To the best stocks that can buy from D1 Capital, according to Daniel Sundheim

We recently put together a list of the 10 Best shares that are available from Daniel Sundheim from D1 Capital. In this article we will take a look at where Philip Morris International Inc. (NYSE: PM) stands against Daniel Sundheim’s other stock tips.

Daniel Sundheim is the founder and Chief Investment Officer von D1 Capital PartnersA global investment company that is active in both public and private markets. The hedge fund, which was founded in 2018, successfully endured the Covid 19 slump by based on an aggressive investment strategy based on fundamental research. D1 is currently managing a portfolio of $ 8 billion in public investments and $ 12 billion in private participations. The company has maintained a significant presence in Silicon Valley and invested in important actors such as SpaceX, which is about a third of its private portfolio.

Of course, it is almost impossible for every investor to stay on the winner, including billionaire like Daniel Sundheim. As early as 2022, Sundheim experienced one of the most demanding years of his career, since the wider stock markets were under pressure due to increasing inflation. While the S&P 500 sank by 19.4%, D1 Capital with a decline of 30.5%, especially due to its considerable private betting on tech startups, were strong. D1 Capital belonged to several top -class hedge funds that were caught in this downturn. However, the company recovered in 2023 and increased by more than 19%after some of its private investments were strategically reduced.

According to an investor letter received in Financial Times, the public portfolio of D1 Capital returned 44% in 2024, which is due to strategic investments in European stocks. This incredible increase in profits continued in 2025, with the fund increased by 7.7% in January. The approach of D1 to use the evaluation discounts in European markets compared to US rivals seems to have been largely successful. Sundheim said in the letter:

“We believe that there is currently an extremely attractive opportunity to buy great companies that deal with non-US exchanges.”

The billionaire is also an important supporter of artificial intelligence and believes that public companies are the best way to use the AI ​​boom. At the end of 2024, he explained that, unlike earlier technological breakthroughs, AI would have an impact on almost every sector, which caused companies to invest heavily in their development in all industries. He found that large public companies have resources and scale to effectively implement AI initiatives and give them an advantage over smaller, more agile companies. Sundheim also emphasized that companies that invest in AI today recognize with a long -term perspective that the significant infrastructure indicates that the returns will probably come in the next decade and will not come in the next quarter.