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Let’s say the quiet part out loud...
Let’s address the question everyone thinks about but rarely asks out loud:
Aug 3
•
Sowmy VJ
2
1
July 2026
The 33% Margin Illusion
Why Policy-Driven Unit Economics Are a Double-Edged Sword
Jul 28
•
Francesco Buonaurio
and
Sowmy VJ
3
9
27:41
Why the World’s Largest Gold Producer is Being Priced Like a Charity
And the $7.3B Gap the Market Ignored
Jul 27
•
Sowmy VJ
5
1
How to view our portfolio?
This is a key subscriber benefit
Jul 23
•
Sowmy VJ
2
6:56
Trading Post 22nd July 2026
What our scripts are telling us?
Jul 22
•
Sowmy VJ
2
19:22
Fox Corp (FOXA)'s acquisition of Roku
Is this still the cash cow? Should we hold/ buy more or exit?
Jul 22
•
Sowmy VJ
2
1
19:01
The "Floor" Secret: How We Lock In Profits Right Before a Crash
Locking the Floor: How We Automate Capital Protection and Lock In Returns Before the Drawdown Hits
Jul 17
•
Francesco Buonaurio
and
Sowmy VJ
3
7:08
Investor Letter
June 2026
Jul 13
•
Sowmy VJ
2
How to Predict Stock Crashes 2 Years Early Without Complex Math
Deconstructing the Octo Factor: How We Filter 2,500 Stocks to Isolate True Institutional Alpha
Jul 10
•
Francesco Buonaurio
and
Sowmy VJ
1
4
13:46
The $22B Roku Gamble
Why we're tearing down Fox (FOXA) live next week.
Jul 8
•
Sowmy VJ
1
1
The Huge Trap Everyone Gets Wrong About "Free" Trading Apps
How retail platforms extract a premium on zero-value financial structures while the real structural alpha sits undiscovered in wide-moat equities.
Jul 3
•
Francesco Buonaurio
and
Sowmy VJ
1
2
15:01
How to Invest in Helix, via your Brokerage Account
1.
Jul 1
•
Sowmy VJ
2
1
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