Helix

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Summary: The Defensive Engine Delivers Keurig Dr Pepper delivered a characteristically resilient Q3 2025, providing a powerful signal of its defensive strength in a volatile consumer landscape. This report validates the strategic value of their integrated coffee and beverage portfolio. While reported revenue climbed to a...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Summary: The Cash Engine Roars Nucor didn’t just beat estimates in Q3 2025; they put on a masterclass in capital discipline and cash conversion that few companies in the industrial sector can match. This report is proof of concept for the mini-mill model’s supreme agility. While revenue hit $9.8 billion , the real story...

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.

Thank you to everyone who tuned into my live video! Join me for my next live video in the app. In today’s investment landscape, the market narrative is dangerously narrow. The S&P 500—once hailed as the benchmark of the American economy—has become little more than a “Tech Sector Gauge”. This concentration has created immense systemic risk, but also unpar… This is a public episode. If you'd like to...

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. This week, we covered a number of important topics: * Delay in economic indicators due to the US government shutdown. * How tariffs affect supply chains, and inflation? * Why is consumer spending so important? * How demand is s...

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 individual investors and family offices, the challenge of finding high-quality, vetted investment opportunities can be a significant hurdle. Navigating the complex world of private markets requires time, expertise, and a ne...

Thank you to everyone who tuned into my live video! Join me for my next live video in the app, at 11am Tuesdays. The market landscape is undergoing a profound transformation. The traditional risks we’ve been trained to watch—inflation, interest rates, and geopolitical tensions—are still important, but they are now intertwined with a new class of systemic threats that require a re-evaluation of how...

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As part of my research, over the last 7 years, I noticed a divergence between stated policy objectives and the implementation of the policy. Many of our policies, though well intentioned, have led to perverse incentives. I can’t call them unintentional consequences, due to the divergence I mention above. Key Policy Objectives include ( but not limited to): * Financial Stability (Pensions, Cost of...

Introduction In the world of investing, it is easy to fall into the trap of using a single metric to make decisions. Investors often look for a simple answer, such as a low P/E ratio, a high dividend yield, or a company with strong recent growth. However, this approach can be misleading and dangerous. At Helix Research , we firmly believe in a multi-faceted approach to investing. We reject single-...

For individual LPs and professional investors who are looking beyond immediate gains and investing for the long-term future – for their children and grandchildren – the traditional investment landscape can present challenges. If your horizon is short-term, or you're seeking a quick buck, this approach may not be for you. However, if you're seeking a sustainable path to growth, Helix offers a diffe...

Introduction: In the complex world of investing, where information overload and market volatility are constants, a silent yet pervasive challenge often undermines even the most astute investors: confirmation bias . This inherent human tendency leads us to seek out and interpret information in a way that confirms our existing beliefs, inadvertently blinding us to crucial data that might contradict...

In the dynamic world of finance, the headlines often paint a picture of relentless growth and market highs. Yet, for the discerning individual LP and professional investor, a deeper look reveals a more complex reality. We're witnessing a profound disconnect: soaring equity valuations coexist with persistent economic vulnerabilities, escalating geopolitical tensions, and an undeniable acceleration...

In the complex tapestry of modern finance, the traditional economic models, honed over centuries, are beginning to show their seams. For individual LPs and professional investors navigating this intricate landscape, understanding these systemic flaws isn't just academic – it's becoming a critical determinant of long-term portfolio performance and resilience. The core challenge? Conventional econom...

In today's rapidly evolving global landscape, staying ahead of market shifts is more critical than ever. We're currently operating in a complex environment, shaped by geopolitical tensions, evolving economic data, and a fundamental re-evaluation of sustainability. This update aims to provide you, our valued individual LPs and professional investors, with a clear understanding of where we stand, wh...

Every Tuesday, we update our investors on strategy—but today, I’d like to take a step back and offer a broader perspective on where the world is heading and how Helix is positioning to thrive in that future. Whether you’re new to alternative investing or looking to diversify beyond traditional equities and bonds, we believe there’s a compelling case to be made for the approach we’re building here...

In light of the current macroeconomic outlook, we have been approached by a number of parties, asking how the eco-economics thesis works in a market where the US administration is against environmental and social regulations, and where several companies are dropping their targets. Our approach remains intact, specifically in this market, given that: * Most incentives in the ESG space are at the st...

Good morning/afternoon, everyone, and welcome to our live session. It's great to have our individual and institutional LPs joining us today. As many of you know, our investment thesis is deeply rooted in eco-economics, exploring the intricate relationship between ecological health, social well-being, and economic prosperity, as we consistently highlight here. Today, we'll dissect recent market mov...

Thank you to everyone who tuned into my live video! Join me for my next live video in the app. 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

Thank you to everyone who tuned into my live video! Join me for my next live video in the app, next Tuesday at 11am UK time. 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

Thank you to everyone who tuned into my live video! Join me for my next live video in the app. 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

We ran a live session, to talk about our Risk and Resilience Framework. We touched upon a few sample trades that we executed in the last six weeks, showing how we were able to achieve the lowest possible drawdown when markets declined. Sticky inflation, tariff wars, risk of a US recession, and volatile markets. It is a perfect cocktail, if you have the right risk framework built in. At Helix, risk...

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

Chapter 10 talks about Financing the Sustainable Transformation, in my book, Eco-Economics, where I take you through a journey of identifying the right mechanisms to fund your sustainability project. Want to learn more, and get a signed copy of the book? Please click here . If you have a sustainability project that requires finance, why not tell us more about it? We can help secure financing throu...

If you are like me, you weren’t born on third base and haven’t enjoyed the opportunities, and wealth that privilege brings along. Education, for us, is the greatest leveler. When we were sixteen, and started experiencing the real world around us, we learnt through experiences, and formed our opinions on what we wanted to do in life, where we live, what we buy, and what the future holds for us. I w...