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
50 Companies, 14 Industries, 7 Growing Themes— The Only Summary You Need
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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, expectations, and market cycles really drive returns.
We cover:
- How to read broader market earnings
- Why good results still lead to stock price falls
- Reversal vs momentum investing
- Portfolio construction in a weak market
- Key trends across midcaps, auto, banks, microfinance, manufacturing, and AI capex
This is a thinking framework episode — not stock tips — focused on how long-term investors should navigate volatile markets.