It's been almost over a year since we started SOIC and we have received immense love and support from all of you. :) I always planned to share my My Journey and the key learnings. We'll discuss:  

In our mission to impart knowledge about various Listed Businesses in India. This time we'll discuss the Top 10 Large Cap Moated Businesses in India which can potentially grow their earnings at a faster pace than NIFTY. The Selection Criteria was to choose businesses that had a Market Cap. between Rs. 25,000 crore and Rs. 4 lakh crore.   

Some of the best-listed wealth generators have conquered a niche and scaled in that niche for multiple years successfully. We'll discuss Acrysil, one one such business that operates in a niche industry that is experiencing tailwinds due to the housing recovery all over the world.  The Business Story is covered in the following parts:  

What if I told you there is a way to benefit from the Electric Vehicle Revolution, Biotechnology Evolution and the ever-growing Semiconductor Industry? We'll discuss the Top 10 International Moated Businesses which are benefitting from these trends and have low risk business models. This is one of our best videos, as studying international businesses helps us broaden yours and our perspective. For an investor the entire world is his oyster!   

The lowest cost producer eventually wins and decimates the market. The IPO is usually a seller's market. It is very difficult to find something that looks extemely interesting. Will this be the best listed chemical company?

Annual Report Review of Neuland Labs

Annual Report Review of Tata Elxsi 

"Look for opportunities that have low risk and high uncertainty." -Mohnish Pabrai  

Dear listeners, in our constant endeavour to apply investing books in the Indian context, this time we'll be analysing the 'Dhandho Investor' and we will learn about:  

1. The Dhandho Framework. 

2. Story of Patel's and the Motels. 

3. Abhimanyu's Chakravyuh: When to sell? 

4. Dhandho opportunities in the Indian context!

1. Importance of selecting the right sector

2. History of Birlasoft and Key Management Personnel

3. Change in Strategy of Birlasoft

4. Revenue Composition: Where does it operate in Digital Transformation? 

5. Small & Mid Cap IT companies try to operate in micro-niche

6. Case Studies and Key Performance Indicators

7. Business is expecting growth: Contracts

8. P2P Analysis

9. Sources of Risk and Valuation

Going through life without basic understanding of probability is like going to an ass kicking competition with only one leg. This is what life is, one big ass kicking competition built on top of a probabilistic world. The very idea that the world of investing is certain is flawed. We are always dealing with odds and probabilities. Turn the odds in your favour by listening to the SOIC podcast!

Q1 Results Update of Neuland Labs & Neogen Chemicals