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
4 AI powered IT Businesses
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The IT sector is facing valuation derating, and many investors believe that Artificial Intelligence could disrupt traditional IT services. But is AI really a threat, or could it actually increase the demand for software and engineering talent?
In this episode, we break down what is happening in the IT sector, why this fear has emerged, and what the data actually suggests. We also discuss four unique companies whose business models may benefit from the AI wave rather than be disrupted by it.
The goal of this episode is to help investors think differently and identify opportunities in a sector where market sentiment is currently negative.