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
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 power is shifting
- How modern warfare — like drones and cyber tech — is replacing tanks and jets
- India’s growing role in defence exports, reforms, and key companies leading this change
- The value chain of the defence industry, plus we explore valuations, technical trends, and risk factors investors should know
- And yes, we break down several top Indian defence companies shaping the future
Whether you're a student, investor, or just curious about how defence is evolving, this episode is packed with insights for listeners like you.
Let’s get into it. 🎙️