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 …

Letter From Oaxaca

By Paul Sankey Published on March 10, 2024 at 6:26 PM

Greetings from the beach, To avoid repetition, let’s not talk about market all-time highs, concentration, and the N-stock. Let’s talk about Mesoamerican history-based opportunities in Mexican real estate. Because I’m in Porto Escondido, State of Oaxaca, Mexico. Photo above. Oaxaca State, capital Oaxaca City, on the southwest Pacific coast, is known as a poor state, with the most indigenous (pre-Hispanic) population, with remarkable history and historic sites, and world famous gastronomy. In this note we …