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Why the World’s Largest Gold Producer is Being Priced Like a Charity
And the $7.3B Gap the Market Ignored
Jul 27
•
Sowmy VJ
5
1
The Huge Trap Everyone Gets Wrong About "Free" Trading Apps
How retail platforms extract a premium on zero-value financial structures while the real structural alpha sits undiscovered in wide-moat equities.
Jul 3
•
Francesco Buonaurio
and
Sowmy VJ
1
2
15:01
The Schizophrenic Valuation of Bristol Myers Squibb: A 4.6% Safety Net Over a Patent Abyss
A recording from Sowmy VJ's live video
Jun 10
•
Sowmy VJ
2
33:14
Stock Teardown - Visa Inc (V)
Thanks to the institutional allocators and family office CIOs who tuned in.
May 27
•
Sowmy VJ
2
28:47
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
3
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
3
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
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