The SOIC Podcast

By SOIC: School of Intrinsic CompoundingBusiness Investing

The SOIC Podcast episodes

September 14, 2021Radico Khaitan: One Fastest Growing Company For 2021 🥃
Greetings listeners, we neither consume alcohol nor promote anyone to do so. This is just one of the businesses we had to analyse as requested by the community. We are here to serve you. :)
Two Important Mental Models

Different Segments in the Industry

Industry Structure & Consumption Pattern

Three Entry Barriers in the industry

Pricing Control in Different States & a Major Change

History of the Company

DNA of the Company: Brand Building

Product Portfolio

SOIC Accelerator Pitch

5 Growth Engines

Valuations: Bear vs. Base vs. Bull Scenario

Antithesis Pointers
28 min
September 14, 2021Top 7 Consistent Compounders Stocks| Pros and Cons
Consistent Compounding Strategy

Compounder 1

Compounder 2

Compounder 3

Compounder 4

Compounder 5

Compounder 6

Compounder 7

Pitfalls in the Strategy & US Nifty 50 Fall

The SOIC Way
15 min
September 14, 2021Divi's: A Mega-Cap Multibagger| Divi's Labs vs. Laurus Labs
Divi's Labs' Secret Sauce

Business Segments

SOIC Update

SOIC Accelerator Pitch

6 Growth Engines of Divi's

Will Laurus be the Divi's?

Antithesis Pointers in Divi's
31 min
September 14, 2021My Journey|Portfolio Approach & 5 Key Learnings for you
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:
The story behind how I started investing.

My earlier experiences and the key challenges I faced. As a budding value investor, I am pretty sure you would have encountered the same problems.

The mentor who was instrumental in my journey. Why did we start SOIC?

5 Key Learnings in the last 6 years with case studies and what they taught me about how the Markets work.

A special announcement for you. Since you have given us your time and attention, we have something exciting planned for you in return. :)

The team behind SOIC and their respective roles in building the tribe.
33 min
September 14, 2021Top 10 Large Cap Moated Businesses in India 🏰
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.
Filtration Criteria, NIFTY EPS & Different Cycles

Integrated Chemical Manufacturer

Large Cap Gold Financier

Emerging NIFTY Player

Fintech or NBFC?

Mega-cap Multibagger

Cable & Wire Industry

Diagnostic Chains

Two Players in City Gas Distribution Sector

Emerging FMCG Giant
30 min
September 14, 2021Acrysil|Proxy to Housing?
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:
Why study the Sink Industry?

What is the Industry Structure?

Acysil's History and Potential Size of the Opportunity

Scuttlebutt: Talking to Builders and Dealers

Valuations: Risk & Reward
31 min
September 14, 2021Top 10 International Moated Businesses 🏰
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!
Home Country Bias

Online Casino Operator

Ecommerce Platform

Play on EV/IOT/5G etc.

Niche Aircraft Parts Manufacturer

A Retail Club with Moats

Biotechnology: Razor Blade Economics

A Luxury Auto Maker

An Absolute Monopoly| Semiconductor

Software for Pharma Industry

An Outsider CEO| Berkshire of Software

Sports Betting Software| SAAS

Conclusion
50 min
September 14, 2021Clean Science and Technology Limited IPO review
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?
Which characteristics make a chemical company successful?

Integration Strategy is the way forward

Experienced Management Running the show

What are Performance Chemicals?

Key Products & Application

Export to China & Key Financial Highlights

Clean Science Value Chain

P2P Analysis
27 min
September 14, 2021 SOIC Annual Report Review: Neuland Labs & Tata Elxsi
Annual Report Review of Neuland Labs
Annual Report Review of Tata Elxsi
1 hr 13 min
September 14, 2021 Dhandho Investor by Mohnish Pabrai
"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!
32 min