Helix CapitalReflections (Q4 & full year CY2023)Investing is a journey of self-discovery. It reveals your relationship with money, your tolerance for risk, and your ability to stay…Dec 31, 2023Dec 31, 2023
Helix CapitalA breather — Q3 2023 Newsletter“In investing, what is comfortable is rarely profitable.” — Robert ArnottOct 1, 2023Oct 1, 2023
Helix CapitalThe Race to win Southeast Asia E-commerce: Shopee vs TikTok and othersFull disclosure: As with my last post, to re-iterate, I am long Sea and have mentioned in multiple newsletters previously that it is one of…Sep 5, 2023Sep 5, 2023
Helix CapitalFurther strengthening“Any superiority an investment process may have will only emerge with time, so patience is important.” Nick SleepJul 1, 2023Jul 1, 2023
Helix CapitalAn update on Sea — why the market continues to misinterpret this stockFull disclosure: I am long Sea and have mentioned in multiple newsletters previously that it is one of my biggest positions (in fact, it…May 28, 2023May 28, 2023
Helix CapitalFinally, some green(Q1 CY2023)“I’m not emotional about investments. Investing is something where you have to be purely rational and not let emotion affect your decision…Apr 1, 2023Apr 1, 2023
Helix CapitalWhy I continue to remain bullish on B2B SaaS2022 was a year of reckoning for SaaS globally. Average multiples of listed companies are down anywhere from 30–80% from their peak in…Feb 28, 2023Feb 28, 2023
Helix CapitalNew beginnings“Experience is what you got when you didn’t get what you wanted.” — Howard MarksJan 15, 2023Jan 15, 2023
Helix CapitalAngel One — riding the retail investor waveBased on my initial analysis, Angel One Ltd (Angel One) presents an attractive investment opportunity at current levels. This is due to a…Nov 21, 2022Nov 21, 2022
Helix CapitalPB Fintech: The diversified proxy on Indian InsuranceBased on my initial analysis, PB Fintech Ltd (PFL) presents an attractive investment opportunity at current levels. This is due to a…Sep 27, 2022Sep 27, 2022
