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The SOIC PodcastThe SOIC PodcastFastest Growing Companies | Results Q4FY25In 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, sectoral trends, and what they mean for investors. Stay ahead with focused data, clean takeaways, and a touch of SOIC perspective. Plus, there's a great book recommendation you shouldn't miss!2025-06-0131 minThe SOIC PodcastThe SOIC PodcastFastest Growing Companies | Results Q4FY25Send us a textIn 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, sectoral trends, and what they mean for investors. Stay ahead with focused data, clean takeaways, and a touch of SOIC perspective. Plus, there's a great book recommendation you shouldn't miss!2025-06-0131 minThe SOIC PodcastThe SOIC PodcastCDSL - An Opportunity or A Trap🎧 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 margins rise or fall sharply✅ Why CDSL is considered a critical infrastructure company✅ Current valuation insights — is it overvalued today?✅ What should long-term, medium-term, and value investors do from here?Whether you're a beginner or an experienced investo...2025-05-1519 minThe SOIC PodcastThe SOIC PodcastCDSL - An Opportunity or A TrapSend 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 margins rise or fall sharply ✅ Why CDSL is considered a critical infrastructure company ✅ Current valuation insights — is it overvalued today? ✅ What should long-term, medium-term, and value investors do from here?Whether...2025-05-1519 minThe SOIC PodcastThe SOIC PodcastLearn P&L for Winning Stocks in HindiIn 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. Perfect for retail investors & finance learners!2025-05-111h 12The SOIC PodcastThe SOIC PodcastLearn P&L for Winning Stocks in HindiSend us a textIn 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. Perfect for retail investors & finance learners!2025-05-111h 12The SOIC PodcastThe SOIC PodcastDecode Cash Flow Statements the SOIC Way: The Only Video You’ll Ever NeedThis episode delves into Cash Flow Statements, stressing they are the most important financial statement for investors – truly, Cash Flow is King. Learn why reported Profit can be misleading compared to actual cash in the till. We break down the three key components: Operations (CFO), Investing (CFI), and Financing (CFF). Discover how to analyze crucial ratios like CFO to Profit (PAT/EBITDA) to spot weak businesses or potential accounting issues. Understand Free Cash Flow (FCF) and how cash flow connects to the Balance Sheet and Income Statement. Finally, learn about industries where cash flow analysis is not applicable. Essential kn...2025-04-241h 42The SOIC PodcastThe SOIC PodcastBest Scans in a Bear MarketThis analysis focuses on finding strong sectors and stocks showing relative strength during a bear market. Relative strength means performing better or falling less than the overall market index. Using scanning tools like Screener and SOIC StockScans helps identify these areas.Key sectors currently displaying strong relative strength include:Banks and Private Sector NBFCsHospitalsHotelsPharmaceuticals (including CDMO)Housing Finance CompaniesOther sectors showing some relative strength are certain Chemicals, Iron Ore/Metals, Fertilizers/Agrochemicals, and Cigarettes/Tobacco.2025-04-2427 minThe SOIC PodcastThe SOIC PodcastSOIC Tribe Special: Key Actions for Investors in the Current Market The big money is not in the buying or selling, but in the waiting." – Charlie Munger In this video, Ishmohit shares his personal learnings from recent market movements and discusses thought-provoking ideas to help refine your investment framework. Together, we’ll explore: 🌟 Why was there so much volatility in the stock market last week, and what can we learn from it? 🌟 Two unique asset classes that could play a role in diversified asset allocation 🌟 Insights into an index that seems to be in bubble territory – what does this signify for Indian markets? 🌟 How to approach market dynamics with clarity and discipline 🌟 T...2025-01-2735 minThe SOIC PodcastThe SOIC PodcastTop 10 Mega Themes to rule 2025 👑Happy Beginning for a year of compounding progress! Regards Team SOIC 00:00 Intro: 10 Themes in 2025 01:05 Theme 1 07:19 Theme 2 11:45 Theme 3 17:43 Theme 4 22:43 Theme 5 25:36 Theme 6 36:06 Theme 7 43:47 Theme 8 47:18 Theme 9 53:44 Theme 10 59:07 Learnings Concluded 2025-01-2758 minThe SOIC PodcastThe SOIC PodcastThe Sector that is Standing Strong! 💪Join in into this podcast to unravel the Sector that Standing Strong! We hope you find this episode meaningful. Team SOIC2025-01-2729 minThe SOIC PodcastThe SOIC PodcastTop 5 Themes for Diwali 5️⃣🧨🪔Happy Diwali from Team SOIC! 00:00 Intro: Happy Diwali Themes 00:57 5 Themes Overview 02:45 Theme 1 12:55 Theme 2 17:24 Theme 3 20:59 Theme 4 24:02 Theme 5 28:14 Learnings Summarized 2025-01-2728 minThe SOIC PodcastThe SOIC PodcastHow to Invest in this Market Crash? 🤔Dear Investor, Are you worried, nervous and anxious about the market crash? This is a must-listen podcast for you if you’re thinking long-term and want to construct a strong, balanced portfolio over the next couple of years. Here’s what you’ll gain from this podcast: 1. Market Temperature – Insight into the market's current sentiment and factors influencing today’s turbulence. 2. Identifying Froth and Under-valuation – Know which pockets of the market may be overheated and where undervaluation opportunities exist. 