The Inversion Investor

The Inversion Investor

Auntie and her Long term positions

Peter Pham's avatar
Peter Pham
Nov 14, 2025
∙ Paid

So what exactly are you signaling here? Is it timing? And if it is, what percentage are you implying? I’m not going to sift through your filings and reverse-engineer the intent. Are you suggesting this is a bottom? If it’s a small position, that’s misleading. If it’s a large position, no one actually knows.

The difference is simple: every “Rise” I call i…

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