Dan Sundheim - The Art of Public and Private Market Investing
2/24/20261 hr 15 min
My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners.
He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, OpenAI and Anthropic, and a public portfolio of names you may never have heard of.
Dan shares the story of the short case he wrote on Orthodontic Centers of America and posted on Value Investors Club, which crashed the stock, and helped him land his first job.
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First 90 secondsPatrick O'Shaughnessy· Host0:00
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