The Inversion Investor

The Inversion Investor

Performative fund mangers 101

Peter Pham's avatar
Peter Pham
Nov 22, 2025
∙ Paid

  • fundamentals as a crutch

  • illiquidity as a shield

  • niche assets as a hiding place

  • abstraction as protection from being judged on precision

Katy Perry is also performative
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