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
How to ride this bull run!
In this episode of SOIC, Prabhakar Kudva, CIO of Samvitti Capital, shares a practical framework for understanding market cycles, identifying leading investment themes, and building a strong portfolio. We discuss how to gauge market temperature,...
How to find unique businesses?
In this podcast, Ishmohit and Naman discuss the UNIQUE Framework—a practical approach to identifying businesses with long-term compounding potential. Through 20+ real-world company case studies, they discuss how to identify undera...
The AI Boom Is Bigger Than Chips
In this episode, Akshay Jogani from Xponent Tribe joins SOIC to decode the AI Data Center industry from first principles. We explore how AI, LLMs, GPUs, and data centers work, why global tech giants are investing hundreds of billi...
