Helix

Our proprietary Octo Factor model filtered 2,500 listed companies down to just 60 liquid, index-backed positions. While retail traders copy trailing Congress forms or buy raw IPO hype, our predictive accounting scripts isolate structural alpha up to two years before the market moves. Full breakdown here: https://www.sowmyvj.com/p/how-to-invest-in-helix-via-your-brokerage This is a public episode....

A major network infrastructure provider with a wide economic moat is trading at a deep discount at $370 while its fair value sits at $650. While retail accounts blow cash paying massive broker spreads on fractional share nonsense, the institutional signal is completely clear. Full breakdown here: [Substack Link] This is a public episode. If you'd like to discuss this with other subscribers or get...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Thank you to everyone who tuned into my live video! Join me for my next live video in the app. 1. The Hook: A $111 Billion Identity Crisis In the high-stakes theater of biotech investing, there is no siren song more seductive—or more dangerous—than a blue-chip giant trading at a structural discount. Bristol Myers Squibb...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Thank you for tuning in! Helix Investor Briefing: Navigating the Late-Cycle Market The Big Picture – Energy, Currency, and Your Purchasing Power Welcome & The Global Landscape Hello everyone, and welcome to our June strategic update. Thank you for tuning in, whether you’re listening to this on your morning commute or rea...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Thanks to the institutional allocators and family office CIOs who tuned in. Also a big thanks to our LPs for believing in our research, and strategy. TLDR The market is punishing Visa, driving a 9.58% trailing stock decline despite its flawless 97.8% gross profit margin and pristine accounting integrity. While retail inv...

Stop Buying the Story. Start Buying the Cashflow. If your idea of green investing is buying an ETF that holds Apple, calls it carbon neutral, and lets you sleep better at night, stop reading right now. We can’t help you. If you are looking for Dogecoin moonshots or safe, index-hugging returns that lag behind inflation, this isn’t for you either. This is for the investors who are flat-out tired of...

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.sowmyvj.com/subscribe

It’s surprising to note that most analysts and financial media, don’t go back in time to tick back on what the company CEO said a few quarters back. They just take the earnings call at face value, and worse, a number of them don’t even analyse it against what they wrote four quarters back. And we beleive them, we buy and sell based on that. Don’t pat yourself on your back, for not following the fo...

So passive investors are mostly locked into a tax wrapper. So they keep buying, with the hope of withdrawing at some point in time. More on the sequence of returns risk, later. But, they are actually going against two major factors that generate stock returns - Size and Valuation. Since a vast majority of passive investors use market cap weighted index tracker funds (go look at your brokerage stat...

The Narrative The market loves a good story, and right now, the story is that Airbnb is an ESG darling. Analysts point to their “top-notch” ESG scores as proof of a sustainable, forward-thinking company. They’ve managed to convince the world that they represent the “sharing economy,” a phrase that sounds great in a marketing deck but means nothing on a balance sheet. Because of this halo effect, t...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com The financial narrative is a powerful thing. It tells you that Canada is a diversified, modern economy with a thriving banking sector and a tech-forward future. Helix Research doesn’t buy the narrative; we look at the unit economics. And the economics of Canada are, at their core, a one-trick pony: oil.

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Thank you to everyone who tuned into my live video! Join me for my next live video in the app. The narrative surrounding Cardinal Health (CAH) has long been as unglamorous as the trucks it operates: a low-margin logistics utility. But if you’re still looking at CAH through that lens, you’re missing the transformation of...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Thank you to everyone who tuned into my live video! Join me for my next live video in the app. In an era of performative finance, it is easy to get lost in the “brochure”. But at Helix Research , we don’t buy the brochure—we buy the balance sheet. As we move into Q1 2026, the global landscape is defined by fragmentation...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com We’ve all been there. You open up a trading app, pull up a stock, and see that beautiful, climbing green line. It’s easy to look at that upward trajectory and assume the momentum will simply carry you into the future. But there is a fundamental trap in how we read these visuals. When you look at a chart, you aren’t looki...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Want to join our next session? Please book your spot here .

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Thank you to everyone who tuned into my live video! Join me for my next live video in the app. For decades, Procter & Gamble (P&G) has been the bedrock of conservative portfolios—the “anchor” that keeps investors steady when market seas get rough. However, recent data from our latest strategy review suggests that this de...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Thank you to everyone who tuned into my live video! Join us for my next live video in the app. As we move further into 2026, the high-altitude ESG narratives of previous years are being grounded by a new era of industrial pragmatism. At Helix Research, our strategy remains focused on identifying mispriced balance sheet r...

The current economic landscape is being shaped by a powerful “monetary tsunami”. As global money supply is projected to outpace nominal GDP growth, this surge in liquidity is creating market conditions that often exceed what traditional markets can naturally absorb. At Helix Research , we are closely monitoring these shifts to understand how to turn this data into a strategic advantage for our inv...

In the rapidly evolving world of AI, it’s easy to get lost in the sea of tools available. However, a helpful way to look at it is by distinguishing between your assistant and your brain . During our classes, we’ve started using Gemini Deep Research for some research tasks, and we load all information into Notebook LM. Are you attending our next lesson? The Dynamic Duo: Intern vs. Expert To get the...

For many investors, the ultimate goal isn’t just to participate in the market; it is to achieve alpha . In simple terms, alpha is your ability to beat the broad market. If you aren’t aiming to outperform the market, there is little reason to spend time hand-picking individual stocks. You could simply invest in an index fund, which is designed to deliver returns that closely mirror the broad market...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com In the world of quantitative investing, it is easy to get lost in the sea of traditional factors. While we utilize a rigorous weighting system—allocating 10% each to established factors like Size, Value, and Momentum —experience has taught us that the most dangerous risks are the ones that don’t show up in a standard aud...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com We often hear the same pitch: “This company is a leader in its vertical. Market conditions are perfect for their sector. Look at how they’re performing right now.” It sounds logical. You look at the company’s “story,” their industry, and their current momentum. But if you’re trying to understand volatility , you’re looki...

Thank you to everyone who tuned into my live video! Join me for my next live video in the app. In our most recent session, we outlined our current investment trajectory, the evolving macroeconomic landscape, and a specialized opportunity for our limited partners to access the pre-IPO market. Below is a comprehensive look at how we are positioning the fund for the 2026 financial year. The Pre-IPO O...

Investing can often feel like trying to solve a puzzle where the pieces are constantly changing shape. While it’s tempting to rely solely on technical charts or specific buy-and-sell price recommendations, these methods typically only offer a small advantage. To truly understand what moves the needle, research points toward six fundamental “buckets” or factors that influence stock market returns....

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Thank you to all Helixers, who tuned into my live video! Join me for my next live video in the app. Everyone is obsessed with whether Gemini is “smarter” than GPT-4. They’re looking at the wrong screen. While the retail crowd argues about chatbots, I’m looking at a 21x multiple on a company that basically owns the world’...