Dan Sundheim of D1 Capital on the art of public market investing
Episode publishedPodcast: Cheeky PintCheeky Pint
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Don't think I've ever had
a Guinness. Unlike Scott Wu Amazing. I've had many, many, many beers, perhaps thousands, but I'm not sure I've ever had a Guinness. Without an alarm clock, I will wake up almost exactly between 02:55 and 3AM almost every day. Wow.
So you wake up ahead of earnings.
No, no, forget earnings. Like I every just
want to see what happens at the open.
No, I don't want to wake up. I actually don't want to wake up. I mean, if I ran a private company like Stripe, I wouldn't go public. I think the public markets you know
It's kinda ironic because you're a public markets investor.
Yeah. I think the public markets are kinda problematic at this point.
Dan Sondheim is one of the world's top hedge fund managers. He runs d one Capital, which invests in public and private companies across a bunch of totally different industries. Dan's one of smartest investors I know. So Daniel Gross and I tried to get into his head and figure out how he analyzes companies.
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