Lineage, Inc. (LINE): Among the Best Stocks to Buy According to D1 Capital’s Daniel Sundheim

Daniel Sundheim is the laminitis and main concern serviceman of D1 Capital Partners, a planetary concern steadfast progressive across both nationalist and backstage markets. Established successful 2018, the hedge money successfully endured the COVID-19 slump by relying connected an assertive investment strategy based connected cardinal research. D1 currently manages a portfolio of $8 cardinal successful nationalist investments and $12 cardinal successful backstage holdings. The steadfast has maintained a important beingness successful Silicon Valley, investing successful large players such arsenic SpaceX, which accounts for astir a third of its backstage portfolio.

Of course, staying connected the winning broadside is astir intolerable for immoderate investor, including billionaires similar Daniel Sundheim. Back successful 2022, Sundheim endured one of the astir challenging years of his vocation arsenic broader equity markets came nether unit from rising inflation. While the S&P 500 sank 19.4%, D1 Capital underperformed with a 30.5% decline, mostly due to its important private-market bets connected tech startups, whose valuations plummeted sharply. D1 Capital was among respective high-profile hedge funds caught successful this downturn. However, the steadfast rebounded successful 2023, rising much than 19% aft strategically reducing immoderate of its backstage investments.

According to an capitalist missive received by Financial Times, D1 Capital's nationalist portfolio returned 44% successful 2024, driven by strategical investments successful European stocks. This unthinkable tally of gains continued into 2025, with the money gaining 7.7% successful January. D1's attack of capitalizing connected valuation discounts successful European markets comparative to US rivals seems to person been mostly successful. Speaking connected this, Sundheim stated successful the letter:

"We judge determination is presently an highly charismatic accidental to bargain large businesses that commercialized connected non-U.S. exchanges."

The billionaire is besides a large proponent of artificial intelligence, and believes that nationalist companies correspond the champion mode to capitalize connected the AI boom. Speaking successful precocious 2024, helium explained that, dissimilar erstwhile technological breakthroughs, AI would person an interaction connected astir each sector, prompting companies crossed industries to put heavy successful its development. Large nationalist corporations, helium noted, person the resources and standard required to efficaciously instrumentality AI initiatives, giving them an vantage implicit smaller, much agile firms. Sundheim further stressed that companies investing successful AI contiguous are doing truthful with a semipermanent view, realizing that the important infrastructure indispensable suggests returns are apt to travel implicit the adjacent decade, not the adjacent quarter.