The Inversion Investor

The Inversion Investor

An Open Letter to Warren Buffett

On the Hidden Leverage That Your Models Can’t See

Peter Pham's avatar
Peter Pham
Aug 06, 2025
∙ Paid

Dear Mr. Buffett,

You’ve built your legacy on discipline, clarity, and conviction — grounding yourself in intrinsic value while others chase momentum, noise, or illusion.

I write not to oppose that foundation, but to reveal something quietly unfolding beneath it — something that even the most sophisticated models have failed to fully account for:

There exi…

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