earnings

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 earnings, 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

Turn any episode into a week of clips.

This entire site, about 28 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

earnings

Everything said about earnings, oldest first

Turn any episode into a week of clips.