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strategy

Narrative vs. Reality – Q1 2026 Strategy Update

Stop chasing green stories.

Apr 16 • Sowmy VJ

Market Regime Change

Strategy Update #6 in Calendar Year 2026

Mar 17 • Sowmy VJ

22:13

Strategy Review

A recording from Helix Research's live video

Mar 4 • Sowmy VJ

Monthly Investor Letter

January 2026: Focusing on Results, Not Hype

Feb 9 • Sowmy VJ

Top posts

The "Director’s Dilemma" and the Mortgage Trap

Apr 1 • Sowmy VJ

The Death of Stories and the Rise of Eco-Economics

Jan 8 • Sowmy VJ

Cirrus Logic (CRUS) Q2 2026 Earnings Driven by High-End Audio & HPMS Expansion

Nov 11, 2025 • Sowmy VJ

Qualys (QLYS) Q3 2025 Earnings Confirm High-Margin Security Platform Dominance

Nov 13, 2025 • Sowmy VJ

Chipotle’s Stagflation Trap

Apr 3 • Sowmy VJ

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stocks

Chipotle’s Stagflation Trap

Labor costs are at 25%, traffic has stalled, and the "green" narrative is no longer paying the premium.

Apr 3 • Sowmy VJ

35:56

Cardinal Health (CAH)

Mar 14 • Sowmy VJ

38:02

Procter & Gamble (PG)

The “Darling of Defensives” or a Value Trap?

Feb 25 • Sowmy VJ

The UK Property Trap and The Footsie Hologram

How is Rachel Reeves Destroying Value in the UK?

Dec 1, 2025 • Sowmy VJ

Allstate (ALL): The Arsonist Selling Fire Insurance

What we Are Doing with this Stock?

Nov 26, 2025 • Sowmy VJ

Cloudflare (NET)

The Digital Tollbooth with a Moral Hazard

Nov 22, 2025 • Sowmy VJ

Nvidia: The “Green” Chip That Burns Coal

You’ve heard the pitch: AI will solve climate change.

Nov 20, 2025 • Sowmy VJ

Why Airbnb (ABNB) is the Ultimate Bait and Switch

If you’re holding Airbnb (ABNB) in your “Green Growth” portfolio, you are not saving the planet.

Nov 19, 2025 • Sowmy VJ

1:35

Why “Eco-Economics” is the Key to Securing Your Financial Future

We are focusing our investment strategy on companies that are profitable and sustainable at the same time. This isn’t just about ESG; it’s about…

Nov 19, 2025 • Sowmy VJ

Unmasking Microsoft (MSFT)

ESG Mirage, and Mismatched Financial Strategy

Nov 18, 2025 • Sowmy VJ

5:24

What is Eco-economics?

A method to invest for the future.

Nov 15, 2025 • Sowmy VJ

15:26

Strategy Review

A recording from Sowmy VJ's live video

Nov 12, 2025 • Sowmy VJ

Helix

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Helix Research (London): Exploiting Mispriced Balance Sheet Resilience. Rules based. High conviction core. Structured pipeline. Profit first. Listed equities only.

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