The Inversion Investor

The Inversion Investor

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The Inversion Investor
The Inversion Investor
AUM is nice, but it’s not yours.

AUM is nice, but it’s not yours.

Peter Pham's avatar
Peter Pham
Oct 18, 2024
∙ Paid
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The Inversion Investor
The Inversion Investor
AUM is nice, but it’s not yours.
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What are you scaling? Management fees? Is it because you can’t turn investment or speculation into the balance sheets of the businesses you invest in?

You say that you like this business because it has predictable cash flows, but you can’t do the same?

So, you want your followers to be your business—your tribe?

Crocs on the ground?

But which way is the …

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