The Official Pitch The PM Newsletter No. 6

Calendar:

Next Week:
- I’ll be a guest on Andrew Wallker’s Yet Another Value Podcast pitching my first “Buffett” Punch Card
- Pitch The PM’s Job Board & now direct to your inbox in the Newsletter. Sign-up now to never miss a new opportunity.
- Check out the AlphaSense ZM Webinar for a deep-dive into the investment case using the 10 Step Variant View Checklist: https://lnkd.in/edN3fCpk

Coming-up:
- Recording an episode on JAZZ with Striker Nadipuram of Critical Value Asset Management.
- Apprentice Program Lesson 3 Thursday, June 5th 11 AM ET with special guest Hugh Anderson, a former PM at SAC (now Point 72) and Lombard Odier. Join here (it’s free).

What is Pitch The PM?

I have been asked what Pitch The PM is? It is a a few things:

1) An open exploration of the investment process through the "Variant View Investment Checklist" I developed over my career
2) My journey mimicking the "Berkshire Checklist" and using it to fill out my 20 slot lifetime Punch Card
3) A community of equity research nerds trying to share best practices.

My First “Buffett” Punch Card

The chart below outlines my first "Buffett Punch Card" pick value proposition. The stock is currently trading below cash and its SOTP value represents a potential 2x and its asset value is nearly 3x higher than the current share price.