Podcast drops, Variant View investment checklist, stealth HF jobs and candid insights from the palm of your hand.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 84 | Founded | 7 months ago | Last Issue | 8 days ago |
| Active | |||||
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pitchthepm.substack.comLatest Issues
The Reality of Insider Trading–FBI Informant Shares All
The stories are real. Tom’s fund needed a winning trade, the opportunity presented itself, he “justified” it to himself, as harmless initially….then found himself going through LaGuardia airport with $15,000 of cash tapped to his body to pa...
Pitch The PM Job Board: August 27, 2026
134 listings across the buy-side, sell-side and allocator world. 67 new this week.
Email [email protected] to add a listing
Reducing Situational Awareness Risk 80% with 25% of the Capital Explained
AMA: 1) Explaining how selling $4B of a $16B portfolio can be a 80% risk reduction. 2) Did the Prime Brokers scr*w Situational to help a bigger client?
Ask Me Anything
$PLTR 2Q’26 Post-Mortem: Accelerating Growth + Favorable Set-up = $115 billion of value
Shorts pressed into the print, the stock underperformed. Revenue growth accelerated to 93% YoY from 85%. The result was $115 billion in market cap was added.
The best case studies come from quarters where positioning and fundamentals colli...
Buy-Side Insights: Top 10 Takeaways from Battlefin Montauk!
Top 10 Takeaways from Battlefin Montauk–The Edge of Alt. Data & AI
1) “No one is as far along as they say they are with their AI tech stack. ”
2) What percent of people have changed their process for AI?
Answer: 50%
Pitch The...
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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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