The Inversion Investor

The Inversion Investor

If a value investor goes long a communist stock… what exactly is he valuing?

Peter Pham's avatar
Peter Pham
Nov 26, 2025
∙ Paid

So Buffett bought into BYD — a communist-aligned firm with emerging military ties — and we’re supposed to pretend that slipped through his due diligence?

This might go down like Jordan on the Wizards: something we all quietly agree to forget.

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