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
Latest Episodes
Motherson Isn’t Just an Auto Stock
In this SOIC business analysis, we deep dive into Samvardhana Motherson International (Motherson) and its transition from a global auto-ancillary business into high-growth non-automotive sectors. We cover its business model, wiring ha...
Who really benefits from ‘Made in India’?
India’s investment cycle is changing. After years of consumption-led growth, capital is increasingly moving towards manufacturing, technology and strategic industries.In this episode, Ishmohit breaks down five major capex opportunities —...
TVS & Murugappa: The Aerospace, Defence & Semiconductor Connection
In this episode, we look at two established industrial businesses from the TVS and Murugappa groups. We start with how we found them through conference-call summaries and StockScans, then work through their products, competitive advantages, gro...
