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Dan Sundheim of D1 Capital on the art of public market investing

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Seasoned public and private investor Dan Sundheim sits down with John to discuss the harrowing GameStop short squeeze, waking up at 3am for the European market open, and the emotional asymmetry of managing billions of dollars. They cover why he thinks successful private companies should avoid the public markets, the real genius of Elon Musk’s business approach, and the pattern recognition that comes from years of investing. This is a rare, candid look into the strategies and mindset of a top public markets investor. Show notes [Read] The Essays of Warren Buffett: Lessons for Corporate America by Lawrence A. Cunningham [Read] The Buffett Partnership Letters (1957-1970) [Read] Value Investors Club (VIC) 00:00 The D1 operating model 07:54 Getting it wrong on NFLX11:44 What makes a good stock picker 18:16 Portfolio-building 24:35 GameStop 35:57 The art of short-selling 41:48 How to spot a turnaround 47:12 Waking up at 3 AM 53:14 Money management 59:31 Dan’s 10-year hands-off stock pick 01:

Seasoned public and private investor Dan Sundheim sits down with John to discuss the harrowing GameStop short squeeze, waking up at 3am for the European market open, and the emotional asymmetry of managing billions of dollars. They cover why he thinks successful private companies should avoid the public markets, the real genius of Elon Musk’s business approach, and the pattern recognition that comes from years of investing. This is a rare, candid look into the strategies and mindset of a top public markets investor. Show notes [Read] The Essays of Warren Buffett: Lessons for Corporate…

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