The SOIC Podcast

By SOIC: School of Intrinsic CompoundingBusiness Investing

The SOIC Podcast episodes

July 31, 2024 Meeting a Hidden Small Cap Investor 🕵️‍♂️
This episode will cover Mr. Vinay Ambekar's interview and discussion by SOIC.

Topics-
1. Wealth creation journey.
2. Importance of seeing market cycles.
3. Multiple events witnessed.
4. Sector & Theme rotation.
5. Maintaining your own thought process.

1 hr 15 min
July 31, 2024 Will this be the Next Megatrend in Pharma Sector? 🔬💊
Dear SOIC Viewers,
Pharma is one of the most important sector in the stock market. In the past 2 decades, Indian Pharma Sector has come a long way. In this podcast we discuss the various parts of the value chain and explore the upcoming and fastest growing part in the value chain.
Hope you will like the podcast analysis and presentation.
57 min
July 17, 2024 Will the Chemical Industry make a Comeback?? 🧪
Dear SOIC Viewers,
A sector that was the poster boy of Indian stock market from 2014 to 2021 is reeling under immense pressure lately. Yes, you guessed it right, we are talking about the Chemical Industry.
In this podcast and presentation let's understand the current scenario in the chemical industry and dissect its value chain to get an idea about the pockets showing green shoots.
Hope you will like the podcast analysis.
1 hr 4 min
July 17, 2024 How I Protect My Portfolio: My Exit Strategies Explained ⚠️🚨⚠️
Dear SOIC Viewers,
An investor must take learnings from their own and market's past to enhance their investing journey. Today's market scenario makes us curious as to what the future may behold for us. We cannot predict what is going to happen but surely we have the power to implement our learnings from the past.
In this very important podcast we will learn about the 10 Ultimate Exit Frameworks that will do a perfect job in safeguarding your interests in the valuation rich stock markets.
Hope you'll enjoy the podcast.
1 hr 10 min
July 07, 2024 Private Banks vs. PSU Banks: Who Wins? 🏆
Banks and NBFCs contribute a major portion in the headlines indexes. However, in the past 5 years we have witnessed a major underperformance from the banks in private space vs the banks in PSU space.
In this video we will analyse the reasons for this underperformance and will try to crystal gaze into the future where there may be a scenario for the private banks to outperform the PSU banks.
Hope you like this detailed and analytical video and presentation on Private Banks vs PSU Banks.
26 min
July 07, 2024 Is there a Bubble in Defence Stocks??
PM Modi lead govt has been on the forefront of making Indian Defence indigenous. This has given a huge impetus to Indian Defence sector and it has seen no turning back ever since.
However, as investors we need assess the risk and opportunity with the same lens. In this video we take a deeper look at the current scenario and where this promising sector is standing right now with respect to valuations and psychology.
Hope you'll like the podcast and the presentation.
27 min
June 21, 2024 Why are Parag Parikh & Quant MF buying this stock? 🤔
Murugappa Group has created enormous wealth through various listed entities. Today, we take a look at another business from their stable.
There is something special in the analysis of this business which most people miss out on. Whereas it drives the bulk of valuations in this business.
Hope you'll like this video and presentation.
21 min
June 21, 2024 Will this be the New Sector in Focus?? 🚜
NDA 3.0 is back and with it comes a fresh push towards the Rural Economy of India.
In this video we take a detailed look at the sectors and pockets of economy where we can see the thrust going forward.
We hope you like the podcast and presentation.
30 min
June 21, 2024 Stocks with Super Strong Results 💪 | Q4FY24
Yet another results season has come to an end. Q4FY24 was a very interesting period for Stock Markets and Businesses in India. The overhang of General Elections and how various businesses and sectors fared.
Let's dive in and unfold the Results page by page. Hope you'll like the video and presentation.
1 hr 26 min
June 03, 2024 Are you worried about Election Results 2024?? 😨
In this episode, we'll cover everything psychologically essential for investors to know, in the stock markets and in personal life.

We'll also cover investing strategies like 2-4-6-8 strategy.

12 min