The SOIC Podcast

By SOIC: School of Intrinsic Compounding

🎧 Welcome to the SOIC Podcast!

At SOIC (School of Intrinsic Compounding), we’re on a mission to help Indian investors learn how to invest smartly. We share simple stock tips, real-life examples, and... more

FAQs about The SOIC Podcast:

How many episodes does The SOIC Podcast have?

The podcast currently has 314 episodes available.

The SOIC Podcast episodes:

January 27, 2025 The Sector that is Standing Strong! 💪
Join in into this podcast to unravel the Sector that Standing Strong!

We hope you find this episode meaningful.

Team SOIC
...more
30min
January 27, 2025 Strong Results in A Hidden Manufacturing Theme 👕👖
Dear Investor,

We hope you learn lots from this episode on Manufacturing Theme -

00:00 Intro: Complete Textile Value Chain Explained
11:45 Results Overview
13:54 Small Tech Textile Player
16:54 Established Tech Textile Player
18:41 Garment Manufacturers & Exporters
20:58 Home Textile Players
23:49 Asset Light Textile Player
28:07 Kids Apparel Manufacturers
29:07 Learnings from the Video
...more
30min
January 27, 2025 Strong Results in Consumer Sector 👕👖🍔🥤
Dear Listener,
We hope you enjoy this episode on Consumer Sector -

00:00 Intro: Consumption Trends
01:08 Hotel Sector
06:41 Jewellery Sector
10:31 Packaged Food & Processors
15:41 Other Consumer Businesses
18:56 Value Fashion
22:03 Rice Industry
26:36 Contract Manufacturer & Bottler
28:41 Learnings Summarised

...more
29min
January 27, 2025 Top 5 Themes for Diwali 5️⃣🧨🪔
Happy Diwali from Team SOIC!
00:00 Intro: Happy Diwali Themes
00:57 5 Themes Overview
02:45 Theme 1
12:55 Theme 2
17:24 Theme 3
20:59 Theme 4
24:02 Theme 5
28:14 Learnings Summarized
...more
29min
January 27, 2025 How to Invest in this Market Crash? 🤔
Dear Investor,
Are you worried, nervous and anxious about the market crash?
This is a must-listen podcast for you if you’re thinking long-term and want to construct a strong, balanced portfolio over the next couple of years.
Here’s what you’ll gain from this podcast:
1. Market Temperature – Insight into the market's current sentiment and factors influencing today’s turbulence.
2. Identifying Froth and Under-valuation – Know which pockets of the market may be overheated and where undervaluation opportunities exist.
3. Nifty P/E Levels – Assess how current valuations stand and understand what makes certain levels attractive for potential entry points.
4. Strength and Weakness – Discover areas of strength that can provide portfolio stability and identify weaker spaces that may require caution.
5. Sector-wise Breakdown – A closer look at sectoral relative strengths and weaknesses, guiding your allocation decisions based on the bigger picture.
This was an exclusive class for SOIC Membership subscribers. We are releasing it on Spotify for our wider audience as a duty towards Retail Investors.
Our mission at SOIC is to equip you with valuable insights for sustainable growth and portfolio building, no matter the market’s current swings. Stay informed, stay invested, and let’s navigate these markets together.
Happy Investing,
Team SOIC

...more
1h 21min
January 27, 2025 Spotting Winners in Metals & Mining Sector 🏆
Dear Viewers,
At SOIC, we believe in first principles. We like to break down things to the most basic form so that understanding them becomes a walk in the park. Today, we have with us Mr Digant Haria, he is an expert in Metals & Mining Sector.
He will break down the perceived complex sector in such a way that even a 5 year old child can understand it easily. Hope you'll like the video and presentation.
Regards

...more
1h 24min
October 27, 2024 3 AI Tools for Multibaggers 🤖
Dear Tribe Members,

This podcast discusses three AI tools that help investors research fundamentally strong stocks, enhancing their investment analysis and decision-making.
🤖 Introduction of AI tools for stock research.
📈 Benefits of using AI as a personal research analyst.
🎧 Ability to convert documents into podcasts for easier comprehension.
📊 Technical chart analysis integrated with fundamental research.
🔍 Stock screening capabilities for better investment decisions.
📚 Emphasis on modernizing research processes with AI.
💡 Encouragement for viewers to engage with the content

...more
1h 10min
October 18, 2024Hidden Beneficiary of Huge Capex Boom! ⚡
Dear Tribe Members, this podcast provides a comprehensive analysis of the hidden beneficiaries of India’s massive capital expenditure boom, focusing on the generator set industry.
⚡ Learn effective industry analysis techniques.

📈 Explore successful stock picking in capital goods.

🔍 Identify key end-user segments in the generator set industry.

🔧 Understand major players and their unique points in the industry.

📊 Conduct technical and valuation analysis of key companies.

⚠️ Discuss risk factors affecting the generator set market.

🎯 Gain insights to perform independent business analysis.
Highlights
...more
35min
October 14, 2024I studied this Fast Growing Industry 🚀
Dear Investors,
We strive to bring you fresh insights and new opportunities regularly. In this video, we’ve uncovered an industry that is growing at an impressive 13-14% annually, outpacing the GDP growth of the country—the Integrated Facility Management Services (IFMS) industry.
In this podcast, we explore:
Industry Overview

Growth rates across major players

Analysis of 4 key listed companies

Key risks to watch for

P2P analysis for deeper insights

Valuations across the industry

Summarised learnings to guide your investment decisions
We hope you enjoy discovering this high-growth sector as much as we enjoyed making this podcast for you!
...more
45min
October 14, 2024 Special Situation Investing Decoded for Multibaggers 🎁
Join us in this episode to learn the What, Why, When to play demergers.

Chapters-
Introduction
All about Demergers
4 Ws to Assess & Case Studies
More Special Situations & Checklist
Learning in Conclusion
...more
1h 22min

FAQs about The SOIC Podcast:

How many episodes does The SOIC Podcast have?

The podcast currently has 314 episodes available.

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The SOIC Podcast

FAQs about The SOIC Podcast:

How many episodes does The SOIC Podcast have?

The SOIC Podcast episodes:

FAQs about The SOIC Podcast:

How many episodes does The SOIC Podcast have?

More shows like The SOIC Podcast

Moneycontrol Podcast

The Intrinsic Value Podcast - The Investor’s Podcast Network

Finshots Daily

The Morning Brief

The Daily Brief

The Core Report