The SOIC Podcast

By SOIC: School of Intrinsic CompoundingBusiness Investing

The SOIC Podcast episodes

January 27, 2025 The Fallen Multibaggers 🔻
Dear Listener,

We're covering the fallen multibaggers for you and we hope this has value for you.

00:00 Intro: Importance of Valuations
04:06 Stock 1
13:01 Stock 2
17:45 Stock 3
24:26 Stock 4
27:49 Stock 5
30:17 Contribution by Earnings or PE?
34:06 Learnings Summed Up
35 min
January 27, 2025 Smart Money is Buying these Stocks! 🏋️‍♀️
Dear Investor,

Join us in investigating stocks being bought by Smart Money holders!
20 min
January 27, 2025 Masterclass on Finding Fraudulent Managements | 10 Point Checklist 🕵️‍♂️🔍
Dear Listener,

This work was highly demanded by the tribe, we hope it adds relief to your concerns!

00:00 Intro: Importance of Management Analysis
04:07 1st: Learn from the Management’s Past
12:00 2nd: Resignation of Key Managerial Personnel
17:02 3rd: Promoter Shareholding or Skin in the Game
21:25 4th: Complicated Corporate Structure
28:37 5th: Companies that Misguide Investors
31:39 6th: Over Promotional CEO
33:31 7th: Regular Promoter Selling
35:32 8th: Management Profile & Background
40:45 9th: LinkedIn & Glassdoor
43:22 10th: CFO/EBITDA & CFO/PAT
45:15 Bonus Tip: P2P Analysis
47:17 Checklist Summary
49 min
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
30 min
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
30 min
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

29 min
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
29 min
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

1 hr 21 min
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

1 hr 24 min
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

1 hr 10 min