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
We Studied Where the Next Big Opportunity in Power Could Be Hiding
Ishmohit Arora of SOIC walks Naman Chandak through the investment themes for the next market cycle, Diwali special: where this results season stands, the hot themes, the contra themes, and the ones he would stay away from.What you'll he...
Why an AI Slowdown Could Be Good for Indian Stocks | Ritesh Jain
"US dollar will be just one currency. US bonds will be just one asset."Ritesh Jain, founder of Pinetree Macro and former CIO of Tata Mutual Fund and BNP Paribas Mutual Fund, explains why the old rules of global investing are breaking, a...
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...
