About Me & Benefits of a Helix Subscription
If you’ve landed up on this page there is a good chance you weren’t born on third base, just like me. My access to wealth, opportunity and connections has been through self-learning, networking, and taking risks.
I am Sowmy VJ, Managing Partner of Helix Research Ltd., the General Partner firm, behind this newsletter. You can connect with me on LinkedIn, if you haven’t already. Yes, it’s that Indian guy with spectacles that you see below. That’s it. Hit that connect button or personalize the invite by telling me more about you.
For Professional Investors / Traders Only
This website, and the newsletter is for the exclusive use of professional investors/ traders. No part of this publication may be construed as financial advice. If in doubt, please consult your financial advisor to assess the suitability of the content for your circumstances.
Benefits & How to Use this Content
As a subscriber, you will receive emails directly in your inbox, as well as on the Substack App. I send 2-3 emails weekly, and it will consist of stocks that we consider adding to our stock index. We also come across great sustainable products, and services, which we recommend to you, based on our analysis.
Ok, we wrote to you about a stock, and that interests you. Please add the stock to your watchlist and perform further research and assess whether to invest in it.
If you are a ‘Paid’ Subscriber, we provide you with:
Long range forecast for the stock, based on our proprietary research tools.
A statement reliability rating: Many listed companies publish financial statements that are ‘true and fair’ as per accounting principles but are downright unfair to the shareholder. We will give you guidance on whether the statements are trustworthy and fair to a shareholder.
A financial stability score: While there might be hype or a trend that favors a specific stock, we will give you a score that helps you understand whether the company’s financials are sustainable in the long run.
A creditworthiness score: While you are not lending them money, as an investor it is important to note that equity shareholders get paid last, after all creditors, in the event of bankruptcy.
Additionally, as a professional investor, you might also benefit from our ‘Trading Signals’, which help you actively manage your portfolio, based on our signals, that are built on macro, fundamental, and momentum ratings, that we use in our active management.
Our thesis is published as two books, and you can find details here.
To find out more about the company behind this research, please visit Helix.Earth (we thought the www prefix was an overkill, since we had the Earth backing us!!) and the company that provides the tech for this newsletter, visit Substack.com.
