In this interview, Dan Sundheim, founder and chief investment officer of D1 Capital Partners, discusses his career, investment strategies, and perspectives on the market. He reflects on the GameStop short squeeze, his early career at Viking Global Investors, and the inspiration behind D1 Capital. Sundheim addresses concerns about tariffs, inflation, and potential recessions, while also sharing his approach to stock analysis, shorting, and risk management. He highlights investments in companies like SpaceX and AI ventures like OpenAI and Anthropic. Sundheim emphasizes the importance of fundamental research, collaboration, and learning from adversity, and he advises young investors to gain experience and avoid emotional decisions.
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