🎧 Welcome to the SOIC Podcast! At SOIC (School of Intrinsic Compounding), we’re on a mission to help Indian investors learn how to invest smartly. We share simple stock tips, real-life examples, and lessons from books to help you become a better investor. In every episode, expect: 📊 Easy-to-understand stock analysis 📚 Insights from the best investing books 🧠 Simple mental models 💡 Real-world case studies Follow us to start your journey to smarter investing!
Podli ऐप में सुनें 🎧
अपने पसंदीदा पॉडकास्ट फ़ॉलो करें, ऑफ़लाइन और कार में CarPlay व Android Auto के साथ सुनें, और हमेशा वहीं से जारी रखें जहाँ छोड़ा था। मुफ़्त में आज़माएँ।
27 सित॰ 2026 · 36:17
In this SOIC business analysis, we deep dive into Samvardhana Motherson International (Motherson) and its transition from a global auto-ancillary business into high-growth…
13 सित॰ 2026 · 42:25
India’s investment cycle is changing. After years of consumption-led growth, capital is increasingly moving towards manufacturing, technology and strategic industries. In this…
9 सित॰ 2026 · 42:17
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 summaries and…
30 अग॰ 2026 · 1:43:37
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 Sid will discuss…
26 अग॰ 2026 · 27:47
Explore 4 unique stock-scanning techniques from SOIC and StockScans for smarter Indian equity research. The episode covers the Congrats Index, management sentiment, scan matches,…
23 अग॰ 2026 · 39:46
A thermometer sounds simple. But when it has to measure extreme temperatures inside steel, power, chemical and other industrial plants, the business becomes far more specialised.…
16 अग॰ 2026 · 1:01:05
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. From the entire…
13 अग॰ 2026 · 2:09:09
StockScans is a powerful investing and stock-screening tool designed to help investors find winning stocks, track market and sector rotation, and build actionable watchlists.…
2 अग॰ 2026 · 35:40
In this episode, we use StockScans' Concall Scans to analyse Q1 FY27 conference calls across industries including forging, chemicals, pharmaceuticals, healthcare, electronics, IT…
26 जुल॰ 2026 · 36:38
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 a huge…
26 जुल॰ 2026 · 49:08
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 caps are…
12 जुल॰ 2026 · 1:25:51
In this episode of SOIC, Prabhakar Kudva, CIO of Samvitti Capital, shares a practical framework for understanding market cycles, identifying leading investment themes, and…
5 जुल॰ 2026 · 1:14:08
In this podcast, Ishmohit and Naman discuss the UNIQUE Framework —a practical approach to identifying businesses with long-term compounding potential. Through 20+ real-world…
5 जुल॰ 2026 · 1:57:58
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 centers work,…
28 जून 2026 · 1:08:30
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 cover the…
26 जून 2026 · 26:54
In this episode, Ishmohit Arora and Sarthak Garg, Co-founders of SOIC , discuss the investment strategy of PPFAS Mutual Fund and why it has become one of the most talked-about…
21 जून 2026 · 41:09
In this episode, we deep dive into CarTrade Tech, one of India’s leading internet-based automotive marketplace businesses. We explore the listings business model, CarTrade’s…
14 जून 2026 · 45:01
In this episode, we break down Minda Corporation and the broader Auto Ancillary industry using six key mental models that help identify winning businesses. We analyze the…
7 जून 2026 · 40:33
In this episode, we analyze Indegene, a Life Sciences and Pharma-focused IT services company, and explore how AI is reshaping the IT industry. We discuss the right mental model…
31 मई 2026 · 29:43
In this SOIC earnings special, we analyze the latest quarterly results across 1,400+ Indian companies and identify where growth is emerging beyond the major indices. We discuss…
24 मई 2026 · 50:03
In this episode, we deep dive into Sudeep Pharma and understand why it stands out as a high-margin business in the pharma and specialty ingredients industry. We discuss the…
17 मई 2026 · 35:22
In this 7th episode of SOIC’s “20 Unique Businesses” series, we deep dive into Alphabet — one of the world’s most integrated and difficult-to-replicate AI businesses. This…
10 मई 2026 · 33:43
This episode covers the 6th unique business in our 20 Unique Businesses series. We discuss a high-quality value-added manufacturing business that transformed from a commodity…
3 मई 2026 · 42:21
In this episode, we break down Nippon India Asset Management Company and the rapidly growing asset management industry in India. We explore its strong financials, market share…
30 अप्रैल 2026 · 1:03:56
