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Chinese internet companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 22, 2025 by Dan Sundheim · across every show →

Everything said about Chinese internet companies, oldest first

Oct 22, 2025 bearish
Assertion Not checkable as stated
Sundheim: Chinese tech firms avoided beating earnings to dodge scrutiny
“For a while we were seeing Chinese internet companies, like, they didn't want to beat earnings. Because if you beat earnings, your stock goes up too much. You know, you might be flagging that, like, you're over-earning”
Dan Sundheim Oct 22, 2025 ▶ 1:11:00 Dan Sundheim of D1 Capital on the art of public market investing
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