D-one
4 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 24, 2026 by Dan Sundheim · across every show →
Everything said about D-one, oldest first
Feb 24, 2026
Feb 24, 2026 neutral
Feb 24, 2026
Feb 24, 2026
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.”