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:
đź“Š Stock analysis made easy
đź“š Key takeaways from investing books
🧠Mental models to think smarter
đź’ˇ Real-world case studies from the stock market
Follow and listen to learn how to become a smarter investor for life.
Episodes
103 episodes
How to ride this bull run!
In this episode of SOIC, Prabhakar Kudva, CIO of Samvitti Capital, shares a practical framework for understanding market cycles, identifying leading investment themes, and building a strong portfolio. We discuss how to gauge market temperature,...
How to find unique businesses?
In this podcast, Ishmohit and Naman discuss the UNIQUE Framework—a practical approach to identifying businesses with long-term compounding potential. Through 20+ real-world company case studies, they discuss how to identify undera...
The AI Boom Is Bigger Than Chips
In this episode, Akshay Jogani from Xponent Tribe joins SOIC to decode the AI Data Center industry from first principles. We explore how AI, LLMs, GPUs, and data centers work, why global tech giants are investing hundreds of billi...
The next big power capex boom!
In this episode, we break down India's Thermal Power industry and explain why it is entering a new capex cycle despite the rapid growth of renewable energy. We cover the industry's evolution, key growth drivers, the complete value chain,...
Will PPFAS make a comeback?
In this episode, Ishmohit Arora and Sarthak Garg, Co-founders of SOIC, discuss the investment strategy of PPFAS Mutual Fund and why it has become one of the most talked-about funds in India. They explain value investing, the impac...
This Company Owns 0 Cars
In this episode, we deep dive into CarTrade Tech, one of India’s leading internet-based automotive marketplace businesses. We explore the listings business model, CarTrade’s competitive advantages, OLX acquisition, operating leverage, growth tr...
One EV beneficiary?
In this episode, we break down Minda Corporation and the broader Auto Ancillary industry using six key mental models that help identify winning businesses. We analyze the company’s business model, product portfolio, JV-led growth strategy, EV o...
AI proof IT Business
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 ...
When will the Bull Market Start? Q4FY26 Earnings Check
In this SOIC earnings special, we analyze the latest quarterly results across 1,400+ Indian companies and identify where growth is emerging beyond the major indices. We discuss key themes shaping the market, including sector rotation, manufactu...
A Hidden Indian Company Inside Every Protein Shake, Bakery & Tablet You Consume!!
In this episode, we deep dive into Sudeep Pharma and understand why it stands out as a high-margin business in the pharma and specialty ingredients industry. We discuss the company’s business model, excipient and nutrition segments, battery che...
The Biggest AI Winner
In this 7th episode of SOIC’s “20 Unique Businesses” series, we deep dive into Alphabet — one of the world’s most integrated and difficult-to-replicate AI businesses. This episode covers the 5 layers of the AI value chain, Google Search, YouTub...
One Invisible Business With a Hidden Moat
This episode covers the 6th unique business in our 20 Unique Businesses series. We discuss a high-quality value-added manufacturing business that transformed from a commodity player into a speciality products leader with strong margins, pricing...
The ETF King of India
In this episode, we break down Nippon India Asset Management Company and the rapidly growing asset management industry in India. We explore its strong financials, market share gains, and ETF leadership, along with the mental model behind succes...
This sector will explode in India | Deep Tech: Semiconductor, Drones & Defence
In this podcast, we sit down with Rajeev Mantri from Navam Capital to break down one of the most important themes for India’s future — deep tech investing.We discuss what deep tech really means, how it is different from traditional busin...
India’s Next Big CDMO Winner?
In this episode, we break down Sai Life Sciences, the fourth company in our 20 Unique Businesses series, where we explore high-quality companies with strong competitive advantages.Sai Life Sciences is a unique CRDMO player in the pharma ...
One Super Unique Semiconductor Stock
In this episode, we break down one of the most unique businesses in the world — ASML Holding, a company that sits at the heart of the global semiconductor industry.We explore how a single machine worth $400 million powers modern technolo...
I Studied India's Lead Recycling Industry and Found this Company!
In this episode, we break down Gravita India — a fast-growing recycling company benefiting from strong industry tailwinds.We explore how the recycling sector is evolving due to decarbonization, resource scarcity, and government regulatio...
A Unique Market Leader with Tailwinds? | Semiconductors, Green Energy, Data Centres
In this episode, we break down INOX India, a unique business with strong entry barriers and market leadership.We explore how the company operates in the cryogenic equipment space, enabling the entire industrial gas ecosystem — fro...
One AI Tool to catch Market Bottom
In this episode, we break down a powerful stock market strategy using real data and backtesting.We explore how key factors like PE ratio, Price-to-Book, and earnings growth impact Nifty returns, and why lower valuations often lead to bet...
I Studied India's ENTIRE Recession-Proof Healthcare Sector
In this episode, we break down the entire healthcare and pharmaceutical industry — one of the most recession-proof sectors in the market.We explore how the healthcare value chain works, from hospitals and domestic pharma to CDMO, diagnos...
Reality of Microcap Investing no one talks about
In this podcast, we explore the real world of microcap investing — beyond the hype.Microcap stocks can fall 50–60% in bad markets, but they can also deliver massive returns when cycles turn. The key is understanding these cycles and surv...
I Found These Interesting Mutual Funds & ETFs — Global & Indian Both
In this episode, we explore how to invest smartly during a bear market using ETFs and mutual funds.We break down a simple 3-framework approach to ETF investing — focusing on long-term sector trends, undervalued opportunities, and momentu...
My Strategy for this Market Botton
In this episode, we analyze the current state of the Indian stock market and understand whether the market is nearing a bottom.We discuss how narratives influence investor behaviour, why market sentiment becomes extremely negative near b...
