The SOIC Podcast

Top 10 Mid Cap Moated Businesses 🏰


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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)

...more
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