
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.
The SOIC Podcast
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:
✅ Key differences between DI, Seamless & ERW pipes
✅ Insights on companies like APL Apollo, Jindal Saw, Maharashtra Seamless
✅ Understanding raw materials and the full value chain
✅ Demand drivers like Jal Jeevan Mission, solar, and infrastructure
✅ How to evaluate pipe sector stocks for long-term investing
✅ Integrated vs non-integrated players
✅ The role of innovation in creating market leaders
A must-listen for investors, analysts & anyone curious about India’s booming infrastructure sector!