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
Will Competition kill KEI & Polycab?
In this episode, we dive into the impact of rising competition on leading cable & wire companies like KEI and Polycab — and why investor psychology, industry capex, and return ratios matter more than ever.
📉 Key takeaways:
- What happens when supply increases faster than demand
- Learn from past case studies: Castrol, Paints, Quick Commerce, Varun Beverages
- How PE derating starts even when earnings grow
- Breakdown of gross block, ROCE, and capex of KEI, Polycab, RR Kabel
- Entry of new giants like Ultratech & Adani and their strategic edge
- The importance of perception, capital allocation, and exit signals
Great for investors tracking infrastructure-linked stories and learning how market psychology affects stock prices.