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
How to sell high quality stocks like Trent, Dmart etc
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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 growth, and strong market narratives can lead to years of poor or zero returns.
You’ll learn why big companies grow slower over time, how competition impacts performance, and how to use a simple framework to question popular, expensive stocks.
This episode is about thinking clearly when everyone is optimistic.