Archive - Helix Research

The Laboratory Tollbooth

Decoding the unit economics of service lock-in and the structural alpha hidden within biopharma instrumentation cycles.

Aug 11 • Sowmy VJ

Stock research and analysis

Aug 8 • Sowmy VJ

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

July 2026

The 33% Margin Illusion

Why Policy-Driven Unit Economics Are a Double-Edged Sword

Jul 28 • Francesco Buonaurio and Sowmy VJ

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

How to view our portfolio?

This is a key subscriber benefit

Jul 23 • Sowmy VJ

6:56

Trading Post 22nd July 2026

What our scripts are telling us?

Jul 22 • Sowmy VJ

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

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

7:08

Investor Letter

Jul 13 • Sowmy VJ

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

13:46

The $22B Roku Gamble

Why we're tearing down Fox (FOXA) live next week.

Jul 8 • Sowmy VJ

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