The SOIC Podcast
🎧 Welcome to the SOIC Podcast!
SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies.
In each episode, you’ll get:
📊 Stock analysis made easy
📚 Key takeaways from investing books
🧠Mental models to think smarter
💡 Real-world case studies from the stock market
Follow and listen to learn how to become a smarter investor for life.
Episodes
92 episodes
One Invisible Business With a Hidden Moat
This episode covers the 6th unique business in our 20 Unique Businesses series. We discuss a high-quality value-added manufacturing business that transformed from a commodity player into a speciality products leader with strong margins, pricing...
The ETF King of India
In this episode, we break down Nippon India Asset Management Company and the rapidly growing asset management industry in India. We explore its strong financials, market share gains, and ETF leadership, along with the mental model behind succes...
This sector will explode in India | Deep Tech: Semiconductor, Drones & Defence
In this podcast, we sit down with Rajeev Mantri from Navam Capital to break down one of the most important themes for India’s future — deep tech investing.We discuss what deep tech really means, how it is different from traditional busin...
India’s Next Big CDMO Winner?
In this episode, we break down Sai Life Sciences, the fourth company in our 20 Unique Businesses series, where we explore high-quality companies with strong competitive advantages.Sai Life Sciences is a unique CRDMO player in the pharma ...
One Super Unique Semiconductor Stock
In this episode, we break down one of the most unique businesses in the world — ASML Holding, a company that sits at the heart of the global semiconductor industry.We explore how a single machine worth $400 million powers modern technolo...
I Studied India's Lead Recycling Industry and Found this Company!
In this episode, we break down Gravita India — a fast-growing recycling company benefiting from strong industry tailwinds.We explore how the recycling sector is evolving due to decarbonization, resource scarcity, and government regulatio...
A Unique Market Leader with Tailwinds? | Semiconductors, Green Energy, Data Centres
In this episode, we break down INOX India, a unique business with strong entry barriers and market leadership.We explore how the company operates in the cryogenic equipment space, enabling the entire industrial gas ecosystem — fro...
One AI Tool to catch Market Bottom
In this episode, we break down a powerful stock market strategy using real data and backtesting.We explore how key factors like PE ratio, Price-to-Book, and earnings growth impact Nifty returns, and why lower valuations often lead to bet...
I Studied India's ENTIRE Recession-Proof Healthcare Sector
In this episode, we break down the entire healthcare and pharmaceutical industry — one of the most recession-proof sectors in the market.We explore how the healthcare value chain works, from hospitals and domestic pharma to CDMO, diagnos...
Reality of Microcap Investing no one talks about
In this podcast, we explore the real world of microcap investing — beyond the hype.Microcap stocks can fall 50–60% in bad markets, but they can also deliver massive returns when cycles turn. The key is understanding these cycles and surv...
I Found These Interesting Mutual Funds & ETFs — Global & Indian Both
In this episode, we explore how to invest smartly during a bear market using ETFs and mutual funds.We break down a simple 3-framework approach to ETF investing — focusing on long-term sector trends, undervalued opportunities, and momentu...
My Strategy for this Market Botton
In this episode, we analyze the current state of the Indian stock market and understand whether the market is nearing a bottom.We discuss how narratives influence investor behaviour, why market sentiment becomes extremely negative near b...
4 AI powered IT Businesses
The IT sector is facing valuation derating, and many investors believe that Artificial Intelligence could disrupt traditional IT services. But is AI really a threat, or could it actually increase the demand for software and engineering talent?<...
How to manage market crashes ?
In this episode, we discuss how global macro events like the Iran–US–Israel conflict create fear in financial markets and how investors should respond during uncertain times.Using historical data from events like the Kargil War, 9/11 att...
Market Pulse 2026: Small Caps, AI Beneficiaries & Data Center Proxies
In this episode, we are joined by Siddhant Bhandari, CIO at Persistence Capital. we do a complete market temperature check on the Indian stock market, especially small caps. We analyze earnings trends across sectors, identify industries showing...
Will AI kill the Indian IT Sector or Deep Value Opportunity?
In this episode, we break down the future of the IT sector and how AI is changing the entire industry.We discuss why IT stocks have been falling, whether the traditional IT services model is breaking, and how Global Capability Centers are t...
I Found 6 Unique Businesses in India (Here's the Framework)
In this episode, we break down how to identify truly unique market leaders — businesses with strong moats, scalable growth, and structural competitive advantages.We cover six differentiated business models across sectors: an auto ancilla...
50 Companies, 14 Industries, 7 Growing Themes— The Only Summary You Need
In this episode, we break down the Q3 results season and explain what the numbers are actually telling us.We discuss why indices are misleading, why this is a stock picker’s market, and how earnings, expecta...
This Industry will become 10x
In this episode, we speak with Sagar Arya, Co-Founder of Xponent Tribe, to understand the global commercial aerospace industry and why India is becoming a key part of the global supply chain. We discuss massive order backlogs at <...
Gold Will Keep Rising Until THIS Breaks
In this episode, we explain why gold is going up and what it tells us about the world economy. We talk about how the old US-led global system worked, why it is breaking now, and how rising debt, money printing, and geopolitical tensions ...
These 4 Indicators Scream Bottom in Bear Markets
Most stocks are down 28–30%, but the index doesn’t show it. So… are we really in a bear market? And is the bottom close?In this episode, you’ll learn:Why the real pain is hidden in mid and small caps<...
Fundamentals vs Technicals: Who wins?? 🥊
In this episode, SOIC speaks with Himanshu Sharma (The Chartist) about how successful investors actually think about the stock market.Instead of choosing between fundamentals or technicals, this conversation explains how both w...
How to sell high quality stocks like Trent, Dmart etc
In this episode, we explain why past returns don’t guarantee future returns, even for high-quality businesses.Through real case studies like HDFC Bank, DMart, Page Industries, and Asian Paints, we show how high valuations, slowing growt...
Top 7 Investing Ideas for 2026 | Themes, Frameworks & Real Examples
In this episode, we share 7 big investing ideas for 2026 to help you invest with clarity after a volatile 2025.You’ll learn how to spot tailwinds, avoid headwinds, build a clear investing setup, and think long term.Each idea is ex...
All You Need to Know About the Jewellery Sector | Industry Expert Masterclass
In this episode, we deep-dive into the Indian Jewellery Industry with Abhishek Jain — a jeweller with over 30 years of industry experience and an active investor.This podcast covers the complete jewellery business...
