The SOIC Podcast

By SOIC: School of Intrinsic CompoundingBusiness Investing

The SOIC Podcast episodes

May 19, 2022 Are The Markets Going To Crash? Masterclass on Macroeconomics!
Chapter 1: Inflation
Chapter 2: Liquidity
Chapter 3: Interest & Valuations
Chapter 4: Fear of Stagflation
Chapter 5: Indian Market's Valuations
Chapter 6: Effects on Sectors
41 min
May 15, 2022 Should You Invest In PSUs? Value Trap or Value Buy?
Chapter 1: Introduction
Chapter 2: Pros & Cons
Chapter 3: Case Study 1
Chapter 4: Case Study 2
Chapter 5: Case Study 3
Chapter 6: Case Study 4
Chapter 7: Concluding Remarks
14 min
May 08, 2022 NIIT | A Silent Multibagger: India’s Only Profitable Ed-Tech (listed)
Intro: Fixed & Variable Costs
NIIT: 3 Business Segments
NIIT: Customers
3 Things To Track In a CLG Business
Thesis Pointers
Antithesis Pointers
25 min
May 03, 2022 Underwear Wars🥊 |Consumer Giants In The Making?
Intro: Above & Below the Line Expenses
Underwear Segments & Market Size
Trends Driving the Industry
Growth Formula for Innerwear Companies
Distribution Mix
Business Analysis: Net Working Capital Cycle
P2P Analysis: Page Industries vs Lux vs Dollar vs Rupa
P2P Analysis: Distribution & Reach
Thesis & Antithesis Pointers
46 min
April 21, 2022 Apcotex Industries Limited: Hidden Chemical Company| Market leader + Huge CapEx
4 Types of Businesses
Evolution of Apcotex & Value Chain
Business Division 1: Synthetic Rubber
Industry Structure for Emulsion Polymer
Production Capacities
Business Division 2: Synthetic Latex
Entry Barriers
Growth Triggers
Antithesis Pointers
30 min
April 11, 2022 Footwear Wars! Future Consumer Multibaggers? Metro Brands vs Bata vs Relaxo
Simple Concept & Different Strategies
Key Terms & Models in Retail Sector
Footwear brands have been compounders
Types of Footwear & Market Sizes
Metro Brands Analysis
Metro Brands Key differentiation
P2P Analysis: Relaxo vs Metro Brands vs Bata
Growth Triggers
Anti-thesis Pointers
P2P Valuations
[Trent, Dmart, Jubilant, Vmart, Relaxo, Vedant Fashions, Metro Brands, etc.]
Company A or Company B
51 min
April 03, 2022 Top 20 Peter Lynch Proxy Stocks in India!
1. Real Estate
2. Exchanges
3. Content Creator’s Economy
4. Tyre Industry
5. IT & Other Sector’s Proxy
6. Automotive & Consumer Brand Proxy
7. CapEx Proxy Companies
8. Financial companies
9. Innovator Agro & Pharma Companies
Product Research & Development
34 min
April 03, 2022 TOP 5 Reasonably Priced Stocks!
Earnings Growth & GARP
Theme 1: Building & Wires | KEI Industries
Theme 2: Hospital Sector | Narayana Hrudayalaya
Theme 3: Steel Wires | Usha Martin
Theme 4: Exchanges | Multi Commodity Exchange (MCX)
Theme 5: E R&D | HCL Technologies
33 min
March 24, 2022 Developing a Circle of Competence, Idea Generation Process & more.
Ishmohit Arora of SOIC was hosted by Jay Shakarpure on his YouTube channel.
1 hr 40 min
March 13, 2022 One Hidden IT Large Cap Giant
Difference between ER&D Landscape & IT
Business Segment 1
Business Segment 2
Business Segment 3
Thesis & Growth Triggers
Valuations
Antithesis Pointers
41 min