3. Nifty P/E Levels – Assess how current valuations stand and understand what makes certain levels attractive for potential entry points. ...2025-01-271h 20The SOIC PodcastThe SOIC PodcastSpotting Winners in Metals & Mining Sector 🏆 Dear Viewers, At SOIC, we believe in first principles. We like to break down things to the most basic form so that understanding them becomes a walk in the park. Today, we have with us Mr Digant Haria, he is an expert in Metals & Mining Sector. He will break down the perceived complex sector in such a way that even a 5 year old child can understand it easily. Hope you'll like the video and presentation. Regards 2025-01-271h 23The SOIC PodcastThe SOIC PodcastMeeting a Hidden Small Cap Investor 🕵️‍♂️This episode will cover Mr. Vinay Ambekar's interview and discussion by SOIC. Topics- 1. Wealth creation journey. 2. Importance of seeing market cycles. 3. Multiple events witnessed. 4. Sector & Theme rotation. 5. Maintaining your own thought process. 2024-07-311h 14The SOIC PodcastThe SOIC PodcastWill this be the Next Megatrend in Pharma Sector? 🔬💊 Dear SOIC Viewers, Pharma is one of the most important sector in the stock market. In the past 2 decades, Indian Pharma Sector has come a long way. In this podcast we discuss the various parts of the value chain and explore the upcoming and fastest growing part in the value chain. Hope you will like the podcast analysis and presentation. 2024-07-3156 minThe SOIC PodcastThe SOIC PodcastWill the Chemical Industry make a Comeback?? 🧪 Dear SOIC Viewers, A sector that was the poster boy of Indian stock market from 2014 to 2021 is reeling under immense pressure lately. Yes, you guessed it right, we are talking about the Chemical Industry. In this podcast and presentation let's understand the current scenario in the chemical industry and dissect its value chain to get an idea about the pockets showing green shoots. Hope you will like the podcast analysis. 2024-07-171h 03The SOIC PodcastThe SOIC PodcastHow I Protect My Portfolio: My Exit Strategies Explained ⚠️🚨⚠️ Dear SOIC Viewers, An investor must take learnings from their own and market's past to enhance their investing journey. Today's market scenario makes us curious as to what the future may behold for us. We cannot predict what is going to happen but surely we have the power to implement our learnings from the past. In this very important podcast we will learn about the 10 Ultimate Exit Frameworks that will do a perfect job in safeguarding your interests in the valuation rich stock markets. Hope you'll enjoy the podcast. 2024-07-171h 09The SOIC PodcastThe SOIC PodcastIs TATA Investments a Big Bubble? 🫧In this episode we'll see if Tata Investments is a Big Bubble, overvalued or highly valued. 🏫 SOIC Membership - Use Code: SOICBONUS10 (only for 1 year of membership): https://learn.soic.in/learn/SOIC-Course 🏫 SOIC Financial Literacy Bonus Offer- https://learn.soic.in/learn/Financial... 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. 2024-03-1810 minThe Smart Downloader - Latest Products Reviews & TipsThe Smart Downloader - Latest Products Reviews & TipsIshmohit Arora – SOIC Membership Course – Free Download BundleIshmohit Arora – SOIC Membership Course – Free Download Bundle   Learn the language of business – Accounting, & most importantly how not to lose money. *SOIC Continuous classes added … The post Ishmohit Arora – SOIC Membership Course – Free Download Bundle appeared first on The Smart Downloader - Real Honest Reviews & Exclusive Bonuses For Download. 2024-02-2804 minThe SOIC PodcastThe SOIC PodcastBest Results Across Sectors 👌 Super Fast Growth 🚀This episode will cover many businesses across sectors that have have- 1. More than 10-15% PAT growth. 2. Sector leading PAT growth. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.2024-02-2729 minThe SOIC PodcastThe SOIC PodcastUncovering Smallcap Investing Secrets | 🎙THE SOIC PODCAST 🎧Join us in this episode as we unravel Smallcap Secrets with Arvind Kothare. Key learnings: 1. Look for Variant perception. 2. Look for top5 wealth makers and what their entrepreneurs did to reach at these scale. 3. Don't be any sector agnostic. Try to learn the value chain of the sector. Then take the call. 4. Try to look for proxies of the main theme. They usually start giving the returns after one year from original theme but can last more than the original themes. In this way we can play cyclical sectors.2024-02-051h 18The SOIC PodcastThe SOIC PodcastComplete Guide on Home Loans 🏡🗝In today's episode we'll cover crucial concerns brought up by the SOIC Tribe members about Home Loans. 1. How to use excess income. 2. Your rights under Home loan. 3. Factors impacting EMI. 4. Loan EMI vs Mutual Funds. 5. Tips and Insights. 6. Difference between fixed and floating interest rates. 2024-01-0931 minThe SOIC PodcastThe SOIC PodcastWill this sector outperform in 2024? 🤘🌟This episode will cover the Banking sector. We'll cover- 1. Bullish prospects. 2. Sector's Narrative. 3. Bottoms up Data analysis. 4. Fundamental view. 5. Technical view. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. 2023-12-2315 minThe SOIC PodcastThe SOIC PodcastA 30x Bagger that has fallen 50% 😱 In this episode we'll cover a business analysis on Sudarshan Chemical Industries Limited. 1. We'll make sense of their history. 2. How Capital Cycle can play out. 3. Supply side analysis. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. 2023-12-2334 minThe SOIC PodcastThe SOIC PodcastDifference in XIRR vs IRR vs CAGR? 🎁Free Giveaway Excel Sheet! Best way to Calculate SIP Returns! SOIC 'How to' Videos 📝XIRR Calculations - https://docs.google.com/spreadsheets/... SOIC Hack Sheet for XIRR - https://docs.google.com/spreadsheets/... 🏫 SOIC Membership (Use Code: SOICBONUS10 for 1 year of membership): https://learn.soic.in/learn/SOIC-Course 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. 