five billion dollar companies

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

Everything said about five billion dollar companies, oldest first

Oct 22, 2025 neutral
Insight
Sundheim: A $30B fund cannot practically short $5B companies
“If I'm thirty billion dollars, it's really, you can't really short five billion dollar companies”
Dan Sundheim Oct 22, 2025 ▶ 1:25:50 Dan Sundheim of D1 Capital on the art of public market investing
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