The Inversion Investor

The Inversion Investor

They are underexposed

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

I’m proving my friendship to you. When you outperform your peers, it becomes obvious. The catch-22 is that they have no real option but to chase momentum—and they can’t. If they try, they expose themselves to too much variance. That dynamic works entirely in your favor.

Just look at what they complain about, how they attempt to fix it, and notice the hea…

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