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.
Episodes
43 episodes
When will the next bull run start?
In this thought-provoking episode, Siddhant Nautiyal from SOIC dives into a real conversation with Ishmohit on today’s confusing market. Is this the start of a new bull run — or are we stuck in a dull, directionless phase?They unpack it ...
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42:14
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...
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1:04:22
This Stock Just Announced a ₹1500 Cr Capex!!
In this episode, we explore Fine Organics — a global leader in emulsifiers and polymer additives. With over 600 products, a pristine balance sheet, and aggressive global capex plans, the company is positioning itself for a major growth comeback...
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25:54
I studied the Defence Sector | Complete Value Chain Decoded
Welcome to today’s deep dive on the global and Indian defence sector — where geopolitics, military innovation, and stock market opportunities come together.In this episode, we explore:Why wars happen and how global pow...
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1:32:40
Motilal Oswal vs Edelweiss vs JM Finance: Will they create wealth?
In this episode, we analyze how Indian capital market companies like Motilal Oswal, Edelweiss, and JM Financial are shifting from transaction-based income to more stable, recurring revenue models like wealth management and asset management. We ...
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41:48
Decode Cash Flow Statements the SOIC Way: The Only Video You’ll Ever Need
In this masterclass, we break down the cash flow statement—one of the most important yet underrated financial tools for investors. You'll learn how to analyze cash flow from operations, investing, and financing using real case studies, simple a...
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1:42:33
Chemical Sector: How to find Winners?
In this episode, we decode the Indian chemical sector with industry expert Ajay Joshi. We explore the difference between bulk and specialty chemicals, evaluate the risks of capex-led growth, and understand the global shifts post Russia-Ukraine ...
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37:12
Why are Small Caps better than Large Caps | Hidden secret
In this episode, we sit down with investor Siddhant Bhandari to explore why small and mid-cap businesses might offer better opportunities than large caps. Through sector-wise comparisons, Buffett-style frameworks, and Indian case studies like R...
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1:40:53
Why is Jio Finance Falling?
In this episode, we do a complete breakdown of Jio Finance—its structure, growth potential, and reasons behind the recent stock fall.📌 Key takeaways:Why Jio Finance was created & its link to Reliance IndustriesWh...
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15:38
Why did PPFAS buy these 3 stocks?
In this episode, we break down why PPFAS Mutual Fund recently added Mahindra & Mahindra, Narayana Health, and Coal India to its portfolio—and what you can learn from it.📌 Key takeaways:Mahindra & Mahindra: Strong SUV ...
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19:12
3 Interesting Concalls to study
In this episode, we walk through three standout conference calls from the latest result season—Aarti Pharma Labs, Polycab, and a Associated Alcohol & Breweries. You'll learn how to read concalls using our Business–Risk–Management (BRM) fram...
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29:06
How to invest in a Market Crash | Strong Stocks, Screening, Valuations
In this episode, we share a clear framework for navigating bear markets and market crashes—based on history, valuations, macro trends, and technical signals.📌 Key takeaways:5-part crash analysis: history, valuation, technical...
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51:35
The Tariff Crash What next?
In this episode, we break down one of the biggest macro events since COVID — the global tariff war. You’ll learn how rising US import tariffs are impacting key Indian sectors like chemicals, IT, pharma, shrimp, autos, and solar. We discuss firs...
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25:37
Will the IT Sector Crash?
In this episode, we break down the current state of India’s IT sector — covering large-cap, mid-cap, ER&D, and product-based companies. We discuss why the sector is underperforming, how valuations remain elevated, and what the growth guidan...
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36:08
Will Competition kill KEI & Polycab?
In this episode, we dive into the impact of rising competition on leading cable & wire companies like KEI and Polycab — and why investor psychology, industry capex, and return ratios matter more than ever.📉 Key takeaways:<...
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27:40
Best Scans in a Bear Market
In this episode, discover how to scan and filter strong businesses even in a weak market. We cover relative strength scans, deep value filters, and how to track sectors that may lead the next bull run.📊 Key takeaways:H...
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27:32
What is wrong with KPIT, Tata Elxsi & Tata technologies!
In this episode, we break down what’s hurting India’s top ER&D IT companies like KPIT, Tata Elxsi, and Tata Technologies. We explore business cycles, financials, valuations, and the key reasons behind the slowdown in this sector.🔑
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14:46
Masterclass on How to Read Quarterly Results for Winning Stocks
In this episode, you’ll learn how to read quarterly results like a true fundamental investor. This masterclass is packed with case studies, insights, and tools to help you find strong businesses and winning stock ideas.🔑 Key takeaways...
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1:22:59
A Unique IT Business!!
In this episode, we break down a unique SaaS company called RateGain, which powers global travel and hospitality businesses through AI-led software. You’ll learn how the company works, why it stands out in the IT sector, its key metrics ...
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45:42
Interesting Mutual Funds for 2025
In this episode, we break down the best mutual funds to track in 2025 and share a practical framework to pick them independently. You'll learn how to evaluate fund managers, avoid hype-driven funds, and understand which categories (Flexi-cap, S...
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31:47
10 Mega Themes to study in 2025
In this episode, we break down 10 powerful investment themes that could lead the market in 2025 — from real estate, hospitals, and capital goods to CDMO pharma, NBFCs, textiles, and more. Learn how to spot high-growth sectors, screen strong bus...
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58:58
2 CDMO's Poised For Growth
In this episode, we dive deep into two contract development and manufacturing (CDMO) businesses—Aarti Pharma Labs and Jubilant Pharma—that are riding strong structural trends. 🔬 Learn how the pharma value chain wor...
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39:52
How to find Intrinsic value of a share? | Using AI step by step
In this episode, we break down how to simplify stock valuation using AI tools like ChatGPT and Gemini. From choosing the right valuation ratios (like P/E, EV/EBITDA, or Price-to-Sales) to calculating intrinsic value and building bull, bear, and...
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58:41
Why PPFAS is buying this Cash Machine?
In this episode, we break down why PPFAS Mutual Fund — known for its long-term, value-based approach — recently added Bharti Airtel to its portfolio. We connect the dots between Warren Buffett’s BNSF railroad bet and how telecom has now become ...
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21:17