In this podcast, we sit down with Rajeev Mantri from Navam Capital to break down one of the most important themes for India’s future — deep tech investing. We discuss what deep…
25 अप्रैल 2026 · 40:26
In this episode, we break down Sai Life Sciences, the fourth company in our 20 Unique Businesses series, where we explore high-quality companies with strong competitive…
19 अप्रैल 2026 · 35:46
In this episode, we break down one of the most unique businesses in the world — ASML Holding, a company that sits at the heart of the global semiconductor industry. We explore…
15 अप्रैल 2026 · 44:59
In this episode, we break down Gravita India — a fast-growing recycling company benefiting from strong industry tailwinds. We explore how the recycling sector is evolving due to…
11 अप्रैल 2026 · 51:27
In this episode, we break down INOX India , a unique business with strong entry barriers and market leadership. We explore how the company operates in the cryogenic equipment…
1 अप्रैल 2026 · 17:55
In this episode, we break down a powerful stock market strategy using real data and backtesting. We explore how key factors like PE ratio, Price-to-Book, and earnings growth…
29 मार्च 2026 · 1:19:25
In this episode, we break down the entire healthcare and pharmaceutical industry — one of the most recession-proof sectors in the market. We explore how the healthcare value…
26 मार्च 2026 · 1:04:17
In this podcast, we explore the real world of microcap investing — beyond the hype. Microcap stocks can fall 50–60% in bad markets, but they can also deliver massive returns when…
22 मार्च 2026 · 24:35
In this episode, we explore how to invest smartly during a bear market using ETFs and mutual funds. We break down a simple 3-framework approach to ETF investing — focusing on…
15 मार्च 2026 · 22:25
In this episode, we analyze the current state of the Indian stock market and understand whether the market is nearing a bottom. We discuss how narratives influence investor…
8 मार्च 2026 · 40:13
The IT sector is facing valuation derating, and many investors believe that Artificial Intelligence could disrupt traditional IT services. But is AI really a threat, or could it…
4 मार्च 2026 · 14:12
In this episode, we discuss how global macro events like the Iran–US–Israel conflict create fear in financial markets and how investors should respond during uncertain times.…
23 फ़र॰ 2026 · 1:16:26
In this episode, we are joined by Siddhant Bhandari, CIO at Persistence Capital. we do a complete market temperature check on the Indian stock market, especially small caps. We…
19 फ़र॰ 2026 · 39:02
In this episode, we break down the future of the IT sector and how AI is changing the entire industry. We discuss why IT stocks have been falling, whether the traditional IT…
15 फ़र॰ 2026 · 52:36
In this episode, we break down how to identify truly unique market leaders — businesses with strong moats, scalable growth, and structural competitive advantages. We cover six…
8 फ़र॰ 2026 · 1:14:39
In this episode, we break down the Q3 results season and explain what the numbers are actually telling us. We discuss why indices are misleading , why this is a stock picker’s…
1 फ़र॰ 2026 · 1:26:08
In this episode, we speak with Sagar Arya, Co-Founder of Xponent Tribe , to understand the global commercial aerospace industry and why India is becoming a key part of the global…
31 जन॰ 2026 · 54:54
In this episode, we explain why gold is going up and what it tells us about the world economy. We talk about how the old US-led global system worked, why it is breaking now, and…
25 जन॰ 2026 · 33:21
Most stocks are down 28–30% , but the index doesn’t show it. So… are we really in a bear market? And is the bottom close? In this episode, you’ll learn: Why the real pain is…
18 जन॰ 2026 · 1:57:06
In this episode, SOIC speaks with Himanshu Sharma (The Chartist) about how successful investors actually think about the stock market. Instead of choosing between fundamentals or…
11 जन॰ 2026 · 37:28
In this episode, we explain why past returns don’t guarantee future returns, even for high-quality businesses. Through real case studies like HDFC Bank, DMart, Page Industries,…
4 जन॰ 2026 · 59:19
In this episode, we share 7 big investing ideas for 2026 to help you invest with clarity after a volatile 2025. You’ll learn how to spot tailwinds, avoid headwinds, build a clear…
28 दिस॰ 2025 · 56:00
In this episode, we deep-dive into the Indian Jewellery Industry with Abhishek Jain — a jeweller with over 30 years of industry experience and an active investor. This podcast…
21 दिस॰ 2025 · 34:11
In this episode of SOIC, we discuss a powerful investing mental model called product mix change . We analyze two precision engineering companies — SANSERA Engineering and Shriram…
