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.
Podcasting since 2021 • 66 episodes
The SOIC Podcast
Latest Episodes
Market Correction or Bear Market? Top-Down Analysis & Sector Insights
In this episode of SOIC, we do a complete top-down analysis of the Indian stock market. We break down why the market is in a bear phase, where valuation comfort is emerging, and which sectors are weakening or improvi...
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1:02:23
How I pick my Mutual Fund investments | Best list for 2026
In this episode, you will learn everything about Mutual Funds for 2026 and beyond. We explain the difference between mutual funds and active stock picking, why thinking like a unit collector is important, and how to bui...
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49:46
Why I Love Peter Lynch’s Proxy Framework (with Case Studies)
In this episode, you’ll learn the core idea of Proxy Investing - a simple way to find companies that benefit from big trends without being in the spotlight. You’ll learn how suppliers and enablers grow faster than the main industry players, how...
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46:54
A Hidden Monopoly Industry: The Airport Business Explained
In this episode, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. We explore global case studies, India’s aviation value chain, and a dee...
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35:13
Q2FY26 Decoded: Growth, Margins, Guidance-Who Really Won?
This special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings, Bank...
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43:10
