The SOIC Podcast

By SOIC: School of Intrinsic CompoundingBusiness Investing

The SOIC Podcast episodes

December 03, 2023What is wrong with MTAR Technologies?? 5 Key Points to understand!!
This podcast will throw light on-
The Impact of working capital on cash flow for the company.

Promoter holding decrease

Headwinds for this niche
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
9 min
December 03, 2023 What to do with TATA TECHNOLOGIES NOW!! VALUATIONS under 10mins
In this podcast we'll learn P2P analysis - recently we covered how to study IPO, DRHP when Tata Tech.'s IPO was released.
P2P means: when you compare a Co.'s valuations with a competitor - when their mix, customers, industry are similar - & how we can create a rough valuations metric.
In conclusion- we covered P2P analysis, how Tata tech. is the most expensive ER&D Co. in India, & how to compare the valuation factors.
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
8 min
December 03, 2023 2 Interesting Midcaps I Studied 🤓👌
In today's business analysis we'll cover Concalls of 2 biz. using BRM Framework.
We'll study Garware Films and Narayana Hridualaya's Concalls, their products, CapEx plans, Mgmt. guidelines, Risk factors, Valuations and more.
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
34 min
November 23, 2023 15 Stocks Sitting on Operating Leverage | The Secret of Multibaggers 🔐
00:00 Basics of Operating Leverage
11:04 Hospitals
15:36 Hotels & Amusement Parks
23:03 Chemicals
30:07 Pharmaceuticals
35:28 Information & Technology
41:41 Exchanges
43:39 Consumer & Retail
46:56 Banks & Financials
50:13 Find Stocks with Operating Leverage on Screener
55:31 Conclusion & Learnings
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Connect with us on:
🔗 Website: https://soic.in/
📱 Android Mobile Application:
https://play.google.com/store/apps/de...
🐦 Twitter: / soicfinance
📸 Instagram: / intrinsicco. .
📧 Email: [email protected]
🎞 Presentation Link: https://www.soic.in/visualization
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
57 min
November 20, 2023 3 Super Interesting Small Cap Concalls 📲📃
In this podcast we'll cover-
1. What Niche businesses are.
2. VAP Mix. Wire rope biz. expanding margins.
3. Dedicated Acquisition strategy.
4. BRM Framework.
5. Learnings from the 3 businesses covered.
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
34 min
November 14, 2023 Finding Multibaggers this Diwali: Trishul Framework! 🔱🪔🧨
We'll cover a special framework today called the Trishul Framework.
A. Basic meaning: Expanding Margins, Margin Expansion & Reasonable Valuations.
B. Co.'s with < 20% EG, long term trajectory of entering value added products or Margin Expansion.
C. What stage analysis looks like.
For Stage 2 we'll see another interesting framework on TradingView i.e Relative Strength & RSI > 45.
Towards the end we'll also cover sectors currently doing well & those fitting under the Trishul framework.
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
Podcast is purely and purely for educational purpose, no recommendations to buy or sell. Please consult your financial advisor.
18 min
November 04, 2023 6 Stocks with Strong Results 💪🚀
Businesses Covered: Polycab, Control Print, LT Foods (Daawat), Sonata Software, Newgen Bharat Wires.
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.

26 min
October 26, 2023 When will Chemical Stocks stop falling?? 😨
"Tailwinds propel the wise, while headwinds challenge the resilient. In the stock market's ever-changing climate, it's the skillful navigation through both that defines success."
In this analysis we'll cover:
1. Headwinds & Tailwinds in the industry.
2. Technical charts.
and much more.

Looking forward to your learning feedback.

📣 Disclaimer: We are a SEBI-registered Research Analyst. This video is only meant for educational purposes and nothing constitutes investment advice. 📣
37 min
October 26, 2023 Green Energy & Power Sector in India!! ⚡♻
Topics covered:
1. We'll see the Power Sector value chain first under Business analysis.
2. Power Storage Players.
3. Transmission & Distribution required after generation of power.
4. Why CapEx for renewables is high.
5. Proxies to the Inudstry.
6. Prominent players in Cables & Wires in India.
and much more.
📣 Disclaimer: We are a SEBI-registered Research Analyst. This video is only meant for educational purposes and nothing constitutes investment advice. 📣

58 min
October 17, 2023 Ujjivan vs Equitas Vs AU!! Which one to choose??🤔🤔
In today's business analysis, we'll compare these Small Finance Banks - AU, Equitas & Ujjivan.
We'll compare Secured & Unsecured loans. What are they?
We'll see NIMs, CASA, Cross Cycle analysis, & BVPS of all 3 SFBs.

21 min