The SOIC Podcast

One of the most widely asked questions that I've encountered over the email and on SOIC dashboard is "How to Balance Your Job and Investing?"

Best way to get an answer is from someone who has perfectly mastered this.

This will be a deep dive into Sahil Sharma's investing philosophy, his valuation framework and how he is able to create a balance between Research and Work. 😃

Special situation investing or event investing is one of the unique ways to generate returns in the market. I still remember the demerger between Fairchem and Privi, both have done extremely well. 

We'll discuss 3 Special Situations.

Lesson 1: Buy good, respect valuations and hold

Lesson 2: Long Term Returns

Lesson 3: Leverage

Lesson 4: Business Picker >Stock Picker

Lesson 5: Business vs. Stock

Lesson 6: Seamless Web of Deserved Trust

Lesson 7: Teach 1, 2 Learn

Lesson 8: Tap Dancing to Work

We'll learn how to use screener to filter and create a list of undervalued stocks. 

We’ll also learn how to create a list of Consistent Compounders, what Peter Lynch calls Fast Growers and the Variant Perception Framework of Howard Marks.

We have created the SOIC Watchlist: Idea Generation using screener to help your research. The link's shared in the YouTube video's description.

One of things that bothered me when I began my investing journey was volatility or turbulence in bad times. If you spend some time in the markets you start understanding that volatility or turbulence is the basic fabric on which the market is built. It is this volatility that creates opportunities or destroys PF given how one thinks about these things.

Let's understand whether this volatility is an opportunity or not. For a lot of newcomers to the markets, this is a very important concept, please share it with them as much as you can.

We will analyse the Top 7 Sectors for the Next Decade. We believe these industries could have something interesting prospects in the next 3 years. Sectors that will be covered are Hospitals, Building Materials, Music Industry, Industrial Consumables, CDMO & Chemical, and the Financial sector.

Intro: Catching Structural Theme Early

Analogy: IT vs Chemicals 

Chemicals: Application Wise

Chemicals: Key Chemistry Wise

 Indian Pharma Classification 

Investment Framework 

Businesses of the Decade: Laurus & Deepak 

Q & A 

How to navigate volatility with SOIC Framework

Introduction 

Lay of the Land 

History 

Institutional business 

Retail Segment 

Valuations: P2P Analysis 

Antithesis & Risks 

Introduction 

Industry Structure 

End User Application 

Trends in the Industry 

Competitive Advantage 

Financials & Management initiatives

Speciality Grades 

CapEx Plans & Growth Triggers 

Antithesis Pointers 

Valuations 

Bull, Bear & Base Scenario