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
I Studied India's Lead Recycling Industry and Found this Company!
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In this episode, we break down Gravita India — a fast-growing recycling company benefiting from strong industry tailwinds.
We explore how the recycling sector is evolving due to decarbonization, resource scarcity, and government regulations, and why this is creating a J-curve growth opportunity.
We also analyze Gravita’s business model, sourcing advantage, financial performance, and future growth triggers like capacity expansion and value-added products.
If you want to understand a unique manufacturing business with strong fundamentals and long-term potential, this episode gives you a complete, simple breakdown.