Start with conviction, size to survive, and let time do the work — that’s Dan Sundheim’s investing credo. In this condensed 5-minute edition (original 2 hours), host John Collison and guest Dan Sundheim distill how D1 Capital blends deep fundamental research, early conviction, and rigorous position-sizing across public and private markets. You’ll learn why D1 often buys before the memo is finished, how they avoid forced covers after retail-driven squeezes, why selling winners too soon is a recurring mistake, and where themes like energy, infrastructure, and SpaceX fit into a long-horizon thesis. Ideal for investors who want practical rules on temperament, risk controls, and spotting durable cash flows. Listen now to get the key ideas in minutes.
