Doug Garber Happy Hour Replay: Hedge Fund Portfolio Manager, Ideas and Process
By Paul Sankey
Published on October 17, 2025 at 3:42 PM
Replay of Doug Garber call. My call, “if you like natgas, you should like EOG” has a different version per Doug: “if you like natgas on power demand, you should like coal”. He points out that the best way to add power generation capacity rapidly in the US, is not to retire coal plants. Elsewhere, as we discussed stock analysis/running money process, which is really the subject of his website www.pitchthepm.com, he identified deep single …