Playback speed×Share postShare post at current timeShare from 0:000:00/Preview4Weekly Strategy & Risk ReviewA recording from Sowmy VJ's live videoSowmy VJOct 08, 2025∙ Paid4ShareThank you to everyone who tuned into my live video! Join me for my next live video in the app.Get more from Sowmy VJ in the Substack appAvailable for iOS and AndroidGet the appThis week, we covered a number of important topics:Delay in economic indicators due to the US government …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 EpisodesHow 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 VJAssessing the Revenue to Cash Flow, Moat, Business Model and DebtMar 25 • Sowmy VJCardinal Health (CAH)Mar 14 • Sowmy VJ