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How CEOs drive the Momentum
But hide the decay of fundamentals
May 15
•
Sowmy VJ
3
1:57
Upcoming Event
Tuesday 19th May 2026 7pm BST
May 14
•
Sowmy VJ
5
How Passive Investors Help Us
So passive investors are mostly locked into a tax wrapper.
May 14
•
Sowmy VJ
2
1:18
AI agents are an absolute liability
Nuisance regretted
May 8
•
Sowmy VJ
9
1
CVNA: The Market’s Favourite Zombie
Why I’m staying short Carvana
May 6
•
Sowmy VJ
7
2
April 2026
Strategy Review
29th Apr 2026
Apr 29
•
Sowmy VJ
5
I’m Done Writing About It.
Now You Can Own It.
Apr 24
•
Sowmy VJ
7
2
Tesla (TSLA)
Death of the Auto Moat
Apr 23
•
Sowmy VJ
2
1
You asked; We are delivering!
Helix is lisitng its fund very soon
Apr 20
•
Sowmy VJ
6
1
Food is a contradiction
And we rarely get it right
Apr 18
•
Sowmy VJ
2
Narrative vs. Reality – Q1 2026 Strategy Update
Stop chasing green stories.
Apr 16
•
Sowmy VJ
5
The SIPP Wealth Incinerator
Why British Indian investors are trading 40% tax relief for 30 years of structural underperformance.
Apr 15
•
Sowmy VJ
6
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