decisions on Complete Gut!

"Our data is powering the infrastructure of this massive new market."  "Building Data-as-a-Service is a very, very hard business."  "difficult problems have big rewards

EP.41: Student Stock Competition Winners: Is the Magic Show Over? $HAS Short Pitch

"When I see short interest go up into the right... I want to dig deeper." "We came in as a long at first... then we followed the evidence to get to the short side." "Ma

EP.40: The Next Phase of the Oil Cycle: Why Refiners Win

“These [oil] cycles, and we can get into it, they move up in three waves. They go doubt, pullback, optimism, a pullback, and then parabolic euphoria.” “The well count is

EP.39: Bull or Bear debate on META’s AI Capex? With Avory’s CIO Sean Emory

Sean Emory, CIO and Founder of Avory & Co., is one of my go-to investors when I want to pressure-test an investment thesis. While I tend to focus on earnings revisions an

EP038: AI's Next Surprise Inflection–Construction Rentals? With Jarrett Harris from Iron Advisor Insights

Jarrett Harris, from Iron Advisor Insights was my go to person for industrial channel checks when I was at Citadel and Millennium. He’s from Peoria, IL, the original HQ o

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

Part 2 of the interview with Sonu Chawla, Co-Portfolio Manager at TimesSquare Capital Management, about one of her team's highest-conviction investment ideas in enterpris

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

Against all odds, Sonu has shined at every step of her career. From getting into the Indian Institute of Technology to becoming a Co-PM at TimesSquare Capital Management.

EP035: "From Citadel & Millennium to Building AI for the Buy-Side" with Eric Moster

In the new Pitch The PM series, The Wall Street Entrepreneur premier, Doug Garber speaks with former Citadel colleague, Eric Moster, CEO of Portrait Analytics and former

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

Priyal Maniar, Co-PM of TURF and Global Energy Analyst, dives deep into why T. Rowe - who manages $1.8 Trillion - is structurally bullish the oil cycle.The marginal cost

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

In this episode of Pitch The PM, Doug Garber speaks with Doug O’Laughlin, President of SemiAnalysis, about the explosive demand for AI infrastructure and the market react