Among the best stocks to buy according to Daniel Sundheim from D1 capital

We recently collected a list of the 10 best shares to buy according to Daniel Sundheim from D1 capital. In this article, let’s take a look at where Philip Morris International Inc. (NYSE: PM) is against the other Daniel Sundheim bag options.

Daniel Sundheim is the founder and investment responsible for D1 Capital PartnersAn active world investment company in both public and private markets. Founded in 2018, the coverage fund successfully supported the COVID-19 fall, relying on an aggressive investment strategy based on fundamental research. D1 currently manages $ 8 billion in public investments and $ 12 billion in private holdings. The firm has maintained a significant presence in Silicon Valley, investing in main players like Spacex, which represents about a third of their private portfolio.

Of course, being on the winning side is almost impossible for any investor, including billionaires like Daniel Sundheim. In 2022, Sundheim supported one of the most difficult years of his career, as the wider capital markets had the pressure of increasing inflation. While the S&P 500 sank 19.4%, the capital of D1 had a decrease of 30.5%, largely due to its substantial private market bets by technological startups, the evaluations of which fell abruptly. D1 capital was between various high -profile coverage funds captured in this fall. However, the firm bounced in 2023, increasing more than 19% after strategically reducing some of its private investments.

According to an investor letter received by Financial Times, the public portfolio of D1 capital returned 44% by 2024, driven by strategic investments in European shares. This incredible work of earnings continued until 2025, and the fund won 7.7% in January. The capitalization of the capitalization of the discounts of valuation in European markets in relation to the rivals of the United States seems to have been in great success. Speaking of this, Sundheim stated in the letter:

“We believe that there is currently an extremely attractive opportunity to buy large companies that market non-American exchanges.”

The billionaire is also an important advocate of artificial intelligence and believes that public companies represent the best way to capitalize on the boom of AI. Speaking at the end of 2024, he explained that, unlike previous technological advances, it would have an impact on almost every sectors, which caused companies in the industries invested in their development. Large public corporations, he said, have resources and scale needed to effectively implement AI initiatives, giving them an advantage over smaller and more agile companies. Sundheim emphasized that the companies that invest in today do so with a long-term vision, realizing that the substantial substantial infrastructure suggests that the yields will be able to reach the next decade, not the next quarter.