The SOIC Podcast

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 

"The best business is the one which is like a royalty on the growth of others." Warren Buffett  

Recently, I had a conversation with my mother. I told her about the story of a business which is like a locker/Tijori and charges money from the owners of the Tijori whenever they take their stuff (shares) out. Moreover, the company that uses the Tijori also has to pay certain amount per year to the Tijori/locker. This locker is our depository industry, which remains to be the Tijori of the Indian Stock Markets. Let's learn about these businesses which have provided a digital infrastructure to store securities. :)  

🔐 Chapter 1: Characteristics of Best Business. (0:00) 

🔐 Chapter 2: Evolution of Indian Broking Industry. (5:22) 

🔐 Chapter 3: Why Depository needed & what it does? (6:08) 

🔐 Chapter 4: Entry Barriers & Moat Attack. (11:09)

 🔐 Chapter 5: How does CDSL makes money? (14:40) 

🔐 Chapter 6: P2P Comparison. (20:46) 

🔐 Chapter 7: CDSL Subsidiaries Digital Infra in Making. (24:27) 

🔐 Chapter 8: Sources of OPTIONALITIES. (28:00) 

🔐 Chapter 9: Views on Valuation. (29:42)

Dear listeners, pattern recognition and doing case studies are two things that we prioritise in investing. As bridging the gap between experience and practical insights can only be done through learning via case studies.  

In our latest video, we have analysed the Top 10 Mid Cap Moated Businesses in India. We have covered the ones which we haven't on the channel till now. Do let us know what do you think in the YouTube comments. :)  

Time Stamps: 

🏰 Warren Buffett's Evolution: (0:00) 

🏰 Mid Cap 1: Interesting Mid-cap Consumer Story (Alcoholic Beverages): (6:02)  

🏰 Mid Cap 2: Transformational Journey (Animal Healthcare): (9:23) 

🏰 SOIC Membership & Deep Dive: (12:14) 

🏰 Mid Cap 3: Niche ER&D Business in IT Sector: (13:03) 

🏰 Mid Cap 4: Strong Player in Mis-understood Industry: (15:37) 

🏰 Mid Cap 5: Contract Manufacturer in 3 Segments: (18:17) 

🏰 Mid Cap 6: Differentiator in Dairy Industry :(19:41) 

🏰 Mid Cap 7: Players who have Superior Underwriting Skills : (22:25) 

🏰 Mid Cap 8: An Absolute Monopoly? :(25:35) 

🏰 Mid Cap 9: A Toll-Road Business & Beneficiary of LPG Consumption: (26:36) 

🏰 Mid Cap 10: Moated Businesses in Different Industry: (28:50)

Dear listeners, small companies usually outpace their larger peers due to the smaller size and more nimbleness. What we need to pick a small cap are three things, according to Thomas Phelps:  

1. Vision to see them. 

2. Courage to buy them.  

3. Patience to hold them.   

In this video, we will discuss 10 interesting businesses from the small cap space which have key triggers of growth lined up for them. :)

Time Stamps: 

🏰 3 Secrets Required to Pick Small Caps in India: (0:00) 

🏰 Small Cap 1: Extremely Niche Business (Bead Wire) : (3:50)  

🏰 Small Cap 2: Awaken Giant in FMCG (Diversified): (7:36) 

🏰 Small Cap 3: Player in Piping industry with Execution Capabilities: (9:30) 

🏰 SOIC Deep Dive & Membership: (11:55) 

🏰 Small Cap 4: Market Leadership in Animal API's: (13:56) 

🏰 Small Cap 5: The Bromine Man of India: (18:33) 

🏰 Small Cap 6: Expert Player in Phosgene Chemistry :(20:50) 

🏰 Small Cap 7: Player in Oligopolistic Industry : (22:46)

 🏰 Small Cap 8: Strong Player in Micro-Finance Industry :(25:10) 

🏰 Small Cap 9: Market Leader in Safety & Security Industry: (27:04) 

🏰 Small Cap 10: Beneficiary of Capex: (30:39)

There is a tide in the affairs of men and it is up to us to recognise and seize those opportunities. We have made a detailed analysis of the IT Industry and the key trends that are driving the growth for few players like Happiest Minds. Do let us know in the comment section  whether you liked the video or if you have any feedback. :) We aim to keep adding value to your journey.  

Topics:

👩‍💻 Luck is when Opportunity meets the Prepared Mind.

👩‍💻 Evolution of IT Industry.

👩‍💻 New Trend- Engineering Research & Development.

👩‍💻 New Trend- Cloud Adoption & Cloud Computing.

👩‍💻 Digital vs legacy Growth.

👩‍💻 3 Business Units of Happiest Minds.

👩‍💻 P2P Comparison & Valuations.

👩‍💻 Key Financial Metrics.

👩‍💻 Anti-Thesis Pointers.