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
75 episodes
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...
•
1:14:39
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 <...
•
1:26:08
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 ...
•
54:54
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<...
•
33:21
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...
•
1:57:06
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...
•
37:28
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...
•
59:19
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...
•
56:00
The Product Mix Framework That Turned Two Businesses Into Growth Engines
In this episode of SOIC, we discuss a powerful investing mental model called product mix change. We analyze two precision engineering companies — SANSERA Engineering and Shriram Pistons & Rings — to understand how legac...
•
34:11
Market Correction or Bear Market? Top-Down Analysis & Sector Insights
In this episode of SOIC, we do a complete top-down analysis of the Indian stock market. We break down why the market is in a bear phase, where valuation comfort is emerging, and which sectors are weakening or improvi...
•
1:02:23
How I pick my Mutual Fund investments | Best list for 2026
In this episode, you will learn everything about Mutual Funds for 2026 and beyond. We explain the difference between mutual funds and active stock picking, why thinking like a unit collector is important, and how to bui...
•
49:46
Why I Love Peter Lynch’s Proxy Framework (with Case Studies)
In this episode, you’ll learn the core idea of Proxy Investing - a simple way to find companies that benefit from big trends without being in the spotlight. You’ll learn how suppliers and enablers grow faster than the main industry players, how...
•
46:54
A Hidden Monopoly Industry: The Airport Business Explained
In this episode, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. We explore global case studies, India’s aviation value chain, and a dee...
•
35:13
Q2FY26 Decoded: Growth, Margins, Guidance-Who Really Won?
This special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings, Bank...
•
43:10
I Studied the Entire Drone Industry and Found this!
Get ready for an exclusive deep dive into one of the fastest-growing industries on the planet — Drones & Anti-Drone Systems. You’ll learn why this has become a sunrise sector, how modern warfare is changing, the full drone value chain, key ...
•
1:34:07
Why 60,000 Crores Are Chasing This Sector
In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector.We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now.
•
32:30
One Industry Behind India’s Factory Boom (Pre-Engineered Buildings)
Welcome to this episode by SOIC, where we break down India’s fast-growing Pre-Engineered Building (PEB) sector — the backbone of modern manufacturing. In this episode, you’ll learn what the PEB sector is, its total addressable market, and why i...
•
43:54
I Studied World’s Battery Energy Storage System (BESS) and Found this! Complete Breakdown | Indian Stocks
In this episode, we dive deep into the Battery Energy Storage (BESS) landscape — one of the most exciting and fast-evolving parts of India’s clean energy future. You’ll learn about the need for BESS, the TAM (Total Addressable ...
•
1:08:15
SOIC Diwali Special 2025 | Long Term Themes, Result updates, Triggers & Research Frameworks
In this Diwali special SOIC podcast, Ishmohit Sir and Amit decode the latest Q2 results and share insights across banking, auto, consumer, and pharma sectors. Learn how to identify early trends, spot “tailwind” industries, and use AI tools like...
•
1:09:05
PPFAS is buying this emerging FMCG Giant!
In this episode, we decode why PPFAS Mutual Fund has invested in Zydus Wellness — the company behind brands like Sugar Free, Everyuth, Nutralite, and Max Protein. You’ll learn how Zydus is shifting from seasonal FMCG produc...
•
23:02
Smart Investors are studying this 1,78,000 Crore industry NOW!
Ever wondered who really wins when the temperature rises?In this episode, we break down India’s air conditioner industry — its seasonality, growth drivers, and profit pool. You’ll learn how the entire value chain works, from component maker...
•
41:36
Top 4 themes of Bull market decoded with Siddhant Bhandari
In this episode of SOIC Podcast, Co-Founders of Persistence Capital, Ishmohit Arora and Siddhant Bhandari (CIO & Global Investor), break down the big themes shaping markets in India and across the world.You’ll learn:
•
55:22
Alcohol Stocks: Don't Buy Until You See This Sector Value Chain
In this episode, we break down the alcohol industry in India — from market size and categories to pricing, premiumization, and consumer trends. You’ll learn how volume and value growth differ, why premiumization is driving higher margins, and w...
•
41:46
How to Play the Next NBFC & Banks Upcycle | SOIC with Digant Haria
In this SOIC Podcast, Digant Haria (Co-Founder, GreenEdge Wealth Services LLP) breaks down the NBFC and Banking cycle and explains how investors can prepare for the next upcycle.You will learn:How to unde...
•
1:54:08
How this Super Investor is preparing for Next Bull Run?
In this SOIC Podcast, Prabhakar Kudva (Samvitti Capital) shares insights from 17+ years of investing experience. We discuss how markets move through bull, bear, and sideways phases, why sideways markets are becoming more common, and what patter...
•
1:11:02
