Playback speed×Share postShare post at current timeShare from 0:000:00/Preview2Octo Factor Model in PracticeSummary of Yesterday's EventSowmy VJMay 20, 2026∙ Paid2ShareStop Buying the Story. Start Buying the Cashflow.If your idea of green investing is buying an ETF that holds Apple, calls it carbon neutral, and lets you sleep better at night, stop reading right now…Continue reading this post for free, courtesy of Sowmy VJ.Claim my free postOr purchase a paid subscription.Helix Helix Research (London): Exploiting Mispriced Balance Sheet Resilience. Rules based. High conviction core. Structured pipeline. Profit first. Listed equities only.Helix Research (London): Exploiting Mispriced Balance Sheet Resilience. Rules based. High conviction core. Structured pipeline. Profit first. Listed equities only.SubscribeListen onSubstack AppApple PodcastsSpotifyYouTubePocket CastsRSS FeedAppears in episodeSowmy VJRecent EpisodesWhat's inside the Helix Portal?May 18 • Sowmy VJHow CEOs drive the MomentumMay 15 • Sowmy VJHow Passive Investors Help UsMay 14 • Sowmy VJThe 20% ESG MirageApr 13 • Sowmy VJThe Great Canadian MirageApr 2 • Sowmy VJYour 'Safe' Consumer Staple Bet is Built on SandMar 31 • Sowmy VJThe Earnings MirageMar 26 • Sowmy VJ