
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 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 products like cheese, yogurt, and protein are driving the next phase of growth.
We break down:
✅ The full dairy value chain
✅ Why the industry is regional and cyclical
✅ India's top listed and co-operative dairy brands
✅ Where the margins really are
✅ Risks investors must watch
✅ Technical + valuation insights on key stocks
Whether you're an investor, operator, or just curious — this episode will change the way you see your morning milk.