The SOIC Podcast

The Next HDFC Bank? For the Next 5 years🏦

Listen Later
  • Introduction & Very Important Book
  • SOIC Portfolio Allocation Approach
  • Return on Asset Tree & Key Terms
  • Important Leavers for Re-rating in Banks
  • Warren Buffett 3 Criteria To Invest in Bank
  • The next HDFC Bank? Changes going on
  • Change of Management & 4 Cultural Changes
  • Key Changes in Strategy & reflecting in numbers
  • Thesis Pointers & Valuations
  • Conclusions
    • ...more
    View all episodesView all episodes
    Download on the App Store
    The SOIC PodcastBy SOIC: School of Intrinsic Compounding

    More shows like The SOIC Podcast

    View all
    Moneycontrol Podcast by moneycontrol

    Moneycontrol Podcast

    14 Listeners

    The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

    The Intrinsic Value Podcast - The Investor’s Podcast Network

    556 Listeners

    Finshots Daily by Finshots

    Finshots Daily

    40 Listeners

    The Morning Brief by The Economic Times

    The Morning Brief

    15 Listeners

    The Daily Brief by Zerodha

    The Daily Brief

    10 Listeners

    The Core Report by The Core

    The Core Report

    3 Listeners