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Dan Sundheim of D1 Capital on the art of public market investing, Sonic AI
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Dan Sundheim of D1 Capital on the art of public market investing
A Cheeky Pint
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Oct 22, 2025
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1:38:39
Interview
Dan Sundheim of D1 Capital on the art of public market investing
From
The Logan Bartlett Show
Dan Sundheim
(Founder, D1 Capital, guest)
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Executive Summary
D1 Capital employs a hybrid public/private investment strategy with a 3-5 year horizon, applying the same fundamental analysis to both, with roughly two-thirds of its $25B AUM in private companies.
Dan Sundheim is highly bullish on energy infrastructure (e.g., GE Vernova, Clean Harbors) as a second-order bet on the massive increase in electricity demand driven by AI data centers.
The 2021 GameStop event fundamentally changed D1's approach to risk, causing them to halt all short-selling for a year.
They now view the market as the best shorting opportunity ever, but with unprecedented idiosyncratic risk.
The firm has ceased new investments in China due to unpredictable government intervention, while actively seeking opportunities in inefficient European markets where corporate turnarounds are slower to be priced in.
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Hybrid Public-Private Investing
The New Era of Short Selling Risk
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Processed May 10, 2026
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