Founders who can write clearly are rare and worth paying attention to.
Dan puts Dario in the same class as Bezos.
The only signal that mattered early in Amazon was the '97 shareholder letter.

My conversation with Dan Sundheim (@dsundheim).
He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets.
There's no one as passionate about investing as Dan.
We had a really wide-ranging conversation and discuss:
- Public

Patrick OShaughnessy

Twitter

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