Invest Like the Best

Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]

Feb 24, 2026 · 1h 15m

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 …

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