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.
Episodes
52 episodes
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
This Stock Just Announced a ₹1500 Cr Capex!!
In this episode, we explore Fine Organics — a global leader in emulsifiers and polymer additives. With over 600 products, a pristine balance sheet, and aggressive global capex plans, the company is positioning itself for a major growth comeback...
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25:54
I studied the Defence Sector | Complete Value Chain Decoded
Welcome to today’s deep dive on the global and Indian defence sector — where geopolitics, military innovation, and stock market opportunities come together.In this episode, we explore:Why wars happen and how global pow...
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1:32:40
Motilal Oswal vs Edelweiss vs JM Finance: Will they create wealth?
In this episode, we analyze how Indian capital market companies like Motilal Oswal, Edelweiss, and JM Financial are shifting from transaction-based income to more stable, recurring revenue models like wealth management and asset management. We ...
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41:48
Decode Cash Flow Statements the SOIC Way: The Only Video You’ll Ever Need
In this masterclass, we break down the cash flow statement—one of the most important yet underrated financial tools for investors. You'll learn how to analyze cash flow from operations, investing, and financing using real case studies, simple a...
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1:42:33
Chemical Sector: How to find Winners?
In this episode, we decode the Indian chemical sector with industry expert Ajay Joshi. We explore the difference between bulk and specialty chemicals, evaluate the risks of capex-led growth, and understand the global shifts post Russia-Ukraine ...
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37:12
Why are Small Caps better than Large Caps | Hidden secret
In this episode, we sit down with investor Siddhant Bhandari to explore why small and mid-cap businesses might offer better opportunities than large caps. Through sector-wise comparisons, Buffett-style frameworks, and Indian case studies like R...
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1:40:53
Why is Jio Finance Falling?
In this episode, we do a complete breakdown of Jio Finance—its structure, growth potential, and reasons behind the recent stock fall.📌 Key takeaways:Why Jio Finance was created & its link to Reliance IndustriesWh...
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15:38
Why did PPFAS buy these 3 stocks?
In this episode, we break down why PPFAS Mutual Fund recently added Mahindra & Mahindra, Narayana Health, and Coal India to its portfolio—and what you can learn from it.📌 Key takeaways:Mahindra & Mahindra: Strong SUV ...
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19:12
3 Interesting Concalls to study
In this episode, we walk through three standout conference calls from the latest result season—Aarti Pharma Labs, Polycab, and a Associated Alcohol & Breweries. You'll learn how to read concalls using our Business–Risk–Management (BRM) fram...
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29:06
How to invest in a Market Crash | Strong Stocks, Screening, Valuations
In this episode, we share a clear framework for navigating bear markets and market crashes—based on history, valuations, macro trends, and technical signals.📌 Key takeaways:5-part crash analysis: history, valuation, technical...
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51:35
The Tariff Crash What next?
In this episode, we break down one of the biggest macro events since COVID — the global tariff war. You’ll learn how rising US import tariffs are impacting key Indian sectors like chemicals, IT, pharma, shrimp, autos, and solar. We discuss firs...
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25:37
Will the IT Sector Crash?
In this episode, we break down the current state of India’s IT sector — covering large-cap, mid-cap, ER&D, and product-based companies. We discuss why the sector is underperforming, how valuations remain elevated, and what the growth guidan...
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36:08