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:
đź“Š Stock analysis made easy
đź“š Key takeaways from investing books
🧠Mental models to think smarter
đź’ˇ Real-world case studies from the stock market
Follow and listen to learn how to become a smarter investor for life.
Episodes
19 episodes
I finally studied this sector!!
In this episode, we dive deep into India’s port industry — a toll-road style business that powers the nation’s trade and GDP. We explore how ports operate, key revenue drivers, growth trends, and strong entry barriers. We also discuss the top 2...
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49:04
This sector feeds Bharat’s growth Finding winners
In this power-packed episode, we explore the steel and pipe sector with industry veteran Saket Agarwal. Learn about:âś… Key differences between DI, Seamless & ERW pipesâś… Insights on companies like APL Apollo, Jindal Saw, Mahar...
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1:11:45
Fastest Growing Companies | Results Q4FY25
In this episode, we break down the Q4 FY25 results across India’s fastest-growing sectors — from capital goods and chemicals to pharma, banks, and exporters. Get insights into companies showing 20–100%+ growth and discover where the next opport...
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31:10
Will CDMO be the next Megatrend??
This episode dives into the Q4 FY24 performance of India’s leading CDMO businesses. We discuss how contract manufacturing is becoming a strong growth engine for pharma, the reasons behind sharp earnings jumps in some cases, and the risks invest...
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40:34
CAMS vs KFIN: 2 Wealth Creators??
🎯 KFinTech vs CAMS: Fintech Face-Off!Two backend giants. One epic comparison. 💥We break down KFinTech & CAMS in a fun and simple way!👀 What’s inside:✨ Business model battle🌍 Global dreams & growth stories...
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24:12
Stocks for AI led Power Demand
In this episode, we break down 4 powerful megatrends reshaping global energy demand and unlocking new investment opportunities:⚡ AI-driven surge in electricity demand🌱 Acceleration of green and renewable energy🔄 Solving the inte...
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40:44
CDSL - An Opportunity or A Trap
🎧 Listeners, this is a deep-dive podcast on CDSL – one of the backbone companies of India’s stock market.In this episode, we break down CDSL’s role as a “toll road” of the capital markets and explain: ✅ How CDSL earns...
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19:21
Learn P&L for Winning Stocks in Hindi
In this episode of SOIC, we simplify the Profit & Loss Statement—from topline to margins, segmental profits, and peer comparisons. Learn how to read P&L like Peter Lynch and analyse fast-growing companies using real case studies. Plus, ...
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1:12:00
Q4FY25 Results | Strong Growth Leaders
Ever felt lost in earnings season? This episode changes that. We simplify the Q4 FY25 results by breaking down market cycles, standout companies, and key trends—giving you a clear map of what’s happening and what might come next. With relatable...
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27:18
Gold - India’s Bull Run | Themes with a Macro Expert
Dear Listeners,Explore the "brave new world" of macroeconomics with global expert Mr. Ritesh Jain. This episode delves into the shifting global order, the diminishing role of the US dollar and the rise of gold. Learn why non-aligned cou...
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55:51
BUSINESS STRATEGY AND ITS ESSENCE IN INVESTING
A detailed podcast on BUSINESS STRATEGY AND ITS ESSENCE IN INVESTING with alot of case studies
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2:31:15
Investing a game of Risk&Reward with the example of Sequent Scientific & a Hidden Market Leader
Investing a game of Risk&Reward with the example of Sequent Scientific & a Hidden Market Leader
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24:24
Signalling Model: How can you apply in Investing (Case Studies Covered)
Signalling Model: How can you apply in Investing (Case Studies Covered like ICICI Bank, HCG, Yes Bank, Hikal)
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32:52
Bayes Thinking: How get odds in your Favour
Dear tribe members, going through life without basic understanding of probability is like going to an ass kicking competition with only one leg. This is what life is, one big ass kicking competition built on top of a probabilistic world. The ve...
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17:03
