Playback speed×Share postShare post at current timeShare from 0:000:00/Generate transcriptA transcript unlocks clips, previews, and editing.3What's inside the Helix Portal?A recording by Sowmy VJSowmy VJMay 18, 20263ShareTranscriptGet more from Sowmy VJ in the Substack appAvailable for iOS and AndroidGet the appDiscussion about this videoCommentsRestacksHelix Weekly episodes on our research and stock teardowns. Weekly episodes on our research and stock teardowns. SubscribeListen onSubstack AppApple PodcastsSpotifyYouTubePocket CastsRSS FeedAppears in episodeSowmy VJRecent EpisodesThe Huge Trap Everyone Gets Wrong About "Free" Trading AppsJul 3 • Francesco Buonaurio and Sowmy VJHow Helix Avoided the Early June Market VolatilityJun 24 • Sowmy VJThe Schizophrenic Valuation of Bristol Myers Squibb: A 4.6% Safety Net Over a Patent AbyssJun 10 • Sowmy VJNavigating Late Cycle MarketsJun 2 • Sowmy VJStock Teardown - Visa Inc (V)May 27 • Sowmy VJOcto Factor Model in PracticeMay 25 • Sowmy VJHow CEOs drive the MomentumMay 15 • Sowmy VJ