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- Buy-Side Insights No. 18
Buy-Side Insights No. 18
Job board update ● Signals from the AI frontier ● When sell-side analyst ratings miss the mark ● Lessons from Ken Griffin's fireside chat ● Closing a >$1 billion commodity book to teach history ● Why we started
Doug Garber
September 19, 2025
What’s on tap today:
● Job board update
● Signals from the AI frontier
👉 Click here to answer our one-question survey and see where others think we are in the AI equity cycle
● When sell-side analyst ratings miss the mark
● Lessons from Ken Griffin’s Stamford MBA fireside chat
● Time to give back: Closing a >$1 billion commodity book to teach history
● Why Pitch The PM started — and a small ask
In the pipeline:
🔜 Fastenal $FAST ( ▲ 1.78% ) — Why 40x P/E May Not Hold
🔜 Golden Boy’s GPU Play — Private AI Infrastructure Investment Pitch
🔜 From Fidelity PM to Hilliards Chocolate — Jonathan Kasen’s Buffett-inspired Bet on Chocolate
Westport Alpha is partnering on another private investment opportunity!
An independent sponsor is acquiring a tech-enabled training business focused on specialized tactical operations. The company is seeing strong growth driven by its recently launched simulation system. Entry valuation is 5.0x EV/LTM EBITDA, with a forward multiple expected to be <4.0x. Minimum equity commitment: $500k. If interested, contact [email protected] or [email protected]
📺 Watch the debate — Full episodes on YouTube
You can now follow us on X (@PitchThePM) for real time insights!
Job board
One of our goals at Pitch the PM is to make this community more useful for investors at every stage of their career. Each week we share a curated list of opportunities across the buy-side, sell-side, and investor relations — plus highlight job seekers looking for their next seat.
If you’re hiring, this is a place to surface roles directly to a community of serious candidates. If you’re looking, it’s a way to get in front of the right people without the noise of mass job boards.
Below are this week’s openings and candidates. To add a role or be featured as a job seeker, e-mail [email protected].