The SOIC Podcast

By SOIC: School of Intrinsic CompoundingBusiness Investing

The SOIC Podcast episodes

June 03, 2024 TVG | The Ultimate Multibagger Framework 🔥
60% of the returns made are due to sectoral moves. We have observed that this one formula is super powerful and effective in this recent bull market.
Today, we will crack open this Super Formula to find some amazing stocks and opportunities together. Hope you'll enjoy this video and presentation.

21 min
May 15, 2024 Will this Hated Sector give Multibagger Returns? 🏦
Money is the blood for an economy and Banks are the vessels that carry that blood all across various parts of the economy. Today, we take a look at a hot favourite sector of the past that has seen a fall in the pecking order of preference.
We will take a look at the following issues plaguing the valuations of this very important sector.
1. PSU Banks
2. Regulatory Actions
3. NIMs
4. Problem of size
5. Issue of liabilities
Hope you enjoy the podcast and presentation.
43 min
May 09, 2024 Is this the Best Strategy to Find Businesses with Maximum Profits? 20+ Industries covered ✨
Proxy Investing is a concept that is very dear to our hearts. However, this time we bring you Proxy Investing with a whole new perspective. We have analysed ~20-22 industries and tried to identify businesses with maximum profitability by doing value chain analysis.
Some of the examples of industries we have covered are:
1 - Capital Markets
2 - Luxury Consumption
3 - Contract Research & Manufacturing Services (CRAMS)
4 - Precision Engineering
5 - Fast Moving Industrial Goods (FMIG)
6 - Electric Vehicles
7 - Metals
8 - Green Energy
9 - Mining
10 - Consumer
11 - Health Insurance
Hope you'll enjoy the podcast.
51 min
April 30, 2024 Will Water Industry be the next Mega Theme? 💧
Water is precious, however, we value it once we don't have it. We have covered the whole water infrastructure industry and opportunities it presents to investors. You can explore the following topics under our video and the presentation.
1. Importance of Water Infra
2. Government Schemes
3. Value Chain Analysis
4. Ductile Iron Pipes
5. EPC Industry & Players
6. Water Infra & Players
Bonus for Members: Detailed Financial Sheet, Detailed Video Conclusion, Sub-Sector Index on TradingView etc.
53 min
April 30, 2024 I Studied the Digital India Sector । 30+ Stocks 💻📱
This episode will focus on the following ideas-

1. Intro: Digital India
Seg 1: Fintech & E-Commerce
Seg 2: Account Aggregator & E-Governance
Seg 3: Digital Brokerages & Exchanges
Seg 4: Database & Geospatial database Companies
Seg 5: Digital Content
Seg 6: Software as a Service (SaaS)
Conclusion: Learnings Summarised
1 hr 26 min
April 14, 2024Will Recycling be the Next Mega Trend?? ♻
We've curated a podcast that delves into the intricacies of the waste management industry, focusing particularly on its landscape in India. In this podcast, you'll discover:
Assessing Different Recycling Markets: Gain insights into the diverse recycling markets and understand how to evaluate their potential.
2. Exploration of Various Businesses: Explore the plethora of businesses operating in different recycling verticals across India.
3. Key Players Identification: Learn about the prominent players in crucial sectors such as Plastic, Battery, and Waste Recycling.
Diverse Waste Management Segments: Dive deep into segments like e-waste, tyre recycling, and carbon black management, and explore the key players within each.
We'll also give a glimpse of some of the notable players in the Indian waste management industry.
49 min
April 01, 2024 I Studied The Semiconductor Industry and Found This!! Complete Breakdown | Indian Stocks
This episode is based on the idea of industry analysis is to give you in depth insights on the Semiconductor Landscape.
Multiple books, articles, research reports and conversation with friends in Semicon space were used to make this. Hopefully, you will get a perspective on the industry. If there are any mistakes, kindly gently point them out. Our mentor is a non tech guy who loves to study industries. We hope you find value in this episode.
Parts-
1. Intro
2. What is a Semiconductor?
3. Value Chain
4. Profitability Analysis
5. Geopolitics
6. Semiconductor Stocks in India
7. Conclusion
1 hr 18 min
March 30, 2024 How I Filtered India’s fastest growing Large Caps? Cheatsheet Included 💰
This episode will cover-
Intro: Importance of Stock Filtration
Screen 1: Sideways
Screen 2: Consistent
Screen 3: GARP
Screen 4: Super Strong
Screen 5: Losing Weight
Conclusion: List of Businesses Filtered
29 min
March 18, 2024 A Small Cap Stock in Super Investor Portfolios 😎
This episode will cover a Small Cap Stock in Super Investor Portfolios!
1. Intro: Complete Value Chain Analysis
2. Business History & Overview
3. Pharma Intermediate Segment
4. Speciality Chemicals, Electrolytes & Semiconductors
5. Growth Triggers
6. Risks & Antithesis
7. Valuations & Margin of Safety
36 min
March 18, 2024 Best Way to use Trading View । Ultimate Guide for Multibaggers 📈
This episode will cover-
Chapter 1: How to do a Basic Setup?
Chapter 2: Indicators to use on TradingView
Chapter 3: Create Watchlist by Screening Stocks
Chapter 4: How to create Alerts?
Chapter 5: How to make Custom Indices?
Chapter 6: All about Drawing Tools
Chapter 7: Premium vs Free Version
Chapter 8: How to do Stage Analysis?
1 hr 33 min