2023-12-1241 minThe SOIC PodcastThe SOIC Podcast10 Unique Market Leaders 💪 | How to find them?? 🤔This podcast will cover- 00:05 To find market leading companies, focus on supply side dominance. 02:22 Kilos Ka Ferrous is an upstream manufacturer of pig iron and iron castings. 06:30 Shivalik Biometals and Permanent Magnets are market leaders in their respective domains. 08:16 Shunts are used in various parts of electric vehicles and other systems. 12:15 This video talks about the importance of market share and how to find it. 14:12 Carbon black production is decreasing in China, Europe, and Russia, leading to a boom in demand for carbon black manufacturers like Phipps Carbon Black.2023-12-1230 minThe SOIC PodcastThe SOIC PodcastWhat is wrong with MTAR Technologies?? 5 Key Points to understand!!This podcast will throw light on- The Impact of working capital on cash flow for the company. Promoter holding decrease Headwinds for this niche 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. 2023-12-0308 minThe SOIC PodcastThe SOIC PodcastWhat to do with TATA TECHNOLOGIES NOW!! VALUATIONS under 10mins In this podcast we'll learn P2P analysis - recently we covered how to study IPO, DRHP when Tata Tech.'s IPO was released. P2P means: when you compare a Co.'s valuations with a competitor - when their mix, customers, industry are similar - & how we can create a rough valuations metric. In conclusion- we covered P2P analysis, how Tata tech. is the most expensive ER&D Co. in India, & how to compare the valuation factors. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI und...2023-12-0307 minThe SOIC PodcastThe SOIC Podcast2 Interesting Midcaps I Studied 🤓👌In today's business analysis we'll cover Concalls of 2 biz. using BRM Framework. We'll study Garware Films and Narayana Hridualaya's Concalls, their products, CapEx plans, Mgmt. guidelines, Risk factors, Valuations and more. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. 2023-12-0333 minThe SOIC PodcastThe SOIC Podcast15 Stocks Sitting on Operating Leverage | The Secret of Multibaggers 🔐 00:00 Basics of Operating Leverage 11:04 Hospitals 15:36 Hotels & Amusement Parks 23:03 Chemicals 30:07 Pharmaceuticals 35:28 Information & Technology 41:41 Exchanges 43:39 Consumer & Retail 46:56 Banks & Financials 50:13 Find Stocks with Operating Leverage on Screener 55:31 Conclusion & Learnings ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ Connect with us on: 🔗 Website: https://soic.in/ 📱 Android Mobile Application: https://play.google.com/store/apps/de... 🐦 Twitter:   / soicfinance   📸 Instagram:   / intrinsicco.  . 📧 Email: info@soic.in 🎞 Presentation Link: https://www.soic.in/visualization 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. 2023-11-2356 minThe SOIC PodcastThe SOIC Podcast3 Super Interesting Small Cap Concalls 📲📃 In this podcast we'll cover- 1. What Niche businesses are. 2. VAP Mix. Wire rope biz. expanding margins. 3. Dedicated Acquisition strategy. 4. BRM Framework. 5. Learnings from the 3 businesses covered. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. 2023-11-2033 minThe SOIC PodcastThe SOIC PodcastFinding Multibaggers this Diwali: Trishul Framework! 🔱🪔🧨We'll cover a special framework today called the Trishul Framework. A. Basic meaning: Expanding Margins, Margin Expansion & Reasonable Valuations. B. Co.'s with < > 45.   Towards the end we'll also cover sectors currently doing well & those fitting under the Trishul framework. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. Podcast is purely and purely for educational purpose, no recommendations to buy or sell. Please consult your financial advisor. 2023-11-1417 minThe SOIC PodcastThe SOIC Podcast6 Stocks with Strong Results 💪🚀Businesses Covered: Polycab, Control Print, LT Foods (Daawat), Sonata Software, Newgen Bharat Wires. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. 2023-11-0425 minThe SOIC PodcastThe SOIC PodcastHow I filtered more than 20 Stocks? 🚀 Power of Proxy Investing 💼 Greetings from SOIC! Dear Tribe Members, This video explores a wide array of diverse industries, providing you with a comprehensive perspective on the topic. We've expanded our coverage to include: 1. Infrastructure Projects: Huge capex surge in India related to airports, bridges and more. 2. Steel Industry: A large producer of Steel with value-added properties that is making it a differentiated player. 3. Automotive Industry: Gain insights into steel and alloy wheels catering to the automotive sector, including the electric vehicle market. 4. Battery Technology: Explore the exciting world of electric vehicle batteries and interesting players from the field. 5. Industrial Printing: Learn how...2023-09-1831 minThe SOIC PodcastThe SOIC PodcastWhy this 1000 Bagger is standing tall in a Chemical Crash?? 😯🧪📣 Disclaimer: We are a SEBI-registered Research Analyst. This video is only meant for educational purposes and nothing constitutes investment advice. 📣 🏫 SOIC Membership (Use Code- SOICBONUS10): https://learn.soic.in/learn/SOIC-Course 🏫 SOIC Financial Literacy Bonus Offer- https://learn.soic.in/learn/Financial... 📖SOIC Book Store: https://www.soic.in/books 📺SRF Business Analysis:    • How Could I Miss This! The Hidden Gia...   📺Technical (Stage Analysis):    • Technical Analysis Simplified for Mul...   Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 15% off at the time of signing up. :) https://www.soic.in/tijorifinance 📰...2023-08-1325 minThe SOIC PodcastThe SOIC PodcastOpportunity in ITC Hotels Demerger? Is it Overvalued?? 