The Inversion Investor

The Inversion Investor

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Peter Pham's avatar
Peter Pham
Nov 13, 2025
∙ Paid

Once you retire ( I mean come on) 103/109

Peter Pham
·
November 12, 2025
Once you retire ( I mean come on) 103/109

Once you retire, I’m pretty sure Gen Z will cancel you. Whatever you did to the world—they’re not going to be down with it. I can already sense it. Honestly, I’m probably the last generation that can still appreciate things.

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They are underexposed

Peter Pham
·
November 11, 2025
They are underexposed

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.

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The Big Idea Doesn't Scale

Peter Pham
·
November 10, 2025
The Big Idea Doesn't Scale

The fact that a movie star has to tell you there’s a depreciation inefficiency with GPUs — and is relying on a systemic trickle-down effect — shows how much of a one-hit wonder he potentially is, and how hard true scale really is to achieve.

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The game is not easy my friends 97/103

Peter Pham
·
November 10, 2025
The game is not easy my friends 97/103

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