Hey, so I was just thinking about how everyone always wants a piece of the stock market pie. You know, like what’s the next big thing, who’s got the hottest picks, all that jazz. Anyway, Daniel Sundheim, ever heard of him? Big shot at D1 Capital Partners. It’s like this massive investment firm juggling billions. Started back in 2018, and they bulldozed their way through the pandemic slump like it was nothing.
But hey, even the big guys like Sundheim have off days—or years! 2022 was brutal. Inflation was like this looming monster, killing vibes and market gains. S&P got hit hard, and D1 took a 30.5% nosedive because tech startups, their bread and butter, just weren’t cutting it anymore. Next year though? Boom! Up 19%! They pulled a sneaky one and trimmed some of their tech bets.
Then you’ve got this wild 44% jump in 2024—betting big on those undervalued European stocks. Man, they weren’t kidding when they spotted a golden ticket on non-U.S. exchanges. Sundheim’s all into AI too, like it’s the holy grail of investments. Said something about big public companies having the muscle to make AI work long-term. So, don’t expect quick bucks; more like a decade-long haul on those returns.
Now, onto stocks, we snagged some from D1 Capital’s stash at the end of 2024. We’re tracking these picks because copying hedge funds’ moves? Actually smart. Numbers don’t lie—373.4% returns since 2014! Unbelievable, right?
Take Philip Morris International Inc. (NYSE:PM)—this big tobacco honcho running 180 countries deep. Marlboro is their claim to fame. Hedge fund folks seem to dig it, and their numbers look good. Analysts over at Stifel are feeling good about their future prospects, raising price targets and all. Solid first quarter, with smoke-free stuff driving growth. Yeah, you heard that right.
Despite being second on Sundheim’s list, here’s what’s crazy: AI stocks are stirring up way more hype. Found this one AI company lowkey blowing up in 2025 while others are crashing. If you’re curious, there are reports floating around about this super cheap yet promising AI stock. Might be worth checking out.
So there you have it. This unpredictable, messy world where hedge funds and big stocks dance around inflation and market slumps. It’s chaotic but kind of thrilling, don’t you think? Catch you on the flip side!