🤔 “When the good, the bad & the ugly trade together; the valuations given that are of the ugly.” — Bharat Shah Greetings from SOIC! Dear Tribe Member, the benefits and drawbacks of a Conglomerate can only be understood once you dive deep and assess different business segments housed in it. ITC, the grand conglomerate from our stock markets, has been one such enigma among investors for the last 5-6 years. Firstly due to its underperformance for the past 5 years and now because of amazing exuberance in the last 1 year. Recently, ITC has announced a demerger of its Hotel business into a separa...2023-08-1331 minThe SOIC PodcastThe SOIC PodcastIndian Banking Sector Valuations 🤔 #banknifty 📣 Disclaimer: We are not SEBI-registered investment advisors, only registered Research Analysts. This video is only meant for educational purposes and nothing constitutes investment advice. 📣 🏫 SOIC Membership (Use Code- SOICBONUS10): https://learn.soic.in/learn/SOIC-Course 🏫 SOIC Financial Literacy Bonus Offer- https://learn.soic.in/learn/Financial... 📖SOIC Book Store: https://www.soic.in/books RoA Tree Video:    • Biggest Secret fo...   Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 15% off at the time of signing up. :) https://www.soic.in/tijorifinance 📰 Link to the SOIC Newsletter: ht...2023-07-3022 minThe SOIC PodcastThe SOIC PodcastOne Unique Monopoly Maps Business|High Growth or overvalued?📍👌 “A good business is like a strong castle with a deep moat around it. I want sharks in the moat. I want it untouchable.” — Warren Buffett Greetings from SOIC! Dear Investors, the use of technology in our daily life is increasing, this statement can be changed to the use of technology is unimaginable in our lives. Whenever we are about to venture out of our house the first thing we check is our mobile phone. Our phone contains our money, contacts, documents and much more. We are dependent upon our mobiles for getting the directions, traffic updates and location of nea...2023-07-1832 minThe SOIC PodcastThe SOIC Podcast6 Market Leaders | How I Filtered Them?! 🤓💪📣 Disclaimer: We are not SEBI-registered investment advisors. This podcast is only meant for educational purposes and nothing constitutes investment advice. 📣 📽️SRF Video:    • How Could I Miss ...   Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 15% off at the time of signing up. :) https://www.soic.in/tijorifinance 📰 Link to the SOIC Newsletter: https://soic.in/blogs Link to Trading View- https://www.soic.in/tradingview 2023-07-1821 minThe SOIC PodcastThe SOIC PodcastA Small Cap Proxy to PAINTS & FMCG Growing at 20%+ 💯Greetings from SOIC! Moldtek is the largest player in rigid plastic packaging in India & we'll be analyzing them today, starting with their product divisions. We will understand the production tech. to figure out Co. advantages & key strengths. 📣 Disclaimer: We are not SEBI-registered investment advisors. This video is only meant for educational purposes and nothing constitutes investment advice. 📣 2023-07-0541 minThe SOIC PodcastThe SOIC PodcastStocks with Huge FII/DII Buying!! 💰🐘Greetings from SOIC! Today we'll learn how to use 3 powerful tools to find 1. Co. with ↑ FII holdings 2. Co. with ↑ Promoter holdings 3. Co. with ↑ DII holdings How to use simple frameworks for screening the Co. & Filter stocks independently & learning what the finer things to check when FII holdings are ↑ in a Co. are. 00:00 Introduction 03:28 Increasing FII Shareholding 13:09 Increasing Promoter Shareholding 16:35 Increasing DII Shareholding 2023-07-0518 minThe SOIC PodcastThe SOIC PodcastIs IEX Monopoly under Threat?? 🥵😨 “Investors should view a business as a moving picture and not a static one.” — Warren Buffett Greetings from SOIC! Dear Tribe Members, we live in an ever so changing world. This makes it much more important for an investor to keep a close watch on the businesses they are interested in. An even stronger case for constant vigil arises when the business in question is regulated by the Government. Recently we saw some developments from the Ministry of Power, India that might directly impact the business of Indian Energy Exchange (IEX). Today we bring you a Detailed Podcast on the re...2023-07-0519 minThe SOIC PodcastThe SOIC PodcastI Used this Strategy to Filter 2 Stocks 😎💰00:00 Introduction 02:01 1st Business 06:31 2nd Business 11:47 Learnings 🏫 SOIC Membership (Use Code- SOICBONUS10): https://learn.soic.in/learn/SOIC-Course 🏫 SOIC Financial Literacy Bonus Offer- https://learn.soic.in/learn/Financial... 📖SOIC Book Store: https://www.soic.in/books 🔗CANSLIM Detailed Video:    • Find Multi-bagger...   Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 15% off at the time of signing up. :) https://www.soic.in/tijorifinance 📰 Link to the SOIC Newsletter: https://soic.in/blogs Link to Trading View- https://www.soic.in/tradingview 📣 Disclaimer: We are not SEBI-registered investment advisors. This video is only m...2023-06-1712 minThe SOIC PodcastThe SOIC PodcastFind Multi-baggers using this Secret Strategy 🤫💰 “It is one of the great paradoxes of the stock market that what seems too high usually goes higher and what seems too low usually goes lower.” — William J. O’Neil Greetings from SOIC! Dear Tribe Members, it is a privilege to learn from the Great Masters of the Industry. Recently, Mr. William J O’Neil passed away, however he has left us with a tremendous wealth of knowledge through his studies and books. We have recommended his Bestseller Book - How to Make Money in Stocks multiple times on our channel. Today we take this to a next level and...2023-06-121h 12The SOIC PodcastThe SOIC Podcast5 Unique Businesses to ride Bull Run!! 