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Chipotle’s Stagflation Trap
Labor costs are at 25%, traffic has stalled, and the "green" narrative is no longer paying the premium.
Apr 3
•
Sowmy VJ
7
2
Cardinal Health (CAH)
Stock Teardown
Mar 14
•
Sowmy VJ
2
35:56
Procter & Gamble (PG)
The “Darling of Defensives” or a Value Trap?
Feb 25
•
Sowmy VJ
2
1
38:02
The UK Property Trap and The Footsie Hologram
How is Rachel Reeves Destroying Value in the UK?
Dec 1, 2025
•
Sowmy VJ
3
5
Allstate (ALL): The Arsonist Selling Fire Insurance
What we Are Doing with this Stock?
Nov 26, 2025
•
Sowmy VJ
2
1
Cloudflare (NET)
The Digital Tollbooth with a Moral Hazard
Nov 22, 2025
•
Sowmy VJ
2
2
Nvidia: The “Green” Chip That Burns Coal
You’ve heard the pitch: AI will solve climate change.
Nov 20, 2025
•
Sowmy VJ
2
2
Why Airbnb (ABNB) is the Ultimate Bait and Switch
If you’re holding Airbnb (ABNB) in your “Green Growth” portfolio, you are not saving the planet.
Nov 19, 2025
•
Sowmy VJ
3
1
Why “Eco-Economics” is the Key to Securing Your Financial Future
We are focusing our investment strategy on companies that are profitable and sustainable at the same time. This isn’t just about ESG; it’s about…
Nov 19, 2025
•
Sowmy VJ
3
1:35
Unmasking Microsoft (MSFT)
ESG Mirage, and Mismatched Financial Strategy
Nov 18, 2025
•
Sowmy VJ
2
2
What is Eco-economics?
A method to invest for the future.
Nov 15, 2025
•
Sowmy VJ
3
5:24
Strategy Review
A recording from Sowmy VJ's live video
Nov 12, 2025
•
Sowmy VJ
4
6
15:26
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