The SOIC Podcast

By SOIC: School of Intrinsic CompoundingBusiness Investing

The SOIC Podcast episodes

October 12, 2023 15 Super Interesting Consumer Stocks! 👌 How to Find Multibaggers in FMCG?
"Investment is where you find a few great companies and then sit on your ass."
— Peter Lynch
Dear Tribe Members,
We trust this message finds you well. We're thrilled to announce the launch of our latest YouTube video, where we unravel the world of consumer stocks listed on the Indian stock markets.
📺 Watch Now: • 15 Super Interesting Consumer Stocks!...
In this engaging video, we delve into a carefully curated selection of 15-16 intriguing consumer stocks. But that's not all – we go beyond stock picks and equip you with a powerful mental model to analyze consumer stocks effectively. Here are the three essential factors we'll explore:
1. Penetration: Discover how deeply these companies have penetrated the market and their growth potential.
2. Volume & Value Growth: Explore the trends in both volume and value that can impact stock performance.
3. Trend of Premiumization: Gain insights into the exciting world of premiumization and how it can drive stock value.
Moreover, we categorize these consumer stocks into four distinct groups:
1. Mean Reversion Plays
2. Market Leaders
3. Proxy Players
4. Premiumization Trend
To conclude, we'll provide an insightful analysis of the pros and cons associated with consumer businesses. This balanced assessment will help you make informed decisions.
Don't miss out on this valuable opportunity to enhance your understanding of the Indian consumer stock market.
Thank you for being a part of our community, and we look forward to sharing this exciting journey with you. Feel free to share your thoughts and questions in the comments section—we love hearing from you!
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
00:00 Introduction
04:12 1st Business
06:36 2nd Business
09:45 3rd Business
13:01 4th Business
16:02 5th Business
20:01 6th Business
22:57 7th Business
25:07 8th Business
28:22 9th Business
31:22 10th Business
34:39 11th Business
35:47 12th Business
38:54 13th Business
40:54 14th Business
42:48 15th Business
44:32 16th Business
47:28 Conclusion

49 min
October 12, 2023 Masterclass on Technical Analysis with The Chartist 👌
In this episode of Technical Analysis by a Chartist, we'll go through:
1. History of Technical Analysis
2. Signal of Trend Reversals
3. Tools for Long Term investors
4. Role played by Volumes
5. Moving Average
6. Relative Strength
7. Riding with the Trend
Thank you for being a part of our community, and we look forward to sharing this exciting journey with you. Feel free to share your thoughts and questions with us—we love hearing from you!

