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How CEOs drive the Momentum
But hide the decay of fundamentals
May 15 • Sowmy VJ
1:57
Upcoming Event
Tuesday 19th May 2026 7pm BST
May 14 • Sowmy VJ
How Passive Investors Help Us
So passive investors are mostly locked into a tax wrapper.
May 14 • Sowmy VJ
1:18
AI agents are an absolute liability
Nuisance regretted
May 8 • Sowmy VJ
CVNA: The Market’s Favourite Zombie
Why I’m staying short Carvana
May 6 • Sowmy VJ

April 2026

Strategy Review
29th Apr 2026
Apr 29 • Sowmy VJ
I’m Done Writing About It.
Now You Can Own It.
Apr 24 • Sowmy VJ
Tesla (TSLA)
Death of the Auto Moat
Apr 23 • Sowmy VJ
You asked; We are delivering!
Helix is lisitng its fund very soon
Apr 20 • Sowmy VJ
Food is a contradiction
And we rarely get it right
Apr 18 • Sowmy VJ
Narrative vs. Reality – Q1 2026 Strategy Update
Stop chasing green stories.
Apr 16 • Sowmy VJ
The SIPP Wealth Incinerator
Why British Indian investors are trading 40% tax relief for 30 years of structural underperformance.
Apr 15 • Sowmy VJ
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