🤩🐂🎯 “Average investors can become experts in their own field and can pick winning stocks as effectively as Wall Street professionals by doing just a little research.” — Peter Lynch Greetings from SOIC! Dear Tribe Members, living organisms stay alive by breathing, similarly an investor lives on the research (needs to breathe too of course 😆). There are 2 types of research, first is the Initial Research and later to update the thesis or to incorporate new facts or news in the thesis an investor needs to do Maintenance Research. Today we will take up the Maintenance Research as the businesses we will be discus...2023-06-0525 minThe SOIC PodcastThe SOIC PodcastMargins the Secret Ingredient for Strong Stocks 🔐 Connect with us on: 🔗 Website: https://soic.in/ 📱 Android Mobile Application: https://play.google.com/store/apps/de... 🐦 Twitter: https://twitter.com/soicfinance 📸 Instagram: https://www.instagram.com/intrinsicco... 📧 Email: info@soic.in 🎞 Presentation Link: https://www.soic.in/visualization 🎥 Youtube: https://www.youtube.com/channel/UCB7G... 📣 Disclaimer: We are not SEBI-registered investment advisors. This podcast is only meant for educational purposes and nothing constitutes investment advice. 📣 2023-06-0524 minThe SOIC PodcastThe SOIC PodcastIs McDonald's getting ready to Rule Indian QSRs? 🍔👑 “We are not technically in the food business. We are in the real estate business.” —Ray Kroc Greetings from SOIC! Dear Investors, India is a young country that has a fire in the belly for a lot of unmet aspirations. Consumerism is nowhere near its peak here and people are still value conscious. This doesn’t stop them from going after brands or having an indulgent mindset with their cravings. One sector that has seen constant growth since the advent of World Famous brands in India has been the QSR Industry. Today we bring you a unique podcast which co...2023-05-2640 minThe SOIC PodcastThe SOIC PodcastUnique Ways to Filter Epic Stocks!! 🤓 Connect with us on: 🔗 Website: https://soic.in/ 📱 Android Mobile Application: https://play.google.com/store/apps/de... 🐦 Twitter: https://twitter.com/soicfinance 📸 Instagram: https://www.instagram.com/intrinsicco... 📧 Email: info@soic.in 🎞 Presentation Link: https://www.soic.in/visualization 🎥 Youtube: https://www.youtube.com/channel/UCB7G... 📣 Disclaimer: We are not SEBI-registered investment advisors. This video is only meant for educational purposes and nothing constitutes investment advice. 📣 2023-05-2616 minThe SOIC PodcastThe SOIC PodcastTop 7 Books for Multibagger Returns!! 📚🤓 Connect with us on: 🔗 Website: https://soic.in/ 📱 Android Mobile Application: https://play.google.com/store/apps/de... 🐦 Twitter: https://twitter.com/soicfinance 📸 Instagram: https://www.instagram.com/intrinsicco... 📧 Email: info@soic.in 🎞 Presentation Link: https://www.soic.in/visualization 🎥 Youtube: https://www.youtube.com/channel/UCB7G... 📣 Disclaimer: We are not SEBI-registered investment advisors. This video is only meant for educational purposes and nothing constitutes investment advice. 📣 2023-05-2618 minThe SOIC PodcastThe SOIC PodcastHow to Find Companies doing HUGE CAPEX 🏗️👌“Growth is never by mere chance; it is the result of forces working together.” Hi Investors! Are you looking to screen stocks poised for growth ahead? Companies that are sitting on a Huge Capex going live present an interesting opportunity for rapid growth. It could be a great pick if one is able to spot such businesses that are looking to increase their capacities. However, one must be cautious to keep track of the utilization of these capacities at healthy levels. Today we bring a podcast that can prove to be your ready reckoner for understanding all about Capex and...2023-04-2524 minThe SOIC PodcastThe SOIC PodcastTop 10 Overvalued Stocks 2023: Do you own these?🤯 Hi Investors! Do you believe in Buy at any P/E?? As investors we wish to add and keep holding the stocks that are consistently compounding wealth over many years. However, what we need to take care of is that sometimes these stocks bake in expected returns way in advance and get overheated. We at SOIC believe in constant assessment of our thesis in the stocks we invest. Moreover, we also need to keep tracking the valuations these stocks are available at. To make a clear assessment we use a very interesting tool called Reverse DCF and ask ourselves...2023-04-2524 minThe SOIC PodcastThe SOIC PodcastHow I made my Portfolio in Bear Market?! | My Portfolio strategy Revealed!“Put together a portfolio of companies whose aggregate earnings march upward over the years, and so will the portfolio’s market value.” —Warren Buffett Hi Investors! We hope the market volatility is not shaking your faith compounding. Keep going! 😀👍 Portfolio creation is an art and not science. There is no concrete way to make your portfolio which may give you better returns. However, having a system in place and a plan in hand will take you a lot farther than many other investors who don’t follow a particular framework. As promised, in this episode I’l...2023-03-2117 minThe SOIC PodcastThe SOIC PodcastSOIC’s Secret Strategy for Multibaggers Revealed | How to do Industry Research?