Sundheim: US markets price turnaround stories far faster than Europe
Dan Sundheim · Dan Sundheim of D1 Capital on the art of public market investing · Oct 22, 2025 · at 44:02
Dan Sundheim, founder of D1 Capital Partners, contrasts the pricing speed and investor psychology of US versus European public equity markets during corporate turnarounds.
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“Like, the U.S. Is pretty quick at, like, seeing change happening, and then pricing in that change. In Europe, I find you know, once a company, like a company like Rolls had underperformed for so long, I guess that European mutual funds, they just kind of got in their head that like, Rolls is something we just don't want to touch.”
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