“Put together a portfolio of companies whose aggregate earnings march upward over the years, and so will the portfolio’s market value.” —Warren Buffett

Hi Investors! We hope the market volatility is not shaking your faith compounding. Keep going! 😀👍

Portfolio creation is an art and not science. There is no concrete way to make your portfolio which may give you better returns. However, having a system in place and a plan in hand will take you a lot farther than many other investors who don’t follow a particular framework.

As promised, in this episode I’ll reveal the construct of my portfolio and share with you many other insights that have come in handy during my investing journey. I’ll also share with 2 useful strategies in Portfolio Creation that will give you control over milking the bets you are fully convinced about and have decent allocation towards the bets that you are not fully confident about.

We hope you like this new style of imparting knowledge among the SOIC Tribe. We strive to keep adding value to your investing journey.

Dear Tribe Members, we have recently witnessed a Bank Run type situation in USA. The culprit here was Silicon Valley Bank. What went wrong? How the situation came under control? (At least for now) What next for Banks in USA? What could be the impact of all this on Indian Stock Market?

This episode will cover the SVB Fiasco in detail and as a special feature we will tell all this by telling a story first to make things absolutely simple to understand. We hope you enjoy this episode and we get to keep adding value to your investing journey .

“The stock market is filled with individuals who know the price of everything, but the value of nothing.” —Phillip Fisher

You must have wondered about how to find that perfect stock for your portfolio. Sometimes you might have had a good vibe about a business but lacked the process to research it deeply. At other times we might have gotten different business ideas from our network of investors. There is nothing wrong with that, however we must have a solid process and framework for decoding the businesses we are interested in. We must equip ourselves to be able to completely dissect the industry on the basis of size, opportunities, sub-segments, value chain, profit pools, etc.

Don’t fret!!! SOIC has got you covered. 😃👍

In this episode, we'll share the Secret Strategy for finding multibaggers the SOIC Way. Know the complete process and strategy along with all the finer details followed by us. We’ll make the whole process so simple and convenient that it will be a cake walk for anyone looking to do research on their own. The only condition is for you to be absolutely focussed and listen to the entire episode so that you don’t miss out on any details.

We hope to keep adding value to your investing journey. 

“Opportunity comes to the prepared mind.” - Charlie Munger  

Dear Tribe Members, at SOIC we keep our promises. Recently we made a video on Screener.in (https://www.youtube.com/watch?v=H7Qe-uYsQ6Q&t=158) which was much appreciated and applauded by even the creators of Screener, Mr. Ayush Agarwal & Mr. Pratyush Agarwal. A promise was made in that video, now it is time to honour that promise.  I had promised to share with you all my Watchlist and the process to make one for yourself. 

This detailed episode covers My Personal Watchlist of Stocks that seem interesting to me and are definitely worth studying. I have also shared in detail, the thought process and filters that were deployed in making this watchlist of 50-52 businesses. If this episode also receives the same proportions of love and support, I’ll think about making a detailed video and episode on my Portfolio soon.  Hope to keep adding value to your investing journey.

"If I have seen further than others, it is by standing upon the shoulders of giants." —Isaac Newton

At SOIC we believe in learning and understanding different styles of investing. Who would be better to learn from than the famous Fund Manager & Author—Mr. Saurabh Mukherjea. He is joined by Mr. Krishnan V R from his team at Marcellus.

Together they decode the Marcellus Framework and how they themselves are incorporating new styles of investing in their philosophy and framework like Quant Investing.

“We’re changing the world with technology.” –Bill Gates

At SOIC we have analysed many sectors like FMCG, Consumer, Chemicals, Banks, etc. This episode is focused on an IT Business which is a niche of its own–Cyient Ltd. This IT business has many interesting facets attached to it.

We’ll discuss the Different Types of IT Businesses, All about ER&D Business, 3 Business Verticals, Future Guidance, DLM Segment, Antithesis & Thesis Pointers and Valuations. A special focus is given to the risks we have derived from the cyclical nature of the business.

“We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.” —Warren Buffett

Businesses that are less dependent on outside factors are likely to do much better over a long course of time compared to businesses that get temporary benefits and fall to their frailties eventually. This is an analysis of one such business that is fully integrated and is becoming totally self-reliant.

Gujarat Fluorochemicals Ltd. is one the Top 3 Fluorine experts in India. Under these adverse times for chemical companies, fluorine players have shown consistency and have even outperformed their previous performances. In today’s video we will learn about Over-Earning vs Under-Earning Mental Model, Company History, Complete Value Chain Analysis, Future Plans, Product Mix Analysis, P2P Analysis and most importantly Thesis & Antithesis with Risks.

“Equity mutual funds are the perfect solution for people who want to own stocks without doing their own research.” —Peter Lynch

Hi Investors! We hope you are compounding everyday. 2022 was a challenging year for stock markets, however, those who prepare while the going is good, generally have a better time while the tide is against as well. This episode brings you a way to strategise your Mutual Fund portfolios in 2023 with Top 5 Mutual Funds. This episode is divided in 2 sections.  What not to do in 2023? What you must do in 2023?  This episode aims to enable you to do better tax planning as well. 

“Be a free thinker and don’t accept everything you hear as truth. Be critical and evaluate what you believe in.” –Aristotle

You must have observed that the stock market keeps getting spooked every now and then. Recent report by Hindenburg Research has led to a steep fall in Adani Group shares and with it many rumours and fears are taking the broader markets down as well.

As small retail investors with a long term horizon, we can’t get in and out of the markets at each drop of the hat. We need to be prepared emotionally and financially to take such shocks in our stride and study the events unfolding with a clear and objective mind.

We’ll discuss the contents of Hindenburg Report, Adani Groups reply and most importantly, what impact this can have on the stock markets and banks in India. Every investor should have basic knowledge of accounts like financial ratios, balance sheet, cash flow, etc. 

We wish you great success and hope this episode helps give a sense of how an independent investor should think.

“Risk comes from not knowing what you're doing.” —Warren Buffett

Stock markets can be crazy sometimes—well most of the time. 😆 From the euphoria after the COVID crash till Oct '21 and ensuing sideways pain from then on has left many pondering if they should stick around or go packing.

I, on the other hand, believe that such markets are a perfect opportunity to study stocks and different industries. Those who work hard in difficult times often come out victorious when the tide turns in their favour.

We’ll discuss 4 Interesting Stocks which are definitely worth your time; where these businesses are standing and how the future can unfold as per the opportunities available. An international business with ~57% PAT Margins is also featured.

We hope to keep adding value to your investing journey.

Happy learning!