The Inversion Investor

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Peter Pham
Feb 09, 2025
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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
·
February 3, 2025
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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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