Pitch The PM
Doug GarberPodcast drops, Variant View investment checklist, stealth HF jobs and candid insights from the palm of your hand.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 69 | Founded | 6 months ago | Last Issue | 9 days ago |
| Active | |||||
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pitchthepm.substack.comLatest Issues
Is META's AI Bet Paying-Off?
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 and the Variant View checklist, Sean goes deep on products, competitive...
Pitch The PM: Job Board July 10, 2026
94 listings across the buy-side, sell-side and allocator world. 27 new this week.
Job Board
AI Use Case Series #3: Alex Karp is Right & Transient.AI Built The Needed Safety Layer for Finance
In our third, AI mini-series newsletter, we review, Alex Karp’s recent interview on the importance of the security layer and the takeaways from our lunch with with Sankar Krishnan, Board Advisor at Transient.AI.
In Alex Karp’s interview la...
Pitch The PM — Weekly Compilation
Pitch The PM is scaling to weekly episodes. And going live in 2H! We are introducing our Wall Street Entrepreneur Series and our People & Process Series to compliment our deep-dive industry and high-conviction stock pitch episodes! Let us k...
Wall Street Entrepreneur: Building AI for the Buy-Side with Portrait Analytics CEO
PTPM: Wall Street Entrepreneur Series
We launched our Wall Street Entrepreneur Series with Eric Moster, a former colleague from Citadel and Millennium, who recently took over as the CEO at Portrait Analytics to build semi-bespoke AI sol...
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Authors
The writers behind this newsletter.
I am a former senior portfolio manager at Millennium and analyst at Citadel. I was trained at Citadel by a former SAC/Point72 analyst who had worked directly with Steve Cohen before becoming a Citadel portfolio manager.
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