1 hr 21 min
October 04, 2023 A Forgotten FMCG Multibagger 🪒🚀
"I don't look to jump over seven-foot bars; I look around for one-foot bars that I can step over." — Warren Buffett
Dear Tribe Members,
🌟We are thrilled to announce the release of our latest Podcast, "A Forgotten FMCG Multibagger" 🚀, where we dive deep into the exciting transformation happening at FMCG Giant. 🇮🇳
In this captivating podcast, we cover everything you need to know about this business:
🔍 How We Filtered This Stock: Discover the criteria we used to identify this hidden gem in the stock market.
📈 All About This Business: Get an insider's look into the strategic shift towards premiumization and how it's impacting their product portfolio.
💼 Business Segments: Explore the different facets of business model and how they are poised for growth.
💰 Valuations: Learn about the stock's valuation metrics and what makes it a potential multibagger in the FMCG sector.
📊 Technicals: Dive into the technical aspects of the stock, including charts and trends that could signal a promising future.
⚠️ Risks: Understand the potential challenges and risks associated with this business.
🌐 Whether you're an investor or simply curious about the strategies behind successful FMCG companies, this is a must-watch!
As always, we value your feedback, so please let us know your thoughts. Your support keeps us motivated to bring you more intriguing insights and analyses!
Thank you for being a part of our community. 🙏
Happy investing and learning! 📈📚
31 min
October 04, 2023 A 1000x Bagger that has fallen 50% 🤯📉
“Many shall be restored that now are fallen and many shall fall that now are in honour.”
--- Horace
Dear Tribe Members,
Have you ever wondered why some stocks skyrocket to unimaginable heights, only to fall back to Earth? Well, in our upcoming video, we delve into this fascinating phenomenon using a simple analogy that will blow your mind!
Join us as we explore the rollercoaster journey of a chemical giant that turned into a 1000-bagger sensation. 📈 But hold on, it's not all sunshine and rainbows - this star has fallen 50% from its recent peak, leaving investors scratching their heads.
In this video, we'll unravel the mysteries behind this wild ride and deep dive into the business history and way forward, including:
📊 Historical Financials: A the numbers that made this company a legend.
📉 The 50% Plunge: Discover the reasons behind this recent drop and what it means for the future.
🌐 Supply Side Victories: How did this chemical giant secure its place at the top, and what can we learn from it?
🛡️ Competitive Advantages: Do they still exist, or are they fading away?
And much more!
Join us as we navigate the volatile seas of the stock market and uncover the secrets of cyclicality in businesses and stocks. Don't miss this opportunity to gain insights that could make a real difference in your investment strategy.
Remember - in the world of investing, understanding cyclicality is the key to unlocking success.
51 min
September 18, 2023 How to Find Multibaggers using ValuePickr? A Hidden Tool 🔎
0:00:00 Ch 1 - Introduction
0:12:35 Ch 2 - Stock Threads & Resources
0:25:23 Ch 3 - 10 Hidden Gems Case Studies
0:52:04 Ch 4 - Top Profiles on ValuePickr
1:21:00 Ch 5 - Epic Tool for Learning
1:34:38 Ch 6 - Building Pattern Recognition
1:43:43 Ch 7 - Creating Threads
📣 Disclaimer: We are a SEBI-registered Research Analyst. This video is only meant for educational purposes and nothing constitutes investment advice. 📣
1 hr 50 min
September 18, 2023 How I filtered more than 20 Stocks? 🚀 Power of Proxy Investing 💼
Greetings from SOIC!
Dear Tribe Members,
This video explores a wide array of diverse industries, providing you with a comprehensive perspective on the topic. We've expanded our coverage to include:
1. Infrastructure Projects: Huge capex surge in India related to airports, bridges and more.
2. Steel Industry: A large producer of Steel with value-added properties that is making it a differentiated player.
3. Automotive Industry: Gain insights into steel and alloy wheels catering to the automotive sector, including the electric vehicle market.
4. Battery Technology: Explore the exciting world of electric vehicle batteries and interesting players from the field.
5. Industrial Printing: Learn how industrial printing technology is a crucial component in a wide array of industries.
6. Maize Processing: Uncover the opportunities in maize processing, an integral part of the food & pharma industry.
7. Caffeine & Xanthine Production: Dive into the world of caffeine and xanthine production, serving major cola companies.
8. Driver Information Systems: Discover the innovation behind driver information systems and their role in automotive advancements.
But that's not all! As a special surprise for you, we've compiled a list of 60-70 proxies related to many more diverse industries, which can be a valuable resource for you to study further. You won't want to miss this comprehensive guide to Proxy Investing.
We invite you to watch our video, explore the diverse industries, and take advantage of the comprehensive list of proxies to enhance your investing knowledge.
Thank you for being a part of our community, and we look forward to your continued support and feedback. Feel free to reach out with any questions or comments; we always appreciate hearing from you at [email protected]
Happy learning!
32 min
September 18, 2023 One Mid Cap that is Growing Fast 🏥📈
“If you can follow only one bit of data, follow the earnings - assuming the company in question has earnings. I subscribe to the crusty notion that sooner or later earnings make or break an investment in equities.”
— Peter Lynch
Today, we are thrilled to bring you an insightful and captivating new video that delves into the remarkable journey of Rainbow Children's Medicare Ltd., a very special healthcare business in listed space.
Our expert analysis takes you through a comprehensive breakdown of key ratios that hold the power to decipher the very essence of healthcare institutions. Discover how these ratios can reveal the true health of hospitals and their potential for growth.
However, that's not all! We dig deeper to unravel the nuances between super specialty and multi specialty hospitals. Understand the intricacies that set them apart and gain insights into why Rainbow Children's Medicare Ltd. stands out as a shining example in the healthcare landscape.
🌈 Did You Know? Rainbow Children's Medicare Ltd. boasts the industry's highest operating profit margins of ~33% and is poised for 20% growth as per management.
31 min
September 18, 2023 2 Stocks for Electrical Vehicle Batteries 🔋
In today's Industry Analysis we'll cover: New Age LI batteries, Legacy batteries, Industry players, Entire ecosystem,
Why are we doing this video? So that our knowledge of diff. sectors ↑.
When we talk of LI batteries- World's energy storage requirement is ↑.
Why are energy storage requirements ↑?
Intermittent- Sun may not always be out. Wind might not always blow. These days there are hybrid plants as well.
📣 Disclaimer: We are a SEBI-registered Research Analyst. This video is only meant for educational purposes and nothing constitutes investment advice. 📣

35 min
September 18, 2023 5 Stocks at Reasonable Valuations ✌️
Today we'll try to screen stocks that can have value in current Mkt. scenario.
1st stock - Aarti Pharmalabs
2nd stock - M M Forgings
3rd stock - Amara Raja Batteries Ltd.
4th stock - Mayur Uniquoters —
5th stock - New meme stock. Previously ITC, now HDFC is the next ITC.
📣 Disclaimer: We are a SEBI-registered Research Analyst. This video is only meant for educational purposes and nothing constitutes investment advice. 📣

13 min
August 18, 2023 6 Stocks with Strong Results | Q1FY24 Update
In today's podcast we'll cover:
1) Talbros result (keep your homework ready to catch the opportunity whenever time comes)
2) Key thing to track: Companies which are becoming stable from cyclicality is a
00:00 Introduction
04:48 1st Business
15:52 2nd Business
18:34 3rd Business
21:58 4th Business
24:49 5th Business
27:55 6th Business
32 min