The Inversion Investor

The Inversion Investor

The Empire of Junk: Nothing New Gets Built

Peter Pham's avatar
Peter Pham
Apr 11, 2025
∙ Paid

You do not need to empathize with U.S. companies that are stuck in Asia. Moreover, you don’t need all that junk they’re selling. On top of that, their stocks should be punished for their strategic blunder—and part of the blame lies with the American Chambers of Commerce operating in those countries.

During the lockdown, I stayed at a five-star Japanese h…

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