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 | 93 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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pitchthepm.substack.comLatest Issues
Pitch The PM Job Board: October 2026
219 listings across the buy-side, sell-side, allocator and fintech world. 94 new this week.
Email [email protected] to add a listing
Pitch The PM Job Board: October 11, 2026
219 listings across the buy-side, sell-side, allocator and fintech world. 86 new this week.
Email [email protected] to add a listing
More Shortages Coming in the Data Center Boom? With the Industrial Axe, Jarrett Harris
Data center capex strains are rippling through the industrial economy
What started with power gen ($CAT, $CMI, $SEI, $PUMP) and E&C companies ($FIX, $EME) is expanding to trucking companies + truck OEM's ($CMI, $PCAR), construction equi...
Is the VC/Sweeney CAC Effect Weighing on DKNG’s Prediction Markets ? Bernie McTernan Needham & Co
Kalshi’s volumes are exploding with their first mover advantage. DraftKing’s is investing hundreds of millions to replicate their regulated market strategy of consolidation in the unregulated states. Novig is doing flashy Sydney Sweeney ads...
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 what separates good investors from great ones, how Point72 develops p...
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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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