The SOIC Podcast SOIC: School of Intrinsic Compounding

Money is the blood for an economy and Banks are the vessels that carry that blood all across various parts of the economy. Today, we take a look at a hot favourite sector of the past that has seen a fall in the pecking order of preference.

We will take a look at the following issues plaguing the valuations of this very important sector.

1. PSU Banks
2. Regulatory Actions
3. NIMs
4. Problem of size
5. Issue of liabilities

Hope you enjoy the podcast and presentation.

Proxy Investing is a concept that is very dear to our hearts. However, this time we bring you Proxy Investing with a whole new perspective. We have analysed ~20-22 industries and tried to identify businesses with maximum profitability by doing value chain analysis.

Some of the examples of industries we have covered are:
1 - Capital Markets
2 - Luxury Consumption
3 - Contract Research & Manufacturing Services (CRAMS)
4 - Precision Engineering
5 - Fast Moving Industrial Goods (FMIG)
6 - Electric Vehicles
7 - Metals
8 - Green Energy
9 - Mining
10 - Consumer
11 - Health Insurance

Hope you'll enjoy the podcast.

Water is precious, however, we value it once we don't have it. We have covered the whole water infrastructure industry and opportunities it presents to investors. You can explore the following topics under our video and the presentation.

1. Importance of Water Infra
2. Government Schemes
3. Value Chain Analysis
4. Ductile Iron Pipes
5. EPC Industry & Players
6. Water Infra & Players

Bonus for Members: Detailed Financial Sheet, Detailed Video Conclusion, Sub-Sector Index on TradingView etc.

This episode will focus on the following ideas-



1. Intro: Digital India
Seg 1: Fintech & E-Commerce
Seg 2: Account Aggregator & E-Governance
Seg 3: Digital Brokerages & Exchanges
Seg 4: Database & Geospatial database Companies
Seg 5: Digital Content
Seg 6: Software as a Service (SaaS)
Conclusion: Learnings Summarised

We've curated a podcast that delves into the intricacies of the waste management industry, focusing particularly on its landscape in India. In this podcast, you'll discover:


Assessing Different Recycling Markets: Gain insights into the diverse recycling markets and understand how to evaluate their potential.

2. Exploration of Various Businesses: Explore the plethora of businesses operating in different recycling verticals across India.

3. Key Players Identification: Learn about the prominent players in crucial sectors such as Plastic, Battery, and Waste Recycling.

Diverse Waste Management Segments: Dive deep into segments like e-waste, tyre recycling, and carbon black management, and explore the key players within each.


We'll also give a glimpse of some of the notable players in the Indian waste management industry.

This episode is based on the idea of industry analysis is to give you in depth insights on the Semiconductor Landscape.

Multiple books, articles, research reports and conversation with friends in Semicon space were used to make this. Hopefully, you will get a perspective on the industry. If there are any mistakes, kindly gently point them out. Our mentor is a non tech guy who loves to study industries. We hope you find value in this episode.

Parts-
1. Intro

2. What is a Semiconductor?

3. Value Chain

4. Profitability Analysis

5. Geopolitics

6. Semiconductor Stocks in India

7. Conclusion