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:
đź“Š Stock analysis made easy
đź“š Key takeaways from investing books
🧠Mental models to think smarter
đź’ˇ Real-world case studies from the stock market
Follow and listen to learn how to become a smarter investor for life.
Episodes
66 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
I Studied the Entire Drone Industry and Found this!
Get ready for an exclusive deep dive into one of the fastest-growing industries on the planet — Drones & Anti-Drone Systems. You’ll learn why this has become a sunrise sector, how modern warfare is changing, the full drone value chain, key ...
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1:34:07
Why 60,000 Crores Are Chasing This Sector
In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector.We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now.
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32:30
One Industry Behind India’s Factory Boom (Pre-Engineered Buildings)
Welcome to this episode by SOIC, where we break down India’s fast-growing Pre-Engineered Building (PEB) sector — the backbone of modern manufacturing. In this episode, you’ll learn what the PEB sector is, its total addressable market, and why i...
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43:54
I Studied World’s Battery Energy Storage System (BESS) and Found this! Complete Breakdown | Indian Stocks
In this episode, we dive deep into the Battery Energy Storage (BESS) landscape — one of the most exciting and fast-evolving parts of India’s clean energy future. You’ll learn about the need for BESS, the TAM (Total Addressable ...
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1:08:15
SOIC Diwali Special 2025 | Long Term Themes, Result updates, Triggers & Research Frameworks
In this Diwali special SOIC podcast, Ishmohit Sir and Amit decode the latest Q2 results and share insights across banking, auto, consumer, and pharma sectors. Learn how to identify early trends, spot “tailwind” industries, and use AI tools like...
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1:09:05
PPFAS is buying this emerging FMCG Giant!
In this episode, we decode why PPFAS Mutual Fund has invested in Zydus Wellness — the company behind brands like Sugar Free, Everyuth, Nutralite, and Max Protein. You’ll learn how Zydus is shifting from seasonal FMCG produc...
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23:02
Smart Investors are studying this 1,78,000 Crore industry NOW!
Ever wondered who really wins when the temperature rises?In this episode, we break down India’s air conditioner industry — its seasonality, growth drivers, and profit pool. You’ll learn how the entire value chain works, from component maker...
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41:36
Top 4 themes of Bull market decoded with Siddhant Bhandari
In this episode of SOIC Podcast, Co-Founders of Persistence Capital, Ishmohit Arora and Siddhant Bhandari (CIO & Global Investor), break down the big themes shaping markets in India and across the world.You’ll learn:
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55:22
Alcohol Stocks: Don't Buy Until You See This Sector Value Chain
In this episode, we break down the alcohol industry in India — from market size and categories to pricing, premiumization, and consumer trends. You’ll learn how volume and value growth differ, why premiumization is driving higher margins, and w...
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41:46
How to Play the Next NBFC & Banks Upcycle | SOIC with Digant Haria
In this SOIC Podcast, Digant Haria (Co-Founder, GreenEdge Wealth Services LLP) breaks down the NBFC and Banking cycle and explains how investors can prepare for the next upcycle.You will learn:How to unde...
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1:54:08
How this Super Investor is preparing for Next Bull Run?
In this SOIC Podcast, Prabhakar Kudva (Samvitti Capital) shares insights from 17+ years of investing experience. We discuss how markets move through bull, bear, and sideways phases, why sideways markets are becoming more common, and what patter...
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1:11:02
4 Biggest Beneficiaries of GST cut
Welcome to SOIC Business Analysis. In today’s episode, we break down one of the most important moves by the Indian government — the recent GST cuts. We’ll understand why GST rates were reduced, what it means for the economy, and which sectors a...
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25:57
Why did super investors buy this?
In this episode of SOIC, we simplify the powerful SOTP (Sum of the Parts) valuation framework, a method to value complex businesses with multiple segments. Using easy analogies like the cake example and real-world case studies, you’ll le...
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27:29
Catch Management Lies with Al (in 20 Mins!)
In this episode of SOIC, we explore how retail investors can check if company management is truly walking the talk. Using a simple AI prompt, we share real case studies of Hikal, JK Lakshmi Cement, TD Power Systems, and Mayur Uniquoter...
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19:11
Fastest Growth Businesses|Q1FY26 Results review
Wondering how India’s markets and industries are performing? In this episode, we decode Q1 FY26 results like never before — from the broader indices to sector standouts like banking, pharma, healthcare, IT, defence, and transmission. Discover c...
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30:31
7 Big Themes | Independence Day Special
In this episode, you’ll learn about 7 powerful themes driving India’s growth – pharma distribution, premium SUVs, solar pumps, premium alcohol, gold finance, power transmission, and next-gen manufacturing. From every theme, within each theme...
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39:44
Best CDMO Results in Q1FY26
Ever wondered which CDMOs are driving growth—and where the hidden risks are? In this episode, we unpack the Q1 FY26 results of leading players, including Ami Organics, Laurus Labs, Neuland Laboratories, Jubilant Pharmova, Piramal Pharma, Syngen...
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36:51
Will Banks & NBFCs make a Big Comeback?
In this episode, we break down the current state of India’s NBFC and banking sector to assess whether a true revival is underway. From RBI’s liquidity tightening to rising NPAs, we explore how different lending models are navigating stress. ...
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23:02
When will the next bull run start?
In this thought-provoking episode, Siddhant Nautiyal from SOIC dives into a real conversation with Ishmohit on today’s confusing market. Is this the start of a new bull run — or are we stuck in a dull, directionless phase?They unpack it ...
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42:14
I Spent Weeks Researching this Industry - Here’s the Brutal Truth
In this episode, we dive deep into one of India's most powerful and underappreciated sectors — the dairy industry. You'll learn how milk moves from rural farms to urban shelves, how regional players build trust with farmers, and why value-added...
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1:04:22
