🎧 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.
…
continue reading

1
Fastest Growing Companies | Results Q4FY25
31:10
31:10
Play later
Play later
Lists
Like
Liked
31:10Send us a text In this episode, we break down the Q4 FY25 results across India’s fastest-growing sectors — from capital goods and chemicals to pharma, banks, and exporters. Get insights into companies showing 20–100%+ growth and discover where the next opportunities may lie. Smart analysis. Real numbers. Pure learning. We also share macro insights,…
…
continue reading
Send us a text This episode dives into the Q4 FY24 performance of India’s leading CDMO businesses. We discuss how contract manufacturing is becoming a strong growth engine for pharma, the reasons behind sharp earnings jumps in some cases, and the risks investors should be aware of. A quick guide to valuations and what lies ahead. ✅ What You’ll Lear…
…
continue reading
Send us a text 🎯 KFinTech vs CAMS: Fintech Face-Off! Two backend giants. One epic comparison. 💥 We break down KFinTech & CAMS in a fun and simple way! 👀 What’s inside: ✨ Business model battle 🌍 Global dreams & growth stories ⚠️ Big risks to watch 📊 Valuation snapshots Tune in if you love finance with flair! 🎧💸…
…
continue reading
Send us a text In this episode, we break down 4 powerful megatrends reshaping global energy demand and unlocking new investment opportunities: ⚡ AI-driven surge in electricity demand 🌱 Acceleration of green and renewable energy 🔄 Solving the intermittency puzzle in power supply ❄️ Rapid growth in data center cooling technologies We decode 5 Indian …
…
continue reading
Send us a text 🎧 Listeners, this is a deep-dive podcast on CDSL – one of the backbone companies of India’s stock market. In this episode, we break down CDSL’s role as a “toll road” of the capital markets and explain: ✅ How CDSL earns money through Demat accounts, IPO activity, and investor participation ✅ The concept of operating leverage and why m…
…
continue reading

1
Learn P&L for Winning Stocks in Hindi
1:12:00
1:12:00
Play later
Play later
Lists
Like
Liked
1:12:00Send us a text In this episode of SOIC, we simplify the Profit & Loss Statement—from topline to margins, segmental profits, and peer comparisons. Learn how to read P&L like Peter Lynch and analyse fast-growing companies using real case studies. Plus, get insights on our upcoming SOIC Pune Event on 25th May and the power of AI in stock research. Per…
…
continue reading
Send us a text Ever felt lost in earnings season? This episode changes that. We simplify the Q4 FY25 results by breaking down market cycles, standout companies, and key trends—giving you a clear map of what’s happening and what might come next. With relatable examples and clear takeaways, it’s the kind of analysis you’ll enjoy listening to.…
…
continue reading

1
Gold - India’s Bull Run | Themes with a Macro Expert
55:51
55:51
Play later
Play later
Lists
Like
Liked
55:51Send us a text Dear Listeners, Explore the "brave new world" of macroeconomics with global expert Mr. Ritesh Jain. This episode delves into the shifting global order, the diminishing role of the US dollar and the rise of gold. Learn why non-aligned countries like India are positioned to benefit, the return of asset-heavy investment themes, and the …
…
continue reading

1
One Major Term to know if you invested in Financial Sector!
9:08
9:08
Play later
Play later
Lists
Like
Liked
9:08Send us a textBy SOIC
…
continue reading

1
Learnings from this Legendary Investor in Indian context
29:04
29:04
Play later
Play later
Lists
Like
Liked
29:04Send us a textBy SOIC
…
continue reading

1
Ishmohit's Personal Journey: How SOIC Journey Started?
1:39:13
1:39:13
Play later
Play later
Lists
Like
Liked
1:39:13Send us a textBy SOIC
…
continue reading

1
BUSINESS STRATEGY AND ITS ESSENCE IN INVESTING
2:31:15
2:31:15
Play later
Play later
Lists
Like
Liked
2:31:15Send us a text A detailed podcast on BUSINESS STRATEGY AND ITS ESSENCE IN INVESTING with alot of case studiesBy SOIC
…
continue reading

1
Investing a game of Risk&Reward with the example of Sequent Scientific & a Hidden Market Leader
24:24
24:24
Play later
Play later
Lists
Like
Liked
24:24Send us a text Investing a game of Risk&Reward with the example of Sequent Scientific & a Hidden Market LeaderBy SOIC
…
continue reading

1
SOIC Worldly Wisdom Series: Samit Vartak
2:33:47
2:33:47
Play later
Play later
Lists
Like
Liked
2:33:47Send us a text SOIC Worldly Wisdom Series: Samit VartakBy SOIC
…
continue reading

1
Signalling Model: How can you apply in Investing (Case Studies Covered)
32:52
32:52
Play later
Play later
Lists
Like
Liked
32:52Send us a text Signalling Model: How can you apply in Investing (Case Studies Covered like ICICI Bank, HCG, Yes Bank, Hikal)By SOIC
…
continue reading

1
Bayes Thinking: How get odds in your Favour
17:03
17:03
Play later
Play later
Lists
Like
Liked
17:03Send us a text Dear tribe members, 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 a…
…
continue reading

1
Result Update- Neuland & Neogen Chemicals
28:08
28:08
Play later
Play later
Lists
Like
Liked
28:08Send us a text SOIC Podcasts: Where you not only learn but undrstand deeply about businesses in a simple wayBy SOIC
…
continue reading