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 | 79 | Founded | 7 months ago | Last Issue | 4 days ago |
| Active | |||||
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pitchthepm.substack.comLatest Issues
Palantir ($PLTR): Is the Leading Growth Rate Sustainable? With Gil Luria, D. A. Davidson
Top takeaways from my episode with Gil Luria - Head of Technology of Research at D.A. Davidson, who went from skeptical on Palantir’s valuation to calling it “the best company in the world.”
Retail saw it first. “Retail investors figured...
Pitch The PM Job Board: August 10, 2026
80 listings across the buy-side, sell-side and allocator world. 20 new this week.
Email [email protected] to add a listing
Hudson Labs Is the Finance AI that has a “No Hallucination Guarantee”
Top takeaways from my episode with Kris Bennatti - a former forensic-accounting data scientist who built the first LLM for finance back in 2019, before anyone knew what to make of it, and now runs Hudson Labs.
The founders leap. “I quit...
Situational Awareness. Risk Management and Experience Absent.
Citadel buys Situational Awareness Book–Transferring Risk from Big Prime's. Likely a Big PnL/Alpha/Residual Trade depending on the discount received. It's good to be king.
ASK ME ANYTHING
SpaceX ($SPCX): Irrational Exuberance–Space Winner or Street Estimates 50% Too High
Historic episode drop on $SPCX following last months's webinar with Pierre Ferragu, Managing Partner of New Street Reserarch where he outlines his long-term SOTP valuation upside and at the very end of the episode we dig into the VARIANT VI...
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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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