The SOIC Podcast

By SOIC: School of Intrinsic CompoundingBusiness Investing

The SOIC Podcast episodes

August 13, 2023 Why this 1000 Bagger is standing tall in a Chemical Crash?? 😯🧪
📣 Disclaimer: We are a SEBI-registered Research Analyst. This video is only meant for educational purposes and nothing constitutes investment advice. 📣
🏫 SOIC Membership (Use Code- SOICBONUS10): https://learn.soic.in/learn/SOIC-Course
🏫 SOIC Financial Literacy Bonus Offer- https://learn.soic.in/learn/Financial...
📖SOIC Book Store: https://www.soic.in/books
📺SRF Business Analysis: • How Could I Miss This! The Hidden Gia...
📺Technical (Stage Analysis): • Technical Analysis Simplified for Mul...
Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 15% off at the time of signing up. :)
https://www.soic.in/tijorifinance
📰 Link to the SOIC Newsletter: https://soic.in/blogs
Link to Trading View- https://www.soic.in/tradingview
26 min
August 13, 2023 8 Stocks that have shown Strong Growth | Results Q1FY24
In this podcast we'll cover 7-8 businesses from different Industries that are doing exceptionally well, How they're expanding & How to find such businesses by studying their International counterparts.
00:00 Introduction
01:02 1st Business
09:49 2nd Business
15:22 3rd Business
19:40 4th Business
24:27 5th Business
29:06 6th Business
33:53 7th Business
35:43 8th Business
39 min
August 13, 2023 Secret of Amazing Returns in Small Caps Revealed!! 😱
📣 Disclaimer: We are a SEBI-registered Research Analyst. This video is only meant for educational purposes and nothing constitutes investment advice. 📣
In this podcast we'll analyze Small Cap Mutual Funds under Mutual Funds series.
What category is Small Cap MF?
What does reversion to mean look like?
We'll talk about Mid & Small Cap schemes.
Fatality in Small Cap

26 min
August 13, 2023 Opportunity in ITC Hotels Demerger? Is it Overvalued?? 🤔
“When the good, the bad & the ugly trade together; the valuations given that are of the ugly.”
— Bharat Shah
Greetings from SOIC!
Dear Tribe Member, the benefits and drawbacks of a Conglomerate can only be understood once you dive deep and assess different business segments housed in it. ITC, the grand conglomerate from our stock markets, has been one such enigma among investors for the last 5-6 years. Firstly due to its underperformance for the past 5 years and now because of amazing exuberance in the last 1 year.
Recently, ITC has announced a demerger of its Hotel business into a separate entity. This is one topic that drew a lot of attention from retail investors. Today we analyse the conglomerate structure of ITC and look at various other examples. Particularly in the case of ITC we’ll at.
👉ITC’s Conglomerate Structure
👉Reasons for ITC’s outperformance
👉Contribution from various Business Segments
👉Demerger of Hotel Business explained
👉Sum of the Parts (SOTP) Valuations

32 min
July 30, 2023 Indian Banking Sector Valuations 🤔 #banknifty
📣 Disclaimer: We are not SEBI-registered investment advisors, only registered Research Analysts. This video is only meant for educational purposes and nothing constitutes investment advice. 📣

🏫 SOIC Membership (Use Code- SOICBONUS10): https://learn.soic.in/learn/SOIC-Course
🏫 SOIC Financial Literacy Bonus Offer- https://learn.soic.in/learn/Financial...
📖SOIC Book Store: https://www.soic.in/books
RoA Tree Video: • Biggest Secret fo...
Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 15% off at the time of signing up. :)
https://www.soic.in/tijorifinance
📰 Link to the SOIC Newsletter: https://soic.in/blogs
Link to Trading View- https://www.soic.in/tradingview

23 min
July 30, 2023 Meeting with A Hidden Microcap Investor 🎙️
0:00:00 Intro: My Learnings
0:14:49 How to Find Multibaggers?
0:55:36 Personal Insight on any Investment
1:13:02 Case Studies
1:35:52 My Checklist
2:00:52 Conclusion & Q&A
📣 Disclaimer: We are not SEBI-registered investment advisors. This video is only meant for educational purposes and nothing constitutes investment advice. 📣
2 hr 54 min
July 18, 2023 One Unique Monopoly Maps Business|High Growth or overvalued?📍👌
“A good business is like a strong castle with a deep moat around it. I want sharks in the moat. I want it untouchable.”
— Warren Buffett
Greetings from SOIC!
Dear Investors, the use of technology in our daily life is increasing, this statement can be changed to the use of technology is unimaginable in our lives. Whenever we are about to venture out of our house the first thing we check is our mobile phone. Our phone contains our money, contacts, documents and much more. We are dependent upon our mobiles for getting the directions, traffic updates and location of nearby petrol pumps, restaurants, chemists and our other destinations.
Today we analyse A Unique Monopoly business called C. E. Info Systems Ltd. commonly known as MapMyIndia. We will take a look at its unique proposition, business segments, growth plans, competitive advantages, P2P Analysis, Valuations and Thesis-Antithesis pointers.
Businesses with Supply Side Dominance and Uniqueness automatically filter in SOIC Framework. Enjoy the podcast and feel free to post your feedback on our social media.
00:00 Introduction: Monopoly Businesses
04:21 Is it a Good Business?
09:53 Use Cases of Maps
15:06 Business Segments
20:19 P2P & Valuations
28:55 Thesis & Antithesis
33 min
July 18, 2023 6 Market Leaders | How I Filtered Them?! 🤓💪
📣 Disclaimer: We are not SEBI-registered investment advisors. This podcast is only meant for educational purposes and nothing constitutes investment advice. 📣
📽️SRF Video: • How Could I Miss ...
Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 15% off at the time of signing up. :)
https://www.soic.in/tijorifinance
📰 Link to the SOIC Newsletter: https://soic.in/blogs
Link to Trading View- https://www.soic.in/tradingview
22 min
July 05, 2023 A Small Cap Proxy to PAINTS & FMCG Growing at 20%+ 💯
Greetings from SOIC!

Moldtek is the largest player in rigid plastic packaging in India & we'll be analyzing them today, starting with their product divisions.
We will understand the production tech. to figure out Co. advantages & key strengths.

📣 Disclaimer: We are not SEBI-registered investment advisors. This video is only meant for educational purposes and nothing constitutes investment advice. 📣
42 min
July 05, 2023 Stocks with Huge FII/DII Buying!! 💰🐘
Greetings from SOIC!
Today we'll learn how to use 3 powerful tools to find
1. Co. with ↑ FII holdings
2. Co. with ↑ Promoter holdings
3. Co. with ↑ DII holdings
How to use simple frameworks for screening the Co. & Filter stocks independently & learning what the finer things to check when FII holdings are ↑ in a Co. are.

00:00 Introduction
03:28 Increasing FII Shareholding
13:09 Increasing Promoter Shareholding
16:35 Increasing DII Shareholding

19 min