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
Fastest-growing companies of Q2FY27, and is the AI boom over?
Ishmohit Arora breaks down the results from the top down: the market, the sectors doing well, and the companies with blockbuster numbers. Banks and financial services (SG Finserve, Angel One, Fedbank, IIFL Finance, Federal Bank, HDFC Bank, ICIC...
India’s Next Big Manufacturing Opportunity?
In this SOIC business analysis, we decode Amber Enterprises India Limited and its transition from room AC manufacturing to electronics manufacturing services (EMS). Explore its three business segments—Consumer Durables, Electronics, and ...
Why I’m Looking Beyond the Nifty
This episode explores the current choppy phase of the Indian stock market, what past bull and bear cycles can teach investors, and how to approach passive vs active investing today. It covers SIPs, Nifty valuations, asset allocation, mutual fun...
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 —...
