Episodes 65
Avg. Duration 18m
Activity Highly Active
Since Nov 2024
Latest Episode Apr 2026

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Open to Sponsors

Publishing Details

Schedule
Weekly
Format
Episodic
Consistency
33%
Hosting
api.substack.com

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About This Podcast

Helix Research (London): Exploiting Mispriced Balance Sheet Resilience. Rules based. High conviction core. Structured pipeline. Profit first. Listed equities only.

www.sowmyvj.com

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Recent Episodes

The Great Canadian Mirage

Apr 02, 2026 0m

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.comThe financial narrative is a powerful thing. It tells you that Canada is a diversified, modern economy with a thriving…

Cardinal Health (CAH)

Mar 14, 2026 6m

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.comThank you to everyone who tuned into my live video! Join me for my next live video in the app.The narrative surrounding…

Strategy Review

Mar 04, 2026 3m

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.comThank you to everyone who tuned into my live video! Join me for my next live video in the app.In an era of performative…

Don’t Just Look at the Chart

Feb 27, 2026 0m

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.comWe’ve all been there. You open up a trading app, pull up a stock, and see that beautiful, climbing green line. It’s easy…

How We Analyse Stocks using AI

Feb 26, 2026 0m

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

Procter & Gamble (PG)

Feb 25, 2026 4m

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.comThank you to everyone who tuned into my live video! Join me for my next live video in the app.For decades, Procter &…

Strategy Update

Feb 18, 2026 5m

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.comThank you to everyone who tuned into my live video! Join us for my next live video in the app.As we move further into…

Navigating the “Monetary Tsunami”

Feb 15, 2026 4m

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…

Building Your Digital Second Brain

Feb 14, 2026 0m

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…

Chasing Alpha

Feb 11, 2026 1m

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…

Beyond the Balance Sheet

Feb 09, 2026 0m

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.comIn the world of quantitative investing, it is easy to get lost in the sea of traditional factors. While we utilize a…

The Volatility Myth

Feb 08, 2026 0m

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.comWe often hear the same pitch: “This company is a leader in its vertical. Market conditions are perfect for their sector.…

Strategy Update: Pre-IPO Opportunities and the 2026 Macro Outlook

Feb 04, 2026 42m

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…

Decoding the Market: The 6 Key Drivers of Stock Returns

Jan 28, 2026 5m

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…

Analysing Alphabet (GOOGL) using the Helix Quantamental Model

Jan 28, 2026 8m

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.comThank you to all Helixers, who tuned into my live video! Join me for my next live video in the app.Everyone is obsessed…

Helix Quantamental Model

Jan 27, 2026 3m

In a recent presentation, Sowmy V.J., our Managing Partner, and an experienced fund manager, introduced the Helix Quantamental Model, a robust framework for building and managing stock portfolios.…

Strategy Update No 2/2026

Jan 20, 2026 3m

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.comThank you to everyone who tuned into my live video! Join me for my next live video in the app.Helix Alpha Architecture…

Analysing META

Jan 13, 2026 4m

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.comThank you to everyone who tuned into my live video! Join me for my next live video in the app.Good evening. I’m Sowmy VJ.…

Get a 360 degree view of your finances

Jan 09, 2026 13m

As a subscriber, we like to add value to your financial future, and hence we offer you the ability to get a 360 degree view of your finances.On the header of this email (and all our emails), you will…

Happy New Year!!

Dec 31, 2025 4m

Happy New Year to You and Your Family!As always, I prefer to add a little insight in my posts, and here’s what we found about the US Economy, and what we are doing about it.The White House is…

Frequently Asked Questions

How many episodes does Helix have?

Helix has published 65 episodes since November 2024, covering topics in Business, Business News.

Is Helix still active?

Helix is currently highly active with new episodes weekly. Average episode length is 18m.

How do I contact Helix for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Helix, including email and social media links.

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