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
AI proof IT Business
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In this episode, we analyze Indegene, a Life Sciences and Pharma-focused IT services company, and explore how AI is reshaping the IT industry. We discuss the right mental model for evaluating IT companies, the difference between horizontal and vertical IT businesses, outcome-based pricing, revenue per employee, business segments, growth drivers, financial performance, risks, and valuation. The episode also highlights why Indegene may benefit from AI through domain expertise, regulatory capabilities, and productivity gains.
👉 If you want to understand the future of IT services and identify businesses that can benefit from AI rather than be disrupted by it, this episode is worth your time.