The SOIC Podcast

One Fastest Growing Chemical Company for 2021


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Real wealth is created when you're able to catch and ride a fast grower when it is reporting abnormal growth for a period of time.  Let's understand the business model, industry structure, competitive advantage and  growth prospects of a company that is not known to many in the chemical space. 

  • Mental Model Occam’s Razor
  • Industry Analysis, Applications & Value Chain
  • Types of Competitive Advantages
  • Sales & Segmental Break Up
  • SOIC Accelerator Pitch
  • Growth Triggers
  • Privi vs Oriental Aromatics
  • Valuations & Anti-thesis Pointers
  • ...more
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    The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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