14 दिस॰ 2025 · 1:02:23
In this episode of SOIC, we do a complete top-down analysis of the Indian stock market . We break down why the market is in a bear phase , where valuation comfort is emerging ,…
7 दिस॰ 2025 · 49:46
In this episode, you will learn everything about Mutual Funds for 2026 and beyond . We explain the difference between mutual funds and active stock picking , why thinking like a…
30 नव॰ 2025 · 46:54
In this episode, you’ll learn the core idea of Proxy Investing - a simple way to find companies that benefit from big trends without being in the spotlight. You’ll learn how…
23 नव॰ 2025 · 35:13
In this episode, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. We…
20 नव॰ 2025 · 43:10
This special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered…
16 नव॰ 2025 · 1:34:07
Get ready for an exclusive deep dive into one of the fastest-growing industries on the planet — Drones & Anti-Drone Systems. You’ll learn why this has become a sunrise sector,…
8 नव॰ 2025 · 32:30
In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector. We explain the 3 key banking cycles—net interest margins, asset quality, and…
2 नव॰ 2025 · 43:54
Welcome to this episode by SOIC, where we break down India’s fast-growing Pre-Engineered Building (PEB) sector — the backbone of modern manufacturing. In this episode, you’ll…
2 नव॰ 2025 · 1:08:15
In this episode, we dive deep into the Battery Energy Storage (BESS) landscape — one of the most exciting and fast-evolving parts of India’s clean energy future. You’ll learn…
19 अक्टू॰ 2025 · 1:09:05
In this Diwali special SOIC podcast, Ishmohit Sir and Amit decode the latest Q2 results and share insights across banking, auto, consumer, and pharma sectors. Learn how to…
12 अक्टू॰ 2025 · 23:02
In this episode, we decode why PPFAS Mutual Fund has invested in Zydus Wellness — the company behind brands like Sugar Free, Everyuth, Nutralite, and Max Protein . You’ll learn…
5 अक्टू॰ 2025 · 41:36
Ever wondered who really wins when the temperature rises? In this episode, we break down India’s air conditioner industry — its seasonality, growth drivers, and profit pool.…
1 अक्टू॰ 2025 · 55:22
In this episode of SOIC Podcast, Co-Founders of Persistence Capital , Ishmohit Arora and Siddhant Bhandari (CIO & Global Investor), break down the big themes shaping markets in…
25 सित॰ 2025 · 41:46
In this episode, we break down the alcohol industry in India — from market size and categories to pricing, premiumization, and consumer trends. You’ll learn how volume and value…
22 सित॰ 2025 · 1:54:08
In this SOIC Podcast, Digant Haria (Co-Founder, GreenEdge Wealth Services LLP) breaks down the NBFC and Banking cycle and explains how investors can prepare for the next upcycle…
17 सित॰ 2025 · 1:11:02
In this SOIC Podcast, Prabhakar Kudva (Samvitti Capital) shares insights from 17+ years of investing experience. We discuss how markets move through bull, bear, and sideways…
14 सित॰ 2025 · 25:57
Welcome to SOIC Business Analysis. In today’s episode, we break down one of the most important moves by the Indian government — the recent GST cuts. We’ll understand why GST…
7 सित॰ 2025 · 27:29
In this episode of SOIC, we simplify the powerful SOTP (Sum of the Parts) valuation framework , a method to value complex businesses with multiple segments. Using easy analogies…
3 सित॰ 2025 · 19:11
In this episode of SOIC, we explore how retail investors can check if company management is truly walking the talk . Using a simple AI prompt, we share real case studies of…
24 अग॰ 2025 · 30:30
Wondering how India’s markets and industries are performing? In this episode, we decode Q1 FY26 results like never before — from the broader indices to sector standouts like…
17 अग॰ 2025 · 39:44
In this episode, you’ll learn about 7 powerful themes driving India’s growth – pharma distribution, premium SUVs, solar pumps, premium alcohol, gold finance, power transmission,…
16 अग॰ 2025 · 36:51
Ever wondered which CDMOs are driving growth—and where the hidden risks are? In this episode, we unpack the Q1 FY26 results of leading players, including Ami Organics, Laurus…
8 अग॰ 2025 · 23:02
In this episode, we break down the current state of India’s NBFC and banking sector to assess whether a true revival is underway. From RBI’s liquidity tightening to rising NPAs,…
3 अग॰ 2025 · 42:14
In this thought-provoking episode, Siddhant Nautiyal from SOIC dives into a real conversation with Ishmohit on today’s confusing market. Is this the start of a new bull run — or…
27 जुल॰ 2025 · 1:04:22
