The SOIC Podcast

By SOIC: School of Intrinsic CompoundingBusiness Investing

The SOIC Podcast episodes

October 10, 2021 Stock Market for Beginners Ep. 2 🪴
Chapter 2: How You Can Compound in Life & Investing 😇
Financial Freedom Series is an effort to spread financial literacy to masses in the country! Whether you are a teenager or in your 30s or 40s. Financial freedom is your fundamental right!
26 min
October 10, 2021 4 Sectors I Will Never Invest In 🙅‍♂️
4 Sectors I Will Never Invest In
26 min
October 03, 2021Tatva Chintan: A Speciality Chemical Multibagger? ⚗️
Intro and book recommendation

Business Analysis

SOIC Chemical Checklist

Value Chain

Business Verticals

PTC

SDA

Electrolytes Salts

SOIC Accelerator Pitch

Key Financials

Promoter/Management

Antithesis
32 min
October 03, 2021 Stock Market for Beginners Ep. 1 🪴
Chapter 1: Why Invest in India? The Golden Opportunity!
Financial Freedom Series is an effort to spread financial literacy to masses in the country! Whether you are a teenager or in your 30s or 40s (any age), Financial freedom is your fundamental right!

39 min
September 29, 2021 Investing: A game of risk & rewards
Examples of Sequent Scientific & a hidden market leader.
25 min
September 21, 2021 Signalling: How you can apply it to investing?🚦
Signalling is a mental model that we often overlook in our daily lives as well as in our investments.
33 min
September 21, 2021Tata Power: One Stock for Green Energy Revolution In India 🔋🔋
Throrugh our initiative to continuously add value, this time we bring to you one business that is silently leading the green energy revolution in India. This belongs to a sector I never thought I will study in my life as an investor. Investing is funny at times as there is always something to learn. :)
Intro

Size of Opportunity

Value Chain of Electric Vehicles

Proposition of Electric Vehicles

Green Energy Initiatives (Thesis Pointers)

Anti-Thesis Pointers

Valuations
23 min
September 17, 2021How Nykaa is beating others? Business and IPO Analysis 💄💅
Intro

Size of Opportunity

Value Proposition of Nykaa

SOIC Accelerator Pitch & Different Flywheels

Valuation & Sources of Risk

How does Nykaa Earns Money?

Optionality In Nykaa

Risks in Nykaa

Valuations

Conclusion
48 min
September 14, 2021SOIC Business Updates| Laurus, Pi & Deepak
Mental Model Lollapalooza Effect

Deepak Nitrite Results & Second Leg Story

Interesting Announcement & SOIC Membership

Pi Industries Results & Acquisition Update

Laurus Labs Results & Second Leg Story
30 min
September 14, 2021Policybazaar Pre-IPO Analysis| The Next Big Thing? 📋
Dear listeners, we were recently asked a question about whether we will analyse the new age businesses or not? Investing is such a vast field that one can keep learning something new everyday till rest of their lives. In line with our motto of learning together, this time we present to you Policybazaar and its business model in depth!
Important things of Insurance Industry

Functions of Web Aggregators

Policy Bazaar Value Proposition

How do Policybazaar & Paisabazaar make money?

Everything of Paisabazaar

Competitor Analysis

Contribution Profit

Why Policybazaar is venturing offline?

What can go wrong? Anti-thesis

Conclusion (29:20)
31 min