According to Daniel Sundheim of D1 Capital, one of the best stocks to buy
Recently, I’ve compiled a list of According to Daniel Sundheim of D1 Capital, the best stock to buy. In this article, we’ll look at where Philip Morris International Inc. (NYSE: PM) competes against Daniel Sandheim’s other stock picks.
Daniel Sundheim is founder and chief investment officer D1 Capital Partnera global investment company operating in both the public and private markets. Founded in 2018, hedge funds have successfully sluggished Covid-19 by relying on a proactive investment strategy based on basic research. D1 currently manages a $8 billion portfolio of public investment and a $12 billion private holding. The company maintains a big presence in Silicon Valley and invests in key players such as SpaceX, which accounts for about a third of its private portfolio.
Of course, for investors including billionaires like Daniel Sundheim, it’s almost impossible to stay on the winning side. In 2022, Sundheim endured one of the most challenging years of his career as the broader stock markets were under pressure from rising inflation. The S&P 500 sunk 19.4%, while the D1 Capital suffered a 30.5% decrease in performance. This has resulted in a sharp plunge in valuations, mainly due to substantial private market bets on high-tech startups. D1 Capital was one of several well-known hedge funds that were caught up in this slump. However, the company rebounded in 2023, gaining more than 19% after strategically cutting some of its private investment.
According to an investor letter received by the Financial Times, D1 Capital’s public portfolio returned 44% in 2024, driven by strategic investments in European equities. This incredible profit continued into 2025, with the fund increasing by 7.7% in January. Compared to US rivals, D1’s approach to leveraging European market valuation discounts appears to have been largely successful. Speaking about this, Sundheim said in a letter.
“We believe there is a very attractive opportunity to buy great businesses that trade on non-AU exchanges right now.”
Billionaires are also a major advocate for artificial intelligence, and public companies believe they are the best way to capitalize on the AI boom. Speaking in late 2024, he explained that unlike previous technological breakthroughs, AI will impact almost every sector, encouraging companies across the industry to invest heavily in development. He said large corporations have the resources and scale necessary to effectively implement AI initiatives. Sundheim further emphasizes that companies investing in AI today do so in the long term, recognizing that the necessary substantial infrastructure suggests that returns are likely to come in the next decade rather than in the next quarter.
