The Inversion Investor

The Inversion Investor

NEWHIGHS: Value v Spam

Peter Pham's avatar
Peter Pham
Jan 23, 2025
∙ Paid

For the love of the game, I wish I received emails this relevant or accurate. On top of that, I’d be trying to understand how. If your manager isn’t doing that for you, what is he doing?

For example, yesterday I’m running a mental model about new ways the game of basketball can be played. Here is the thesis:

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