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I remember a few years back, I was looking at a massive utility that was practically swimming in coal dust, but their CEO was on every finance news show talking about their 2050 net-zero goal. I swear, the stock jumped 10% that day. I thought, “Are you kidding me? A promise for 30 years from now is worth a premium today?”. That’s the moment I knew this ESG narrative was getting detached from reality.
What are you investing on?
It’s about time we, as investors, got real about underperforming ESG funds. I’ve built my own model over the last three decades and I don’t pay premium prices unless a stock is truly worth it. Most of what’s out there is just marketing gimmicks. You’re tired of sub-optimal returns. I get it. It’s time to demand the data.
We are looking for a method to preserve and grow your wealth using eco-economics. This post isn’t telling you what to buy or sell. I’m just publishing my position.
A Snapshot
Are you sick of paying a premium for a stock based on a CEO’s promise for 2050?. I am too. The disconnect between a company’s financial narrative and its actual ESG reality is costing you money.
What you get in the Deep Dive:
My cynical, data-driven analysis of a major company’s Financial, Social, and Environmental risks.
I will expose the hidden financial weaknesses often buried by marketing hype.
A clear view of how money flows, valuations, and momentum are truly aligned to the eco-economics thesis.
Our precise position on the stock and what we are doing about the hypocrisy we found.
The Deep Dive
The Valuation Game: Don’t Pay for Empty Promises
I am a big fan of the margin of safety approach. I want undervalued stocks that will deliver.
Don’t believe the propaganda—don’t believe the popular narrative. I analysed this. The surge in ESG funds since 2018 has created a bizarre dynamic where an ESG rating itself can make the stock price go up. The accounts might be “true and fair” as per the accountants, but they can be unfair to you, the investor. I’m looking for a competitive advantage, not a slick press release. If a company is actually delivering today, like an Octopus Energy with real solar and wind power, that’s worth the premium. If they’re just pushing a “2050 goal,” you’re paying for air. I’m looking at the valuations and money flows to spot where the premium is real and where it’s fake.
Social & Environmental Facade: Where the Data Falls Apart
I looked at the market capitalization and how that influences the narrative. You see these massive companies—the main thing you’re hearing about is their future impact. They love to talk about the ‘E’ and the ‘S’. The ESG label has become a shield for financial weaknesses. If I am looking at a company and the narrative is all about how great they will be for the environment tomorrow, my immediate reaction is to look for what they are hiding today. The logical jumps they want you to make—that future ‘green’ status justifies today’s price—is a trap. I am amazed at the simple things they miss. The only thing that matters is performance. We need to connect the dots. The macro environment is changing, and just slapping an ESG badge on a coal company doesn’t change the underlying eco-economics thesis.
Helix Position: Shorting the Hypocrisy
This isn’t a Buy/Sell call, it’s about what We Are Doing. We looked at the financials, the global macro environment, and the stock’s market-specific momentum. The numbers don’t lie. They rarely do.
Based on the extreme disconnect between the ESG hype and the financial data, we are fading the rally. I think we are looking at a classic case of accounts being true but misleading. I am simply not going to pay a premium for a stock that’s not worth it. You shouldn’t either. The financial, social, and environmental risks are too high. What’s your opinion?.