“The stock market is filled with individuals who know the price of everything, but the value of nothing.” —Phillip Fisher You must have wondered about how to find that perfect stock for your portfolio. Sometimes you might have had a good vibe about a business but lacked the process to research it deeply. At other times we might have gotten different business ideas from our network of investors. There is nothing wrong with that, however we must have a solid process and framework for decoding the businesses we are interested in. We must equip ourselves to be able t...2023-03-141h 39The SOIC PodcastThe SOIC PodcastHow I made my Multibagger Watchlist?? | 50 Stock Ideas Explained 🔥“Opportunity comes to the prepared mind.” - Charlie Munger   Dear Tribe Members, at SOIC we keep our promises. Recently we made a video on Screener.in (https://www.youtube.com/watch?v=H7Qe-uYsQ6Q&t=158) which was much appreciated and applauded by even the creators of Screener, Mr. Ayush Agarwal & Mr. Pratyush Agarwal. A promise was made in that video, now it is time to honour that promise.  I had promised to share with you all my Watchlist and the process to make one for yourself.  This detailed episode covers My Personal Watchlist of Stocks...2023-03-1025 minThe SOIC PodcastThe SOIC PodcastMarcellus Framework Decoded | SOIC meets Saurabh Mukherjea 🤝"If I have seen further than others, it is by standing upon the shoulders of giants." —Isaac Newton At SOIC we believe in learning and understanding different styles of investing. Who would be better to learn from than the famous Fund Manager & Author—Mr. Saurabh Mukherjea. He is joined by Mr. Krishnan V R from his team at Marcellus. Together they decode the Marcellus Framework and how they themselves are incorporating new styles of investing in their philosophy and framework like Quant Investing.2023-03-011h 03The SOIC PodcastThe SOIC PodcastCyient Ltd. | One Mid-Cap IT Business I am Studying | Learn different types of IT Business“We’re changing the world with technology.” –Bill Gates At SOIC we have analysed many sectors like FMCG, Consumer, Chemicals, Banks, etc. This episode is focused on an IT Business which is a niche of its own–Cyient Ltd. This IT business has many interesting facets attached to it. We’ll discuss the Different Types of IT Businesses, All about ER&D Business, 3 Business Verticals, Future Guidance, DLM Segment, Antithesis & Thesis Pointers and Valuations. A special focus is given to the risks we have derived from the cyclical nature of the business.2023-03-0131 minThe SOIC PodcastThe SOIC PodcastSecrets to Quant's 38% CAGR | Quant Mutual Fund Strategies & Thesis“We’re right 50.75% of the time…but we’re 100% right 50.75% of the time. You can make billions that way.” —Gregory Zuckerman India is witnessing a massive inflow of funds into mutual funds. The SIPs are fast becoming a habit among the working population of the country. It was about time we analysed a Mutual Fund house at SOIC. We try to give you information that is deeper and adds a lot of value to your understanding of the subject. This episode gives a detailed analysis of Quant Mutual Fund. They have delivered a staggering 38% CAGR returns in t...2023-01-2122 minThe SOIC PodcastThe SOIC PodcastDISCOVER THE NEXT BIG THING | 5 Businesses I’m Studying 🤓🚀Predicting rain doesn’t count, building arks does.” –Warren Buffett Dear Tribe Members, as we have discussed many times, “investing is an art and not science.” A thesis we may have built some weeks or months ago for a company may be undergoing changes. There could be changes for good and bad, however, it is very important to keep revisiting your thesis and confirming and verifying it through maintenance research. In this episode, we’ll revisit 3 such businesses we have talked about many times on our platform. Towards the end we’ll share 2 Bonus Ideas that seem very interesti...2022-12-1922 minThe SOIC PodcastThe SOIC Podcast7 Unheard of Consistent Compounder Stocks“The first rule of compounding is to never interrupt it unnecessarily.” - Charlie Munger   Big ambitions require extra effort & special celebrations for every milestone. SOIC turned 2 although it feels like we started yesterday, this has been an amazing journey where we covered a lot of ground all because of the love & support of our SOIC Tribe. We wish to intensify the spirit of learning & teaching by 2x on this occasion of our 2nd Anniversary. To make the celebrations sweeter we have a Special & Exclusive Anniversary Special Offer for you in this email.  This special episode will c...2022-11-0733 minThe SOIC PodcastThe SOIC PodcastDividend Investing: No One Will You This“If you don’t find a way to make money while you sleep, you will work until you die.” - Warren Buffett SOIC believes that an investor should approach the stock markets with the sole purpose of multiplying their capital. There are several ways to compound wealth in the stock markets and we believe that one should take the road they are most comfortable with, with potholes and sudden twists and turns. We have been receiving requests and it was on our to do list as well to share detailed information on Dividend Investing. However, we never aim to...2022-10-2633 minThe SOIC PodcastThe SOIC PodcastTitan | The Large Cap Diamond in the Stock Market: Best listed Consistent Compounder 💎“Never stop thinking about how to delight your customer. Not to satisfy your customer, but delight your customer.” - Warren Buffett We often talk about consistent compounders and coffee can investing. However, there are few companies that can fit the bill. To understand more about such businesses, we need to break the term in 2 parts. Consistency is not something that is to be done, rather it is a practice. When practised regularly it becomes a way of life and this then bears the fruits of Compounding. We bring you one such consistent compounder listed in Indi...2022-07-2148 minThe SOIC PodcastThe SOIC PodcastShould You Buy The DIP?