The Inversion Investor

The Inversion Investor

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The Inversion Investor
The Inversion Investor
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Are you watching?

Peter Pham's avatar
Peter Pham
Feb 09, 2025
∙ Paid
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The Inversion Investor
The Inversion Investor
Are you watching?
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The future.

King Dollar: Keeping Passport Bros & SHEIN Queens in Check

King Dollar: Keeping Passport Bros & SHEIN Queens in Check

Peter Pham
·
Feb 3
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A week ago, I coined the phrase “SHEIN Queens.”

Why?

Because SHEIN is preparing for its IPO, and its core business model thrives on unrestricted access to Western markets.

Then something happened.

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