The SOIC Podcast

One interesting Micro-cap🔥🔥


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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.

Important Mental Model

Understanding Value Chain & Products

History & Everything about MCC

Competitive Landscape

Competitive Advantages & Manufacturing Process

Key Financials, Thesis Pointers & Valuations

Anti-thesis & Closing Comments

...more
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The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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