The SOIC Podcast
by SOIC
Latest episode
We Studied Where the Next Big Opportunity in Power Could Be Hiding
We Studied Where the Next Big Opportunity in Power Could Be Hiding
About this podcast
🎧 Welcome to the SOIC Podcast!
SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies.
In each episode, you’ll get:
📊 Stock analysis made easy
📚 Key takeaways from investing books
🧠 Mental models to think smarter
💡 Real-world case studies from the stock market
Follow and listen to learn how to become a smarter investor for life.
Episodes
The newest 20 of 119 episodes
- We Studied Where the Next Big Opportunity in Power Could Be Hiding · 1 h 2 minSend us Fan Mail Ishmohit Arora of SOIC walks Naman Chandak through the investment themes for the next market cycle, Diwali special: where this results season stands, the hot…
- Why an AI Slowdown Could Be Good for Indian Stocks | Ritesh Jain · 1 h 0 minSend us Fan Mail "US dollar will be just one currency. US bonds will be just one asset." Ritesh Jain, founder of Pinetree Macro and former CIO of Tata Mutual Fund and BNP Paribas…
- Fastest-growing companies of Q2FY27, and is the AI boom over? · 55 minSend us Fan Mail Ishmohit Arora breaks down the results from the top down: the market, the sectors doing well, and the companies with blockbuster numbers. Banks and financial…
- India’s Next Big Manufacturing Opportunity? · 48 minSend us Fan Mail In this SOIC business analysis, we decode Amber Enterprises India Limited and its transition from room AC manufacturing to electronics manufacturing services…
- Why I’m Looking Beyond the Nifty · 1 h 7 minSend us Fan Mail This episode explores the current choppy phase of the Indian stock market, what past bull and bear cycles can teach investors, and how to approach passive vs…
- Who really benefits from ‘Made in India’? · 42 minSend us Fan Mail India’s investment cycle is changing. After years of consumption-led growth, capital is increasingly moving towards manufacturing, technology and strategic…
- Motherson Isn’t Just an Auto Stock · 36 minSend us Fan Mail In this SOIC business analysis, we deep dive into Samvardhana Motherson International (Motherson) and its transition from a global auto-ancillary business into…
- TVS & Murugappa: The Aerospace, Defence & Semiconductor Connection · 42 minSend us Fan Mail In this episode, we look at two established industrial businesses from the TVS and Murugappa groups. We start with how we found them through conference-call…
- 10 CDMO Businesses Decoded · 1 h 43 minSend us Fan Mail CDMO businesses can look similar from the outside, but the real question is: what actually separates a great CDMO from the rest? In this podcast, Ishmohit and…
- 4 Unique Scans I Use to Find Epic Stocks · 28 minSend us Fan Mail Explore 4 unique stock-scanning techniques from SOIC and StockScans for smarter Indian equity research. The episode covers the Congrats Index, management…
- Tempsens IPO: What This Udaipur Manufacturer Actually Makes · 40 minSend us Fan Mail A thermometer sounds simple. But when it has to measure extreme temperatures inside steel, power, chemical and other industrial plants, the business becomes far…
- 100 Fastest Growing Companies After Q1 FY27 Results · 1 h 1 minSend us Fan Mail In this episode, Ishmohit screens Q1 FY27 results using a simple framework: more than 15% revenue growth, more than 20% earnings growth, and expanding margins…
- Ultimate Tool for Finding Winning Stocks · 2 h 9 minSend us Fan Mail StockScans is a powerful investing and stock-screening tool designed to help investors find winning stocks, track market and sector rotation, and build…
- I Scanned Hundreds of Concalls · 36 minSend us Fan Mail In this episode, we use StockScans' Concall Scans to analyse Q1 FY27 conference calls across industries including forging, chemicals, pharmaceuticals…
- Trust vs Helios vs Abakkus: The Small-Cap Fund Deep Dive · 49 minSend us Fan Mail What makes small cap mutual funds one of the most rewarding—and most misunderstood—investment categories? In this episode, Ishmohit and Sarthak explain how small…
- I've Never Seen A Business Like This · 37 minSend us Fan Mail In this episode, Ishmohit and Yash break down Indo-MIM, one of the world's largest Metal Injection Moulding (MIM) companies. Discover how tiny metal parts create…
- How to ride this bull run! · 1 h 25 minSend us Fan Mail In this episode of SOIC, Prabhakar Kudva, CIO of Samvitti Capital, shares a practical framework for understanding market cycles, identifying leading investment…
- The AI Boom Is Bigger Than Chips · 1 h 57 minSend us Fan Mail In this episode, Akshay Jogani from Xponent Tribe joins SOIC to decode the AI Data Center industry from first principles. We explore how AI, LLMs, GPUs, and data…
- How to find unique businesses? · 1 h 14 minSend us Fan Mail In this podcast, Ishmohit and Naman discuss the UNIQUE Framework—a practical approach to identifying businesses with long-term compounding potential. Through 20+…
- The next big power capex boom! · 1 h 8 minSend us Fan Mail In this episode, we break down India's Thermal Power industry and explain why it is entering a new capex cycle despite the rapid growth of renewable energy. We…
