EP.001: Barnes & Noble Education ($BNED): 3x Return Potential on Turnaround

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Pitch The PM

PitchThePM

17 episodes

5 days ago

Pitch The PM is the professional investor’s podcast where host Doug Garber dives deep into high-conviction stock ideas using his Variant View Investment Checklist. It’s a real-time look at the research process, blending lessons from Buffett, Munger, and Lynch with modern AI tools. Join Doug, ex-Citadel top analyst and Millennium Sr PM, as he works through his Buffett-inspired 20-slot punch card. Learn, laugh, and sharpen your edge.

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Investing

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EP.001: Barnes & Noble Education ($BNED): 3x Return Potential on Turnaround

Pitch The PM

51 minutes 45 seconds

10 months ago

EP.001: Barnes & Noble Education ($BNED): 3x Return Potential on Turnaround

In the first episode of Pitch the PM, ex-Citadel Analyst & Millennium Senior Portfolio Manager, Doug Garber, grills, Analyst, Alex Nuta's BNED pitch. The Analyst uses the 10 Step Variant View Investment Checklist to convince his PM that BNED has the potential to be a 3-bagger.