📉 SOIC's 5 Key Strategies“In the short run, the market is a voting machine, but in the long run it is a weighing machine.” —Benjamin Graham We as students of this market constantly aspire to learn new things that will help us become better investors. In this video, you’ll learn something very new and distinct. We will take a look at P/E—price to earning ratio— and have a very different take on it. Buying the dip or staying away is not an easy choice once one is in the bear markets. Hope we will allay fears and bring a...2022-07-2123 minThe SOIC PodcastThe SOIC PodcastDeveloping a Circle of Competence, Idea Generation Process & more.Ishmohit Arora of SOIC was hosted by Jay Shakarpure on his YouTube channel. 2022-03-241h 39The SOIC PodcastThe SOIC PodcastHow to Balance Your Job and Investing with Sahil SharmaOne of the most widely asked questions that I've encountered over the email and on SOIC dashboard is "How to Balance Your Job and Investing?" Best way to get an answer is from someone who has perfectly mastered this. This will be a deep dive into Sahil Sharma's investing philosophy, his valuation framework and how he is able to create a balance between Research and Work. 😃2022-03-1020 minThe SOIC PodcastThe SOIC PodcastIshmohit's Personal Journey: How SOIC Journey Started?Send us a text2022-03-071h 39The SOIC PodcastThe SOIC PodcastHow to Find Undervalued Stocks! SOIC Watchlist 2022We'll learn how to use screener to filter and create a list of undervalued stocks.  We’ll also learn how to create a list of Consistent Compounders, what Peter Lynch calls Fast Growers and the Variant Perception Framework of Howard Marks. We have created the SOIC Watchlist: Idea Generation using screener to help your research. The link's shared in the YouTube video's description.2022-03-0425 minThe SOIC PodcastThe SOIC PodcastHow I am investing in volatility? SOIC FrameworkHow to navigate volatility with SOIC Framework2022-02-1945 minThe SOIC PodcastThe SOIC PodcastTop 10 Under Valued Stocks for 2022 💫🏹 SOIC TOP 10 SeriesImportant Learning (Valuation)  First Company: Financial Sector  Second Company: Financial Sector  Third Company: Financial Sector  Fourth Company: Chemical Universe  Fifth & Sixth Company: Chemical Universe  Seventh Company: Hospital Sector  Eight Company: Chemical Universe  Ninth Company: Refractories Sector  Tenth Company: IT Sector  Conclusion 2022-02-0332 minThe SOIC PodcastThe SOIC PodcastGreen Fuel Wars| Transitional Multibaggers vs Structural Multibaggers| LPG vs CNGWe bring you the business analysis of Confidence Group, wherein we’ll analyse the green fuel wars between LPG and CNG. We’ll discuss the concepts of Transitional Multibaggers vs Structural Multibaggers. Intro: Mental Model  Confidence Petroleum  Business Segment 1: Cylinder Manufacturing  Business Segments 2 & 3: LPG Bottling & Retail  Business Segment 4: Auto LPG Stations SOIC Accelerator Pitch  Risks & Valuations Mental Model: Catch 22 Situation  Mental Model: Signalling 2022-01-2338 minThe SOIC PodcastThe SOIC PodcastBusiness strategy and its essence in investing with SOICHosted by Krishna Bahirwani, Sahir Sachdev & Delhi Investors Association   Twitter Handles: @ishmohit1, @soicfinance, @BahirwaniKrish, @dadalife369 & @Delhi_Investors   "An initiative to help all retail investors by providing recordings of ace investors from various sectors, taken from multiple spaces so that anybody can listen to them anytime."-Wealth Podcasts2022-01-222h 30The SOIC PodcastThe SOIC PodcastArt of investing with Mr. Samit Vartak| Worldly Wisdom SeriesMr. Samit Vartak is the CIO at SAGE one investment advisors, is probably one of the sharpest minds in the country when it comes to investing in the Indian context. He has made multi-baggers not only in one or two sectors, but in several. At SOIC, he is one of our mentors, and recently we got the opportunity of interviewing him. It was an absolute honour, hope you find value in this podcast. :)  Chapters:   Sage one PMS Philosophy  Key criteria for filtering down stocks  Probabilistic mindset and uncertainty in business  How to get 10X portfolio return  Compan...2022-01-052h 31The SOIC PodcastThe SOIC PodcastOne Fastest Growing Chemical Company for 2021Real wealth is created when you're able to catch and ride a fast grower when it is reporting abnormal growth for a period of time.  Let's understand the business model, industry structure, competitive advantage and  growth prospects of a company that is not known to many in the chemical space.  Mental Model Occam’s Razor Industry Analysis, Applications & Value Chain Types of Competitive Advantages Sales & Segmental Break Up SOIC Accelerator Pitch Growth Triggers Privi vs Oriental Aromatics Valuations & Anti-thesis Pointers 2021-12-0627 minThe SOIC PodcastThe SOIC PodcastEquitas Small Finance Bank| Fast Growing Bank🏦🏦 Book recommendation Micro Finance SOIC’s Checklist for Banks & Financial Companies History of the small finance bank  Sources of funds (Liability side)  Comparison with others  Asset side break up & Yields  5 Pillars of Variant Perception  Management of the bank  Thesis  Anti-thesis 2021-10-3134 minThe SOIC PodcastThe SOIC PodcastThe Next HDFC Bank? For the Next 5 years🏦 Introduction & Very Important Book SOIC Portfolio Allocation Approach Return on Asset Tree & Key Terms Important Leavers for Re-rating in Banks Warren Buffett 3 Criteria To Invest in Bank The next HDFC Bank? Changes going on Change of Management & 4 Cultural Changes Key Changes in Strategy & reflecting in numbers Thesis Pointers & Valuations Conclusions 2021-10-3127 minThe SOIC PodcastThe SOIC PodcastStock Market for Beginners Ep. 3 🪴Chapter 3: SOIC's Golden Ratio and How to pick mutual funds? Note: Visit SOIC's Channel for the video and links to excel sheets. 