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 AI kill the Indian IT Sector or Deep Value Opportunity?
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In this episode, we break down the future of the IT sector and how AI is changing the entire industry.
We discuss why IT stocks have been falling, whether the traditional IT services model is breaking, and how Global Capability Centers are taking share from outsourcing companies.
We also analyse different IT segments like ER&D, mid and small-cap IT, vertical specialists, and SaaS companies to understand which areas face disruption and where real opportunities may still exist.
If you want to understand how AI could impact IT growth, valuations, and long-term investment opportunities, this episode gives a complete framework to think about the sector.