In this episode, we dive deep into one of India's most powerful and underappreciated sectors — the dairy industry. You'll learn how milk moves from rural farms to urban shelves,…
20 जुल॰ 2025 · 25:54
In this episode, we explore Fine Organics — a global leader in emulsifiers and polymer additives. With over 600 products, a pristine balance sheet, and aggressive global capex…
13 जुल॰ 2025 · 1:32:40
Welcome to today’s deep dive on the global and Indian defence sector — where geopolitics, military innovation, and stock market opportunities come together. In this episode, we…
6 जुल॰ 2025 · 41:48
In this episode, we analyze how Indian capital market companies like Motilal Oswal, Edelweiss, and JM Financial are shifting from transaction-based income to more stable,…
29 जून 2025 · 39:52
In this episode, we dive deep into two contract development and manufacturing (CDMO) businesses— Aarti Pharma Labs and Jubilant Pharma —that are riding strong structural trends.…
26 जून 2025 · 58:41
In this episode, we break down how to simplify stock valuation using AI tools like ChatGPT and Gemini. From choosing the right valuation ratios (like P/E, EV/EBITDA, or…
15 जून 2025 · 21:17
In this episode, we break down why PPFAS Mutual Fund — known for its long-term, value-based approach — recently added Bharti Airtel to its portfolio. We connect the dots between…
9 जून 2025 · 49:04
In this episode, we dive deep into India’s port industry — a toll-road style business that powers the nation’s trade and GDP. We explore how ports operate, key revenue drivers,…
4 जून 2025 · 1:11:45
In this power-packed episode, we explore the steel and pipe sector with industry veteran Saket Agarwal. Learn about: ✅ Key differences between DI, Seamless & ERW pipes ✅ Insights…
1 जून 2025 · 31:10
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…
25 मई 2025 · 40:34
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…
22 मई 2025 · 24:12
🎯 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…
18 मई 2025 · 40:44
In this episode, we break down 4 powerful megatrends reshaping global energy demand and unlocking new investment opportunities: ⚡ AI-driven surge in electricity demand 🌱…
15 मई 2025 · 19:21
🎧 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…
11 मई 2025 · 1:12:00
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…
4 मई 2025 · 27:18
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…
27 अप्रैल 2025 · 55:51
Dear Viewer, 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…
24 अप्रैल 2025 · 1:42:19
This 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…
24 अप्रैल 2025 · 37:07
Unlock insights into the Indian Chemical Industry with expert Ajay Joshi. This podcast covers the industry structure, Bulk vs. Specialty chemicals, key trends (Import…
24 अप्रैल 2025 · 37:07
Join us as we host Siddhant Bhandari of Persistence Capital! We explore Warren Buffett's investing approach, dive into Indian consumer success stories like Radico and Varun…
24 अप्रैल 2025 · 25:33
Facing market uncertainty? This episode explores the current "Fog of War" due to new tariffs and their impact on sectors like Chemicals, Seafood, IT, and Banking. We dive into…
24 अप्रैल 2025 · 36:08
Dive into the Indian IT sector. Facing recent underperformance and disappointing results, this discussion analyzes current valuations, explores different segments (Large Cap, Mid…
24 अप्रैल 2025 · 27:40
Is rising competition killing profitability? We analyze industries like paints, quick commerce, and the cables/wires sector, looking at Polycab & KEI. Learn how new players and…
24 अप्रैल 2025 · 27:32
This 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…
24 अप्रैल 2025 · 15:38
This episode provides a business analysis of Jio Finance, a corporate-backed NBFC spun off from Reliance Industries. It discusses Jio Finance's structure and diverse ventures in…
24 अप्रैल 2025 · 19:12
Analyzing PPFAS Mutual Fund's recent stock purchases: Mahindra & Mahindra, Narayana Hrudayalaya, and Coal India. We explore the probable reasons behind these additions by reverse…
24 अप्रैल 2025 · 29:06
Analyze recent earnings calls for three interesting companies: Aarti Pharmalabs, Polycab, and Associated Alcohols. Discover Aarti Pharmalabs' fundamental earnings breakout…
24 अप्रैल 2025 · 29:06
Learn to navigate investing in a bear market: Analyse market history, valuations, technicals, earnings, and economic reality. Understand current market corrections (price vs.…
Podli ऐप में सुनें 🎧
अपने पसंदीदा पॉडकास्ट फ़ॉलो करें, ऑफ़लाइन और कार में CarPlay व Android Auto के साथ सुनें, और हमेशा वहीं से जारी रखें जहाँ छोड़ा था। मुफ़्त में आज़माएँ।
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