The Inversion Investor

The Inversion Investor

Structural Optionality Is a Skill, Not a Country.

Peter Pham's avatar
Peter Pham
Jan 21, 2026
∙ Paid

If you’re truly high capability, you quickly realize you don’t want to build anything in the Temu/Shein tier.

Then you notice who those environments attract — people you can’t learn from, and work that doesn’t transfer into anything durable.

Once you factor in how crony capitalism shows up even in the pettiest arenas, the decision becomes obvious:

You move…

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