2021-10-1729 minThe SOIC PodcastThe SOIC PodcastStock Market for Beginners Ep. 2 🪴Chapter 2: How You Can Compound in Life & Investing 😇 Financial Freedom Series is an effort to spread financial literacy to masses in the country! Whether you are a teenager or in your 30s or 40s. Financial freedom is your fundamental right!2021-10-1025 minThe SOIC PodcastThe SOIC Podcast4 Sectors I Will Never Invest In 🙅‍♂️4 Sectors I Will Never Invest In2021-10-1025 minThe SOIC PodcastThe SOIC PodcastTatva Chintan: A Speciality Chemical Multibagger? ⚗️ Intro and book recommendation Business Analysis  SOIC Chemical Checklist  Value Chain Business Verticals PTC  SDA Electrolytes Salts SOIC Accelerator Pitch Key Financials  Promoter/Management Antithesis 2021-10-0331 minThe SOIC PodcastThe SOIC PodcastStock Market for Beginners Ep. 1 🪴Chapter 1: Why Invest in India? The Golden Opportunity! Financial Freedom Series is an effort to spread financial literacy to masses in the country! Whether you are a teenager or in your 30s or 40s (any age), Financial freedom is your fundamental right! 2021-10-0338 minThe SOIC PodcastThe SOIC PodcastInvesting: A game of risk & rewardsExamples of Sequent Scientific & a hidden market leader. 2021-09-2924 minThe SOIC PodcastThe SOIC PodcastInvesting a game of Risk&Reward with the example of Sequent Scientific & a Hidden Market LeaderSend us a textInvesting a game of Risk&Reward with the example of Sequent Scientific & a Hidden Market Leader2021-09-2924 minThe SOIC PodcastThe SOIC PodcastSOIC Worldly Wisdom Series: Samit VartakSend us a textSOIC Worldly Wisdom Series: Samit Vartak 2021-09-222h 33The SOIC PodcastThe SOIC PodcastSignalling: How you can apply it to investing?🚦Signalling is a mental model that we often overlook in our daily lives as well as in our investments. 2021-09-2132 minThe SOIC PodcastThe SOIC PodcastTata Power: One Stock for Green Energy Revolution In India 🔋🔋Throrugh our initiative to continuously add value, this time we bring to you one business that is silently leading the green energy revolution in India. This belongs to a sector I never thought I will study in my life as an investor. Investing is funny at times as there is always something to learn. :) Intro  Size of Opportunity Value Chain of Electric Vehicles Proposition of Electric Vehicles Green Energy Initiatives (Thesis Pointers) Anti-Thesis Pointers  Valuations 2021-09-2122 minThe SOIC PodcastThe SOIC PodcastSignalling Model: How can you apply in Investing (Case Studies Covered)Send us a textSignalling Model: How can you apply in Investing (Case Studies Covered like ICICI Bank, HCG, Yes Bank, Hikal)2021-09-2132 minThe SOIC PodcastThe SOIC PodcastHow Nykaa is beating others? Business and IPO Analysis 💄💅 Intro Size of Opportunity  Value Proposition of Nykaa SOIC Accelerator Pitch & Different Flywheels Valuation & Sources of Risk  How does Nykaa Earns Money?  Optionality In Nykaa  Risks in Nykaa  Valuations Conclusion 2021-09-1747 minThe SOIC PodcastThe SOIC PodcastSOIC Business Updates| Laurus, Pi & Deepak Mental Model Lollapalooza Effect Deepak Nitrite Results & Second Leg Story  Interesting Announcement & SOIC Membership Pi Industries Results & Acquisition Update  Laurus Labs Results & Second Leg Story 2021-09-1429 minThe SOIC PodcastThe SOIC PodcastPolicybazaar Pre-IPO Analysis| The Next Big Thing? 📋Dear listeners, we were recently asked a question about whether we will analyse the new age businesses or not? Investing is such a vast field that one can keep learning something new everyday till rest of their lives. In line with our motto of learning together, this time we present to you Policybazaar and its business model in depth! Important things of Insurance Industry  Functions of Web Aggregators  Policy Bazaar Value Proposition  How do Policybazaar & Paisabazaar make money?  Everything of Paisabazaar Competitor Analysis  Contribution Profit  Why Policybazaar is venturing offline? What can go wrong? Anti-thesis Conclusion (29:20) 2021-09-1430 minThe SOIC PodcastThe SOIC PodcastRadico 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  2021-09-1427 minThe SOIC PodcastThe SOIC PodcastTop 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 2021-09-1414 minThe SOIC PodcastThe SOIC PodcastDivi'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  2021-09-1430 minThe SOIC PodcastThe SOIC PodcastMy Journey|Portfolio Approach & 5 Key Learnings for youIt'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 Mar...2021-09-1432 minThe SOIC PodcastThe SOIC PodcastTop 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  2021-09-1430 minThe SOIC PodcastThe SOIC PodcastSOIC Annual Report Review: Neuland Labs & Tata ElxsiAnnual Report Review of Neuland Labs Annual Report Review of Tata Elxsi 2021-09-141h 12The SOIC PodcastThe SOIC PodcastBayes Thinking: Turn the Odds in your FavourGoing 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!2021-08-1817 minThe SOIC PodcastThe SOIC PodcastBayes Thinking: How get odds in your FavourSend us a textDear 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 and probabilities. Turn the odds in your favour by listening to the SOIC podcast!2021-08-1717 minThe SOIC PodcastThe SOIC PodcastResult Update- Neuland & Neogen ChemicalsSend us a textSOIC Podcasts: Where you not only learn but undrstand deeply about businesses in a simple way2021-08-1128 minThe SOIC PodcastThe SOIC PodcastTop 10 Mid Cap Moated Businesses 🏰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: Transformation...2021-07-2232 minThe SOIC PodcastThe SOIC PodcastTop 10 Small Caps in India| Best Indian Small Caps 🏰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...2021-07-2231 min