D One
company on 2 shows · 5 statements across 2 episodes
Invest Like the Best 
Capital Allocators
5 statements about D One, every show
Sundheim: D1 Capital Never Came Close to Going Out of Business
“First of all, we never came close to going into business. That was just nonsense.”
Sundheim: Fund Managers Cannot Disprove Negative Narratives in the Short Term
“So it's impossible to disprove the negative narrative in the short term. It takes a lot of time.”
Sundheim: D1 Shifted to a Lower-Risk Portfolio Strategy Following 2022 Drawdown
“Not in that the stock selection, all of that was gonna be the same, but the portfolio construction was gonna be done in a way that was much less risk-prone, and the analogy I gave was like, we're gonna hit singles and doubles.”
Sundheim: D1 Deserved Redemptions and Harbors No Ill Will Toward Departing LPs
“I don't harbor any ill will. I mean, look, I think that you know, the act of redeeming is, like, to some extent, we deserved it, right?”
Kayden: Tiger Global and Coatue win via fast checks without board seats
“One, we've seen the emergence of firms that write checks really quickly and are extremely aggressive, whether it's Tiger Global, D-One, CO-Two, name your favorite firm. That's just a very different strategy. They don't take board seats, but they're extremely k…”