The SOIC Podcast

By SOIC: School of Intrinsic CompoundingBusiness Investing

The SOIC Podcast episodes

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
35 min
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!
45 min
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
1 hr 22 min
October 14, 2024 Will Solar Industry be the next Sunrise Sector? 🌞🔋
Dear listeners,

Join us as we explore the next Sunrise Sector.

Chapters-
Intro
Value Chain Analysis
Govt Policies
Key Players & Risk Factors
Conclusion
41 min
September 26, 2024 Top 7 Emerging Themes for 2025
Dear Tribe Members,

Join us in this episode as we will cover 7 emerging themes for 2025.

- Modern Day construction
- Multiple players from Energy transmission
- Financialisation of savings
- Key to urban infra
- Beneficiary of rising wealth
- Travel industry
- Consumption

55 min
September 10, 2024 Is it the right time to Invest in Stocks? 😵‍💫
Dear listeners,

This episode covers the need of the hour for many investors through insightful analysis on-
1. Indian Balance Sheet and Economy
2. Sectors and Businesses Results
3. Do's & Don't in this market scenario
4. Conclusion
1 hr 11 min
September 03, 2024 5 Interesting Stocks: How to Read Credit Ratings! 📑
For today's podcast we'll read one of the most important documents about a Company i.e Credit Rating.

Chapters-
1. What is Credit Rating?
2. Pros and Cons
3. Credit Rating of 5 Companies
30 min
September 03, 2024 4 Smallcap Concalls that look interesting
In this episode we'll cover the 4 most interesting Concalls.

1. Small Cap Businesses
2. Different Sectors-
a. Packaging
b. Geospatial mapping
c. Hotel
d. Pharma
33 min
August 14, 2024 PE Ratio Decoded for Multibaggers 🕵️‍♂️
Dear Viewers,
The world of investing can be tricky and confusing for anyone who isn't clear about the concepts. One of the most common pain point for all retail investors is the PE Ratio. We have taken this humongous task of explaining this simple ratio carrying a lot on conundrums in the most simplified way using case studies and examples.
Hope you will like our effort of Decoding PE Ratios. Do listen to the podcast and presentation.
2 hr 12 min
August 08, 2024 Strong Results in Q1FY25 💪
Tune into this podcast on the latest Qaurters results.

The podcast will cover -
1. How to find companies beating expectations.
2. Analysis of strong results from multiple sectors.
3. Understanding PEAD (Post Earnings Announcement Drift)
4. Continuation of Strong earnings.
35 min