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How to view our portfolio?

23 Jul 2026

Thanks for tuning in. You will find a link to our portfolio, provided in the header section of our emails. If you access our content via podcast apps, please visit https://portal.helix.earth/portal and enter the email you used to subscribe to Helix. This is a public episode. If you'd like to di ...

00:06:56

The "Floor" Secret: How We Lock In Profits Right Before a Crash

17 Jul 2026

In this breakdown, we dive into the mechanics of Constant Proportion Portfolio Insurance (CPPI)—an institutional asset-protection framework that acts like a rising staircase for your trading account. Instead of riding a stock all the way up and right back down, this model systematically establis ...

00:07:08

How to Predict Stock Crashes 2 Years Early Without Complex Math

10 Jul 2026

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 bre ...

00:13:46

The Huge Trap Everyone Gets Wrong About "Free" Trading Apps

3 Jul 2026

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 her ...

00:15:02

The Schizophrenic Valuation of Bristol Myers Squibb: A 4.6% Safety Net Over a Patent Abyss

10 Jun 2026

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 se ...

00:05:00

Navigating Late Cycle Markets

2 Jun 2026

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 Ju ...

00:03:02

Stock Teardown - Visa Inc (V)

27 Mei 2026

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 d ...

00:03:27

Octo Factor Model in Practice

25 Mei 2026

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 th ...

00:53:03

Octo Factor Model in Practice

20 Mei 2026

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com 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 y ...

00:05:00