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 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 guidance looks like for key players like TCS, Infosys, KPIT, and Tata Elxsi. We also explore the impact of AI on billing models, margins, and future growth, while sharing insights on business cycles, operating leverage, and how to assess risks using our own frameworks. A must-listen for anyone tracking tech stocks or thinking long-term about IT investing.