The Inversion Investor

The Inversion Investor

If you actually look at their calls, are they even 50/50? So why are they on TV?

Peter Pham's avatar
Peter Pham
Feb 02, 2026
∙ Paid

They’re low-key about execution — because if they were honest about it, the whole business model breaks. So instead they sell subscriptions and “management” wrapped in narratives.

But their execution is mid compared to what I do — and I’m not sitting at 50/50.

Not even close.

Those are the facts.

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