Most stocks are down 28–30%, but the index doesn’t show it.
So… are we really in a bear market? And is the bottom close?

In this episode, you’ll learn:

• Why the real pain is hidden in mid and small caps
• How to spot early signs of market bottoming
• A 4-indicator framework used to judge market cycles
• How to plan SIPs and lump-sum investments during bear markets
• Why this is about preparing, not predicting

If you want a clear process to understand where the market stands and how long-term investors should act in tough phases, this episode is for you.

In this episode, SOIC speaks with Himanshu Sharma (The Chartist) about how successful investors actually think about the stock market.

Instead of choosing between fundamentals or technicals, this conversation explains how both work together to build a practical investing framework. You’ll learn why fundamentals help filter good businesses, why technicals help with timing and risk management, and how the best investors combine the two.

The episode covers key ideas like fundamental catalysts, relative strength, stage analysis, market cycles, and why multibaggers are often found near their highs. It also explains common mistakes investors make, how to avoid weak stocks, and why psychology and discipline matter more than predictions.

This is not about stock tips or quick trades.
It’s about learning how to think clearly about investing, understand risk and reward, and build a framework you can use across different market conditions.

If you want to improve your decision-making and learn how experienced investors approach the market, this episode is for you.

In this episode, we explain why past returns don’t guarantee future returns, even for high-quality businesses.
Through real case studies like HDFC Bank, DMart, Page Industries, and Asian Paints, we show how high valuations, slowing growth, and strong market narratives can lead to years of poor or zero returns.
You’ll learn why big companies grow slower over time, how competition impacts performance, and how to use a simple framework to question popular, expensive stocks.
This episode is about thinking clearly when everyone is optimistic.

In this episode, we share 7 big investing ideas for 2026 to help you invest with clarity after a volatile 2025.

You’ll learn how to spot tailwinds, avoid headwinds, build a clear investing setup, and think long term.

Each idea is explained using practical company and sector examples, so you can apply it in real investing decisions.

You’ll also understand when to stay invested, when to exit, and how compounding works over time.

What this episode covers

- Tailwinds vs headwinds

- Investing with a clear setup

- Power of compounding and long-term thinking

- Changing market cycles and new winners

- Key themes to study for 2026

- Global investing mindset

- Key Learnings & Book Suggestions

This episode is for investors who want less noise, more clarity, and better long-term outcomes.

In this episode, we deep-dive into the Indian Jewellery Industry with Abhishek Jain — a jeweller with over 30 years of industry experience and an active investor.

This podcast covers the complete jewellery business from an investor’s point of view, including:

• Jewellery industry basics & value chain

• National and regional players and how they scale

• Key investor metrics like margins, ROCE, studded ratio & inventory turns

• Contract manufacturers and their unit economics

• Certification companies and their role in trust & pricing

• Lab-grown diamonds (LGD) — opportunity, risks & future outlook

Abhishek also explains gold hedging, gold metal loans, and why jewellery businesses focus on stable margins instead of gold price speculation.

If you want to understand how jewellery companies actually make money and how investors should analyze this sector, this podcast gives you a clear A-to-Z framework.

In this episode of SOIC, we discuss a powerful investing mental model called product mix change. We analyze two precision engineering companies — SANSERA Engineering and Shriram Pistons & Rings — to understand how legacy auto businesses are using their cash flows to build future-ready segments.

Sansera is moving beyond ICE auto components into aerospace, defence, semiconductors, and EV-agnostic parts, while Shriram Pistons is using its pistons business as a cash cow to expand into automotive interiors and ambient lighting through acquisitions.

This episode is not about buy or sell recommendations. It is initial research focused on understanding how businesses transition over time and how investors can track long-term value creation using the product mix change framework.

In this episode of SOIC, we do a complete top-down analysis of the Indian stock market.
We break down why the market is in a bear phase, where valuation comfort is emerging, and which sectors are weakening or improving.

We analyze B2G-linked sectors, EMS, solar, transformers, consumption, financials, and small caps, using valuations, market breadth, and cycle analysis.
You’ll also learn how to spot opportunities during volatility, understand sector rotation, and prepare for the next market cycle with a clear framework.

This episode is a market temperature check to help you think clearly, avoid noise, and invest with discipline.

In this episode, you will learn everything about Mutual Funds for 2026 and beyond.
We explain the difference between mutual funds and active stock picking, why thinking like a unit collector is important, and how to build wealth using SIP.

You will also learn a simple framework to choose mutual funds, which flexi cap, mid cap, and small cap funds are worth tracking, and how to use ETFs and passive investing for the next few years.

This episode is perfect for beginners as well as long term investors who want a clear, practical approach to investing without confusion.

In this episode, you’ll learn the core idea of Proxy Investing - a simple way to find companies that benefit from big trends without being in the spotlight. You’ll learn how suppliers and enablers grow faster than the main industry players, how downstream companies profit from themes like AI, data centers, power, chemicals and industrialization, and how to identify these proxies using value chains, order books and tailwinds. With clear examples from India and global markets, this episode gives you an easy, practical framework to find better businesses in any sector.

In this episode, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. We explore global case studies, India’s aviation value chain, and a deep dive into key companies. We also cover revenue models, valuations, risks, and the future outlook of the sector. If you’re interested in asset-heavy businesses and long-term compounding themes, this episode is for you.